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Financial Advisors in Oakleaf Plantation, FL: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Oakleaf Plantation: RadiFi Credit Union - Park Street Branch, RFA Score 73/100; 4.7★ from 1,100 Google reviews; open Saturdays until 1 PM.

  2. 24

    Most-reviewed: American Consumer Credit Counseling, Inc., 1,999 Google reviews at 5.0★, the most of 131 ranked; ranked #24.

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

131 Oakleaf Plantation financial advisors are ranked here by RFA Score, from eight published factors. 19 open Saturdays and 5 open Sundays, based on posted hours. The median Google rating is 5.0★ across 131 rated firms.

Top 10 financial advisors in Oakleaf Plantation 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 Oakleaf Plantation at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1RadiFi Credit Union - Park Street Branch734.7★ (1,100)Jacksonville, 14 mi awaySatTop score
2RadiFi Credit Union - Orange Park Branch714.6★ (186)Bellair-Meadowbrook Terrace, 4 mi awaySat—
3KMS Financial Group715.0★ (245)Jacksonville, 16 mi away——
4RadiFi Credit Union - Westside Branch714.6★ (229)Jacksonville, 7 mi awaySat—
5First Command Financial Advisor - Blace Albert705.0★ (62)Bellair-Meadowbrook Terrace, 8 mi away——
6Team N&L Wealth Builders, Inc.705.0★ (222)Jacksonville, 20 mi away——
7Align Money Mastery695.0★ (99)Jacksonville, 17 mi awaySat · Sun · Evenings—
8First Command Financial Advisor - Antonia Proctor695.0★ (36)Bellair-Meadowbrook Terrace, 8 mi away——
9Camarda Wealth Advisory Group694.6★ (74)Fleming Island, 9 mi away——
10Florida Financial Advisors685.0★ (63)Jacksonville, 15 mi away——

All 131 financial advisors in Oakleaf Plantation, 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 Oakleaf Plantation

    #1 RadiFi Credit Union - Park Street Branch

    Based in Jacksonville, 14 mi away

    73/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.7★ from 1,100 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 1,100 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–1 PM · Sun closed
    Address
    562 Park St Suite 100, Jacksonville, FL 32204
    View profile for RadiFi Credit Union - Park Street Branch(904) 475-8000

  3. #3 KMS Financial Group

    Based in Jacksonville, 16 mi away

    71/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 245 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 245 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    9250 Baymeadows Rd Ste 120, Jacksonville, FL 32256
    View profile for KMS Financial Group(904) 657-3381

  6. #6 Team N&L Wealth Builders, Inc.

    Based in Jacksonville, 20 mi away

    70/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 222 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 222 Google reviews
    Hours
    Mon–Wed 8:30 AM–4:30 PM · Thu 8:30 AM–4 PM · Fri 8:30 AM–11:30 AM · Sat–Sun closed
    Address
    11512 Lake Mead Ave Unit 101, Jacksonville, FL 32256
    View profile for Team N&L Wealth Builders, Inc.(904) 877-1201

  7. #7 Align Money Mastery

    Based in Jacksonville, 17 mi away

    69/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 99 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 99 Google reviews
    Hours
    Mon–Sun 12 AM–12 AM
    Address
    4001 Lonicera Loop, Jacksonville, FL 32259
    View profile for Align Money Mastery(330) 354-6036

  15. #15 Tax Defense Network

    Based in Jacksonville, 19 mi away

    67/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.1★ from 1,380 Google reviews, listed on Google as “Financial planner”.

    • 4.1★ from 1,380 Google reviews
    Hours
    Mon–Fri 8 AM–8 PM · Sat 9 AM–3 PM · Sun closed
    Address
    7159 Corklan Dr Suite 150, Jacksonville, FL 32258
    View profile for Tax Defense Network(904) 440-0641

  16. #16 ShieldWolf Strongholds

    Based in Jacksonville, 15 mi away

    67/100RFA Score

    Ranked #16 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 10 AM–6 PM · Sat–Sun closed
    Address
    50 N Laura St Ste 2500, Jacksonville, FL 32202
    View profile for ShieldWolf Strongholds(904) 822-4262

  17. #17 NuVenture Financial Group

    Based in Jacksonville, 18 mi away

    67/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.8★ from 68 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 68 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–3 PM · Sat–Sun closed
    Address
    10151 Deerwood Park Blvd Bldg 100, Suite 120, Jacksonville, FL 32256
    View profile for NuVenture Financial Group(904) 253-7600

  19. #19 Talon Wealth Management

    Based in Saint Augustine, 20 mi away

    67/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.9★ from 57 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 57 Google reviews
    Hours
    Mon–Fri 9 AM–4 PM · Sat–Sun closed
    Address
    109 Nature Walk Pkwy Unit 102, St. Augustine, FL 32092
    View profile for Talon Wealth Management(904) 515-5000

  21. #21 Harris Financial Coaching

    Based in Jacksonville, 13 mi away

    66/100RFA Score

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

    • 5.0★ from 21 Google reviews
    Hours
    Mon–Fri 10 AM–7 PM · Sat 12 PM–7 PM · Sun closed
    Address
    11111 San Jose Blvd Ste 56 #1333, Jacksonville, FL 32223
    View profile for Harris Financial Coaching(904) 607-9827

  23. #23 Woman To Woman Financial

    Based in Jacksonville, 16 mi away

    66/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 27 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 27 Google reviews
    Hours
    Mon–Thu 10 AM–5 PM · Fri 10 AM–3 PM · Sat–Sun closed
    Address
    6620 Southpoint Dr N Ste. 500, Jacksonville, FL 32216
    View profile for Woman To Woman Financial(904) 753-5250

  25. #25 369 Financial

    Based in Jacksonville, 16 mi away

    66/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 26 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 26 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    7751 Belfort Pkwy #200, Jacksonville, FL 32256
    View profile for 369 Financial(904) 746-9485

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

financial advisors in Oakleaf Plantation, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Alpha Wealth Group665.0★ (26)16 mi
27Ashton "A K" King: Primerica - Financial Services665.0★ (7)5 mi
28Core Global Financial LLC665.0★ (24)15 mi
29DuVal Fields CPA Group, PA655.0★ (21)15 mi
30First Horizon Bank - Jacksonville, FL - W Bay St654.6★ (31)15 mi
31Revision Wealth Management655.0★ (20)16 mi
32Spark Wealth Advisors655.0★ (11)11 mi
33First Coast Financial Group655.0★ (21)17 mi
34Raymond Saylor CPA PC655.0★ (4)4 mi
35Primerica Financial Services654.8★ (21)16 mi
36Lunise Casimir-dufrene: Primerica - Financial Services655.0★ (12)12 mi
37Edward Jones - Financial Advisor: Frank M Meininger, AAMS®655.0★ (3)4 mi
38Edward Jones - Financial Advisor: Joey Meininger655.0★ (3)4 mi
39Equitable Advisors654.6★ (21)15 mi
40Michael Wroten: Primerica - Financial Services655.0★ (10)12 mi
41First Command Financial Advisor - Jerry Day655.0★ (5)8 mi
42Edward Jones - Financial Advisor: Neal F McDaniel, CFP®654.5★ (8)9 mi
43Andreas Heinrich, CPCU®️ at Prudential Advisors654.6★ (18)15 mi
44First Command Financial Advisor - Devlin Root645.0★ (21)19 mi
45TOAMS Financial644.4★ (18)13 mi
46InVestra Financial Services645.0★ (13)15 mi
47JC St. Fleur: Primerica - Financial Services645.0★ (9)12 mi
48Edward Jones - Financial Advisor: Jason York, AAMS®645.0★ (22)21 mi
49Cohen Wealth Advisory645.0★ (10)15 mi
50Justin Kyle Wroten: Primerica - Financial Services645.0★ (7)12 mi

Also serving Oakleaf Plantation

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 Oakleaf Plantation
BusinessGoogle ratingDistance
401k5.0★ (2)10 mi
Adam McDonough - Prudential Financial4.5★ (2)15 mi
Ameriprise Financial3.0★ (2)16 mi
Blake Massey - Financial AdvisorIn Oakleaf Plantation
Chris Wright - Inspire AdvisorsIn Oakleaf Plantation
Danny Johnson: Primerica - Financial Services5.0★ (2)8 mi
Empowering Financial Freedom5.0★ (2)15 mi
Financial Freedom Journeys, Inc.5.0★ (1)In Oakleaf Plantation
Fleishel Financial4.0★ (2)12 mi
Gratium Wealth Planning - Ameriprise Financial Services, LLC3.5★ (2)6 mi
Jonathan Luke Wittig: Primerica - Financial Services5.0★ (2)12 mi
Lisa Diane Preston: Primerica - Financial Services5.0★ (2)12 mi
Mass Mutual Financial Group5.0★ (2)13 mi
McRae Investment Advisory and McRae Financial Group5.0★ (2)16 mi
North Florida Financial5.0★ (2)16 mi
Slight Edge Financial Inc.In Oakleaf Plantation
SM Solutions Financial CoachingIn Oakleaf Plantation
Taras Wealth Management of Raymond James5.0★ (2)14 mi
VyStar Investment Services4.5★ (2)15 mi
Wells Fargo Advisors5.0★ (2)14 mi

How we ranked Oakleaf Plantation financial advisors

We scored 131 Oakleaf Plantation 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 Oakleaf Plantation 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 Oakleaf Plantation: frequently asked questions

Which financial advisor has the highest RFA Score in Oakleaf Plantation?

By RFA Score, the highest-ranked financial advisor in Oakleaf Plantation, FL is RadiFi Credit Union - Park Street Branch with an RFA Score of 73/100. It has 4.7★ from 1,100 Google reviews. It is open Saturdays until 1 PM. RadiFi Credit Union - Orange Park Branch (#2) and KMS Financial Group (#3) follow. We ranked 131 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Oakleaf Plantation?

RankedFinancialAdvisors ranks 131 financial advisors serving Oakleaf Plantation, FL. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Oakleaf Plantation work on weekends?

19 of 131 ranked financial advisors post Saturday hours and 5 post Sunday hours. The highest-ranked open Saturdays are RadiFi Credit Union - Park Street Branch (#1), RadiFi Credit Union - Orange Park Branch (#2) and RadiFi Credit Union - Westside Branch (#4). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Oakleaf Plantation financial advisors have?

The median Google rating among 131 rated financial advisors in Oakleaf Plantation is 5.0★, with a median of 10 reviews. American Consumer Credit Counseling, Inc. has the most, 1,999 reviews, and ranks #24. 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 Oakleaf Plantation count in this ranking?

Yes, if they are within 25 mi of the Oakleaf Plantation 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 Oakleaf Plantation 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 Oakleaf Plantation 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 Oakleaf Plantation

  1. November 2026: RFA Scores recalculated for 131 financial advisors serving Oakleaf Plantation.

More financial advisors and Oakleaf Plantation pages