How many financial advisors are in Ocala, Florida?

Falists lists 8 registered investment advisers with a principal office or filing address in Ocala, Florida, based on public SEC IAPD data.

How do financial advisors in Ocala charge fees?

Fee structures vary by firm. In Ocala, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Ocala?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Florida · 8 advisers

Financial Advisors in Ocala, Florida

Looking for a financial advisor in Ocala, Florida? Falists indexes 8 SEC-registered and state-registered investment advisers in Ocala — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 5 firms list a website you can visit directly. Firms in this directory manage up to $382.8M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$382.8M

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth7 Planning7 Trusts5 Retirement3 Institutional

Top advisors in Ocala

Ranked by AUM · Fees, team & specialties at a glance

View all 8 →

CANOPY 360 WEALTH, LLC

Ocala, FL

AUM

$382.8M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

8 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

(352) 369-1120

Full profile Visit site →

ZINNIA WEALTH ADVISORY, LLC

Ocala, FL

AUM

$168.8M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

Fees

Percentage of AUM · Hourly charges +2 more

352-368-3680

Full profile Visit site →

OCALA CAPITAL, LLC

Ocala, FL

AUM

$15.1M

Financial PlanningWealth MgmtFee-Only/Hourly

Team

3 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

352-369-0014

Full profile Visit site →

TRUESDELL WEALTH, INC.

Ocala, FL

AUM

$5.0M

Wealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

—

Fees

Hourly charges; Fixed fees

212-433-2525

Full profile Visit site →

KIEFER FINANCIAL ADVISING LLC

Ocala, FL

AUM

—

Financial PlanningWealth Mgmt

Team

1 advisors

Clients

Fees

Fixed fees

352-807-7035

Full profile Visit site →

CTF FINANCIAL SERVICES, INC.

Ocala, FL

AUM

$373K

Financial PlanningWealth Mgmt

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM

352-369-0602

Full profileNo website

GOLDEN REED WEALTH MANAGEMENT, LLC

Ocala, FL

AUM

Financial PlanningWealth MgmtFee-Only/Hourly

Team

2 advisors

Clients

—

Fees

Percentage of AUM · Hourly charges +1 more

352-703-0129

Full profileNo website

SMITH FINANCIAL LLC

Ocala, FL

AUM

—

Financial PlanningFee-Only/Hourly

Team

1 advisors

Clients

Fees

Hourly charges; Fixed fees

352-286-0438

Full profileNo website

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Common questions

How many financial advisors are in Ocala, Florida?: 8 registered investment advisers are listed in our Ocala directory, sourced from public SEC filings.
What types of advisors are in Ocala?: Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Ocala?: Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?: Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.