#1 Tim Looney Investments, LLC
TIM LOONEY INVESTMENTS, LLC
Serves this area from Altamonte Springs, FL (8 mi)
Call (407) 331-6961 · WebsiteRetirement Plan Advisors in Apopka, FL
The top-ranked retirement plan advisors serving Apopka, FL are Tim Looney Investments, LLC, Certified Advisory Corp and 401k Generation. We list 40 retirement plan advisors serving Apopka, 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 Apopka, 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 Apopka
#2 Certified Advisory Corp
CERTIFIED ADVISORY CORPServes this area from Altamonte Springs, FL (9 mi)Call (407) 869-9800 · Website#3 401k Generation
401K GENERATIONServes this area from Altamonte Springs, FL (9 mi)Call (866) 998-5879 · Website#4 Fiduciary First
FIDUCIARY FIRST, LLCServes this area from Maitland, FL (9 mi)Call (407) 740-6111 · Website#5 Carpenter, Claydon Advisors, Inc.
CARPENTER, CLAYDON ADVISORS, INC.Serves this area from Maitland, FL (10 mi)Call (407) 843-0316 · Website#6 Opima Capital Management, LLC
OPIMA CAPITAL MANAGEMENT, LLCServes this area from Ocoee, FL (11 mi)Call (407) 612-7602 · Website#7 Capacuity LLC
CAPACUITY LLCServes this area from Heathrow, FL (11 mi)Call (407) 949-6889 · Website#8 Delta Capital Management, LLC
DELTA CAPITAL MANAGEMENT, LLCServes this area from Maitland, FL (11 mi)Call (407) 422-2423 · Website#9 Newport Group Consulting, LLC
NEWPORT GROUP CONSULTING, LLCServes this area from Lake Mary, FL (11 mi)Call (407) 333-2905 · Website#10 Jackson Wealth Management, LLC
JACKSON WEALTH MANAGEMENT, LLCServes this area from Lake Mary, FL (12 mi)Call (407) 585-0235 · Website
20 more providers serving this area
- Familywealth, Lake Mary, FL (12 mi)
- Qtr Family Wealth, LLC, FL
- Yandell Investments, LLC, Orlando, FL (13 mi)
- Wisdom Planning Group, Orlando, FL (13 mi)
- Advus Financial Partners, LLC, Winter Park, FL (13 mi)
- Mariner Institutional, LLC, Winter Park, FL (13 mi)
- Spraker West Wealth Management, Inc, Winter Park, FL (13 mi)
- 55 North Private Wealth, Winter Park, FL (13 mi)
- Trillium Wealth LLC, Winter Park, FL (13 mi)
- Frankly Finances, Winter Park, FL (13 mi)
- Summit Wealth Partners, LLC, Orlando, FL (14 mi)
- Destiny Family Office, Tavares, FL (14 mi)
- Destiny Wealth Partners, LLC, Tavares, FL (14 mi)
- International Assets Investment Management, LLC, Orlando, FL (14 mi)
- Burgess Chambers & Associates Inc, Orlando, FL (14 mi)
- Ample Wealth Partners LLC, Orlando, FL (15 mi)
- Hoxton Wealth, Orlando, FL (15 mi)
- Cogent Private Wealth, Orlando, FL (15 mi)
- Moisand Fitzgerald Tamayo, LLC, Orlando, FL (15 mi)
- Jake Carris Financial Planning, Orlando, FL (16 mi)
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Frequently asked questions
How many retirement plan advisors serve Apopka?
We list 40 retirement plan advisors serving Apopka, 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 Apopka?
The top-ranked retirement plan advisors serving Apopka, FL are Tim Looney Investments, LLC, Certified Advisory Corp, 401k Generation, Fiduciary First and Carpenter, Claydon Advisors, Inc.. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Apopka are verified against official records?
10 of the top 10 match an active official record: Tim Looney Investments, LLC (U.S. Securities and Exchange Commission), Certified Advisory Corp (U.S. Securities and Exchange Commission), 401k Generation (U.S. Securities and Exchange Commission), Fiduciary First (U.S. Securities and Exchange Commission) and Carpenter, Claydon Advisors, Inc. (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 .