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Investment Advisors in New Port Richey East, FL: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in New Port Richey East: American Nationwide Mortgage Company, Inc., RFA Score 71/100; 4.7★ from 106 Google reviews.

  2. 10

    Most-reviewed: Maggard Wealth Management, 175 Google reviews at 4.9★, the most of 89 ranked; ranked #10.

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

89 New Port Richey East investment advisors are ranked here by RFA Score, from eight published factors. 5 open Saturdays and 4 open Sundays, based on posted hours. The median Google rating is 4.8★ across 89 rated firms.

Top 10 investment advisors in New Port Richey East 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 New Port Richey East at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1American Nationwide Mortgage Company, Inc.714.7★ (106)Tampa, 16 mi away—Top score
2Bay Area Tax Specialists704.3★ (40)New Port Richey, 5 mi awaySat · Sun · Evenings—
3Anthony Daugherty - Prudential Advisors685.0★ (12)New Port Richey, 5 mi away——
4Gary Blackwell Investments654.0★ (4)New Port Richey, 3 mi away——
5Wells Fargo Advisors652.3★ (3)New Port Richey, 2 mi away——
6Dougherty Investment Advisors645.0★ (59)Spring Hill, 17 mi away——
7FAST Graphs, Inc.644.3★ (11)Lutz, 17 mi away——
8RockPort Global, LLC635.0★ (4)Tampa, 14 mi away——
9Frontline Investment Advisors635.0★ (63)Tampa, 23 mi away——
10Maggard Wealth Management624.9★ (175)Wesley Chapel, 21 mi away—Most reviews

All 89 investment advisors in New Port Richey East, 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.

  7. #7 FAST Graphs, Inc.

    Based in Lutz, 17 mi away

    64/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.3★ from 11 Google reviews, listed on Google as “Investment service”.

    • 4.3★ from 11 Google reviews
    Hours
    Mon–Fri 9 AM–4:30 PM · Sat–Sun closed
    Address
    136 Whitaker Rd A, Lutz, FL 33549
    View profile for FAST Graphs, Inc.(813) 960-9600

  8. #8 RockPort Global, LLC

    Based in Tampa, 14 mi away

    63/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 4 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 4 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    8309 Gunn Hwy, Tampa, FL 33626
    View profile for RockPort Global, LLC(813) 448-6770

  18. #18 Equity and Help Inc

    Based in Clearwater, 21 mi away

    61/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 2.9★ from 17 Google reviews, listed on Google as “Investment company”.

    • 2.9★ from 17 Google reviews
    Hours
    Mon–Fri 9:30 AM–6 PM · Sat–Sun closed
    Address
    600 Cleveland St, Clearwater, FL 33755
    View profile for Equity and Help Inc(844) 552-8828

  19. #19 Rise Management

    Based in Tampa, 16 mi away

    61/100RFA Score

    Ranked #19 because of its Google rating and review volume: 5.0★ from 61 Google reviews.

    • 5.0★ from 61 Google reviews
    Hours
    Mon–Thu 9 AM–7:30 PM · Fri 9 AM–4:30 PM · Sat–Sun closed
    Address
    15711 Mapledale Blvd Ste e, Tampa, FL 33624
    View profile for Rise Management(813) 647-2900

  20. #20 Fisher Investments

    Based in Tampa, 23 mi away

    61/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 3.0★ from 25 Google reviews, listed on Google as “Investment service”.

    • 3.0★ from 25 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    3109 W Dr Martin Luther King Jr Blvd Ste 600, Tampa, FL 33607
    View profile for Fisher Investments(888) 823-9566

  24. #24 Wealth Advisors Who Care

    Based in Palm Harbor, 12 mi away

    59/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 30 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 30 Google reviews
    Hours
    Mon–Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    2934 Landing Way, Palm Harbor, FL 34684
    View profile for Wealth Advisors Who Care(727) 230-3800

Investment 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 89 ranked investment advisors here; the rest are on their profiles.

