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Financial Advisors in Tavares, FL: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Tavares: Addition Financial Credit Union - Lake Mary, RFA Score 72/100; 4.8★ from 3,183 Google reviews.

  2. 8

    Most-reviewed: Dias Wealth, 202 Google reviews at 4.9★, the most of 177 ranked after Addition Financial Credit Union - Lake Mary; ranked #8.

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

177 Tavares financial advisors are ranked here by RFA Score, from eight published factors. 29 open Saturdays and 7 open Sundays, based on posted hours. The median Google rating is 4.9★ across 177 rated firms.

Top 10 financial advisors in Tavares 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 Tavares at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Addition Financial Credit Union - Lake Mary724.8★ (3,183)Lake Mary, 23 mi away—Top score
2Oxford Advisory Group | Financial Advisors705.0★ (67)Apopka, 5 mi away——
3Senior Financial Security Inc694.9★ (159)The Villages, 16 mi away——
4United Community694.9★ (25)Tavares——
5Stay Golden Insurance685.0★ (68)Eustis, 12 mi awaySat · Evenings—
6Fross & Fross Wealth Management684.9★ (128)The Villages, 17 mi away——
7West Financial Group684.9★ (149)Lady Lake, 18 mi away——
8Dias Wealth684.9★ (202)Lake Mary, 22 mi away—Most reviews
9The LifeWealth Group664.9★ (72)Winter Garden, 19 mi away——
10Duryea & Edwards CPAs665.0★ (86)Lake Mary, 22 mi away——

All 177 financial advisors in Tavares, 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 Tavares

    #1 Addition Financial Credit Union - Lake Mary

    Based in Lake Mary, 23 mi away

    72/100RFA 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

  4. #4 United Community

    Based in Tavares

    69/100RFA Score

    Ranked #4 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

  7. #7 West Financial Group

    Based in Lady Lake, 18 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 Dias Wealth

    Based in Lake Mary, 22 mi away

    68/100RFA Score

    Ranked #8 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

  9. #9 The LifeWealth Group

    Based in Winter Garden, 19 mi away

    66/100RFA Score

    Ranked #9 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

  10. #10 Duryea & Edwards CPAs

    Based in Lake Mary, 22 mi away

    66/100RFA Score

    Ranked #10 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

  14. #14 Weiser Financial

    Based in Orlando, 23 mi away

    66/100RFA Score

    Ranked #14 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

  15. #15 Trustco Bank

    Based in Lake Butler, 22 mi away

    65/100RFA Score

    Ranked #15 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

  17. #17 Ballard Financial Group

    Based in Clermont, 17 mi away

    65/100RFA Score

    Ranked #17 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

  18. #18 The Hidden Wealth Solution

    Based in Lake Mary, 22 mi away

    65/100RFA Score

    Ranked #18 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

  19. #19 Siler Wealth Management

    Based in Longwood, 22 mi away

    65/100RFA Score

    Ranked #19 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

  20. #20 Destiny Wealth Partners

    Based in Tavares

    65/100RFA Score

    Ranked #20 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

  25. #25 MyAdvisorJoe

    Based in Lake Mary, 22 mi away

    64/100RFA Score

    Ranked #25 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

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

financial advisors in Tavares, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Belton Financial Group of Raymond James645.0★ (3)In Tavares
27Legaci Financial Services645.0★ (9)8 mi
28Tom Jones - Senior Vice President - Investment Officer- Wells Fago Advisors, Eustis, FL645.0★ (5)4 mi
29Edward Jones - Financial Advisor: Jeananne C Niemann, CFP®|AAMS®645.0★ (6)6 mi
30Blackston Financial Advisory Group644.7★ (29)16 mi
31Talon Wealth Management644.8★ (59)24 mi
32Pernell Mitchell: Primerica - Financial Services645.0★ (6)7 mi
33Capstone Wealth645.0★ (28)20 mi
34Trustco Bank644.7★ (31)18 mi
35Online Trading Academy644.8★ (50)24 mi
36AmeriLife of Lake County, LLC644.2★ (5)4 mi
37Zenith Advisory Group644.8★ (21)17 mi
38Edward Jones - Financial Advisor: Byron Tobias635.0★ (16)16 mi
39Logan, Bowyer & McCullough, P.A.634.8★ (24)18 mi
40Marshall Financial Group635.0★ (4)5 mi
41Ogden Wealth LLC635.0★ (37)25 mi
42Jwanaix Group635.0★ (33)25 mi
43Edward Jones - Financial Advisor: Diane Thomas, ChFC®|AAMS®633.7★ (3)3 mi
44Reed Family Wealth Services634.9★ (17)18 mi
45Specialized Consumer Strategies634.7★ (37)23 mi
46Woodall and Associates, LLC635.0★ (19)19 mi
47Truist633.8★ (18)10 mi
48American Tax & Planning Services634.4★ (7)9 mi
49AGG - American Growing Group635.0★ (14)18 mi
50Rivers Wealth Management635.0★ (24)22 mi

Also serving Tavares

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 Tavares
BusinessGoogle ratingDistance
Cebert Wealth with LPL Financial in Brownwood4.0★ (2)18 mi
Edward JonesIn Tavares
Edward Jones - Financial Advisor: Brian Colvin, CRPC™In Tavares
Edward Jones - Financial Advisor: Nicole M Wortsman, CFP®5.0★ (2)5 mi
Edward Jones - Financial Advisor: Renee E Burke, CFP®|AAMS®5.0★ (2)3 mi
Family Financial Planners Inc3.0★ (2)12 mi
Garrison Wealth Management3.0★ (2)5 mi
Infinity Financial GroupIn Tavares
Mathis Wealth Management of Raymond James5.0★ (2)18 mi
Merrill Lynch Financial Advisor Lesli Luther3.0★ (2)17 mi
Morgan Stanley Financial Advisors3.0★ (2)17 mi
Precision Wealth Management of Raymond James5.0★ (2)18 mi
Raymond James & AssociatesIn Tavares
Scott Morris - ThriventIn Tavares
Stephany Slysofski - Thrivent5.0★ (1)In Tavares
Trajan Wealth5.0★ (2)15 mi
Weiss CPA Services, LLCIn Tavares
Wells Fargo Advisors5.0★ (1)In Tavares
Wells Fargo Advisors1.0★ (2)11 mi
Wells Fargo Advisors Financial Network2.0★ (2)17 mi

How we ranked Tavares financial advisors

We scored 177 Tavares 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 Tavares 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 Tavares: frequently asked questions

Which financial advisor has the highest RFA Score in Tavares?

By RFA Score, the highest-ranked financial advisor in Tavares, FL is Addition Financial Credit Union - Lake Mary with an RFA Score of 72/100. It has 4.8★ from 3,183 Google reviews. Oxford Advisory Group | Financial Advisors (#2) and Senior Financial Security Inc (#3) follow. We ranked 177 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Tavares?

RankedFinancialAdvisors ranks 177 financial advisors serving Tavares, FL. 4 of them are based in Tavares; 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 Tavares work on weekends?

29 of 177 ranked financial advisors post Saturday hours and 7 post Sunday hours. The highest-ranked open Saturdays are Stay Golden Insurance (#5), Trustco Bank (#15) and Xel Advisors Inc, CPA Firm (#23). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Tavares financial advisors have?

The median Google rating among 177 rated financial advisors in Tavares is 4.9★, with a median of 9 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 Tavares count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 177 financial advisors serving Tavares.
  2. November 2026: 1 duplicate listing merged.

More financial advisors and Tavares pages