Skip to content

Financial Advisors in Eustis, FL: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Eustis: Addition Financial Credit Union - Lake Mary, RFA Score 73/100; 4.8★ from 3,183 Google reviews.

  2. 47

    Most-reviewed: Bank of America (with Drive-thru ATM), 251 Google reviews at 3.9★, the most of 182 ranked after Addition Financial Credit Union - Lake Mary; ranked #47.

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

182 Eustis financial advisors are ranked here by RFA Score, from eight published factors. 31 open Saturdays and 6 open Sundays, based on posted hours. The median Google rating is 4.9★ across 182 rated firms.

Top 10 financial advisors in Eustis 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 Eustis at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Addition Financial Credit Union - Lake Mary734.8★ (3,183)Lake Mary, 21 mi away—Top score
2Stay Golden Insurance725.0★ (68)EustisSat · Evenings—
3Oxford Advisory Group | Financial Advisors715.0★ (67)Apopka, 4 mi away——
4Senior Financial Security Inc694.9★ (159)The Villages, 17 mi away——
5Dias Wealth684.9★ (202)Lake Mary, 20 mi away——
6Fross & Fross Wealth Management684.9★ (128)The Villages, 18 mi away——
7West Financial Group684.9★ (149)Lady Lake, 21 mi away——
8United Community684.9★ (25)Tavares, 4 mi away——
9Duryea & Edwards CPAs675.0★ (86)Lake Mary, 20 mi away——
10Certified Financial Group, Inc.664.8★ (110)Altamonte Springs, 21 mi away——

All 182 financial advisors in Eustis, 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 Eustis

    #1 Addition Financial Credit Union - Lake Mary

    Based in Lake Mary, 21 mi away

    73/100RFA 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

  5. #5 Dias Wealth

    Based in Lake Mary, 20 mi away

    68/100RFA Score

    Ranked #5 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 West Financial Group

    Based in Lady Lake, 21 mi away

    68/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.9★ from 149 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 149 Google reviews
    Hours
    Mon–Thu 9 AM–4:30 PM · Fri 9 AM–3 PM · Sat–Sun closed
    Address
    4713 State Rd 44 W Ste 300, Wildwood, FL 34785
    View profile for West Financial Group(352) 461-0645

  8. #8 United Community

    Based in Tavares, 4 mi away

    68/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 4.9★ from 25 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 25 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    115 E Burleigh Blvd, Tavares, FL 32778
    View profile for United Community(352) 609-6230

  9. #9 Duryea & Edwards CPAs

    Based in Lake Mary, 20 mi away

    67/100RFA Score

    Ranked #9 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

  13. #13 The LifeWealth Group

    Based in Winter Garden, 21 mi away

    66/100RFA Score

    Ranked #13 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

  14. #14 The Hidden Wealth Solution

    Based in Lake Mary, 20 mi away

    66/100RFA Score

    Ranked #14 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

  16. #16 Siler Wealth Management

    Based in Longwood, 21 mi away

    65/100RFA Score

    Ranked #16 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

  18. #18 Weiser Financial

    Based in Orlando, 24 mi away

    65/100RFA Score

    Ranked #18 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

  19. #19 MyAdvisorJoe

    Based in Lake Mary, 21 mi away

    65/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 43 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 43 Google reviews
    Hours
    Mon–Fri 9 AM–4 PM · Sat–Sun closed
    Address
    1064 Greenwood Blvd Ste 118, Lake Mary, FL 32746
    View profile for MyAdvisorJoe(321) 465-9908

  20. #20 Trustco Bank

    Based in Lake Butler, 24 mi away

    65/100RFA Score

    Ranked #20 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

  21. #21 Talon Wealth Management

    Based in Longwood, 23 mi away

    64/100RFA Score

    Ranked #21 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

  23. #23 Ballard Financial Group

    Based in Clermont, 21 mi away

    64/100RFA Score

    Ranked #23 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

  24. #24 Destiny Wealth Partners

    Based in Tavares, 3 mi away

    64/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.3★ from 6 Google reviews, listed on Google as “Financial planner”.

    • 4.3★ from 6 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–4 PM · Sat–Sun closed
    Address
    2100 Lake Eustis Dr, Tavares, FL 32778
    View profile for Destiny Wealth Partners(352) 343-2700

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

financial advisors in Eustis, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Oxford Advisory Group | Financial Advisors645.0★ (35)21 mi
27The Silva Solution CPA LLC644.9★ (41)22 mi
28Trustco Bank644.7★ (31)18 mi
29Jeffery Albright - Thrivent645.0★ (4)4 mi
30Edward Jones - Financial Advisor: Diane Thomas, ChFC®|AAMS®643.7★ (3)In Eustis
31Blackston Financial Advisory Group644.7★ (29)17 mi
32Marshall Financial Group645.0★ (4)5 mi
33Legaci Financial Services635.0★ (9)11 mi
34Online Trading Academy634.8★ (50)24 mi
35Ogden Wealth LLC635.0★ (37)25 mi
36Edward Jones - Financial Advisor: Jeananne C Niemann, CFP®|AAMS®635.0★ (6)8 mi
37Edward Jones - Financial Advisor: Byron Tobias635.0★ (16)16 mi
38Capstone Wealth635.0★ (28)22 mi
39Rivers Wealth Management635.0★ (24)20 mi
40Zenith Advisory Group634.8★ (21)18 mi
41Belton Financial Group of Raymond James635.0★ (3)5 mi
42Specialized Consumer Strategies634.7★ (37)22 mi
43Pernell Mitchell: Primerica - Financial Services635.0★ (6)10 mi
44AmeriLife of Lake County, LLC634.2★ (5)7 mi
45Logan, Bowyer & McCullough, P.A.624.8★ (24)21 mi
46Woodall and Associates, LLC625.0★ (19)21 mi
47Bank of America (with Drive-thru ATM)623.9★ (251)21 mi
48Christian Financial Resources, Inc.624.6★ (22)20 mi
49New York Life Insurance624.6★ (32)23 mi
50Fellowship Financial Group625.0★ (21)24 mi

Also serving Eustis

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 Eustis
BusinessGoogle ratingDistance
Edward Jones - Financial Advisor: Eric V Blamick5.0★ (1)In Eustis
Edward Jones - Financial Advisor: Nicole M Wortsman, CFP®5.0★ (2)In Eustis
Edward Jones - Financial Advisor: Renee E Burke, CFP®|AAMS®5.0★ (2)In Eustis
Encompass Wealth ManagementIn Eustis
Eric Olson - Prudential Financial5.0★ (1)In Eustis
Family Financial Planners Inc3.0★ (2)13 mi
Garrison Wealth Management3.0★ (2)In Eustis
Jeff Ackler, CFP® and Isabel Ortiz, CFP® with Merit Wealth AdvisorsIn Eustis
Lucky DimeIn Eustis
Merrill Lynch Financial Advisor Lesli Luther3.0★ (2)18 mi
Morgan Stanley Financial Advisors3.0★ (2)18 mi
Prudential | Herb Klinker Jr. | Life Insurance & AnnuitiesIn Eustis
Raymond James Financial ServicesIn Eustis
Sage Point FinancialIn Eustis
The Miranda-Gerry Financial Consulting Group of Wells Fargo AdvisorsIn Eustis
Trajan Wealth5.0★ (2)16 mi
Wells Fargo Advisors5.0★ (1)In Eustis
Wells Fargo AdvisorsIn Eustis
Wells Fargo Advisors1.0★ (2)13 mi
Wells Fargo Advisors Financial Network2.0★ (2)18 mi

How we ranked Eustis financial advisors

We scored 182 Eustis 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 Eustis 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 Eustis: frequently asked questions

Which financial advisor has the highest RFA Score in Eustis?

By RFA Score, the highest-ranked financial advisor in Eustis, FL is Addition Financial Credit Union - Lake Mary with an RFA Score of 73/100. It has 4.8★ from 3,183 Google reviews. Stay Golden Insurance (#2) and Oxford Advisory Group | Financial Advisors (#3) follow. We ranked 182 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Eustis?

RankedFinancialAdvisors ranks 182 financial advisors serving Eustis, FL. 4 of them are based in Eustis; 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 Eustis work on weekends?

31 of 182 ranked financial advisors post Saturday hours and 6 post Sunday hours. The highest-ranked open Saturdays are Stay Golden Insurance (#2) and Trustco Bank (#20). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Eustis financial advisors have?

The median Google rating among 182 rated financial advisors in Eustis is 4.9★, with a median of 10 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 Eustis count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 182 financial advisors serving Eustis.

More financial advisors and Eustis pages