#1Destiny Family Office
DESTINY FAMILY OFFICE, LLC
Serves this area from Tavares, FL (13 mi)
Retirement Plan Advisors in Leesburg, FL
The top-ranked retirement plan advisors serving Leesburg, FL are Destiny Family Office, Destiny Wealth Partners, LLC and Zenith Advisory Group, LLC. We list 41 retirement plan advisors serving Leesburg, 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 Leesburg, FL (Lake County). 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 Leesburg
#2Destiny Wealth Partners, LLC
DESTINY WEALTH PARTNERS, LLCServes this area from Tavares, FL (13 mi)#3Zenith Advisory Group, LLC
ZENITH ADVISORY GROUP, LLCServes this area from The Villages, FL (14 mi)#4Opima Capital Management, LLC
OPIMA CAPITAL MANAGEMENT, LLCServes this area from Ocoee, FL (25 mi)#5Tim Looney Investments, LLC
TIM LOONEY INVESTMENTS, LLCServes this area from Altamonte Springs, FL (31 mi)#6Certified Advisory Corp
CERTIFIED ADVISORY CORPServes this area from Altamonte Springs, FL (31 mi)#7Fiduciary First
FIDUCIARY FIRST, LLCServes this area from Maitland, FL (31 mi)#8401k Generation
401K GENERATIONServes this area from Altamonte Springs, FL (31 mi)#9Jake Carris Financial Planning
JAKE CARRIS FINANCIAL PLANNING, LLCServes this area from Orlando, FL (31 mi)#10Carpenter, Claydon Advisors, Inc.
CARPENTER, CLAYDON ADVISORS, INC.Serves this area from Maitland, FL (32 mi)
20 more providers serving this area
- Blacktower Financial Management (US) LLC, Orlando, FL (32 mi)
- Capacuity LLC, Heathrow, FL (33 mi)
- Yandell Investments, LLC, Orlando, FL (33 mi)
- Delta Capital Management, LLC, Maitland, FL (33 mi)
- Newport Group Consulting, LLC, Lake Mary, FL (33 mi)
- Familywealth, Lake Mary, FL (34 mi)
- Jackson Wealth Management, LLC, Lake Mary, FL (34 mi)
- Wisdom Planning Group, Orlando, FL (34 mi)
- Summit Wealth Partners, LLC, Orlando, FL (34 mi)
- International Assets Investment Management, LLC, Orlando, FL (34 mi)
- Qtr Family Wealth, LLC, FL
- Moisand Fitzgerald Tamayo, LLC, Orlando, FL (34 mi)
- Advus Financial Partners, LLC, Winter Park, FL (34 mi)
- Ample Wealth Partners LLC, Orlando, FL (34 mi)
- Burgess Chambers & Associates Inc, Orlando, FL (34 mi)
- Cogent Private Wealth, Orlando, FL (34 mi)
- Hoxton Wealth, Orlando, FL (34 mi)
- Mariner Institutional, LLC, Winter Park, FL (34 mi)
- Spraker West Wealth Management, Inc, Winter Park, FL (34 mi)
- 55 North Private Wealth, Winter Park, FL (34 mi)
Request quotes
Frequently asked questions
How many retirement plan advisors serve Leesburg?
We list 41 retirement plan advisors serving Leesburg, FL: 0 based there and 41 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 Leesburg?
The top-ranked retirement plan advisors serving Leesburg, FL are Destiny Family Office, Destiny Wealth Partners, LLC, Zenith Advisory Group, LLC, Opima Capital Management, 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 Leesburg 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), Zenith Advisory Group, LLC (U.S. Securities and Exchange Commission), Opima Capital Management, 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 .