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Investment Advisors in Auburndale, FL: 2026 rankings

31 investment advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Auburndale: All County Polk Property Management, RFA Score 72/100; 4.3★ from 329 Google reviews.

  2. 2

    Most-reviewed: GTE Financial Credit Union, 231 Google reviews at 4.8★, the most of 31 ranked after All County Polk Property Management; ranked #2.

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

31 Auburndale investment advisors are ranked here by RFA Score, from eight published factors. 3 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 4.9★ across 31 rated firms.

Top 10 investment advisors in Auburndale 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 investment advisors in Auburndale at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1All County Polk Property Management724.3★ (329)Lakeland, 10 mi away—Top score
2GTE Financial Credit Union644.8★ (231)Lakeland, 12 mi away—Most reviews
3Wells Fargo Advisors645.0★ (3)Lakeland, 10 mi away——
4Dependable Home Buyers614.9★ (30)Winter Haven, 5 mi awaySat · Sun · Evenings—
5Wells Fargo Advisors613.7★ (3)Kissimmee, 20 mi away——
6CPS Investment Advisors593.8★ (10)Lakeland, 10 mi away——
7Trustco Bank594.7★ (31)Winter Haven, 11 mi awaySat—
8Allen & Company of Florida, Inc.584.9★ (19)Lakeland, 11 mi away——
9Edward Jones - Financial Advisor: Cris Allen, CWS®584.8★ (18)Lakeland, 11 mi away——
10Trustco Bank574.9★ (39)Clermont, 21 mi awaySat—

All 31 investment advisors in Auburndale, 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.

  4. #4 Dependable Home Buyers

    Based in Winter Haven, 5 mi away

    61/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.9★ from 30 Google reviews, listed on Google as “Real estate consultant”.

    • 4.9★ from 30 Google reviews
    Hours
    Mon–Sun 12 AM–12 AM
    Address
    1300 3rd St SW Ste 421, Winter Haven, FL 33880
    View profile for Dependable Home Buyers(863) 344-5598

  7. #7 Trustco Bank

    Based in Winter Haven, 11 mi away

    59/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.7★ from 31 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 31 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–6 PM · Sat 9 AM–12 PM · Sun closed
    Address
    7476 Cypress Gardens Blvd SE (Walmart Plaza, Winter Haven, FL 33884
    View profile for Trustco Bank(863) 326-1918

  10. #10 Trustco Bank

    Based in Clermont, 21 mi away

    57/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 4.9★ from 39 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 39 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–6 PM · Sat 9 AM–12 PM · Sun closed
    Address
    16908 High Grove Blvd, Clermont, FL 34714
    View profile for Trustco Bank(352) 243-9511

  11. #11 Edward Jones - Financial Advisor: Joshua Chase, CEPA®

    Based in Auburndale

    57/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.2★ from 5 Google reviews, listed on Google as “Financial consultant”.

    • 4.2★ from 5 Google reviews
    Hours
    Mon 8 AM–4:30 PM · Tue 8 AM–7 PM · Wed–Thu 8 AM–4:30 PM · Fri 8 AM–4 PM · Sat–Sun closed
    Address
    110 W Polk Ave Ste a, Auburndale, FL 33823
    View profile for Edward Jones - Financial Advisor: Joshua Chase, CEPA®(863) 343-2395

  14. #14 The Home Offer Pros

    Based in Lakeland, 13 mi away

    57/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 4.5★ from 20 Google reviews, listed on Google as “Real estate consultant”.

    • 4.5★ from 20 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    625 Commerce Dr #308, Lakeland, FL 33813
    View profile for The Home Offer Pros(863) 400-2632

  21. #21 Oxford Advisory Group

    Based in Lakeland, 9 mi away

    55/100RFA Score

    Ranked #21 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–Thu 9 AM–5 PM · Fri 9 AM–3 PM · Sat–Sun closed
    Address
    1933 E Edgewood Dr, Lakeland, FL 33803
    View profile for Oxford Advisory Group(407) 495-2004

  22. #22 CORE Wealth Advisors

    Based in Lakeland, 10 mi away

    55/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 4 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 4 Google reviews
    Hours
    Mon–Fri 8 AM–4:30 PM · Sat–Sun closed
    Address
    124 Florida Ave S 4th floor, Lakeland, FL 33801
    View profile for CORE Wealth Advisors(863) 904-4745

  25. #25 Charles Schwab

    Based in Lakeland, 14 mi away

    54/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 3.8★ from 8 Google reviews, listed on Google as “Financial consultant”.

