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🤫 Directory · consent-first

Near 32162. the Villages.

17 financial advisors & firms and 0 insurance agents verified near the Villages, FL — every one cited to the regulator, claimable and removable by the person named.

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Financial

Advisors & firms near 32162

Bucket List Wealth Management, LLC0 mi

RIA firm · the Villages, FL 32162 · Registered investment adviser · $224M AUM

CRD 286494 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Blackston Financial Advisory Group, LLC0 mi

RIA firm · the Villages, FL 32162 · Registered investment adviser · $333M AUM

CRD 291380 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Zenith Advisory Group, LLC0 mi

RIA firm · the Villages, FL 32162 · Registered investment adviser · $115M AUM

CRD 321689 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Capstonewealth6.1 mi

RIA firm · Oxford, FL 34484 · Registered investment adviser · $49M AUM

CRD 328380 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Royal Fund Management, LLC6.2 mi

RIA firm · Lady Lake, FL 32159 · Registered investment adviser · $1.6B AUM

CRD 144434 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Parady Wealth Management6.4 mi

RIA firm · the Villages, FL 32163 · Registered investment adviser · $146M AUM

CRD 169997 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Fx2 Capital7.3 mi

RIA firm · Fruitland Park, FL 34731 · Registered investment adviser

CRD 337735 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Smith Financial LLC13.2 mi

RIA firm · Ocala, FL 34480 · Registered investment adviser

CRD 340796 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Ctf Financial Services, INC.18.3 mi

RIA firm · Ocala, FL 34471 · Registered investment adviser · $373k AUM

CRD 142217 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Canopy 360 Wealth, LLC18.3 mi

RIA firm · Ocala, FL 34471 · Registered investment adviser · $383M AUM

CRD 296771 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Golden Reed Wealth Management, LLC18.3 mi

RIA firm · Ocala, FL 34471 · Registered investment adviser

CRD 340673 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Destiny Wealth Partners, LLC19.3 mi

RIA firm · Tavares, FL 32778 · Registered investment adviser · $947M AUM

CRD 171346 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Destiny Family Office19.3 mi

RIA firm · Tavares, FL 32778 · Registered investment adviser · $605M AUM

CRD 338015 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Ocala Capital, LLC19.9 mi

RIA firm · Ocala, FL 34470 · Registered investment adviser · $15M AUM

CRD 174846 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Kiefer Financial Advising LLC19.9 mi

RIA firm · Ocala, FL 34470 · Registered investment adviser

CRD 341026 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Zinnia Wealth Advisory, LLC20.5 mi

RIA firm · Ocala, FL 34474 · Registered investment adviser · $169M AUM

CRD 295122 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Finiat, LLC24.5 mi

RIA firm · Mount Dora, FL 32757 · Registered investment adviser · $26M AUM

CRD 329094 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Explore

Nearby areas

Verified advisors and insurance agents in the places closest to the Villages, FL.

  • Ocala, FL18 mi
  • Clermont, FL31 mi
  • Altamonte Springs, FL40 mi
  • Lake Mary, FL40 mi
  • Windermere, FL41 mi
  • Longwood, FL42 mi
  • Maitland, FL43 mi
  • Orlando, FL44 mi
  • Winter Park, FL45 mi
  • Casselberry, FL45 mi

A consent-first directory, growing market by market. Firm-level investment-adviser facts come from the SEC's public-domain Form ADV data, attributed and dated; every other profession is listed only by the professional's own consented claim, verified against the authoritative regulator at claim time. We never bulk-copy or republish restricted records (NIPR, FINRA BrokerCheck, CFP Board, NASBA, or state bars), and we honor removal on request. This is a directory, not advice, endorsement, or a guarantee of any professional's current standing — always confirm licensure directly with the regulator.

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