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Financial Advisors in Altamonte Springs, FL: 2026 rankings

373 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Altamonte Springs: Addition Financial Credit Union - Lake Mary, RFA Score 76/100; 4.8★ from 3,183 Google reviews.

  2. 3

    Most-reviewed: Addition Financial Credit Union - South Orlando, 594 Google reviews at 4.8★, the most of 373 ranked after Addition Financial Credit Union - Lake Mary; ranked #3.

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

373 Altamonte Springs financial advisors are ranked here by RFA Score, from eight published factors. 84 open Saturdays and 12 open Sundays, based on posted hours. The median Google rating is 4.9★ across 373 rated firms.

Top 10 financial advisors in Altamonte Springs 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 financial advisors in Altamonte Springs at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Addition Financial Credit Union - Lake Mary764.8★ (3,183)Lake Mary, 7 mi awayTop score
2Cohn, Lopez & Associates - Tax, Accounting & Financial Services745.0★ (283)Winter Park, 5 mi away—
3Addition Financial Credit Union - South Orlando724.8★ (594)Orlando, 12 mi awayMost reviews
4Dias Wealth724.9★ (202)Lake Mary, 7 mi away—
5Certified Financial Group, Inc.724.8★ (110)Altamonte Springs—
6Strong Point Financial, Inc.724.9★ (438)Orlando, 14 mi away—
7Oxford Advisory Group714.9★ (151)Orlando, 8 mi away—
8EA Insurance Group715.0★ (246)Orlando, 17 mi away—
9Jenny Caso Orlando Real Estate - LifeStyle International Realty715.0★ (109)Orlando, 8 mi away—
10Siler Wealth Management705.0★ (55)Longwood, 3 mi away—

All 373 financial advisors in Altamonte Springs, 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.

  1. Ranked #1 in Altamonte Springs

    #1 Addition Financial Credit Union - Lake Mary

    Based in Lake Mary, 7 mi away

    76/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.8★ from 3,183 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 3,183 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu 10 AM–5 PM · Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1000 Primera Blvd Entrance, Lake Mary, FL 32746
    View profile for Addition Financial Credit Union - Lake Mary(407) 896-9411

  4. #4 Dias Wealth

    Based in Lake Mary, 7 mi away

    72/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.9★ from 202 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 202 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    250 International Pkwy Ste 134, Lake Mary, FL 32746
    View profile for Dias Wealth(321) 926-0936

  7. #7 Oxford Advisory Group

    Based in Orlando, 8 mi away

    71/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.9★ from 151 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 151 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–3 PM · Sat–Sun closed
    Address
    111 N Orange Ave #775, Orlando, FL 32801
    View profile for Oxford Advisory Group(407) 495-2004

  8. #8 EA Insurance Group

    Based in Orlando, 17 mi away

    71/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 246 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 246 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    12001 Avalon Lake Dr Ste I, Orlando, FL 32828
    View profile for EA Insurance Group(407) 307-5240

  10. #10 Siler Wealth Management

    Based in Longwood, 3 mi away

    70/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 55 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 55 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    100 Crown Oak Centre Dr, Longwood, FL 32750
    View profile for Siler Wealth Management(407) 831-8002

  13. #13 Duryea & Edwards CPAs

    Based in Lake Mary, 9 mi away

    70/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 86 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 86 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    1515 International Pkwy Ste 1001, Lake Mary, FL 32746
    View profile for Duryea & Edwards CPAs(407) 323-9585

  17. #17 Ogden Wealth LLC

    Based in Maitland, 2 mi away

    69/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 37 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 37 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    260 Lookout Pl Ste 106, Maitland, FL 32751
    View profile for Ogden Wealth LLC(407) 645-1639

  19. #19 Meridian Wealth Advisors

    Based in Winter Park, 5 mi away

    69/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 45 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 45 Google reviews
    Hours
    Mon–Thu 8:30 AM–7 PM · Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    2745 W Fairbanks Ave, Winter Park, FL 32789
    View profile for Meridian Wealth Advisors(407) 574-3440

  21. #21 The Hidden Wealth Solution

    Based in Lake Mary, 7 mi away

    69/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 54 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 54 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    250 International Pkwy Ste 134, Lake Mary, FL 32746
    View profile for The Hidden Wealth Solution

  22. #22 Online Trading Academy

    Based in Maitland, 3 mi away

    69/100RFA Score

    Ranked #22 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

  23. #23 KP Financial Firm

    Based in Orlando, 21 mi away

    69/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 4.9★ from 245 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 245 Google reviews
    Hours
    Mon–Fri 9 AM–9 PM · Sat 10 AM–3 PM · Sun closed
    Address
    13495 Veterans Way Ste 220, Orlando, FL 32827
    View profile for KP Financial Firm(407) 792-4500

  24. #24 Lakeshore Advisors

    Based in Winter Park, 4 mi away

    69/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 41 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 41 Google reviews
    Hours
    Mon–Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    238 N Park Ave, Winter Park, FL 32789
    View profile for Lakeshore Advisors(407) 720-5757

  25. #25 Talon Wealth Management

    Based in Longwood, 5 mi away

    69/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 4.8★ from 59 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 59 Google reviews
    Hours
    Mon–Fri 9 AM–4 PM · Sat–Sun closed
    Address
    781 Ciara Crk Cv #1003, Longwood, FL 32750
    View profile for Talon Wealth Management(407) 270-1000

