Ranked #1 in Winter Park
Based in Lake Mary, 12 mi away
75/100RFA Score
Ranked #1 because of its Google rating and specialty focus: 4.8★ from 3,183 Google reviews, listed on Google as “Financial planner”.
Financial Planners in Winter Park, FL: 2026 rankings
206 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →
The short answer
- 1
Highest RFA Score in Winter Park: Addition Financial Credit Union - Lake Mary, RFA Score 75/100; 4.8★ from 3,183 Google reviews.
- 3
Most-reviewed: Addition Financial Credit Union - South Orlando, 594 Google reviews at 4.8★, the most of 206 ranked after Addition Financial Credit Union - Lake Mary; ranked #3.
Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank
206 Winter Park financial planners are ranked here by RFA Score, from eight published factors. 52 open Saturdays and 3 open Sundays, based on posted hours. The median Google rating is 4.8★ across 206 rated firms.
Top 10 financial planners in Winter Park 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.
| Rank | Business | RFA Score | Google rating | Based in | Hours | Notable for |
|---|---|---|---|---|---|---|
| 1 | Addition Financial Credit Union - Lake Mary | 75 | 4.8★ (3,183) | Lake Mary, 12 mi away | — | Top score |
| 2 | Cohn, Lopez & Associates - Tax, Accounting & Financial Services | 75 | 5.0★ (283) | Winter Park | — | — |
| 3 | Addition Financial Credit Union - South Orlando | 73 | 4.8★ (594) | Orlando, 8 mi away | — | Most reviews |
| 4 | Strong Point Financial, Inc. | 72 | 4.9★ (438) | Orlando, 12 mi away | — | — |
| 5 | Oxford Advisory Group | 72 | 4.9★ (151) | Orlando, 5 mi away | — | — |
| 6 | Edwards Financial Services | 71 | 4.8★ (86) | Winter Park | — | — |
| 7 | Dias Wealth | 71 | 4.9★ (202) | Lake Mary, 11 mi away | — | — |
| 8 | BURGOS & BREIN WEALTH MANAGEMENT | 71 | 4.9★ (89) | Orlando, 3 mi away | — | — |
| 9 | Anders Retirement & Investment Advisors | 70 | 4.9★ (59) | Winter Park | — | — |
| 10 | KP Financial Firm | 70 | 4.9★ (245) | Orlando, 16 mi away | Sat · Evenings | — |
All 206 financial planners in Winter Park, 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.
Based in Winter Park
75/100RFA ScoreRanked #2 because of its Google rating and specialty focus: 5.0★ from 283 Google reviews, listed on Google as “Financial planner”.
Based in Orlando, 8 mi away
73/100RFA ScoreRanked #3 because of its Google rating and specialty focus: 4.8★ from 594 Google reviews, listed on Google as “Financial planner”.
Based in Orlando, 12 mi away
72/100RFA ScoreRanked #4 because of its Google rating and specialty focus: 4.9★ from 438 Google reviews, listed on Google as “Financial planner”.
Based in Orlando, 5 mi away
72/100RFA ScoreRanked #5 because of its Google rating and specialty focus: 4.9★ from 151 Google reviews, listed on Google as “Financial planner”.
Based in Winter Park
71/100RFA ScoreRanked #6 because of its Google rating and specialty focus: 4.8★ from 86 Google reviews, listed on Google as “Financial planner”.
#7 Dias Wealth
Based in Lake Mary, 11 mi away
71/100RFA ScoreRanked #7 because of its Google rating and specialty focus: 4.9★ from 202 Google reviews, listed on Google as “Financial planner”.
Based in Orlando, 3 mi away
71/100RFA ScoreRanked #8 because of its Google rating and specialty focus: 4.9★ from 89 Google reviews, listed on Google as “Financial planner”.
Based in Winter Park
70/100RFA ScoreRanked #9 because of its Google rating and specialty focus: 4.9★ from 59 Google reviews, listed on Google as “Financial planner”.
Based in Orlando, 16 mi away
70/100RFA ScoreRanked #10 because of its Google rating and specialty focus: 4.9★ from 245 Google reviews, listed on Google as “Financial planner”.
Based in Winter Park
70/100RFA ScoreRanked #11 because of its Google rating and specialty focus: 5.0★ from 45 Google reviews, listed on Google as “Financial planner”.
Based in Altamonte Springs, 7 mi away
70/100RFA ScoreRanked #12 because of its Google rating and specialty focus: 4.8★ from 110 Google reviews, listed on Google as “Financial planner”.
Based in Winter Park
69/100RFA ScoreRanked #13 because of its Google rating and specialty focus: 5.0★ from 42 Google reviews, listed on Google as “Financial planner”.
#14 Bankers Life
Based in Orlando, 15 mi away
69/100RFA ScoreRanked #14 because of its Google rating and specialty focus: 4.8★ from 191 Google reviews, listed on Google as “Financial planner”.
Based in Orlando, 4 mi away
69/100RFA ScoreRanked #15 because of its Google rating and specialty focus: 5.0★ from 47 Google reviews, listed on Google as “Financial planner”.
Based in Orlando, 10 mi away
68/100RFA ScoreRanked #16 because of its Google rating and specialty focus: 5.0★ from 68 Google reviews, listed on Google as “Financial planner”.
Based in Longwood, 7 mi away
68/100RFA ScoreRanked #17 because of its Google rating and specialty focus: 5.0★ from 55 Google reviews, listed on Google as “Financial planner”.
#18 Ogden Wealth LLC
Based in Maitland, 3 mi away
68/100RFA ScoreRanked #18 because of its Google rating and specialty focus: 5.0★ from 37 Google reviews, listed on Google as “Financial planner”.
Based in Orlando, 4 mi away
68/100RFA ScoreRanked #19 because of its Google rating and specialty focus: 4.8★ from 46 Google reviews, listed on Google as “Financial planner”.
#20 Weiser Financial
Based in Orlando, 11 mi away
68/100RFA ScoreRanked #20 because of its Google rating and specialty focus: 5.0★ from 64 Google reviews, listed on Google as “Financial planner”.
#21 Trustco Bank
Based in Winter Springs, 8 mi away
68/100RFA ScoreRanked #21 because of its Google rating and specialty focus: 4.7★ from 70 Google reviews, listed on Google as “Financial planner”.
Based in Orlando, 9 mi away
67/100RFA ScoreRanked #22 because of its Google rating and specialty focus: 4.6★ from 90 Google reviews, listed on Google as “Financial planner”.
Based in Lake Mary, 11 mi away
67/100RFA ScoreRanked #23 because of its Google rating and specialty focus: 5.0★ from 54 Google reviews, listed on Google as “Financial planner”.
Based in Longwood, 9 mi away
67/100RFA ScoreRanked #24 because of its Google rating and specialty focus: 4.8★ from 59 Google reviews, listed on Google as “Financial planner”.
Based in Casselberry, 4 mi away
67/100RFA ScoreRanked #25 because of its Google rating and specialty focus: 4.9★ from 31 Google reviews, listed on Google as “Financial planner”.
Financial planners 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 206 ranked financial planners here; the rest are on their profiles.
Also serving Winter Park
20 more financial planners within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.
How we ranked Winter Park financial planners
We scored 206 Winter Park financial planners 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.
| Factor | Weight | Computed from | In Winter Park data |
|---|---|---|---|
| Reputation | 30% | Google star rating, adjusted for how many reviews back it (client experience, not investment results) | Measured |
| Registration | 20% | Active SEC, state or Canadian securities registration matched in public records (not yet measured) | Not yet collected |
| Review volume | 10% | Number of Google reviews, compared with the most-reviewed firm on the list | Measured |
| Recency | 5% | Share of reviews from the last 12 months | Not yet collected |
| Specialty focus | 15% | How clearly the firm offers this specialty (its Google category and name) | Measured |
| Proximity | 5% | Based in the city scores highest, less the farther away it is | Measured |
| Claimed profile | 10% | The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same) | Measured |
| Partnered | 5% | The firm links to Ranked Financial Advisors from its own website with our badge, checked periodically | Measured |
How to choose a financial planner
- Confirm the financial planner and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
- Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
- 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.
- Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
- Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
- Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
- 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 planner
- 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 planner?
- 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 planners in Winter Park: frequently asked questions
Which financial planner has the highest RFA Score in Winter Park?
By RFA Score, the highest-ranked financial planner in Winter Park, FL is Addition Financial Credit Union - Lake Mary with an RFA Score of 75/100. It has 4.8★ from 3,183 Google reviews. Cohn, Lopez & Associates - Tax, Accounting & Financial Services (#2) and Addition Financial Credit Union - South Orlando (#3) follow. We ranked 206 financial planners on eight factors, last updated November 9, 2026.
How many financial planners are there in Winter Park?
RankedFinancialAdvisors ranks 206 financial planners serving Winter Park, FL. 10 of them are based in Winter Park; 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 planners in Winter Park work on weekends?
52 of 206 ranked financial planners post Saturday hours and 3 post Sunday hours. The highest-ranked open Saturdays are KP Financial Firm (#10), Trustco Bank (#21) and CPA Accounting & Tax Services of Orlando (#22). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.
What Google rating do Winter Park financial planners have?
The median Google rating among 206 rated financial planners in Winter Park is 4.8★, with a median of 17 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 planners?
Each financial planner 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 planners outside Winter Park count in this ranking?
Yes, if they are within 25 mi of the Winter Park city center, our service radius for financial planners. 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 planners 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 planner do?
Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.
How are financial planners in Winter Park ranked?
By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning 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 planner’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 planner in Winter Park 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 planners 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 Winter Park
- November 2026: RFA Scores recalculated for 206 financial planners serving Winter Park.
- November 2026: 2 duplicate listings merged.
More financial planners and Winter Park pages
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