    • 3.8★ from 8 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–2:30 PM · Sat–Sun closed
    Address
    6419 Florida Ave S #103, Lakeland, FL 33813
    View profile for Charles Schwab(863) 450-3272

All 31 investment advisors

#1 to #25 are shown in full above. Here are #26 to #31, in RFA Score order; each links to its profile.

investment advisors in Auburndale, ranks 26 to 31
RankBusinessRFA ScoreGoogle ratingDistance
26Edward Jones - Financial Advisor: Lawrence E Widener, AAMS®544.0★ (4)11 mi
27Black James I & Co543.3★ (4)10 mi
28CLA (CliftonLarsonAllen)533.7★ (3)10 mi
29Edward Jones - Financial Advisor: Gary L Willis535.0★ (3)13 mi
30Angeloni Tax Advisory Group Inc.534.6★ (11)22 mi
31Edward Jones - Financial Advisor: Chris Mincey Sr535.0★ (4)15 mi

Also serving Auburndale

20 more investment 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 investment advisors serving Auburndale
BusinessGoogle ratingDistance
Brent Powers - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (2)10 mi
Burks Financial Group5.0★ (2)10 mi
Citizens Bank & Trust4.7★ (20)In Auburndale
Edward Jones - Financial Advisor: Damon Dennis, CFP®|AAMS®|CRPC™|CRPS™5.0★ (2)13 mi
Edward Jones - Financial Advisor: Daniel Z Lewis, CFP®|ChFC®5.0★ (2)17 mi
Edward Jones - Financial Advisor: Jesus Vega-CerdaIn Auburndale
Edward Jones - Financial Advisor: John E Bockover, AAMS®In Auburndale
Edward Jones - Financial Advisor: John S Murphy, CEPA®|AAMS®In Auburndale
Edward Jones - Financial Advisor: Josh Beardsley5.0★ (2)12 mi
Edward Jones - Financial Advisor: Luke Carvalho, AAMS®5.0★ (2)21 mi
Edward Jones - Financial Advisor: Mark L Barber, AAMS®5.0★ (2)8 mi
Edward Jones - Financial Advisor: Melissa L Kincaid, AAMS®5.0★ (1)5 mi
Edward Jones - Financial Advisor: Shane K Nelson, CFP®|AAMS®5.0★ (2)11 mi
Freeman Security and Asset Management5.0★ (1)3 mi
Karen T Tiner - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (1)10 mi
Northwestern Mutual3.0★ (2)9 mi
Northwestern Mutual5.0★ (2)10 mi
Wells Fargo AdvisorsIn Auburndale
Wells Fargo Advisors4.0★ (2)12 mi
Wells Fargo Advisors4.0★ (1)8 mi

How we ranked Auburndale investment advisors

We scored 31 Auburndale investment 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 Auburndale 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 an investment advisor

  1. Confirm the investment 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 an investment 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 investment 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.

Investment advisors in Auburndale: frequently asked questions

Which investment advisor has the highest RFA Score in Auburndale?

By RFA Score, the highest-ranked investment advisor in Auburndale, FL is All County Polk Property Management with an RFA Score of 72/100. It has 4.3★ from 329 Google reviews. GTE Financial Credit Union (#2) and Wells Fargo Advisors (#3) follow. We ranked 31 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Auburndale?

RankedFinancialAdvisors ranks 31 investment advisors serving Auburndale, FL. 1 of them is based in Auburndale; 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 investment advisors in Auburndale work on weekends?

3 of 31 ranked investment advisors post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are Dependable Home Buyers (#4), Trustco Bank (#7) and Trustco Bank (#10). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Auburndale investment advisors have?

The median Google rating among 31 rated investment advisors in Auburndale is 4.9★, with a median of 7 reviews. All County Polk Property Management has the most, 329 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank investment advisors?

Each investment 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 investment advisors outside Auburndale count in this ranking?

Yes, if they are within 25 mi of the Auburndale city center, our service radius for investment 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 investment 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 an investment advisor do?

Investment advisors manage portfolios and give advice about securities for a fee. In the US, firms register with the SEC or a state securities regulator and file a Form ADV brochure; in Canada, portfolio managers and dealers register with the provincial securities regulator.

How are investment advisors in Auburndale ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers investment advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check an investment 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 investment advisor in Auburndale 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 investment 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 Auburndale

  1. November 2026: RFA Scores recalculated for 31 investment advisors serving Auburndale.

More investment advisors and Auburndale pages