Financial 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 373 ranked financial advisors here; the rest are on their profiles.

financial advisors in Altamonte Springs, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Specialized Consumer Strategies694.7★ (37)In Altamonte Springs
27Trustco Bank694.7★ (70)6 mi
28MyAdvisorJoe685.0★ (43)6 mi
29Christella Sincere685.0★ (68)12 mi
30Bankers Life684.8★ (191)18 mi
31Retire Orlando, a Member of Advisory Services Network, LLC685.0★ (47)8 mi
32Weiser Financial685.0★ (64)12 mi
33Fairway Financial LLC684.9★ (31)3 mi
34Guided Financial Advisors685.0★ (45)8 mi
35Johan Ayala Growth685.0★ (63)13 mi
36Xel Advisors Inc, CPA Firm684.9★ (70)12 mi
37Florida Financial Advisors684.8★ (46)7 mi
38Fellowship Financial Group675.0★ (21)2 mi
39Investment & Insurance Planning Services, LLC675.0★ (40)9 mi
40Envision Wealth Planners675.0★ (21)3 mi
41Fix2Live Credit Solutions & More675.0★ (70)16 mi
42Annuity.org674.2★ (218)8 mi
43Trustco Bank674.8★ (79)14 mi
44The LifeWealth Group674.9★ (72)15 mi
45New York Life Insurance674.6★ (32)3 mi
46Group 10 Financial, LLC675.0★ (19)3 mi
47CPA Accounting & Tax Services of Orlando674.6★ (90)13 mi
48The Silva Solution CPA LLC674.9★ (41)11 mi
49Trustco Bank674.7★ (31)6 mi
50Grafton Wealth Advisors675.0★ (21)5 mi

Also serving Altamonte Springs

20 more financial 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 financial advisors serving Altamonte Springs
BusinessGoogle ratingDistance
Aegis Financial Advisors IncIn Altamonte Springs
Assets global firm4.5★ (2)In Altamonte Springs
Certfied Benefits Corp3.0★ (2)In Altamonte Springs
DMCC Holdings Inc.3.0★ (2)In Altamonte Springs
Edward Jones - Financial Advisor: Lonnie J Salimone1.0★ (1)In Altamonte Springs
Edward Jones - Financial Advisor: Michael Dearman1.0★ (1)In Altamonte Springs
Empact The Culture3.0★ (2)In Altamonte Springs
Estate & Business Planning Group5.0★ (1)In Altamonte Springs
Financial Aid NetworkIn Altamonte Springs
Financial Centers of AmericaIn Altamonte Springs
First Command Financial Planning5.0★ (2)In Altamonte Springs
Heritage Advisors Group, Inc.In Altamonte Springs
Marilyn Vazquez - TD Wealth Relationship ManagerIn Altamonte Springs
Orlando 401k SpecialistsIn Altamonte Springs
PrimeQuest Wealth Strategies, Inc.In Altamonte Springs
Raymond JamesIn Altamonte Springs
Structured SettlementsIn Altamonte Springs
Thrivent Financial for LutheransIn Altamonte Springs
VFP Financial Services5.0★ (2)In Altamonte Springs
Wells Fargo Advisors1.0★ (1)In Altamonte Springs

How we ranked Altamonte Springs financial advisors

We scored 373 Altamonte Springs financial 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 Altamonte Springs 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 a financial advisor

  1. Confirm the financial 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 a financial 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 financial 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.

Financial advisors in Altamonte Springs: frequently asked questions

Which financial advisor has the highest RFA Score in Altamonte Springs?

By RFA Score, the highest-ranked financial advisor in Altamonte Springs, FL is Addition Financial Credit Union - Lake Mary with an RFA Score of 76/100. It has 4.8★ from 3,183 Google reviews. Cohn, Lopez & Associates - Tax, Accounting & Financial Services (#2) and Addition Financial Credit Union - South Orlando (#3) follow. We ranked 373 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Altamonte Springs?

RankedFinancialAdvisors ranks 373 financial advisors serving Altamonte Springs, FL. 2 of them are based in Altamonte Springs; 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 financial advisors in Altamonte Springs work on weekends?

84 of 373 ranked financial advisors post Saturday hours and 12 post Sunday hours. The highest-ranked open Saturdays are Andres Zambrano: Financial Advisor, Regal Financial Group (#14) and KP Financial Firm (#23). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Altamonte Springs financial advisors have?

The median Google rating among 373 rated financial advisors in Altamonte Springs is 4.9★, with a median of 12 reviews. Addition Financial Credit Union - Lake Mary has the most, 3,183 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial 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 financial advisors outside Altamonte Springs count in this ranking?

Yes, if they are within 25 mi of the Altamonte Springs city center, our service radius for financial 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 financial 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 a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Altamonte Springs ranked?

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

How do I check a financial 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 financial advisor in Altamonte Springs 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 financial 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 Altamonte Springs

  1. November 2026: RFA Scores recalculated for 373 financial advisors serving Altamonte Springs.
  2. November 2026: 4 duplicate listings merged.

More financial advisors and Altamonte Springs pages