#1 Zenith Advisory Group, LLC
ZENITH ADVISORY GROUP, LLC
Based in The Villages, FL
Call (352) 282-0810 · WebsiteRetirement Plan Advisors in Sumter County, FL
The top-ranked retirement plan advisors serving Sumter County, FL are Zenith Advisory Group, LLC, Destiny Family Office and Destiny Wealth Partners, LLC. We list 6 retirement plan advisors serving Sumter County, FL. 6 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 Sumter County, FL. 6 providers, 6 of the top 6 verified against federal or state records. Registry records checked on 2026-11-04.
Top 6 ranked retirement plan advisors for Sumter County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Zenith Advisory Group, LLC | ✓ SEC-registered investment adviser (CRD) #321689 | The Villages, FL | (352) 282-0810 |
| 2 | Destiny Family Office | ✓ SEC-registered investment adviser (CRD) #338015 | Tavares, FL (22 mi) | (844) 357-1120 |
| 3 | Destiny Wealth Partners, LLC | ✓ SEC-registered investment adviser (CRD) #171346 | Tavares, FL (22 mi) | (352) 343-2700 |
| 4 | Orca Wealth Management, LLC | ✓ SEC-registered investment adviser (CRD) #310053 | New Port Richey East, FL (50 mi) | (727) 938-1600 |
| 5 | Amerity Wealth Management, LLC | ✓ SEC-registered investment adviser (CRD) #322265 | Lakeland, FL (51 mi) | (863) 683-1750 |
| 6 | Ingram Advisory Services, LLC | ✓ SEC-registered investment adviser (CRD) #123508 | FL | (863) 326-9833 |
#2 Destiny Family Office
DESTINY FAMILY OFFICE, LLCServes this area from Tavares, FL (22 mi)Call (844) 357-1120 · Website#3 Destiny Wealth Partners, LLC
DESTINY WEALTH PARTNERS, LLCServes this area from Tavares, FL (22 mi)Call (352) 343-2700 · Website#4 Orca Wealth Management, LLC
ORCA WEALTH MANAGEMENT, LLCServes this area from New Port Richey East, FL (50 mi)Call (727) 938-1600 · Website#5 Amerity Wealth Management, LLC
AMERITY WEALTH MANAGEMENT, LLCServes this area from Lakeland, FL (51 mi)Call (863) 683-1750 · Website#6 Ingram Advisory Services, LLC
INGRAM ADVISORY SERVICES, LLCServes this area from FLCall (863) 326-9833 · Website
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Frequently asked questions
How many retirement plan advisors serve Sumter County?
We list 6 retirement plan advisors serving Sumter County, FL: 1 based there and 5 serving it from nearby. 6 of the top 6 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Sumter County?
The top-ranked retirement plan advisors serving Sumter County, FL are Zenith Advisory Group, LLC, Destiny Family Office, Destiny Wealth Partners, LLC, Orca Wealth Management, LLC and Amerity Wealth Management, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Sumter County are verified against official records?
6 of the top 6 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), Orca Wealth Management, LLC (U.S. Securities and Exchange Commission) and Amerity Wealth Management, LLC (U.S. Securities and Exchange Commission), and 1 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 Sumter County
Communities served
Wildwood, Lake Panasoffkee, Bushnell, Center Hill, Webster, Coleman