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24-Hour Financial Advisors in Ocala, FL — Always Available
Emergencies don't keep business hours. These financial advisors in Ocala are available 24 hours a day, 7 days a week — including holidays.
As of June 2026, RatingsNearMe ranks 19 financial advisors in Ocala, FL by verified customer ratings and review volume. The highest-rated is Pinnacle Retirement Advisors, LLC with a 5.0-star rating from 84 verified reviews. Also in the top tier: Vazquez Wealth Management,LLC and Estate & Retirement Resources. The average rating across all listed financial advisors in Ocala is 4.8 stars from 12 reviews per business on average.
Financial advisors in Ocala typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 1, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
19
Businesses listed
4.8★
Avg rating
12
Avg reviews
Jun 1, 2026
Last updated
Top Rated Financial Advisors
Pinnacle Retirement Advisors, LLC
1328 SE 25th Loop #103, Ocala, FL 34471, USA
Vazquez Wealth Management,LLC
725 E Silver Springs Blvd Suite 1A, Ocala, FL 34470, USA
Estate & Retirement Resources
7500 SW 61st Ave #700, Ocala, FL 34476, USA
Financial Advisors Rankings in Ocala, FL
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Pinnacle Retirement Advisors, LLC1328 SE 25th Loop #103, Ocala, FL 34471, USA | 5.0★ | 84 |
| #2 | Vazquez Wealth Management,LLC725 E Silver Springs Blvd Suite 1A, Ocala, FL 34470, USA | 5.0★ | 47 |
| #3 | Estate & Retirement Resources7500 SW 61st Ave #700, Ocala, FL 34476, USA | 5.0★ | 28 |
| #4 | Zinnia Wealth Management3220 SW 33rd Rd, Ocala, FL 34474, USA | 4.6★ | 29 |
| #5 | Central Florida Wealth Management1740 SE 18th St STE 1301, Ocala, FL 34471, USA | 5.0★ | 2 |
| #6 | The FMC Wealth Management Group220 SE 36th Ave, Ocala, FL 34471, USA | 5.0★ | 1 |
| #7 | Merrill Lynch Wealth Management301 SE 17th St, Ocala, FL 34471, USA | 3.5★ | 8 |
| #8 | Kiefer Financial Advising2143 NE 2nd St, Ocala, FL 34470, USA | 5.0★ | 1 |
| #9 | Jane Fontaine - Financial Advisor, Ameriprise Financial Services, LLC1721 SE 16th Ave STE 103, Ocala, FL 34471, USA | 5.0★ | 1 |
| #10 | WATERFRONT ADVISORS217 SE 1st Ave Suite 200-116, Ocala, FL 34471, USA | 5.0★ | 5 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Ocala
Zinnia Wealth Management
3220 SW 33rd Rd, Ocala, FL 34474, USA
Central Florida Wealth Management
1740 SE 18th St STE 1301, Ocala, FL 34471, USA
The FMC Wealth Management Group
220 SE 36th Ave, Ocala, FL 34471, USA
Merrill Lynch Wealth Management
301 SE 17th St, Ocala, FL 34471, USA
Kiefer Financial Advising
2143 NE 2nd St, Ocala, FL 34470, USA
Jane Fontaine - Financial Advisor, Ameriprise Financial Services, LLC
1721 SE 16th Ave STE 103, Ocala, FL 34471, USA
WATERFRONT ADVISORS
217 SE 1st Ave Suite 200-116, Ocala, FL 34471, USA
Edward Jones - Financial Advisor: Nick Navetta, AAMS®
814 E Silver Springs Blvd B, Ocala, FL 34470, USA
Edward Jones - Financial Advisor: Marc C Stalvey, CFP®|AAMS®|SE-AWMA®
2791 Brownwood Blvd, The Villages, FL 32163, USA
Edward Jones - Financial Advisor: John F Walker, AAMS®
3879 SE Lake Weir Rd, Ocala, FL 34480, USA
Edward Jones - Financial Advisor: Anthony Montemurro, CFP®|CRPC™
8399 SW 80th St Ste 15, Ocala, FL 34481, USA
Nature Coast FInancial Advisor's Inc
101 E Silver Springs Blvd STE 201, Ocala, FL 34471, USA
Comprehensive Financial
7380 SW 60th Ave, Ocala, FL 34476, USA
Sandy Wealth Management
704 SW 3rd Ave, Ocala, FL 34478, USA
Alex M. Fontana, CFP® - Financial Advisor - Senior Managing Director - Brick City Group of Truist Investment Services, Inc.
4414 SW College Rd #1450, Ocala, FL 34474, USA
Ocala Capital LLC
1396 NE 20th Ave, Ocala, FL 34470, USA
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Frequently Asked Questions — Financial Advisors in Ocala
What is a fiduciary financial advisor and why does it matter in Ocala?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Ocala, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Ocala?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: June 1, 2026.
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