#1Zenith Advisory Group, LLC
ZENITH ADVISORY GROUP, LLC
Serves this area from The Villages, FL (21 mi)
Retirement Plan Advisors in Marion County, FL
The top-ranked retirement plan advisors serving Marion County, FL are Zenith Advisory Group, LLC, Destiny Family Office and Destiny Wealth Partners, LLC. We list 9 retirement plan advisors serving Marion County, FL. 9 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 Marion County, FL. 9 providers, 9 of the top 9 verified against federal or state records. Registry records checked on 2026-11-04.
Top 9 ranked retirement plan advisors for Marion County
#2Destiny Family Office
DESTINY FAMILY OFFICE, LLCServes this area from Tavares, FL (33 mi)#3Destiny Wealth Partners, LLC
DESTINY WEALTH PARTNERS, LLCServes this area from Tavares, FL (33 mi)#4Koss-olinger Consulting, LLC.
KOSS-OLINGER CONSULTING, LLC.Serves this area from FL#5Storms & Rowdon Financial Services, Inc.
STORMS & ROWDON FINANCIAL SERVICES, INC.Serves this area from Ormond Beach, FL (57 mi)#6Firstrust
FIRSTRUST LLCServes this area from Daytona Beach, FL (58 mi)#7Keyes, Stange & Wooten Wealth Management, LLC
KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLCServes this area from Daytona Beach, FL (59 mi)#8Holland Advisory Services, Inc.
HOLLAND ADVISORY SERVICES, INC.Serves this area from Ormond Beach, FL (59 mi)#9Plan To Prosper Wealth Management
PALACIOS WEALTH MANAGEMENT, LLCServes this area from Ormond Beach, FL (59 mi)
Request quotes
Frequently asked questions
How many retirement plan advisors serve Marion County?
We list 9 retirement plan advisors serving Marion County, FL: 0 based there and 9 serving it from nearby. 9 of the top 9 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Marion County?
The top-ranked retirement plan advisors serving Marion County, FL are Zenith Advisory Group, LLC, Destiny Family Office, Destiny Wealth Partners, LLC, Koss-olinger Consulting, LLC. and Storms & Rowdon Financial Services, Inc.. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Marion County are verified against official records?
9 of the top 9 match an active official record: Zenith Advisory Group, LLC (U.S. Securities and Exchange Commission), Destiny Family Office (U.S. Securities and Exchange Commission), Destiny Wealth Partners, LLC (U.S. Securities and Exchange Commission), Koss-olinger Consulting, LLC. (U.S. Securities and Exchange Commission) and Storms & Rowdon Financial Services, Inc. (U.S. Securities and Exchange Commission), and 4 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 Marion County
Communities served
Silver Springs Shores, Liberty Triangle, Marion Oaks, On Top of the World, Belleview, Rainbow Springs, Rainbow Lakes Estates, Ocala Estates, Silver Springs, Dunnellon, Lake Kerr, Rainbow Park, Ocklawaha, Silver Springs Shores East, McIntosh, Reddick