City
Wealth management firms in Ocala, Florida
As of October 2, 2026, 12 wealth management firms, including broker-dealer firms, with their main office in Ocala, Florida reported $616.0 million in regulatory assets under management; the largest by assets was Canopy 360 Wealth, LLC, with $382.8 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 12
- Regulatory assets under management
- $616.0 million
- Average per firm
- $51.3 million
- SEC-registered, of those listed
- 2 of 12 (16.7%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Canopy 360 Wealth, LLC | SEC | $382.8 million | 949 |
| 2 | Zinnia Wealth Advisory, LLC | SEC | $168.8 million | 1,455 |
| 3 | One Day Wealth Management | State | $28.2 million | 119 |
| 4 | Ocala Capital, LLC | State | $15.1 million | 177 |
| 5 | Private Client Services Group, LLC | State | $7.4 million | 35 |
| 6 | Gray Lion Capital | State | $7.0 million | 10 |
| 7 | Truesdell Wealth, Inc. | State | $5.0 million | 77 |
| 8 | Golden Reed Wealth Management, LLC | State | $1.3 million | 13 |
| 9 | CTF Financial Services, Inc. | State | $373,251 | 7 |
| 10 | Kiefer Financial Advising LLC | State | $0 | 0 |
| 11 | Lifecare Funding Solutions, LLC | State | $0 | 0 |
| 12 | Smith Financial LLC | State | $0 | 0 |
Wealth management firms in Florida, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.