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Best financial advisors in Ocklawaha, FL

Registered advisers within 25 miles of Ocklawaha, FL.

Offices
197
Firms
72
Combined AUM
$11.1T
Firm-wide filings, not assets booked only here
Clients
2.63M
2,627,629 clients when Item 5C has a number
Avg / client
$4.24M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
OSAIC WEALTH, INC.
LINCOLN INVESTMENT
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
ROYAL FUND MANAGEMENT, LLC
J. W. COLE ADVISORS, INC.
TRUIST ADVISORY SERVICES, INC.
SMITH FINANCIAL LLC
CENTAURUS FINANCIAL, INC.
GRADIENT ADVISORS, LLC
AMERITY WEALTH MANAGEMENT, LLC
FIRST COMMAND ADVISORY SERVICES
NFSG CORPORATION

Investors

Jeremy Joseph DiFiore
CHRISTOPHER J CALANDRA
LINDY MARLENE BROCK
BRET ROBERT MICKEL
EILEEN MARY ANN MCCARTHY RITTER
BERT DELROY RITTER
Camille Marie Coke
JOAN LORETTA COKE
PATRICIA ANNE CONRAD
ABIGAIL JEAN BLANTON
ROBERT MICHAEL ELSTAD
Jarrod Council
Jena Sullivan
JOHN WIRTH LAWRENCE
CRAIG RICHARD CASSIDY
RUSSELL RAIMUND WAGNER
GEORGE ANDREW WATSON
MILLARD SCOTT NORRIS
SIDNEY REESE SMITH
ALAN WAYNE OLSON
RICHARD GORDON EASTERBROOK
MICHAEL JOHN CONWAY
KELLEY COFFEY PYLES
MATTHEW THOMAS JACKSON
KEITH BRADLEY HAWK
SEAN KIMBALL CLARK
JOSEPH RAY FAULK
MARK R TRIPLETT
VICKI LYNN MONACO
LINCOLN EARL MCRAE
SCOTT EDWARD HEATHER
WILLIAM ROCCO FOLEY
Aaron Taylor Hawks
Kevin Carl Wingert
Briley Dalton Baca
PAUL MICHAEL FOKKEN
Jake Everett Stephens
NEIL ANDREW HIGGER
GREGORY WILLIAM RIECKHOFF
ROBERT JAMES NORRIS
CLAUDE THOMAS CORBETT
JOHN ROBERT LINK
KEVIN JOHN SCHNEIDER
BRYAN KEITH DALY
OWEN THOMAS EDWARDS
BRADLEY RONALD GERBERDING
DAVID A. LATCH
BRADY TYLER NELSON
Hunter Henry Von Unschuld
KIMBALL THOMAS KISTLER
DHARAM PAUL KALRA
MARK ROYAL SORENSEN
ROBIN MICHAEL SLAUGHTER
ALAN EDWARD KUZMA
JOHN LAWRENCE MILLS
NICKLOS KARL NASEMAN
SHELLI JO RICHARDSON
BARTH HOWARD FRANKENBERRY
PATRICIA ANN FREDERIKSEN
Camden Andrew Sprouse
Jamie Lamson
JOSEPH HUNTER VON UNSCHULD
ROBERT REED BRYANT
MICHAEL JAMES STELOGEANNIS
TERRY DANIEL SMITH
SHERRI LYNN DESJARDINS
BRIAN JOSEPH GODFREY
JEFFREY ALLEN RENAKER
Joshua Craig Fain
William John Stropp
MARK LEE DICKERSON
DALE LAWRENCE CEBERT
CATHERINE CAGLE HARRIS
David Markham DeSantis
THOMAS MARTIN ROMANAC
ROBERT VAUGHN WHITAKER

Within 25 miles of Ocklawaha, FL, Best Investors lists 72 registered investment advisory firms with 197 offices nearby, managing about $11.1T in combined regulatory AUM across 2,627,629 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 Ocklawaha

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM