#1Elevation Advisory Partners LLC
ELEVATION ADVISORY PARTNERS LLC
Serves this area from University, FL (39 mi)
Retirement Plan Advisors in Merritt Island, FL
The top-ranked retirement plan advisors serving Merritt Island, FL are Elevation Advisory Partners LLC, Callahan Wealth Advisory and Frankly Finances. We list 36 retirement plan advisors serving Merritt Island, 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 Merritt Island, FL (Brevard County). 36 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 Merritt Island
#2Callahan Wealth Advisory
CALLAHAN WEALTH ADVISORY, LLCServes this area from FL#3Frankly Finances
FRANKLY FINANCES LLCServes this area from Winter Park, FL (45 mi)#4Burgess Chambers & Associates Inc
BURGESS CHAMBERS & ASSOCIATES INCServes this area from Orlando, FL (46 mi)#5Ample Wealth Partners LLC
AMPLE WEALTH PARTNERS LLCServes this area from Orlando, FL (46 mi)#6Cogent Private Wealth
COGENT PRIVATE WEALTH, INC.Serves this area from Orlando, FL (46 mi)#7Hoxton Wealth
HOXTON WEALTH USA LLCServes this area from Orlando, FL (46 mi)#8Moisand Fitzgerald Tamayo, LLC
MOISAND FITZGERALD TAMAYO, LLCServes this area from Orlando, FL (46 mi)#955 North Private Wealth
55 NORTH PRIVATE WEALTH, LLCServes this area from Winter Park, FL (46 mi)#10International Assets Investment Management, LLC
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCServes this area from Orlando, FL (46 mi)
20 more providers serving this area
- Trillium Wealth LLC, Winter Park, FL (46 mi)
- Spraker West Wealth Management, Inc, Winter Park, FL (46 mi)
- Mariner Institutional, LLC, Winter Park, FL (46 mi)
- Advus Financial Partners, LLC, Winter Park, FL (46 mi)
- Summit Wealth Partners, LLC, Orlando, FL (46 mi)
- Wisdom Planning Group, Orlando, FL (46 mi)
- Yandell Investments, LLC, Orlando, FL (47 mi)
- Delta Capital Management, LLC, Maitland, FL (48 mi)
- Blacktower Financial Management (US) LLC, Orlando, FL (48 mi)
- Carpenter, Claydon Advisors, Inc., Maitland, FL (49 mi)
- Jake Carris Financial Planning, Orlando, FL (49 mi)
- Fiduciary First, Maitland, FL (49 mi)
- 401k Generation, Altamonte Springs, FL (50 mi)
- Certified Advisory Corp, Altamonte Springs, FL (51 mi)
- Tim Looney Investments, LLC, Altamonte Springs, FL (51 mi)
- Qtr Family Wealth, LLC, FL
- Jackson Wealth Management, LLC, Lake Mary, FL (52 mi)
- Familywealth, Lake Mary, FL (52 mi)
- Newport Group Consulting, LLC, Lake Mary, FL (52 mi)
- Capacuity LLC, Heathrow, FL (52 mi)
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Frequently asked questions
How many retirement plan advisors serve Merritt Island?
We list 36 retirement plan advisors serving Merritt Island, FL: 0 based there and 36 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 Merritt Island?
The top-ranked retirement plan advisors serving Merritt Island, FL are Elevation Advisory Partners LLC, Callahan Wealth Advisory, Frankly Finances, Burgess Chambers & Associates Inc and Ample Wealth Partners LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Merritt Island are verified against official records?
10 of the top 10 match an active official record: Elevation Advisory Partners LLC (U.S. Securities and Exchange Commission), Callahan Wealth Advisory (U.S. Securities and Exchange Commission), Frankly Finances (U.S. Securities and Exchange Commission), Burgess Chambers & Associates Inc (U.S. Securities and Exchange Commission) and Ample Wealth Partners 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 .