4.5+ Stars · Ocala
Highly Rated Financial Advisors in Ocala, FL
Only the best make this list. These financial advisors in Ocala have earned 4.5+ star ratings from real customers — consistently.
As of June 2026, RatingsNearMe ranks 19 financial advisors in Ocala, FL by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Pinnacle Retirement Advisors, LLC with a 5.0-star rating from 84 Google reviews and an RNM Score of 82/100. 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 10, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Ocala, Florida is home to a variety of financial advisor firms that offer investment management, retirement planning, and other wealth management services to local residents. When searching for a financial advisor in Ocala, consumers should consider factors such as the advisor's credentials, fees, and investment philosophy.
- ✓Ocala has a range of financial advisor firms, from national companies to local boutiques
- ✓Financial advisors in Ocala can assist with investment management, retirement planning, and other wealth management needs
- ✓Consumers should research an advisor's credentials, fees, and investment approach when selecting a financial advisor in Ocala
Best Overall
Alex M. Fontana, CFP® - Financial Advisor - Senior Managing Director - Brick City Group of Truist Investment Services, Inc.
Alex M. Fontana stands out as the top-ranked advisor due to his CFP® certification and senior managing director role at a major firm, indicating advanced expertise and leadership.
Most Reviewed
Edward Jones - Financial Advisor: Nick Navetta, AAMS®
A high review count suggests broad client experience and trust, which can help new clients gauge service consistency and satisfaction.
When choosing a financial advisor in Ocala, verify credentials like CFP® or AAMS® and consider meeting with multiple advisors to find one whose communication style and fee structure align with your goals.
How to Choose a Financial Advisor in Ocala
What to look for
- • Certified Financial Planner (CFP) or Chartered Financial Consultant (ChFC) credentials
- • Experience working with clients in the Ocala, FL area
- • Fee-only or fee-based compensation structure
- • Fiduciary duty to act in your best interests
Questions to ask
- • What is your investment philosophy and approach to financial planning?
- • Can you provide references from existing Ocala, FL clients?
- • How do you get paid, and are there any conflicts of interest I should be aware of?
Red flags
- ⚠ Pushy sales tactics or high-pressure recommendations
- ⚠ Lack of transparency around fees and costs
- ⚠ Overly complex or risky investment strategies
In Florida, financial advisors must be licensed as investment advisers or registered representatives. Be sure to verify their licenses and check for any disciplinary actions or customer complaints.
Local Market Snapshot
19
Businesses listed
4.8★
Avg rating
12
Avg reviews
Jun 10, 2026
Last updated
Top Rated Financial Advisors
Top-rated Ocala financial advisor with a perfect 5.0 rating from 84 reviews.
1328 SE 25th Loop #103, Ocala, FL 34471, USA5.0★ rated financial advisor with exceptional reviews from dozens of local clients.
725 E Silver Springs Blvd Suite 1A, Ocala, FL 34470, USATop-rated 5.0 star financial advisor with 28 glowing Google reviews in Ocala.
7500 SW 61st Ave #700, Ocala, FL 34476, USAFinancial 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 | Merrill Lynch Wealth Management301 SE 17th St, Ocala, FL 34471, USA | 3.5★ | 8 |
| #6 | WATERFRONT ADVISORS217 SE 1st Ave Suite 200-116, Ocala, FL 34471, USA | 5.0★ | 5 |
| #7 | Central Florida Wealth Management1740 SE 18th St STE 1301, Ocala, FL 34471, USA | 5.0★ | 2 |
| #8 | The FMC Wealth Management Group220 SE 36th Ave, Ocala, FL 34471, 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 | Kiefer Financial Advising2143 NE 2nd St, Ocala, FL 34470, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Ocala
Rated 4.6 stars from 29 reviews, this Ocala financial advisor is highly regarded locally.
3220 SW 33rd Rd, Ocala, FL 34474, USA
3.5 stars from 8 reviews, providing a mixed signal of client satisfaction.
301 SE 17th St, Ocala, FL 34471, USA
Rated 5.0 stars from 5 reviews, this Ocala financial advisor is highly recommended.
217 SE 1st Ave Suite 200-116, Ocala, FL 34471, USA
Consistently rated 5.0 stars from early client reviews in Ocala.
1740 SE 18th St STE 1301, Ocala, FL 34471, USA
Trusted Ocala financial advisor with a perfect 5.0-star rating from clients.
220 SE 36th Ave, Ocala, FL 34471, USA
Consistently earns perfect 5.0-star ratings from its clients.
1721 SE 16th Ave STE 103, Ocala, FL 34471, USA
5.0-star rating from a handful of Google reviews.
2143 NE 2nd St, Ocala, FL 34470, USA
Serves Ocala with a 3.7-star rating based on 7 reviews.
101 E Silver Springs Blvd STE 201, Ocala, FL 34471, USA
Consistently rated 5.0 stars across 4 Google reviews.
2791 Brownwood Blvd, The Villages, FL 32163, USA
Earned a perfect 5.0-star rating from early clients in Ocala.
7380 SW 60th Ave, Ocala, FL 34476, USA
Trusted Ocala financial advisor with a perfect 5.0 star rating from clients.
704 SW 3rd Ave, Ocala, FL 34478, USA
5.0 stars from a few Google reviews in Ocala, FL.
3879 SE Lake Weir Rd, Ocala, FL 34480, USA
Trusted by clients shown in their perfect 5.0-star rating on Google reviews.
1396 NE 20th Ave, Ocala, FL 34470, USA
5.0-star rating from 1 review, reflecting exceptional client satisfaction in Ocala.
4414 SW College Rd #1450, Ocala, FL 34474, USA
Rated 5.0 stars from 3 glowing Google reviews in Ocala.
814 E Silver Springs Blvd B, Ocala, FL 34470, USA
5.0-star rating from a handful of Google reviews in Ocala.
8399 SW 80th St Ste 15, Ocala, FL 34481, USA
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Financial Advisors in Ocala, FL — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Pinnacle Retirement Advisors, LLC | 82/100 | 5.0 ★ | 84 |
| 2 | Vazquez Wealth Management,LLC | 79/100 | 5.0 ★ | 47 |
| 3 | Estate & Retirement Resources | 77/100 | 5.0 ★ | 28 |
| 4 | Zinnia Wealth Management | 70/100 | 4.6 ★ | 29 |
| 5 | Merrill Lynch Wealth Management | 45/100 | 3.5 ★ | 8 |
| 6 | WATERFRONT ADVISORS | 68/100 | 5.0 ★ | 5 |
| 7 | Central Florida Wealth Management | 64/100 | 5.0 ★ | 2 |
| 8 | The FMC Wealth Management Group | 62/100 | 5.0 ★ | 1 |
| 9 | Jane Fontaine - Financial Advisor, Ameriprise Financial Services, LLC | 62/100 | 5.0 ★ | 1 |
| 10 | Kiefer Financial Advising | 62/100 | 5.0 ★ | 1 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
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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 10, 2026.
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