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Financial Advisors in Lake Wales, FL: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Lake Wales: All County Polk Property Management, RFA Score 68/100; 4.3★ from 329 Google reviews.

  2. 41

    Most-reviewed: Bank of America (with Drive-thru ATM), 208 Google reviews at 2.3★, the most of 60 ranked after All County Polk Property Management; ranked #41.

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

60 Lake Wales financial advisors are ranked here by RFA Score, from eight published factors. 8 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 4.9★ across 60 rated firms.

Top 10 financial advisors in Lake Wales 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 Lake Wales at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1All County Polk Property Management684.3★ (329)Lakeland, 24 mi away—Top score
2Trustco Bank664.7★ (31)Winter Haven, 6 mi awaySat—
3Bank of America Financial Center632.9★ (62)Lake Wales——
4Brittney Monroe: Primerica - Financial Services625.0★ (27)Lakeland, 22 mi away——
5New Insight Financial624.9★ (14)Winter Haven, 12 mi awayEvenings—
6Bankers Life624.6★ (42)Lakeland, 25 mi away——
7Citizens Bank & Trust624.7★ (20)Auburndale, 16 mi away——
8Bates Capital625.0★ (28)Lakeland, 25 mi away——
9Samson Financial, LLC.615.0★ (23)Lakeland, 23 mi away——
10Citizens Bank & Trust614.5★ (12)Winter Haven, 11 mi away——

All 60 financial advisors in Lake Wales, 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.

  2. #2 Trustco Bank

    Based in Winter Haven, 6 mi away

    66/100RFA Score

    Ranked #2 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

  5. #5 New Insight Financial

    Based in Winter Haven, 12 mi away

    62/100RFA Score

    Ranked #5 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

  6. #6 Bankers Life

    Based in Lakeland, 25 mi away

    62/100RFA Score

    Ranked #6 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

  7. #7 Citizens Bank & Trust

    Based in Auburndale, 16 mi away

    62/100RFA Score

    Ranked #7 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

  8. #8 Bates Capital

    Based in Lakeland, 25 mi away

    62/100RFA Score

    Ranked #8 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

  9. #9 Samson Financial, LLC.

    Based in Lakeland, 23 mi away

    61/100RFA 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 Citizens Bank & Trust

    Based in Winter Haven, 11 mi away

    61/100RFA Score

    Ranked #10 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

  24. #24 Thomas Advisory Services

    Based in Winter Haven, 12 mi away

    58/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 4 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 4 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    141 W Central Ave Ste 3, Winter Haven, FL 33880
    View profile for Thomas Advisory Services(863) 207-0883

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

financial advisors in Lake Wales, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Guardian Wealth Management575.0★ (8)24 mi
27Geodev Financial Group Inc573.9★ (11)22 mi
28Edward Jones - Financial Advisor: Joshua Chase, CEPA®574.2★ (5)17 mi
29Primerica Financial Services575.0★ (7)22 mi
30The Retirement Planning Doctor575.0★ (3)14 mi
31Brutus Lederl: Primerica - Financial Services575.0★ (7)22 mi
32Credit Doctor575.0★ (81)25 mi
33Citizens Bank & Trust574.4★ (9)25 mi
34Simply Noble Services565.0★ (46)16 mi
35Edward Jones - Financial Advisor: Lawrence E Widener, AAMS®564.0★ (4)18 mi
36Oxford Advisory Group565.0★ (5)22 mi
37Grace Kilgore: Primerica - Financial Services565.0★ (5)22 mi
38CPS Investment Advisors563.8★ (10)25 mi
39Mainstay Capital - Financial Advisor: Marcus P. Miller, CFP®, MBA, EA565.0★ (6)25 mi
40Lewis Tax & Financial Group564.4★ (7)25 mi
41Bank of America (with Drive-thru ATM)562.3★ (208)14 mi
42Charles Schwab563.8★ (8)24 mi
43Hurlburt Financial564.3★ (6)24 mi
44Wells Fargo Advisors563.7★ (3)18 mi
45Edward Jones - Financial Advisor: Jeff Roth555.0★ (3)22 mi
46Clear Financial Coaching555.0★ (4)25 mi
47CORE Wealth Advisors555.0★ (4)25 mi
48Merrill Lynch Wealth Management555.0★ (4)25 mi
49Cultivate Wealth Management555.0★ (4)25 mi
50Edward Jones - Financial Advisor: Chris Mincey Sr555.0★ (4)25 mi

Also serving Lake Wales

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 Lake Wales
BusinessGoogle ratingDistance
Edward JonesIn Lake Wales
Edward Jones - Financial Advisor: Brian P SettleIn Lake Wales
Edward Jones - Financial Advisor: Bridget R CeaderIn Lake Wales
Edward Jones - Financial Advisor: Casey Floyd, CFP®|ChFC®|CEPA®In Lake Wales
Edward Jones - Financial Advisor: Damon Dennis, CFP®|AAMS®|CRPC™|CRPS™5.0★ (2)23 mi
Edward Jones - Financial Advisor: John C Miller IIIIn Lake Wales
Edward Jones - Financial Advisor: Mark L Barber, AAMS®5.0★ (2)9 mi
Edward Jones - Financial Advisor: Michele E Ouellette, CFP®|AAMS®5.0★ (1)In Lake Wales
Edward Jones - Financial Advisor: Shane K Nelson, CFP®|AAMS®5.0★ (2)16 mi
Intentional Wealth5.0★ (2)11 mi
J Nelson Financial StrategieIn Lake Wales
Northwestern Mutual3.0★ (2)19 mi
On Point Wealth Management5.0★ (1)In Lake Wales
Principal Financial Group3.0★ (2)23 mi
Raymond James Financial Services5.0★ (1)In Lake Wales
Rose Pagan - Thrivent5.0★ (2)12 mi
The Floyd Investment Group5.0★ (1)In Lake Wales
Violeta B Salud & AssociatesIn Lake Wales
Wells Fargo AdvisorsIn Lake Wales
Wells Investments, Inc5.0★ (2)12 mi

How we ranked Lake Wales financial advisors

We scored 60 Lake Wales 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 Lake Wales 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 Lake Wales: frequently asked questions

Which financial advisor has the highest RFA Score in Lake Wales?

By RFA Score, the highest-ranked financial advisor in Lake Wales, FL is All County Polk Property Management with an RFA Score of 68/100. It has 4.3★ from 329 Google reviews. Trustco Bank (#2) and Bank of America Financial Center (#3) follow. We ranked 60 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Lake Wales?

RankedFinancialAdvisors ranks 60 financial advisors serving Lake Wales, FL. 2 of them are based in Lake Wales; 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 Lake Wales work on weekends?

8 of 60 ranked financial advisors post Saturday hours and 2 post Sunday hours. The highest-ranked open Saturdays are Trustco Bank (#2), INTEGRAL BROTHERS SERVICES (#12) and Bank of America Financial Center (#19). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Lake Wales financial advisors have?

The median Google rating among 60 rated financial advisors in Lake Wales is 4.9★, with a median of 7 reviews. All County Polk Property Management has the most, 329 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 Lake Wales count in this ranking?

Yes, if they are within 25 mi of the Lake Wales 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 Lake Wales 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 Lake Wales 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 Lake Wales

  1. November 2026: RFA Scores recalculated for 60 financial advisors serving Lake Wales.

More financial advisors and Lake Wales pages