Skip to content

Investment Advisors in Ocoee, FL: 2026 rankings

120 investment advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Ocoee: Jenny Caso Orlando Real Estate - LifeStyle International Realty, RFA Score 73/100; 5.0★ from 109 Google reviews.

  2. 4

    Most-reviewed: Strong Point Financial, Inc., 438 Google reviews at 4.9★, the most of 120 ranked; ranked #4.

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

120 Ocoee investment advisors are ranked here by RFA Score, from eight published factors. 14 open Saturdays and 4 open Sundays, based on posted hours. The median Google rating is 4.9★ across 120 rated firms.

Top 10 investment advisors in Ocoee 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 investment advisors in Ocoee at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Jenny Caso Orlando Real Estate - LifeStyle International Realty735.0★ (109)Orlando, 10 mi away—Top score
2Online Trading Academy704.8★ (50)Maitland, 10 mi away——
3Orlando Apartment Investment Group675.0★ (14)Orlando, 11 mi awaySat—
4Strong Point Financial, Inc.674.9★ (438)Orlando, 8 mi away—Most reviews
5MF Capital Partners663.1★ (8)Ocoee——
6K Capital653.4★ (5)Lake Butler, 3 mi away——
7Freedom Capital Advisors654.8★ (9)Clermont, 13 mi away——
8MWMfund655.0★ (6)Orlando, 10 mi away——
9Anders Retirement & Investment Advisors644.9★ (59)Winter Park, 12 mi away——
10Vesti - Home Investment Advisors645.0★ (8)Orlando, 16 mi awaySat · Sun · Evenings—

All 120 investment advisors in Ocoee, 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.

  2. #2 Online Trading Academy

    Based in Maitland, 10 mi away

    70/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 4.8★ from 50 Google reviews, listed on Google as “Investment service”.

    • 4.8★ from 50 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2290 Lucien Way #210, Maitland, FL 32751
    View profile for Online Trading Academy(727) 619-1007

  5. #5 MF Capital Partners

    Based in Ocoee

    66/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 3.1★ from 8 Google reviews, listed on Google as “Investment company”.

    • 3.1★ from 8 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    529 E Crown Point Rd Ste 230, Ocoee, FL 34761
    View profile for MF Capital Partners(407) 574-4244

  6. #6 K Capital

    Based in Lake Butler, 3 mi away

    65/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 3.4★ from 5 Google reviews, listed on Google as “Investment service”.

    • 3.4★ from 5 Google reviews
    Hours
    Mon–Fri 10 AM–4 PM · Sat–Sun closed
    Address
    1296 Hempel Ave, Windermere, FL 34786
    View profile for K Capital(407) 773-3891

  8. #8 MWMfund

    Based in Orlando, 10 mi away

    65/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 6 Google reviews, listed on Google as “Investment company”.

    • 5.0★ from 6 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    300 S Orange Ave #1000, Orlando, FL 32801
    View profile for MWMfund(800) 373-4132

  14. #14 Sky High Investing

    Based in Pine Hills, 6 mi away

    64/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 2.3★ from 3 Google reviews, listed on Google as “Investment company”.

    • 2.3★ from 3 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    9100 Conroy Windermere Rd Ste 200, Windermere, FL 34786
    View profile for Sky High Investing(407) 352-3220

  15. #15 The LifeWealth Group

    Based in Winter Garden, 3 mi away

    63/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.9★ from 72 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 72 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    270 W Plant St Suite 240, Winter Garden, FL 34787
    View profile for The LifeWealth Group(407) 299-4129

  16. #16 Trustco Bank

    Based in Lake Butler, 3 mi away

    63/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 4.8★ from 79 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 79 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–6 PM · Sat 9 AM–12 PM · Sun closed
    Address
    2899 Maguire Rd, Windermere, FL 34786
    View profile for Trustco Bank(407) 654-0498

  19. #19 ShariaPortfolio

    Based in Lake Mary, 17 mi away

    62/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 3.5★ from 8 Google reviews, listed on Google as “Investment company”.

    • 3.5★ from 8 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1331 S International Pkwy Ste 2291, Lake Mary, FL 32746
    View profile for ShariaPortfolio(321) 275-5125

  20. #20 SP Funds

    Based in Lake Mary, 17 mi away

    62/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Investment company”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1331 S International Pkwy Ste 2291, Lake Mary, FL 32746
    View profile for SP Funds(425) 409-9500

Investment 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 120 ranked investment advisors here; the rest are on their profiles.

investment advisors in Ocoee, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Edwards Financial Services604.8★ (86)14 mi
27Wells Fargo Advisors603.7★ (3)21 mi
28Nelson Financial Planning605.0★ (42)11 mi
29Florida Financial Advisors604.8★ (46)10 mi
30Verandah Properties, LLC604.2★ (313)13 mi
31Oxford Advisory Group | Financial Advisors605.0★ (67)18 mi
32Oxford Advisory Group | Financial Advisors605.0★ (35)10 mi
33Edward Jones - Financial Advisor: Leng Tiew, CFP®605.0★ (51)15 mi
34Ogden Wealth LLC595.0★ (37)12 mi
35The Hidden Wealth Solution595.0★ (54)17 mi
36Charles Schwab594.4★ (34)6 mi
37Edward Jones - Financial Advisor: Lana Light, CFP®|CEPA®|CDFA®|CRPC™585.0★ (20)9 mi
38Trustco Bank584.7★ (70)18 mi
39NuView Trust584.4★ (84)15 mi
40Trustco Bank584.7★ (31)11 mi
41Edward Jones - Financial Advisor: Byron Tobias585.0★ (16)8 mi
42Fellowship Financial Group585.0★ (21)11 mi
43Grafton Wealth Advisors585.0★ (21)11 mi
44Paradox - Advice-Only Financial Advisor585.0★ (14)7 mi
45Trustco Bank584.9★ (39)17 mi
46Occidental Asset Management, LLC585.0★ (4)12 mi
47Beacon Pointe Advisors575.0★ (17)11 mi
48Reed Family Wealth Services574.9★ (17)11 mi
49RetireGuide574.3★ (26)10 mi
50AmeriLife of Kissimmee, LLC564.8★ (23)16 mi

Also serving Ocoee

20 more investment 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 investment advisors serving Ocoee
BusinessGoogle ratingDistance
Bank of America (with Drive-thru ATM)2.7★ (168)In Ocoee
Capital Choice -In Ocoee
CNL Financial Group Inc5.0★ (2)10 mi
Cypress Point Wealth PartnersIn Ocoee
DMCC Holdings Inc.3.0★ (2)11 mi
Edward Jones - Financial Advisor: Ken Eller, CRPC™|CWS®5.0★ (2)12 mi
Fifth Third Securities - Martin PlantIn Ocoee
Fifth Third Securities - Shumaila PiraniIn Ocoee
Global Asset Management Group2.5★ (2)12 mi
Jeannier Oliveira - Regions Financial Advisor1.0★ (1)In Ocoee
Jeff Toadvine - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)10 mi
Marshall and Associates - Ameriprise Financial Services, LLC5.0★ (2)10 mi
Morgan Stanley Financial Advisors5.0★ (2)6 mi
Ronald Garrison - Morgan Stanley5.0★ (2)10 mi
Stewardship Legacy CoachingIn Ocoee
The Silva Solution CPA LLC4.9★ (41)In Ocoee
VestWyze5.0★ (2)11 mi
Wells Fargo AdvisorsIn Ocoee
Wells Fargo Advisors5.0★ (2)4 mi
Wells Fargo Advisors4.5★ (2)11 mi

How we ranked Ocoee investment advisors

We scored 120 Ocoee investment 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 Ocoee 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 an investment advisor

  1. Confirm the investment 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 an investment 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 investment 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.

Investment advisors in Ocoee: frequently asked questions

Which investment advisor has the highest RFA Score in Ocoee?

By RFA Score, the highest-ranked investment advisor in Ocoee, FL is Jenny Caso Orlando Real Estate - LifeStyle International Realty with an RFA Score of 73/100. It has 5.0★ from 109 Google reviews. Online Trading Academy (#2) and Orlando Apartment Investment Group (#3) follow. We ranked 120 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Ocoee?

RankedFinancialAdvisors ranks 120 investment advisors serving Ocoee, FL. 1 of them is based in Ocoee; 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 investment advisors in Ocoee work on weekends?

14 of 120 ranked investment advisors post Saturday hours and 4 post Sunday hours. The highest-ranked open Saturdays are Orlando Apartment Investment Group (#3), Vesti - Home Investment Advisors (#10) and Trustco Bank (#16). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Ocoee investment advisors have?

The median Google rating among 120 rated investment advisors in Ocoee is 4.9★, with a median of 7 reviews. Strong Point Financial, Inc. has the most, 438 reviews, and ranks #4. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank investment advisors?

Each investment 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 investment advisors outside Ocoee count in this ranking?

Yes, if they are within 25 mi of the Ocoee city center, our service radius for investment 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 investment 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 an investment advisor do?

Investment advisors manage portfolios and give advice about securities for a fee. In the US, firms register with the SEC or a state securities regulator and file a Form ADV brochure; in Canada, portfolio managers and dealers register with the provincial securities regulator.

How are investment advisors in Ocoee ranked?

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

How do I check an investment 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 investment advisor in Ocoee 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 investment 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 Ocoee

  1. November 2026: RFA Scores recalculated for 120 investment advisors serving Ocoee.

More investment advisors and Ocoee pages