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Best financial advisors in Odessa, FL

Registered advisers within 25 miles of Odessa, FL.

Offices
1,029
Firms
342
Combined AUM
$18.2T
Firm-wide filings, not assets booked only here
Clients
3.40M
3,398,135 clients when Item 5C has a number
Avg / client
$5.37M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
J. W. COLE ADVISORS, INC.
LPL FINANCIAL LLC
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
SCHWAB WEALTH ADVISORY, INC.
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
TRUIST ADVISORY SERVICES, INC.
SANCTUARY ADVISORS, LLC
DIPAOLO FINANCIAL GROUP, INC.
RAYMOND JAMES & ASSOCIATES, INC.
COMMONWEALTH FINANCIAL NETWORK

Investors

ALEX THOMAS ZWOLAK
BENJAMIN L. FELLER
KALIE GRACE HAWLEY
KEVIN COREY MASON
HARRISON JAMES GUNN
DONALD JAMES GUNN
THUY DO MURRAY
Nikolaus Joel Lancaster
Michael Barranco
LINDA Joyce FOX
JUDY ANN RAVENNA
PATRICE EVANGELYN DAVIS
JOHN TIMOTHY COAKLEY
Jack T Halvorsen
DANIEL SCOTT RAMSEY
KENNETH PAUL CARRUBA
THOMAS HALVORSEN
Lindsey Marissa Kuklin
George Alexander Compton
Daniel Ventura
Dustin P. Cali
Thomas Domenic Solfio
Edward Joseph Burke
Damon Augustine Palestra
JOSEPH LAURIA DIPAOLO
Nicole Ann Mitela
ANTHONY LAURIA DIPAOLO
Khaled Hassan
Ethan Perry Jacovides
AMANDA HICKMAN MURPHY
BRENT C HULLING
Cindy Ann Gibson
JULIE ANN ROCKWELL
PRESTON PAUL TAGARAS
BRIAN BLAIR ROCKWELL
HARMON M WRIGHT
Guilherme Lopes Gauzzi
Matthew P. Tihanovich
MICHAEL VINCENT ADDESSI
MATTHEW John DRAGANCHUK
AARON MYERS LYON
CHRISTINE JANE MCLEAN
LAURA NOEL WOODS
MICHAEL OCONNOR ADDESSI
Ryan Patrick McCrerey
Glenn Michael Davis

Within 25 miles of Odessa, FL, Best Investors lists 342 registered investment advisory firms with 1,029 offices nearby, managing about $18.2T in combined regulatory AUM across 3,398,135 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 Odessa

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM