#1Destiny Family Office
DESTINY FAMILY OFFICE, LLC
Based in Tavares, FL
Retirement Plan Advisors in Lake County, FL
The top-ranked retirement plan advisors serving Lake County, FL are Destiny Family Office, Destiny Wealth Partners, LLC and Opima Capital Management, LLC. We list 41 retirement plan advisors serving Lake County, 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 Lake County, FL. 41 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 Lake County
#2Destiny Wealth Partners, LLC
DESTINY WEALTH PARTNERS, LLCBased in Tavares, FL#3Opima Capital Management, LLC
OPIMA CAPITAL MANAGEMENT, LLCServes this area from Ocoee, FL (18 mi)#4Zenith Advisory Group, LLC
ZENITH ADVISORY GROUP, LLCServes this area from The Villages, FL (19 mi)#5Tim Looney Investments, LLC
TIM LOONEY INVESTMENTS, LLCServes this area from Altamonte Springs, FL (20 mi)#6Certified Advisory Corp
CERTIFIED ADVISORY CORPServes this area from Altamonte Springs, FL (20 mi)#7401k Generation
401K GENERATIONServes this area from Altamonte Springs, FL (21 mi)#8Fiduciary First
FIDUCIARY FIRST, LLCServes this area from Maitland, FL (21 mi)#9Capacuity LLC
CAPACUITY LLCServes this area from Heathrow, FL (21 mi)#10Newport Group Consulting, LLC
NEWPORT GROUP CONSULTING, LLCServes this area from Lake Mary, FL (22 mi)
20 more providers serving this area
- Carpenter, Claydon Advisors, Inc., Maitland, FL (22 mi)
- Jackson Wealth Management, LLC, Lake Mary, FL (22 mi)
- Familywealth, Lake Mary, FL (22 mi)
- Qtr Family Wealth, LLC, FL
- Delta Capital Management, LLC, Maitland, FL (23 mi)
- Yandell Investments, LLC, Orlando, FL (24 mi)
- Wisdom Planning Group, Orlando, FL (24 mi)
- Advus Financial Partners, LLC, Winter Park, FL (24 mi)
- Mariner Institutional, LLC, Winter Park, FL (25 mi)
- Spraker West Wealth Management, Inc, Winter Park, FL (25 mi)
- 55 North Private Wealth, Winter Park, FL (25 mi)
- Jake Carris Financial Planning, Orlando, FL (25 mi)
- Trillium Wealth LLC, Winter Park, FL (25 mi)
- Summit Wealth Partners, LLC, Orlando, FL (25 mi)
- Frankly Finances, Winter Park, FL (25 mi)
- Blacktower Financial Management (US) LLC, Orlando, FL (25 mi)
- International Assets Investment Management, LLC, Orlando, FL (25 mi)
- Ample Wealth Partners LLC, Orlando, FL (26 mi)
- Burgess Chambers & Associates Inc, Orlando, FL (26 mi)
- Cogent Private Wealth, Orlando, FL (26 mi)
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Frequently asked questions
How many retirement plan advisors serve Lake County?
We list 41 retirement plan advisors serving Lake County, FL: 2 based there and 39 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 Lake County?
The top-ranked retirement plan advisors serving Lake County, FL are Destiny Family Office, Destiny Wealth Partners, LLC, Opima Capital Management, LLC, Zenith Advisory Group, LLC and Tim Looney Investments, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Lake County are verified against official records?
10 of the top 10 match an active official record: Destiny Family Office (U.S. Securities and Exchange Commission), Destiny Wealth Partners, LLC (U.S. Securities and Exchange Commission), Opima Capital Management, LLC (U.S. Securities and Exchange Commission), Zenith Advisory Group, LLC (U.S. Securities and Exchange Commission) and Tim Looney Investments, 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 .
Cities in Lake County
Communities served
Groveland, Tavares, Minneola, Mount Dora, Lady Lake, Mascotte, Fruitland Park, Mount Plymouth, Umatilla, Astatula, Silver Lake, Montverde, Astor, Howey-in-the-Hills, Yalaha, Lake Mack-Forest Hills, Lake Kathryn, Paisley, Sorrento, Pine Lakes, Ferndale, Okahumpka, Lisbon, Pittman, Altoona