#1Coquina Private Wealth Advisors
COQUINA PRIVATE WEALTH LLC
Serves this area from Port Charlotte, FL (24 mi)
Retirement Plan Advisors in DeSoto County, FL
The top-ranked retirement plan advisors serving DeSoto County, FL are Coquina Private Wealth Advisors, Second Half Financial Partners, LLC and Waypoints Financial. We list 16 retirement plan advisors serving DeSoto County, FL. 16 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 DeSoto County, FL. 16 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 DeSoto County
#2Second Half Financial Partners, LLC
SECOND HALF FINANCIAL PARTNERS, LLCServes this area from Sebring, FL (31 mi)#3Waypoints Financial
WAYPOINTS FINANCIAL, LLCServes this area from Sebring, FL (31 mi)#4Schorn Wealth
SCHORN WEALTH, LLCServes this area from Englewood, FL (37 mi)#5Horizon Wealth Advisors
HORIZON WEALTH ADVISORS, LLCServes this area from Lakewood Ranch, FL (39 mi)#6Fourthought Financial Partners, LLC.
FOURTHOUGHT FINANCIAL PARTNERS, LLC.Serves this area from Venice, FL (40 mi)#7Global Financial Private Client
GLOBAL FINANCIAL PRIVATE CLIENT, LLCServes this area from FL#8Clarity Capital Advisors, LLC
CLARITY CAPITAL ADVISORS, LLCServes this area from Lakewood Ranch, FL (42 mi)#9Lifestyle Freedom Advisory Group, LLC
LIFESTYLE FREEDOM ADVISORY GROUP, LLCServes this area from Lakewood Ranch, FL (42 mi)#10Ned Davis Research, Inc.
NED DAVIS RESEARCH, INC.Serves this area from FL
6 more providers serving this area
- Rbf Capital Management, Inc., Sarasota, FL (45 mi)
- Walsh & Associates, LLC, Sarasota, FL (45 mi)
- Cumberland Advisors, Sarasota, FL (45 mi)
- Wealthgen Advisors, LLC, Sarasota, FL (47 mi)
- Pullen Investment Management, Bradenton, FL (52 mi)
- Williams Wealth Management Group, Inc., Bradenton, FL (52 mi)
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Frequently asked questions
How many retirement plan advisors serve DeSoto County?
We list 16 retirement plan advisors serving DeSoto County, FL: 0 based there and 16 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 DeSoto County?
The top-ranked retirement plan advisors serving DeSoto County, FL are Coquina Private Wealth Advisors, Second Half Financial Partners, LLC, Waypoints Financial, Schorn Wealth and Horizon Wealth Advisors. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving DeSoto County are verified against official records?
10 of the top 10 match an active official record: Coquina Private Wealth Advisors (U.S. Securities and Exchange Commission), Second Half Financial Partners, LLC (U.S. Securities and Exchange Commission), Waypoints Financial (U.S. Securities and Exchange Commission), Schorn Wealth (U.S. Securities and Exchange Commission) and Horizon Wealth Advisors (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 .
Communities served
Arcadia, Southeast Arcadia