#1 Zenith Advisory Group, LLC
ZENITH ADVISORY GROUP, LLC
Serves this area from The Villages, FL (22 mi)
Call (352) 282-0810 · WebsiteRetirement Plan Advisors in Ocala, FL
The top-ranked retirement plan advisors serving Ocala, FL are Zenith Advisory Group, LLC, Destiny Family Office and Destiny Wealth Partners, LLC. We list 9 retirement plan advisors serving Ocala, 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 Ocala, FL (Marion County). 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 Ocala
#2 Destiny Family Office
DESTINY FAMILY OFFICE, LLCServes this area from Tavares, FL (36 mi)Call (844) 357-1120 · Website#3 Destiny Wealth Partners, LLC
DESTINY WEALTH PARTNERS, LLCServes this area from Tavares, FL (36 mi)Call (352) 343-2700 · Website#4 Koss-olinger Consulting, LLC.
KOSS-OLINGER CONSULTING, LLC.Serves this area from FLCall (352) 373-3337 · Website#5 Storms & Rowdon Financial Services, Inc.
STORMS & ROWDON FINANCIAL SERVICES, INC.Serves this area from Ormond Beach, FL (64 mi)Call (386) 677-0191 · Website#6 Firstrust
FIRSTRUST LLCServes this area from Daytona Beach, FL (65 mi)Call (386) 788-3737 · Website#7 Keyes, Stange & Wooten Wealth Management, LLC
KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLCServes this area from Daytona Beach, FL (65 mi)Call (386) 253-1980 · Website#8 Holland Advisory Services, Inc.
HOLLAND ADVISORY SERVICES, INC.Serves this area from Ormond Beach, FL (65 mi)Call (386) 671-7526 · Website#9 Plan To Prosper Wealth Management
PALACIOS WEALTH MANAGEMENT, LLCServes this area from Ormond Beach, FL (66 mi)Call (386) 271-2127 · Website
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Frequently asked questions
How many retirement plan advisors serve Ocala?
We list 9 retirement plan advisors serving Ocala, 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 Ocala?
The top-ranked retirement plan advisors serving Ocala, 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 Ocala 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 .