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Financial Advisors in Auburndale, FL: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Auburndale: Platinum Benefit Services, Inc, RFA Score 75/100; 4.9★ from 506 Google reviews.

  2. 2

    Most-reviewed: All County Polk Property Management, 329 Google reviews at 4.3★, the most of 71 ranked after Platinum Benefit Services, Inc; ranked #2.

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

71 Auburndale financial advisors are ranked here by RFA Score, from eight published factors. 12 open Saturdays and 3 open Sundays, based on posted hours. The median Google rating is 4.9★ across 71 rated firms.

Top 10 financial advisors in Auburndale 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 Auburndale at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Platinum Benefit Services, Inc754.9★ (506)Lakeland, 14 mi away—Top score
2All County Polk Property Management704.3★ (329)Lakeland, 10 mi away—Most reviews
3Citizens Bank & Trust664.7★ (20)Auburndale——
4Integrity Wealth A Division of Accurate Advisory Group665.0★ (53)Gulfport, 19 mi away——
5Bankers Life664.6★ (42)Lakeland, 11 mi away——
6Bates Capital655.0★ (28)Lakeland, 10 mi away——
7Brittney Monroe: Primerica - Financial Services655.0★ (27)Lakeland, 10 mi away——
8Trustco Bank654.7★ (31)Winter Haven, 11 mi awaySat—
9Samson Financial, LLC.645.0★ (23)Lakeland, 12 mi away——
10New Insight Financial644.9★ (14)Winter Haven, 5 mi awayEvenings—

All 71 financial advisors in Auburndale, 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.

  3. #3 Citizens Bank & Trust

    Based in Auburndale

    66/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 4.7★ from 20 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 20 Google reviews
    Hours
    Mon–Thu 8:30 AM–4 PM · Fri 8:30 AM–6 PM · Sat–Sun closed
    Address
    211 Havendale Blvd, Auburndale, FL 33823
    View profile for Citizens Bank & Trust(863) 967-2781

  5. #5 Bankers Life

    Based in Lakeland, 11 mi away

    66/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.6★ from 42 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 42 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    20 Lake Wire Dr Ste 100, Lakeland, FL 33815
    View profile for Bankers Life(863) 337-7020

  6. #6 Bates Capital

    Based in Lakeland, 10 mi away

    65/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 28 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 28 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    120 E Pine St #1, Lakeland, FL 33801
    View profile for Bates Capital(863) 276-4552

  8. #8 Trustco Bank

    Based in Winter Haven, 11 mi away

    65/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 4.7★ from 31 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 31 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–6 PM · Sat 9 AM–12 PM · Sun closed
    Address
    7476 Cypress Gardens Blvd SE (Walmart Plaza, Winter Haven, FL 33884
    View profile for Trustco Bank(863) 326-1918

  9. #9 Samson Financial, LLC.

    Based in Lakeland, 12 mi away

    64/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 23 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 23 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    4404 Florida Ave S Unit 5, Lakeland, FL 33813
    View profile for Samson Financial, LLC.(863) 345-0538

  10. #10 New Insight Financial

    Based in Winter Haven, 5 mi away

    64/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 4.9★ from 14 Google reviews, listed on Google as “Financial advisor”.

    • 4.9★ from 14 Google reviews
    Hours
    Mon–Thu 9 AM–8 PM · Fri 9 AM–5 PM · Sat–Sun closed
    Address
    308 Ave G SW #217, Winter Haven, FL 33880
    View profile for New Insight Financial(863) 589-6850

  11. #11 Trustco Bank

    Based in Clermont, 21 mi away

    64/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.9★ from 39 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 39 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–6 PM · Sat 9 AM–12 PM · Sun closed
    Address
    16908 High Grove Blvd, Clermont, FL 34714
    View profile for Trustco Bank(352) 243-9511

  16. #16 Citizens Bank & Trust

    Based in Winter Haven, 5 mi away

    63/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 4.5★ from 12 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 12 Google reviews
    Hours
    Mon–Thu 8:30 AM–4 PM · Fri 8:30 AM–6 PM · Sat–Sun closed
    Address
    1120 1st St S, Winter Haven, FL 33880
    View profile for Citizens Bank & Trust(863) 291-3319

  20. #20 Edward Jones - Financial Advisor: Joshua Chase, CEPA®

    Based in Auburndale

    62/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.2★ from 5 Google reviews, listed on Google as “Financial consultant”.