investment advisors in New Port Richey East, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Trading Academy - Tampa Bay594.8★ (84)24 mi
27Thomas Yannetti, CFP® – Taylor Financial585.0★ (45)21 mi
28Dolphin Financial Group585.0★ (30)16 mi
29FLA Financial Services & Associates LLC585.0★ (8)2 mi
30The Compass Group584.7★ (34)16 mi
31Creative Planning575.0★ (43)23 mi
32Rk Asset Management575.0★ (5)16 mi
33Take Point Wealth575.0★ (23)18 mi
34Edward Jones - Financial Advisor: Jared T Colao, CFP®|AAMS®|CRPC™575.0★ (7)6 mi
35Edward Jones - Financial Advisor: Joe Cannarella565.0★ (7)8 mi
36PFG Private Wealth Management, LLC564.5★ (17)14 mi
37Edward Jones - Financial Advisor: Desiree Kennedy, CFP®|CPWA®563.4★ (5)2 mi
38MADE Financial Design, LLC565.0★ (8)11 mi
39Edward Jones - Financial Advisor: Rich Lundahl, AAMS®554.4★ (7)9 mi
40Nautilus Financial Group555.0★ (9)14 mi
41Edward Jones - Financial Advisor: Michael Urbanski, CFP®555.0★ (7)12 mi
42Retirement Advisory Consultants552.0★ (4)1 mi
43All County Alliance Property Management554.1★ (36)20 mi
44Barry Cantrell II - Edelman Financial Engines555.0★ (18)23 mi
45Excel Financial and Tax Services554.8★ (16)21 mi
46Trajan Wealth544.8★ (21)24 mi
47Chucri Financial Services & Retirement Planning545.0★ (8)16 mi
48Edward Jones - Financial Advisor: Justin Ketcham, CFP®545.0★ (10)18 mi
49Stifel544.6★ (11)17 mi
50Charles Schwab544.5★ (14)19 mi

Also serving New Port Richey East

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 New Port Richey East
BusinessGoogle ratingDistance
Ashley Johnson - Private Wealth Advisor, Ameriprise Financial Services, LLC3.0★ (2)14 mi
Bay Area Wealth Management - Fawn M. Lane MBA. CFP5.0★ (2)14 mi
CarriageGate Wealth Management5.0★ (2)4 mi
Edward Jones - Financial Advisor: Anna A Swartz5.0★ (2)20 mi
Edward Jones - Financial Advisor: Nicholas Macaluso5.0★ (2)16 mi
Forever Forward Financial Group5.0★ (2)16 mi
Jay Arsenault - Prudential Financial5.0★ (2)17 mi
Jennifer Miller - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)17 mi
Maggi Investment Services3.0★ (2)13 mi
Pelorus Financial5.0★ (2)3 mi
Raymond James Financial Services1.0★ (2)7 mi
Raymond James Financial Services5.0★ (2)16 mi
Small Biz FilersIn New Port Richey East
The Harbor Legacy Group - Morgan Stanley5.0★ (2)13 mi
The Sobel Group - Morgan Stanley4.5★ (2)13 mi
Tsesmelis Wealth Management, Inc.5.0★ (2)9 mi
TURNER AND ASSOCIATES5.0★ (2)17 mi
Wells Fargo Advisors3.0★ (2)5 mi
Wells Fargo Advisors5.0★ (2)11 mi
Wells Fargo Advisors5.0★ (2)18 mi

How we ranked New Port Richey East investment advisors

We scored 89 New Port Richey East 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 New Port Richey East 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 New Port Richey East: frequently asked questions

Which investment advisor has the highest RFA Score in New Port Richey East?

By RFA Score, the highest-ranked investment advisor in New Port Richey East, FL is American Nationwide Mortgage Company, Inc. with an RFA Score of 71/100. It has 4.7★ from 106 Google reviews. Bay Area Tax Specialists (#2) and Anthony Daugherty - Prudential Advisors (#3) follow. We ranked 89 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in New Port Richey East?

RankedFinancialAdvisors ranks 89 investment advisors serving New Port Richey East, FL. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which investment advisors in New Port Richey East work on weekends?

5 of 89 ranked investment advisors post Saturday hours and 4 post Sunday hours. The highest-ranked open Saturdays is Bay Area Tax Specialists (#2). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do New Port Richey East investment advisors have?

The median Google rating among 89 rated investment advisors in New Port Richey East is 4.8★, with a median of 8 reviews. Maggard Wealth Management has the most, 175 reviews, and ranks #10. 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 New Port Richey East count in this ranking?

Yes, if they are within 25 mi of the New Port Richey East 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 New Port Richey East 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 New Port Richey East 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 New Port Richey East

  1. November 2026: RFA Scores recalculated for 89 investment advisors serving New Port Richey East.

More investment advisors and New Port Richey East pages