#1Elevation Advisory Partners LLC
ELEVATION ADVISORY PARTNERS LLC
Based in University, FL
Retirement Plan Advisors in University (Orange County), FL
The top-ranked retirement plan advisors serving University, FL are Elevation Advisory Partners LLC, Callahan Wealth Advisory and Frankly Finances. We list 40 retirement plan advisors serving University, 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 University, FL (Orange County). 40 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 University
#2Callahan Wealth Advisory
CALLAHAN WEALTH ADVISORY, LLCServes this area from FL#3Frankly Finances
FRANKLY FINANCES LLCServes this area from Winter Park, FL (9 mi)#455 North Private Wealth
55 NORTH PRIVATE WEALTH, LLCServes this area from Winter Park, FL (10 mi)#5Spraker West Wealth Management, Inc
SPRAKER WEST WEALTH MANAGEMENT, INCServes this area from Winter Park, FL (10 mi)#6Trillium Wealth LLC
TRILLIUM WEALTH LLCServes this area from Winter Park, FL (10 mi)#7Advus Financial Partners, LLC
ADVUS FINANCIAL PARTNERS, LLCServes this area from Winter Park, FL (10 mi)#8Mariner Institutional, LLC
MARINER INSTITUTIONAL, LLCServes this area from Winter Park, FL (10 mi)#9Delta Capital Management, LLC
DELTA CAPITAL MANAGEMENT, LLCServes this area from Maitland, FL (11 mi)#10Wisdom Planning Group
DELGADO WEALTH MANAGEMENT, LLCServes this area from Orlando, FL (11 mi)
20 more providers serving this area
- Burgess Chambers & Associates Inc, Orlando, FL (11 mi)
- Summit Wealth Partners, LLC, Orlando, FL (11 mi)
- Ample Wealth Partners LLC, Orlando, FL (11 mi)
- Hoxton Wealth, Orlando, FL (11 mi)
- International Assets Investment Management, LLC, Orlando, FL (12 mi)
- Cogent Private Wealth, Orlando, FL (12 mi)
- Moisand Fitzgerald Tamayo, LLC, Orlando, FL (12 mi)
- Yandell Investments, LLC, Orlando, FL (12 mi)
- Carpenter, Claydon Advisors, Inc., Maitland, FL (12 mi)
- Fiduciary First, Maitland, FL (13 mi)
- 401k Generation, Altamonte Springs, FL (13 mi)
- Certified Advisory Corp, Altamonte Springs, FL (14 mi)
- Tim Looney Investments, LLC, Altamonte Springs, FL (14 mi)
- Qtr Family Wealth, LLC, FL
- Jackson Wealth Management, LLC, Lake Mary, FL (15 mi)
- Newport Group Consulting, LLC, Lake Mary, FL (15 mi)
- Familywealth, Lake Mary, FL (15 mi)
- Capacuity LLC, Heathrow, FL (16 mi)
- Blacktower Financial Management (US) LLC, Orlando, FL (16 mi)
- Jake Carris Financial Planning, Orlando, FL (17 mi)
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Frequently asked questions
How many retirement plan advisors serve University?
We list 40 retirement plan advisors serving University, FL: 1 based there and 39 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 University?
The top-ranked retirement plan advisors serving University, FL are Elevation Advisory Partners LLC, Callahan Wealth Advisory, Frankly Finances, 55 North Private Wealth and Spraker West Wealth Management, Inc. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving University 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), 55 North Private Wealth (U.S. Securities and Exchange Commission) and Spraker West Wealth Management, Inc (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 .