Financial Planners in Florida: Ranked Lists by City (2026)
333 cities with a ranked listUpdated 0 paid placements in any rankingHow we rank →
We rank financial planners in 333 Florida cities, 57,483 city rankings in all. The largest lists are Davie (409), Dania Beach (407) and West Hollywood (397).
Financial planners by city in Florida
Every Florida city with a ranked list of financial planners, largest first. Each list ranks firms within 25 mi of the city.
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.
Highest RFA Scores among Florida financial planners
Each score is computed within its own city list, so use the city pages to compare businesses. Shown for orientation, not as a state ranking.
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.
| # | Firm | RFA Score | City list | Google rating |
|---|---|---|---|---|
| 1 | Sun Coast Legacy Advisors P.L. | 80 | #1 in Daytona Beach | 5.0★ (810) |
| 2 | SRQ Wealth | 79 | #1 in Sarasota | 5.0★ (227) |
| 3 | Florida Educators Insurance and GAC Wealth Management | 79 | #1 in Lutz | 5.0★ (702) |
| 4 | John Douglas Insurance & Financial Services | 79 | #1 in Panama City | 5.0★ (519) |
| 5 | H Doerr & Associates LLP, CPA | 79 | #1 in Myrtle Grove | 4.9★ (231) |
| 6 | Platinum Benefit Services, Inc | 79 | #1 in Lakeland | 4.9★ (506) |
| 7 | Sterling Wealth Management, LLC | 79 | #1 in Ocala | 5.0★ (149) |
| 8 | INVESTOR FRIENDLY CPA® | 78 | #2 in Sarasota | 4.9★ (242) |
| 9 | Addition Financial Credit Union - Lake Mary | 78 | #1 in Lake Mary | 4.8★ (3,183) |
| 10 | Fund&Grow | 78 | #1 in Spring Hill | 4.8★ (1,782) |