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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Ocala, FL

Every SEC-registered investment adviser representative at a firm office in Ocala, with the firms that employ the most of them.

The short answer

189 registered advisors work in Ocala; the most are at Truist Advisory Services, Inc. (16). 16 list the CFP designation and 160 are also registered broker representatives.

Firms with the most advisors in Ocala

FirmAdvisors in Ocala
Truist Advisory Services, Inc. news16
Merrill Lynch, Pierce, Fenner & Smith Incorporated news14
LPL Financial LLC news13
Raymond James & Associates, Inc. news12
Pfs Investments Inc.10
Raymond James Financial Services Advisors, Inc. news10
Edward Jones news8
Wells Fargo Clearing Services, LLC news8
Ameriprise Financial Services, LLC news6
Canopy 360 Wealth, LLC6
Osaic Wealth, Inc. news6
Strategic Advisers LLC6
Lifemark Securities Corp.5
Wells Fargo Advisors Financial Network, LLC news5
Equitable Advisors, LLC news4
J.P. Morgan Securities LLC news4
Cetera Investment Advisers LLC news3
Morgan Stanley news3
Ocala Capital, LLC3
PNC Wealth Management LLC3
State Farm Investment Management Corp.3
Golden Reed Wealth Management, LLC2
Kestra Advisory Services, LLC news2
MML Investors Services, LLC2
Principal Securities, Inc.2

Advisors in Ocala, A to Z

CFP advisors in Ocala →

Other cities in Florida

All of Florida →

Miami 3,102Tampa 2,957Jacksonville 2,374Boca Raton 1,575Orlando 1,379Palm Beach Gardens 1,206Naples 1,123St. Petersburg 1,065Sarasota 935Coral Gables 921Fort Lauderdale 695Winter Park 455West Palm Beach 440Clearwater 418Fort Myers 399Ponte Vedra Beach 387Ft. Lauderdale 310Pensacola 280Jupiter 270Melbourne 268Bradenton 267Aventura 265Stuart 265Vero Beach 250

Questions

How many financial advisors are in Ocala, FL?

189 investment adviser representatives are registered at firm offices in Ocala, Florida, according to the SEC's Investment Adviser Public Disclosure records. 160 of them are also registered as broker representatives, and 16 list the CFP designation.

Which firm has the most financial advisors in Ocala?

Truist Advisory Services, Inc., with 16 registered advisors in Ocala, followed by Merrill Lynch, Pierce, Fenner & Smith Incorporated with 14.

How do I check a financial advisor in Ocala?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.