Best financial advisors in Ocoee, TN

Registered advisers within 25 miles of Ocoee, TN.

Offices

38

Firms

16

Combined AUM

$3.28T

Firm-wide filings, not assets booked only here

Clients

596K

596,328 clients when Item 5C has a number

Avg / client

$5.50M

Combined AUM ÷ clients

Nearby offices

SOLID ROCK INVESTMENT ADVISORY LLC

1510 STUART RD NE STE 204C
CLEVELAND, TN 37312

THRIVENT INVESTMENT MANAGEMENT INC.

1510 Stuart Road NE
Cleveland, TN 37312

STATE FARM INVESTMENT MANAGEMENT CORP.

242 1st St NE
Cleveland, TN 37311-5305

11.2 miles away

EDWARD JONES

2299 PARKER ST NE
CLEVELAND, TN 37311

11.2 miles away

EDWARD JONES

FARMLAND CORNER 112 STUART ROAD NORTHEAST
CLEVELAND, TN 37312

11.2 miles away

EQUITABLE ADVISORS, LLC

4160 NORTH OCOEE STREET SUITE 9
CLEVELAND, TN 37312

11.2 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

4363 Ocoee St N Ste 1
Cleveland, TN 37312

11.3 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

4363 NORTH OCOEE STREET SUITE 1
CLEVELAND, TN 37312

11.3 miles away

EDWARD JONES

4641 N LEE HWY
CLEVELAND, TN 37312-4042

11.3 miles away

RAYMOND JAMES & ASSOCIATES, INC.

3780 OCOEE PLACE NW SUITE 100
CLEVELAND, TN 37312

11.4 miles away

EDWARD JONES

230 NORTH OCOEE STREET
CLEVELAND, TN 37311

11.4 miles away

CETERA INVESTMENT ADVISERS LLC

20 N OCOEE ST
CLEVELAND, TN 37311

11.4 miles away

MONEY CONCEPTS CAPITAL CORP

63 North Ocoee Street
Cleveland, TN 37311

11.4 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

188 Old Mouse Creek Rd NW
Cleveland, TN 37312

11.4 miles away

EDWARD JONES

2080 CHAMBLISS AVE NW SUITE 1
CLEVELAND, TN 37311

11.5 miles away

LPL FINANCIAL LLC

3870 KEITH STREET NW
CLEVELAND, TN 37312

11.5 miles away

EDWARD JONES

3575 KEITH STREET NW SUITE 201
CLEVELAND, TN 37312

11.7 miles away

TRUIST ADVISORY SERVICES, INC.

2305 KEITH ST FL 1
CLEVELAND, TN 37311

11.9 miles away

TRUIST ADVISORY SERVICES, INC.

2305 KEITH ST NW
CLEVELAND, TN 37311

11.9 miles away

EDWARD JONES

1596 CLINGAN RIDGE DR NW
CLEVELAND, TN 37312-0000

12.7 miles away

Firms

SOLID ROCK INVESTMENT ADVISORY LLC

THRIVENT INVESTMENT MANAGEMENT INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

EQUITABLE ADVISORS, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES & ASSOCIATES, INC.

CETERA INVESTMENT ADVISERS LLC

MONEY CONCEPTS CAPITAL CORP

LPL FINANCIAL LLC

TRUIST ADVISORY SERVICES, INC.

Investors

VICTOR GABRIEL BOLTNIEW

William David Roebuck

Misty Dawn Allen

Robert Daniel Ludwig

Ronald Joe Markel

Bethany Grace Markel

Christopher T Robinson

GABRIEL LENOIR GAMBLE

MATTHEW J WISEMAN

Mitchell Jack Crispin

RAMANN Satyam Kakani NALLAMALA

THOMAS WILLIFORD THOMAS

CORNELE KERSEY THOMAS

David Bruce Browand

MICHAEL LESLEY COOPER

Bradley Hugh Perkins

KYLE LESLEY COOPER

Curtis Ray Duncan

Sharin Joy King

DANIEL MARK QUILLEN

STEPHANIE R HUFF

James Andrew King

Paul Anthony Hickman

TREVOR SCOTT SMITH

Andrew Dean Carson

VIRGINIA ELLEN OWENS

Stephanie Lura Malone

Shannon Burke Ritzhaupt

Within 25 miles of Ocoee, TN, Best Investors lists 16 registered investment advisory firms with 38 offices nearby, managing about $3.28T in combined regulatory AUM across 596,328 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 Ocoee

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 7 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM 8 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM