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Financial Advisors in Palm Valley, FL: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Palm Valley: Team N&L Wealth Builders, Inc., RFA Score 73/100; 5.0★ from 222 Google reviews.

  2. 6

    Most-reviewed: Tax Defense Network, 1,380 Google reviews at 4.1★, the most of 171 ranked; ranked #6.

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

171 Palm Valley financial advisors are ranked here by RFA Score, from eight published factors. 23 open Saturdays and 5 open Sundays, based on posted hours. The median Google rating is 5.0★ across 171 rated firms.

Top 10 financial advisors in Palm Valley 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 Palm Valley at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Team N&L Wealth Builders, Inc.735.0★ (222)Jacksonville, 8 mi away—Top score
2KMS Financial Group735.0★ (245)Jacksonville, 11 mi away——
3RadiFi Credit Union - Park Street Branch714.7★ (1,100)Jacksonville, 20 mi awaySat—
4Align Money Mastery705.0★ (99)Jacksonville, 12 mi awaySat · Sun · Evenings—
5Wheeler Wealth705.0★ (31)Ponte Vedra Beach, 1 mi away——
6Tax Defense Network704.1★ (1,380)Jacksonville, 9 mi awaySat · EveningsMost reviews
7Ponte Vedra Wealth Management Group of Wells Fargo Advisors705.0★ (25)Ponte Vedra Beach, 2 mi away——
8RadiFi Credit Union - Atlantic Beach694.5★ (175)Atlantic Beach, 10 mi awaySat—
9Redemption Financial Solutions LLC695.0★ (66)Jacksonville, 13 mi away——
10The Legacy Retirement Group695.0★ (29)Ponte Vedra Beach, 5 mi away——

All 171 financial advisors in Palm Valley, 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 Palm Valley

    #1 Team N&L Wealth Builders, Inc.

    Based in Jacksonville, 8 mi away

    73/100RFA Score

    Ranked #1 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

  2. #2 KMS Financial Group

    Based in Jacksonville, 11 mi away

    73/100RFA Score

    Ranked #2 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

  4. #4 Align Money Mastery

    Based in Jacksonville, 12 mi away

    70/100RFA Score

    Ranked #4 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

  5. #5 Wheeler Wealth

    Based in Ponte Vedra Beach, 1 mi away

    70/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 5.0★ from 31 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 31 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    130 Corridor Rd #832, Ponte Vedra Beach, FL 32004
    View profile for Wheeler Wealth(904) 562-0551

  6. #6 Tax Defense Network

    Based in Jacksonville, 9 mi away

    70/100RFA Score

    Ranked #6 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

  10. #10 The Legacy Retirement Group

    Based in Ponte Vedra Beach, 5 mi away

    69/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 29 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 29 Google reviews
    Hours
    Mon 8 AM–5 PM · Tue–Thu 9 AM–6 PM · Fri 8:30 AM–3 PM · Sat–Sun closed
    Address
    360 Town Plaza Ave Suite 340, Ponte Vedra Beach, FL 32081
    View profile for The Legacy Retirement Group(904) 670-0711

  11. #11 NuVenture Financial Group

    Based in Jacksonville, 11 mi away

    69/100RFA Score

    Ranked #11 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

  13. #13 Talon Wealth Management

    Based in Saint Augustine, 12 mi away

    69/100RFA Score

    Ranked #13 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

  16. #16 Davis Capital Management

    Based in Jacksonville, 7 mi away

    68/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 4.8★ from 26 Google reviews, listed on Google as “Financial advisor”.

    • 4.8★ from 26 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    4788 Hodges Blvd Ste 201, Jacksonville, FL 32224
    View profile for Davis Capital Management(904) 223-0510

  19. #19 Arthurs Wealth Management

    Based in Ponte Vedra Beach, 5 mi away

    67/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 12 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 12 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    220 Ponte Vedra Park Dr #200, Ponte Vedra Beach, FL 32082
    View profile for Arthurs Wealth Management(904) 489-7890

  22. #22 369 Financial

    Based in Jacksonville, 13 mi away

    67/100RFA Score

    Ranked #22 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

  23. #23 Alpha Wealth Group

    Based in Jacksonville, 13 mi away

    67/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 26 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 26 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    7751 Belfort Pkwy Ste 240, Jacksonville, FL 32256
    View profile for Alpha Wealth Group(904) 313-2606

  25. #25 Woman To Woman Financial

    Based in Jacksonville, 13 mi away

    67/100RFA Score

    Ranked #25 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

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

financial advisors in Palm Valley, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26First Command Financial Advisor - Devlin Root665.0★ (21)12 mi
27Fortress Wealth Planning665.0★ (9)5 mi
28RadiFi Credit Union - Orange Park Branch664.6★ (186)23 mi
29Concierge Financial Advisors665.0★ (12)7 mi
30First Command Financial Advisor - David Mainster, CMFA™665.0★ (12)8 mi
31Ferreira Wealth Group - Ameriprise Financial Services, LLC664.6★ (11)5 mi
32Stratton & Company664.4★ (13)5 mi
33Tusk Financial Planning665.0★ (29)16 mi
34Edward Jones - Financial Advisor: Serena Ostrowsky, CFP®|CRPC™664.3★ (6)1 mi
35Susan Edmonds, Mortgage Loan Officer - First Horizon Bank665.0★ (7)4 mi
36Revision Wealth Management665.0★ (20)13 mi
37ShieldWolf Strongholds665.0★ (37)19 mi
38Wolf Retirement Navigation LLC664.7★ (12)7 mi
39Harris Financial Coaching665.0★ (21)14 mi
40First Command Financial Advisor - Antonia Proctor665.0★ (36)19 mi
41First Command Financial Advisor - Joey Bergman, MBA665.0★ (10)8 mi
42Camarda Wealth Advisory Group664.6★ (74)19 mi
43Primerica Financial Services664.8★ (21)13 mi
44Financial and Business Solutions664.9★ (36)19 mi
45St. Johns Asset Management, LLC655.0★ (23)17 mi
46Clear Financial Strategies, LLC655.0★ (5)5 mi
47IPX1031: Ted Stefan655.0★ (52)24 mi
48Family Tree Financial Group655.0★ (12)11 mi
49Skyview Financial Group655.0★ (3)2 mi
50Edward Jones - Financial Advisor: David Fieber, CFP®|ChFC®|CLU®655.0★ (27)19 mi

Also serving Palm Valley

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 Palm Valley
BusinessGoogle ratingDistance
Achieve More Coaching5.0★ (2)6 mi
Allegiance Financial Advisors5.0★ (2)11 mi
Anderson Financial Partners, Inc.In Palm Valley
Brower Financial Group5.0★ (2)4 mi
Dawn Alexander - Morgan Stanley5.0★ (2)5 mi
Edward Jones - Financial Advisor: Chris Hinkle, CFP®5.0★ (2)8 mi
Edward Jones - Financial Advisor: Elizabeth Olsen, CFP®5.0★ (2)2 mi
First Command5.0★ (2)8 mi
Freedom Wealth Services5.0★ (2)2 mi
Global Wealth RedefinedIn Palm Valley
Gryphon Wealth5.0★ (2)11 mi
Janney Montgomery ScottIn Palm Valley
Kim Stanley Insurance Services Inc5.0★ (2)8 mi
Legacy Trust Family Wealth Offices5.0★ (2)5 mi
Life Management Advisors3.0★ (2)2 mi
Raymond James Financial Services5.0★ (2)1 mi
Riverside Wealth Advisors - Jacksonville Office5.0★ (2)11 mi
The Bernstein Group of Janney Montgomery ScottIn Palm Valley
Truewater Wealth5.0★ (2)2 mi
Wells Fargo Advisors3.0★ (2)12 mi

How we ranked Palm Valley financial advisors

We scored 171 Palm Valley 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 Palm Valley 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 Palm Valley: frequently asked questions

Which financial advisor has the highest RFA Score in Palm Valley?

By RFA Score, the highest-ranked financial advisor in Palm Valley, FL is Team N&L Wealth Builders, Inc. with an RFA Score of 73/100. It has 5.0★ from 222 Google reviews. KMS Financial Group (#2) and RadiFi Credit Union - Park Street Branch (#3) follow. We ranked 171 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Palm Valley?

RankedFinancialAdvisors ranks 171 financial advisors serving Palm Valley, FL. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Palm Valley work on weekends?

23 of 171 ranked financial advisors post Saturday hours and 5 post Sunday hours. The highest-ranked open Saturdays are RadiFi Credit Union - Park Street Branch (#3), Align Money Mastery (#4) and Tax Defense Network (#6). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Palm Valley financial advisors have?

The median Google rating among 171 rated financial advisors in Palm Valley is 5.0★, with a median of 9 reviews. Tax Defense Network has the most, 1,380 reviews, and ranks #6. 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 Palm Valley count in this ranking?

Yes, if they are within 25 mi of the Palm Valley 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 Palm Valley 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 Palm Valley 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 Palm Valley

  1. November 2026: RFA Scores recalculated for 171 financial advisors serving Palm Valley.

More financial advisors and Palm Valley pages