#1Callahan Wealth Advisory
CALLAHAN WEALTH ADVISORY, LLC
Serves this area from FL
Retirement Plan Advisors in Alafaya, FL
The top-ranked retirement plan advisors serving Alafaya, FL are Callahan Wealth Advisory, Elevation Advisory Partners LLC and Frankly Finances. We list 40 retirement plan advisors serving Alafaya, FL. 30 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Alafaya, FL (Orange County). 40 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Alafaya
#2Elevation Advisory Partners LLC
ELEVATION ADVISORY PARTNERS LLCServes this area from University, FL (5 mi)#3Frankly Finances
FRANKLY FINANCES LLCServes this area from Winter Park, FL (11 mi)#455 North Private Wealth
55 NORTH PRIVATE WEALTH, LLCServes this area from Winter Park, FL (11 mi)#5Trillium Wealth LLC
TRILLIUM WEALTH LLCServes this area from Winter Park, FL (11 mi)#6Spraker West Wealth Management, Inc
SPRAKER WEST WEALTH MANAGEMENT, INCServes this area from Winter Park, FL (11 mi)#7Mariner Institutional, LLC
MARINER INSTITUTIONAL, LLCServes this area from Winter Park, FL (11 mi)#8Advus Financial Partners, LLC
ADVUS FINANCIAL PARTNERS, LLCServes this area from Winter Park, FL (11 mi)#9Burgess Chambers & Associates Inc
BURGESS CHAMBERS & ASSOCIATES INCServes this area from Orlando, FL (12 mi)#10Ample Wealth Partners LLC
AMPLE WEALTH PARTNERS LLCServes this area from Orlando, FL (12 mi)
20 more providers serving this area
- Hoxton Wealth, Orlando, FL (12 mi)
- Cogent Private Wealth, Orlando, FL (12 mi)
- International Assets Investment Management, LLC, Orlando, FL (12 mi)
- Moisand Fitzgerald Tamayo, LLC, Orlando, FL (12 mi)
- Summit Wealth Partners, LLC, Orlando, FL (12 mi)
- Wisdom Planning Group, Orlando, FL (12 mi)
- Yandell Investments, LLC, Orlando, FL (13 mi)
- Delta Capital Management, LLC, Maitland, FL (13 mi)
- Carpenter, Claydon Advisors, Inc., Maitland, FL (14 mi)
- Fiduciary First, Maitland, FL (15 mi)
- 401k Generation, Altamonte Springs, FL (15 mi)
- Blacktower Financial Management (US) LLC, Orlando, FL (16 mi)
- Certified Advisory Corp, Altamonte Springs, FL (16 mi)
- Tim Looney Investments, LLC, Altamonte Springs, FL (17 mi)
- Jake Carris Financial Planning, Orlando, FL (17 mi)
- Qtr Family Wealth, LLC, FL
- Jackson Wealth Management, LLC, Lake Mary, FL (19 mi)
- Newport Group Consulting, LLC, Lake Mary, FL (19 mi)
- Familywealth, Lake Mary, FL (19 mi)
- Capacuity LLC, Heathrow, FL (19 mi)
Request quotes
Frequently asked questions
How many retirement plan advisors serve Alafaya?
We list 40 retirement plan advisors serving Alafaya, FL: 0 based there and 40 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Alafaya?
The top-ranked retirement plan advisors serving Alafaya, FL are Callahan Wealth Advisory, Elevation Advisory Partners LLC, Frankly Finances, 55 North Private Wealth and Trillium Wealth LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Alafaya are verified against official records?
10 of the top 10 match an active official record: Callahan Wealth Advisory (U.S. Securities and Exchange Commission), Elevation Advisory Partners LLC (U.S. Securities and Exchange Commission), Frankly Finances (U.S. Securities and Exchange Commission), 55 North Private Wealth (U.S. Securities and Exchange Commission) and Trillium Wealth LLC (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .