Skip to content

Financial Advisors in Ocala, FL: 2026 rankings

52 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Ocala: Sterling Wealth Management, LLC, RFA Score 78/100; 5.0★ from 149 Google reviews.

  2. 4

    Most-reviewed: Senior Financial Security Inc, 159 Google reviews at 4.9★, the most of 52 ranked; ranked #4.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

52 Ocala financial advisors are ranked here by RFA Score, from eight published factors. 5 open Saturdays, based on posted hours. The median Google rating is 4.6★ across 52 rated firms.

Top 10 financial advisors in Ocala at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Ocala at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Sterling Wealth Management, LLC785.0★ (149)Ocala—Top score
2Pinnacle Retirement Advisors, LLC775.0★ (96)Ocala——
3Vazquez Wealth Management,LLC745.0★ (54)Ocala——
4Senior Financial Security Inc724.9★ (159)The Villages, 21 mi away—Most reviews
5Estate & Retirement Resources725.0★ (32)Ocala——
6Zinnia Wealth Management724.7★ (39)Ocala——
7Fross & Fross Wealth Management714.9★ (128)The Villages, 22 mi away——
8West Financial Group714.9★ (149)Lady Lake, 25 mi away——
9Truist683.5★ (63)OcalaSat—
10Anya Bradford: Primerica - Financial Services675.0★ (8)Ocala——

All 52 financial advisors in Ocala, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  8. #8 West Financial Group

    Based in Lady Lake, 25 mi away

    71/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 4.9★ from 149 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 149 Google reviews
    Hours
    Mon–Thu 9 AM–4:30 PM · Fri 9 AM–3 PM · Sat–Sun closed
    Address
    4713 State Rd 44 W Ste 300, Wildwood, FL 34785
    View profile for West Financial Group(352) 461-0645

  9. #9 Truist

    Based in Ocala

    68/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 3.5★ from 63 Google reviews, listed on Google as “Financial consultant”.

    • 3.5★ from 63 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–6 PM · Sat 9 AM–12 PM · Sun closed
    Address
    9290 SW State Rd 200, Ocala, FL 34481
    View profile for Truist(352) 390-2151

  13. #13 Truist

    Based in Ocala

    66/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 3.1★ from 47 Google reviews, listed on Google as “Financial consultant”.

    • 3.1★ from 47 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–6 PM · Sat 9 AM–12 PM · Sun closed
    Address
    111 SW 17th St, Ocala, FL 34471
    View profile for Truist(352) 622-0230

  14. #14 WATERFRONT ADVISORS

    Based in Ocala

    66/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 6 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 6 Google reviews
    Hours
    Mon–Fri 8 AM–4:30 PM · Sat–Sun closed
    Address
    217 SE 1st Ave Ste 200-116, Ocala, FL 34471
    View profile for WATERFRONT ADVISORS(352) 820-6004

  15. #15 Capstone Wealth

    Based in Lady Lake, 20 mi away

    66/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 28 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 28 Google reviews
    Hours
    Mon–Tue 9 AM–4 PM · Wed closed · Thu–Fri 9 AM–4 PM · Sat–Sun closed
    Address
    11031 US-301 Ste 103, Oxford, FL 34484
    View profile for Capstone Wealth(352) 850-7392

  16. #16 Truist

    Based in Ocala

    66/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 3.1★ from 33 Google reviews, listed on Google as “Financial consultant”.

    • 3.1★ from 33 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–6 PM · Sat 9 AM–12 PM · Sun closed
    Address
    4800 NW Blitchton Rd, Ocala, FL 34482
    View profile for Truist(352) 512-6479

  17. #17 Bankers Life

    Based in Ocala

    66/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 3.3★ from 12 Google reviews, listed on Google as “Financial planner”.

    • 3.3★ from 12 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    1700 SE 17 St Ste 300, Ocala, FL 34471
    View profile for Bankers Life(352) 205-7032

  25. #25 Zenith Advisory Group

    Based in The Villages, 22 mi away

    64/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 4.8★ from 21 Google reviews, listed on Google as “Financial consultant”.

