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Best financial advisors in Ochopee, FL

Registered advisers within 50 miles of Ochopee, FL.

Offices
417
Firms
179
Combined AUM
$17.7T
Firm-wide filings, not assets booked only here
Clients
2.77M
2,767,774 clients when Item 5C has a number
Avg / client
$6.38M
Combined AUM ÷ clients

Nearby offices

Firms

NEIL JESANI WEALTH MANAGEMENT
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
FIFTH THIRD SECURITIES, INC.
FLORIDA FINANCIAL ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ADVISORS TRUST PLANNING AND INVESTMENT COMPANY
CERITY PARTNERS LLC
M HOLDINGS SECURITIES, INC.
NAPLES MONEY MANAGEMENT LLC
PARK AVENUE SECURITIES LLC
INTEGRITY ALLIANCE, LLC.
WELLS FARGO CLEARING SERVICES, LLC

Investors

JAMES VINCENT DEBEVEC
TRAVIS GEORGE BENOIT
NURDIN HASAMBHAI JESANI
BRANDON SCOTT JUDAS
ANDREW J CONSTANTINIDES
SIDDHARTH SINHA
MATTHEW THOMAS BOSWELL
DERRICK KYLE HOBBS
JOSEPH DARREN DOGANIERI
SKIP A AMES
CHRISTOPHER SHAWN EILERS
VICTOR JAMES FURNISS
Abel Guerrero
Jonathan M. Galarza
KARINA ELIZABETH ROMERO
Zachary Jaret
John He
Olivier Chatelus
Alejandro Salas
David Rodak
Mauricio Aguiar Neto
Anthony Bringas
Jose Joaquin Toribio Camilo
Devaryan Gupta
Irvin Dudley Tiu
Joaquin Penelas
Jarrett Weiss
Robert Kinose Birk
Reece Charles Ellison
Jeffrey Crouse
Michael Mayoral
Courtney Whyte
Ricardo Santiago Luna
Tess Elizabeth Tanner
Nicholas Martinez
Pilar Terragni
Sarthak Aggarwal
Darian Fumero
Xi Yang
Adriel Cueto
Gavin Connor Mclnerney
Joseph Antonio Chakour
David Manuel Doddo
Matthew John Abar
Sameer Shehadi
William Antonio Feijoo
Joshua Thomas Betts
Matthew Simon
Virgil Nathaniel Sweet
Julian Alejandro Sanchez
Connor Goodwin
Gaetano Onorato Caruso
Eliana Celine Whitford
Thomas Stephen Dickinson
Emma Grace Parker
Carlos Luis Cruz Fernandez
Nicholas Theodore Pappas
Jacob Michael Blackman
Hunter Austin Payne
Garrett Troy Walker
TIMOTHY Garth LEE
Katherine Derengowski
DYLAN HIMMEL
Stephen Scott Collins
John Ricardo Cheaz
Sean Tyler Bunce
Paul Andres Urdaneta Mendoza
Avery Jane Croxton
Kai Michael Hooks
Reana Renae Schmitt
Guilen Sebastian Brandon
Tzu Chu Day
William Christopher Schmidt
Kaci Michelle Goggans
Dariel Roque
Jared Sharp
Raul David Almendro
DESMOND ALEXANDER BASCOMBE
Dionne Annmarie James
SUSAN KIM MATLOW
DARIN ANDREW MORGAN
RICHARD MICHAEL SMARG
MARCUS R BICKLE
DAWN PERNICIARO LITCHFIELD
ENRIQUE MEDELLIN
DUONG THAI HO
MICHAEL L LONGO
BART C SINGLETON
ELIOT D SOKALSKY
MICHAEL LIONEL MENDES
CIRILO ALEXANDER SUAREZ
RICHARD VEGA

Within 50 miles of Ochopee, FL, Best Investors lists 179 registered investment advisory firms with 417 offices nearby, managing about $17.7T in combined regulatory AUM across 2,767,774 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Ochopee

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM