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Financial Advisors in Tallahassee, FL: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Tallahassee: Preservation Financial Group, RFA Score 77/100; 5.0★ from 82 Google reviews.

  2. 16

    Most-reviewed: Bank of America Financial Center, 81 Google reviews at 2.7★, the most of 35 ranked after Preservation Financial Group; ranked #16.

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

35 Tallahassee financial advisors are ranked here by RFA Score, from eight published factors. 4 open Saturdays, based on posted hours. The median Google rating is 4.4★ across 35 rated firms.

Top 10 financial advisors in Tallahassee 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 Tallahassee at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Preservation Financial Group775.0★ (82)Tallahassee—Top score
2First Franklin Financial Services715.0★ (27)Tallahassee——
3LevelUp720 Consulting705.0★ (24)TallahasseeSat—
4Bankers Life704.7★ (28)Tallahassee——
5Cassedy & Company704.8★ (23)Tallahassee——
6Simpkins Financial Group, LLC695.0★ (18)Tallahassee——
7First Commerce Credit Union683.6★ (46)Tallahassee——
8Southern Wealth684.8★ (16)Tallahassee——
9Bank of America (with Drive-thru ATM)683.3★ (67)Tallahassee——
10Jackson Financial Group675.0★ (12)Tallahassee——

All 35 financial advisors in Tallahassee, 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 Tallahassee

    #1 Preservation Financial Group

    Based in Tallahassee

    77/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 82 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 82 Google reviews
    Hours
    Mon–Thu 9 AM–4:30 PM · Fri 9 AM–1 PM · Sat–Sun closed
    Address
    1695 Metropolitan Cir Ste 1, Tallahassee, FL 32308
    View profile for Preservation Financial Group(850) 523-7877

  4. #4 Bankers Life

    Based in Tallahassee

    70/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.7★ from 28 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 28 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1500 Mahan Dr Ste 150, Tallahassee, FL 32308
    View profile for Bankers Life(850) 894-2022

  5. #5 Cassedy & Company

    Based in Tallahassee

    70/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.8★ from 23 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 23 Google reviews
    Hours
    Mon–Fri 9:30 AM–5 PM · Sat–Sun closed
    Address
    2012 North Point Blvd D, Tallahassee, FL 32308
    View profile for Cassedy & Company(850) 386-4700

  8. #8 Southern Wealth

    Based in Tallahassee

    68/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 4.8★ from 16 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 16 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    2450 Tim Gamble Pl, Tallahassee, FL 32308
    View profile for Southern Wealth(850) 513-3338

  11. #11 Smith Bruer

    Based in Tallahassee

    67/100RFA Score

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

    • 5.0★ from 11 Google reviews
    Hours
    Mon–Fri 9 AM–4 PM · Sat–Sun closed
    Address
    1700 Summit Lake Dr Ste 102, Tallahassee, FL 32317
    View profile for Smith Bruer(850) 877-0803

  12. #12 Truist

    Based in Tallahassee

    66/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 3.0★ from 33 Google reviews, listed on Google as “Financial consultant”.

    • 3.0★ from 33 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–6 PM · Sat–Sun closed
    Address
    3098 Apalachee Pkwy, Tallahassee, FL 32301
    View profile for Truist(850) 688-1520

  14. #14 Truist

    Based in Tallahassee

    65/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 2.9★ from 38 Google reviews, listed on Google as “Financial consultant”.

    • 2.9★ from 38 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–6 PM · Sat 9 AM–12 PM · Sun closed
    Address
    2051 Thomasville Rd, Tallahassee, FL 32308
    View profile for Truist(850) 298-1576

  15. #15 Truist

    Based in Tallahassee

    65/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 3.0★ from 28 Google reviews, listed on Google as “Financial consultant”.

    • 3.0★ from 28 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    104 N Woodward Ave, Tallahassee, FL 32304
    View profile for Truist(850) 273-7306

  18. #18 Bill Sittig CPA, LLC

    Based in Tallahassee

    64/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 4.4★ from 7 Google reviews, listed on Google as “Financial consultant”.

    • 4.4★ from 7 Google reviews
    Hours
    Mon–Fri 9 AM–4 PM · Sat–Sun closed
    Address
    1695 Metropolitan Cir Ste 7, Tallahassee, FL 32308
    View profile for Bill Sittig CPA, LLC(850) 386-2639

  21. #21 BENCOR

    Based in Tallahassee

    64/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.3★ from 6 Google reviews, listed on Google as “Financial consultant”.

    • 4.3★ from 6 Google reviews
    Address
    2016 Delta Blvd suite 202, Tallahassee, FL 32303
    View profile for BENCOR(855) 599-2300

  22. #22 Wealth Management Corporation - Certified Financial Planners/Investment Advisors/Fiduciary CFP

    Based in Tallahassee

    64/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 5 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 5 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    2941 Kerry Forest Pkwy, Tallahassee, FL 32309
    View profile for Wealth Management Corporation - Certified Financial Planners/Investment Advisors/Fiduciary CFP(850) 894-7526

All 35 financial advisors

#1 to #25 are shown in full above. Here are #26 to #35, in RFA Score order; each links to its profile.

financial advisors in Tallahassee, ranks 26 to 35
RankBusinessRFA ScoreGoogle ratingDistance
26Rosenberg Alvis Ambrose Wealth Management635.0★ (4)In Tallahassee
27Charles Schwab633.0★ (6)In Tallahassee
28Florida Housing Finance Corporation632.4★ (8)In Tallahassee
29Chiron Capital Management634.0★ (4)In Tallahassee
30MillCreek Financial Consultants625.0★ (3)In Tallahassee
31Private Wealth Management and Consulting625.0★ (3)In Tallahassee
32English Financial Group625.0★ (3)In Tallahassee
33Winchester Financial Group625.0★ (3)In Tallahassee
34Vaughn Poppell, CPA612.3★ (3)In Tallahassee
35Republic Finance545.0★ (5)In Tallahassee

Also serving Tallahassee

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 Tallahassee
BusinessGoogle ratingDistance
Avant Financial Group5.0★ (2)In Tallahassee
Avant Huston Financial Group2.0★ (1)In Tallahassee
Be Financial5.0★ (2)In Tallahassee
Calton & Associates, Inc.5.0★ (1)In Tallahassee
CCM Investments5.0★ (1)In Tallahassee
Clements Financial Services, Inc.5.0★ (1)In Tallahassee
CRI TPA Services1.0★ (1)In Tallahassee
Linda Hilaman - Raymond James5.0★ (1)In Tallahassee
Morgan Laffitte - Prudential Financial5.0★ (1)In Tallahassee
Proper Wealth5.0★ (1)In Tallahassee
Rally Point Financial Group5.0★ (1)In Tallahassee
Red Hills Capital5.0★ (2)In Tallahassee
Richard Bergstrom - Private Wealth Advisor, Ameriprise Financial Services, LLC3.0★ (2)In Tallahassee
Ryno Capital Advisors, Inc.5.0★ (2)In Tallahassee
Strategic Wealth Group5.0★ (2)In Tallahassee
Tax & Accounting Consultants PA5.0★ (1)In Tallahassee
The Brooks Asset Advisory Group of Raymond James5.0★ (1)In Tallahassee
True North Advisors5.0★ (1)In Tallahassee
VALIC Financial Advisors Office2.0★ (2)In Tallahassee
Wells Fargo Advisors5.0★ (1)In Tallahassee

How we ranked Tallahassee financial advisors

We scored 35 Tallahassee 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 Tallahassee 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 Tallahassee: frequently asked questions

Which financial advisor has the highest RFA Score in Tallahassee?

By RFA Score, the highest-ranked financial advisor in Tallahassee, FL is Preservation Financial Group with an RFA Score of 77/100. It has 5.0★ from 82 Google reviews. First Franklin Financial Services (#2) and LevelUp720 Consulting (#3) follow. We ranked 35 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Tallahassee?

RankedFinancialAdvisors ranks 35 financial advisors serving Tallahassee, FL. 35 of them are based in Tallahassee; 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 Tallahassee work on weekends?

4 of 35 ranked financial advisors post Saturday hours. The highest-ranked open Saturdays are LevelUp720 Consulting (#3), Bank of America Financial Center (#13) and Truist (#14). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Tallahassee financial advisors have?

The median Google rating among 35 rated financial advisors in Tallahassee is 4.4★, with a median of 7 reviews. Preservation Financial Group has the most, 82 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 Tallahassee count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 35 financial advisors serving Tallahassee.
  2. November 2026: 1 duplicate listing merged.

More financial advisors and Tallahassee pages