Skip to content

Financial Advisors in Clermont, FL: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Clermont: Strong Point Financial, Inc., RFA Score 73/100; 4.9★ from 438 Google reviews.

  2. 2

    Most-reviewed: Addition Financial Credit Union - South Orlando, 594 Google reviews at 4.8★, the most of 224 ranked; ranked #2.

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

224 Clermont financial advisors are ranked here by RFA Score, from eight published factors. 46 open Saturdays and 10 open Sundays, based on posted hours. The median Google rating is 4.9★ across 224 rated firms.

Top 10 financial advisors in Clermont 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 Clermont at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Strong Point Financial, Inc.734.9★ (438)Orlando, 19 mi away—Top score
2Addition Financial Credit Union - South Orlando714.8★ (594)Orlando, 25 mi away—Most reviews
3Ballard Financial Group705.0★ (36)Clermont——
4Trustco Bank704.9★ (39)ClermontSat—
5Oxford Advisory Group | Financial Advisors705.0★ (35)Clermont——
6The LifeWealth Group694.9★ (72)Winter Garden, 11 mi away——
7Bankers Life694.8★ (191)Orlando, 21 mi away——
8Trustco Bank694.8★ (79)Lake Butler, 14 mi awaySat—
9Oxford Advisory Group694.9★ (151)Orlando, 24 mi away——
10Logan, Bowyer & McCullough, P.A.684.8★ (24)Clermont——

All 224 financial advisors in Clermont, 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 Clermont

    #1 Strong Point Financial, Inc.

    Based in Orlando, 19 mi away

    73/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.9★ from 438 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 438 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–12 PM · Sat–Sun closed
    Address
    6052 Turkey Lake Rd #200, Orlando, FL 32819
    View profile for Strong Point Financial, Inc.(800) 329-8475

  3. #3 Ballard Financial Group

    Based in Clermont

    70/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 36 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 36 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–2 PM · Sat–Sun closed
    Address
    773 W Montrose St, Clermont, FL 34711
    View profile for Ballard Financial Group(352) 404-9990

  4. #4 Trustco Bank

    Based in Clermont

    70/100RFA Score

    Ranked #4 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

  6. #6 The LifeWealth Group

    Based in Winter Garden, 11 mi away

    69/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 4.9★ from 72 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 72 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    270 W Plant St Suite 240, Winter Garden, FL 34787
    View profile for The LifeWealth Group(407) 299-4129

  7. #7 Bankers Life

    Based in Orlando, 21 mi away

    69/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.8★ from 191 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 191 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    6277 Sea Harbor Dr Ste 202, Orlando, FL 32821
    View profile for Bankers Life(407) 678-0222

  8. #8 Trustco Bank

    Based in Lake Butler, 14 mi away

    69/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 4.8★ from 79 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 79 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–6 PM · Sat 9 AM–12 PM · Sun closed
    Address
    2899 Maguire Rd, Windermere, FL 34786
    View profile for Trustco Bank(407) 654-0498

  9. #9 Oxford Advisory Group

    Based in Orlando, 24 mi away

    69/100RFA Score

    Ranked #9 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

  11. #11 Weiser Financial

    Based in Orlando, 16 mi away

    68/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 64 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 64 Google reviews
    Hours
    Mon–Thu 8:30 AM–5:30 PM · Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    125 Terra Mango Loop, Orlando, FL 32835
    View profile for Weiser Financial(407) 393-6650

  13. #13 Christella Sincere

    Based in Orlando, 19 mi away

    68/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 68 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 68 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    6000 Metrowest Blvd Suite 200, Orlando, FL 32835
    View profile for Christella Sincere(407) 917-4753

  18. #18 Advisor Group Florida

    Based in Apopka, 17 mi away

    66/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 40 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 40 Google reviews
    Hours
    Mon–Sat 10 AM–6 PM · Sun closed
    Address
    9100 Conroy Windermere Rd Suite 200, Windermere, FL 34786
    View profile for Advisor Group Florida(901) 238-4158

  21. #21 Charles Schwab

    Based in Clermont

    66/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.3★ from 15 Google reviews, listed on Google as “Financial consultant”.

    • 4.3★ from 15 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1600 Hancock Rd Ste d, Clermont, FL 34711
    View profile for Charles Schwab(352) 404-5238

  25. #25 Truist

    Based in Orlando, 19 mi away

    65/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 4.1★ from 182 Google reviews, listed on Google as “Financial consultant”.

    • 4.1★ from 182 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–6 PM · Sat 9 AM–12 PM · Sun closed
    Address
    4582 S Kirkman Rd, Orlando, FL 32811
    View profile for Truist(321) 354-1654

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

financial advisors in Clermont, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Annuity.org654.2★ (218)24 mi
27D'Amico & Associates654.0★ (12)In Clermont
28Jwanaix Group655.0★ (33)19 mi
29Retire Orlando, a Member of Advisory Services Network, LLC655.0★ (47)24 mi
30Meridian Wealth Advisors655.0★ (45)24 mi
31Guided Financial Advisors655.0★ (45)24 mi
32Elite Financial Group Co.655.0★ (6)In Clermont
33Rea Financial654.9★ (36)20 mi
34Royal Fund Management: Kelley Pyles, CFP®655.0★ (38)22 mi
35Online Trading Academy644.8★ (50)24 mi
36Edward Jones - Financial Advisor: Daniela I Martinez Lara, CFP®645.0★ (5)In Clermont
37Nelson Financial Planning645.0★ (42)25 mi
38Newell Wealth Management645.0★ (15)12 mi
39Florida Financial Advisors644.8★ (46)24 mi
40Bank of America (with Drive-thru ATM)643.1★ (47)In Clermont
41AmeriLife of Kissimmee, LLC644.8★ (23)16 mi
42Charles Schwab644.4★ (34)16 mi
43United Community644.9★ (25)19 mi
44Edward Jones - Financial Advisor: Anthony L Cox Jr644.8★ (4)In Clermont
45Edward Jones - Financial Advisor: Deanna M Price, AAMS®645.0★ (17)15 mi
46East Coast Financial of Central Florida635.0★ (3)In Clermont
47Bankers Life634.0★ (4)In Clermont
48Cartier Financial635.0★ (3)In Clermont
49Edward Jones - Financial Advisor: Lana Light, CFP®|CEPA®|CDFA®|CRPC™635.0★ (20)19 mi
50United Community635.0★ (17)17 mi

Also serving Clermont

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 Clermont
BusinessGoogle ratingDistance
Aaron Drone - Financial Advisor, Ameriprise Financial Services, LLCIn Clermont
DB Wealth Management - Raymond James5.0★ (1)In Clermont
Dillard & Associates Wealth ManagementIn Clermont
Edward Jones - Financial Advisor: Chris Boylan, AAMS®In Clermont
Edward Jones - Financial Advisor: Eric Boylan, CFP®1.0★ (1)In Clermont
Edward Jones - Financial Advisor: Ken Eller, CRPC™|CWS®5.0★ (2)In Clermont
Edward Jones - Financial Advisor: Phil K Edgecombe IIIn Clermont
Fifth Third Preferred - Matthew Ward5.0★ (1)In Clermont
Gratium Wealth Planning - Ameriprise Financial Services, LLC5.0★ (1)In Clermont
JB Meridian Advisors, LLCIn Clermont
JTM Carey CapitalIn Clermont
Keiber Retirement SolutionsIn Clermont
Lake Wealth Group5.0★ (1)In Clermont
LaPorte Financial LLC5.0★ (2)In Clermont
Merrill Lynch Wealth ManagementIn Clermont
Michael Gallagher - Raymond James5.0★ (1)In Clermont
Morris Wealth Advisory Group - Ameriprise Financial Services, LLC5.0★ (1)In Clermont
NBC Securities IncIn Clermont
Raymond James & Associates5.0★ (1)In Clermont
Wells Fargo AdvisorsIn Clermont

How we ranked Clermont financial advisors

We scored 224 Clermont 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 Clermont 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 Clermont: frequently asked questions

Which financial advisor has the highest RFA Score in Clermont?

By RFA Score, the highest-ranked financial advisor in Clermont, FL is Strong Point Financial, Inc. with an RFA Score of 73/100. It has 4.9★ from 438 Google reviews. Addition Financial Credit Union - South Orlando (#2) and Ballard Financial Group (#3) follow. We ranked 224 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Clermont?

RankedFinancialAdvisors ranks 224 financial advisors serving Clermont, FL. 16 of them are based in Clermont; 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 Clermont work on weekends?

46 of 224 ranked financial advisors post Saturday hours and 10 post Sunday hours. The highest-ranked open Saturdays are Trustco Bank (#4), Trustco Bank (#8) and Reed Family Wealth Services (#14). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Clermont financial advisors have?

The median Google rating among 224 rated financial advisors in Clermont is 4.9★, with a median of 11 reviews. Addition Financial Credit Union - South Orlando has the most, 594 reviews, and ranks #2. 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 Clermont count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 224 financial advisors serving Clermont.
  2. November 2026: 3 duplicate listings merged.

More financial advisors and Clermont pages