    • 4.8★ from 21 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    1068 Lake Sumter Landing, The Villages, FL 32162
    View profile for Zenith Advisory Group(352) 282-0810

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 52 ranked financial advisors here; the rest are on their profiles.

financial advisors in Ocala, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Woodall and Associates, LLC645.0★ (19)23 mi
27Raymond James & Associates643.7★ (3)In Ocala
28Royal Fund Management634.6★ (14)19 mi
29Truist632.2★ (44)In Ocala
30Desjardins Retirement Solutions LLC624.0★ (24)22 mi
31Bucket List Wealth Management625.0★ (9)21 mi
32Fidelity Investments613.4★ (35)22 mi
33Charles Schwab613.5★ (25)22 mi
34Acorn Tax and Wealth Advisors614.6★ (10)In Ocala
35Meridian Wealth Management, LLC615.0★ (9)24 mi
36Alexander Capital Wealth Management-Niccole Palacios, Clemente Palacios AAMS®️ CRPC™️613.7★ (9)19 mi
37Blueprint Financial615.0★ (5)19 mi
38Cebert Wealth with LPL Financial604.3★ (6)20 mi
39Bank of America (with Drive-thru ATM)593.0★ (24)24 mi
40Talon Wealth594.0★ (4)19 mi
41Bank of America Financial Center592.8★ (53)21 mi
42Merrill Lynch Wealth Management593.7★ (6)22 mi
43TD Ameritrade593.0★ (8)22 mi
44Bank of America (with Drive-thru ATM)592.6★ (57)20 mi
45Edward Jones - Financial Advisor: Luke Emerson, CFP®|AAMS®595.0★ (3)21 mi
46Edward Jones - Financial Advisor: Ron Francis III, ChFC®|WMCP®595.0★ (4)24 mi
47Edward Jones - Financial Advisor: Marc C Stalvey, CFP®|AAMS®|SE-AWMA®594.4★ (5)25 mi
48Edward Jones - Financial Advisor Greg Panjian AAMS595.0★ (4)25 mi
49First American Trust of Central Florida583.0★ (4)23 mi
50PARALIFE Financial Group573.7★ (3)25 mi

Also serving Ocala

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Ocala
BusinessGoogle ratingDistance
Alex M. Fontana, CFP® - Financial Advisor - Senior Managing Director - Brick City Group of Truist Investment Services, Inc.5.0★ (2)In Ocala
Anders Retirement & Investment Advisors5.0★ (1)In Ocala
Comprehensive Financial5.0★ (2)In Ocala
Edward Jones - Financial Advisor: Nick Navetta, AAMS®5.0★ (1)In Ocala
Eric Perlman: Primerica - Financial Services5.0★ (2)In Ocala
Gratium Wealth Planning - Ameriprise Financial Services, LLC5.0★ (2)In Ocala
Jane Fontaine - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Ocala
Joan Coke - Financial Advisor, Ameriprise Financial Services, LLC3.0★ (2)In Ocala
Kiefer Financial Advising5.0★ (1)In Ocala
Kyle A. Kay, CFP®, AIF®5.0★ (1)In Ocala
Match Point Financial5.0★ (2)In Ocala
MetLife1.0★ (1)In Ocala
Ocala Capital LLC5.0★ (1)In Ocala
Principal Financial Group5.0★ (1)In Ocala
Sandy Wealth Management5.0★ (1)In Ocala
Talach Financial LLC5.0★ (2)In Ocala
THORMAN FINANCIAL GROUP5.0★ (2)In Ocala
Truesdell Wealth5.0★ (2)In Ocala
Wealth and Income Strategies Inc.5.0★ (2)In Ocala
Wells Fargo Advisors3.0★ (2)In Ocala

How we ranked Ocala financial advisors

We scored 52 Ocala financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Ocala data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Ocala: frequently asked questions

Which financial advisor has the highest RFA Score in Ocala?

By RFA Score, the highest-ranked financial advisor in Ocala, FL is Sterling Wealth Management, LLC with an RFA Score of 78/100. It has 5.0★ from 149 Google reviews. Pinnacle Retirement Advisors, LLC (#2) and Vazquez Wealth Management,LLC (#3) follow. We ranked 52 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Ocala?

RankedFinancialAdvisors ranks 52 financial advisors serving Ocala, FL. 21 of them are based in Ocala; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Ocala work on weekends?

5 of 52 ranked financial advisors post Saturday hours. The highest-ranked open Saturdays are Truist (#9), Truist (#13) and Truist (#16). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Ocala financial advisors have?

The median Google rating among 52 rated financial advisors in Ocala is 4.6★, with a median of 13 reviews. Senior Financial Security Inc has the most, 159 reviews, and ranks #4. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Ocala count in this ranking?

Yes, if they are within 25 mi of the Ocala city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Ocala ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Ocala a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Ocala

  1. November 2026: RFA Scores recalculated for 52 financial advisors serving Ocala.

More financial advisors and Ocala pages