    • 4.2★ from 5 Google reviews
    Hours
    Mon 8 AM–4:30 PM · Tue 8 AM–7 PM · Wed–Thu 8 AM–4:30 PM · Fri 8 AM–4 PM · Sat–Sun closed
    Address
    110 W Polk Ave Ste a, Auburndale, FL 33823
    View profile for Edward Jones - Financial Advisor: Joshua Chase, CEPA®(863) 343-2395

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

financial advisors in Auburndale, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26AmeriLife of Kissimmee, LLC614.8★ (23)22 mi
27Kent Fischer: Primerica - Financial Services614.9★ (8)10 mi
28Primerica Financial Services615.0★ (7)10 mi
29Brutus Lederl: Primerica - Financial Services615.0★ (7)10 mi
30Thomas Advisory Services605.0★ (4)5 mi
31Citizens Bank & Trust604.4★ (9)10 mi
32Guardian Wealth Management605.0★ (8)12 mi
33Mainstay Capital - Financial Advisor: Marcus P. Miller, CFP®, MBA, EA605.0★ (6)10 mi
34CPS Investment Advisors603.8★ (10)10 mi
35Edward Jones - Financial Advisor: Dylan M Allen, ChFC®605.0★ (7)12 mi
36Lewis Tax & Financial Group604.4★ (7)10 mi
37Oxford Advisory Group605.0★ (5)9 mi
38Grace Kilgore: Primerica - Financial Services605.0★ (5)10 mi
39Truist592.9★ (36)10 mi
40Clear Financial Coaching595.0★ (4)10 mi
41CORE Wealth Advisors595.0★ (4)10 mi
42Merrill Lynch Wealth Management595.0★ (4)10 mi
43Cultivate Wealth Management595.0★ (4)10 mi
44Edward Jones - Financial Advisor: Matthew E Lausell, AAMS®594.3★ (6)12 mi
45Bank of America Financial Center593.3★ (152)23 mi
46Hurlburt Financial594.3★ (6)13 mi
47Charles Schwab593.8★ (8)14 mi
48Angeloni Tax Advisory Group Inc.584.6★ (11)22 mi
49Wells Fargo Advisors585.0★ (3)10 mi
50Edward Jones - Financial Advisor: Lawrence E Widener, AAMS®584.0★ (4)11 mi

Also serving Auburndale

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 Auburndale
BusinessGoogle ratingDistance
1312 Financial Education & Consulting5.0★ (2)10 mi
Brent Powers - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (2)10 mi
Burks Financial Group5.0★ (2)10 mi
Edward Jones - Financial Advisor: Damon Dennis, CFP®|AAMS®|CRPC™|CRPS™5.0★ (2)13 mi
Edward Jones - Financial Advisor: Jesus Vega-CerdaIn Auburndale
Edward Jones - Financial Advisor: John E Bockover, AAMS®In Auburndale
Edward Jones - Financial Advisor: John S Murphy, CEPA®|AAMS®In Auburndale
Edward Jones - Financial Advisor: Josh Beardsley5.0★ (2)12 mi
Edward Jones - Financial Advisor: Mark L Barber, AAMS®5.0★ (2)8 mi
Edward Jones - Financial Advisor: Shane K Nelson, CFP®|AAMS®5.0★ (2)11 mi
Florida Fiduciary Wealth Management3.0★ (2)11 mi
Intentional Wealth5.0★ (2)6 mi
MoneySmartGeneral LLC5.0★ (1)In Auburndale
Northwestern Mutual3.0★ (2)9 mi
Northwestern Mutual5.0★ (2)10 mi
Rose Pagan - Thrivent5.0★ (2)5 mi
Trasport Financial Services3.0★ (2)10 mi
Wells Fargo AdvisorsIn Auburndale
Wells Fargo Advisors4.0★ (2)12 mi
Wells Investments, Inc5.0★ (2)5 mi

How we ranked Auburndale financial advisors

We scored 71 Auburndale 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 Auburndale 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 Auburndale: frequently asked questions

Which financial advisor has the highest RFA Score in Auburndale?

By RFA Score, the highest-ranked financial advisor in Auburndale, FL is Platinum Benefit Services, Inc with an RFA Score of 75/100. It has 4.9★ from 506 Google reviews. All County Polk Property Management (#2) and Citizens Bank & Trust (#3) follow. We ranked 71 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Auburndale?

RankedFinancialAdvisors ranks 71 financial advisors serving Auburndale, FL. 2 of them are based in Auburndale; 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 Auburndale work on weekends?

12 of 71 ranked financial advisors post Saturday hours and 3 post Sunday hours. The highest-ranked open Saturdays are Trustco Bank (#8), Trustco Bank (#11) and INTEGRAL BROTHERS SERVICES (#15). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Auburndale financial advisors have?

The median Google rating among 71 rated financial advisors in Auburndale is 4.9★, with a median of 8 reviews. Platinum Benefit Services, Inc has the most, 506 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 Auburndale count in this ranking?

Yes, if they are within 25 mi of the Auburndale 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 Auburndale 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 Auburndale 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 Auburndale

  1. November 2026: RFA Scores recalculated for 71 financial advisors serving Auburndale.

More financial advisors and Auburndale pages