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Investment Advisors in Oldsmar, FL: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Oldsmar: Advanta IRA, RFA Score 76/100; 4.8★ from 319 Google reviews.

  2. 31

    Most-reviewed: Maggard Wealth Management, 175 Google reviews at 4.9★, the most of 131 ranked after Advanta IRA; ranked #31.

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

131 Oldsmar investment advisors are ranked here by RFA Score, from eight published factors. 9 open Saturdays and 6 open Sundays, based on posted hours. The median Google rating is 4.9★ across 131 rated firms.

Top 10 investment advisors in Oldsmar 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 Oldsmar at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Advanta IRA764.8★ (319)Clearwater, 10 mi away—Top score
2American Nationwide Mortgage Company, Inc.724.7★ (106)Tampa, 11 mi away——
3Bay Area Tax Specialists684.3★ (40)New Port Richey, 11 mi awaySat · Sun · Evenings—
4Anthony Daugherty - Prudential Advisors665.0★ (12)New Port Richey, 12 mi away——
5Raymond James & Associates663.9★ (25)St. Petersburg, 10 mi away——
6Howland and Associates, LLC665.0★ (9)St. Petersburg, 12 mi awayEvenings—
7Frontline Investment Advisors665.0★ (63)Tampa, 11 mi away——
8A1 Assets LLC654.3★ (11)Largo, 11 mi away——
9RockPort Global, LLC655.0★ (4)Tampa, 6 mi away——
10The Holland Group Retirement Wealth Advisors654.9★ (124)Clearwater, 5 mi away——

All 131 investment advisors in Oldsmar, 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 Oldsmar

    #1 Advanta IRA

    Based in Clearwater, 10 mi away

    76/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.8★ from 319 Google reviews, listed on Google as “Investment service”.

    • 4.8★ from 319 Google reviews
    Hours
    Mon–Tue 8:30 AM–5 PM · Wed closed · Thu 8:30 AM–5 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    4790 140th Ave N, Clearwater, FL 33762
    View profile for Advanta IRA(727) 581-9853

  8. #8 A1 Assets LLC

    Based in Largo, 11 mi away

    65/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 4.3★ from 11 Google reviews, listed on Google as “Investment company”.

    • 4.3★ from 11 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    13080 S Belcher Rd Ste B, Largo, FL 33773
    View profile for A1 Assets LLC(570) 807-6603

  9. #9 RockPort Global, LLC

    Based in Tampa, 6 mi away

    65/100RFA Score

    Ranked #9 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

  11. #11 FAST Graphs, Inc.

    Based in Lutz, 14 mi away

    65/100RFA Score

    Ranked #11 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

  17. #17 Equity and Help Inc

    Based in Clearwater, 9 mi away

    64/100RFA Score

    Ranked #17 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

  18. #18 Fisher Investments

    Based in Tampa, 11 mi away

    63/100RFA Score

    Ranked #18 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

  20. #20 Mozella Asset Management

    Based in St. Petersburg, 18 mi away

    63/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 7 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 7 Google reviews
    Hours
    Mon–Fri 9 AM–4:30 PM · Sat–Sun closed
    Address
    360 Central Ave Ste 800, St. Petersburg, FL 33701
    View profile for Mozella Asset Management(727) 280-5685

  25. #25 Wells Fargo Advisors

    Based in St. Petersburg, 18 mi away

    62/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 4.3★ from 6 Google reviews, listed on Google as “Investment service”.

    • 4.3★ from 6 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    100 2nd Ave S Suite 400-N, St. Petersburg, FL 33701
    View profile for Wells Fargo Advisors(727) 550-2222

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

investment advisors in Oldsmar, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Wells Fargo Advisors623.3★ (7)17 mi
27Trading Academy - Tampa Bay624.8★ (84)10 mi
28Rise Management625.0★ (61)11 mi
29Wells Fargo Advisors622.3★ (3)13 mi
30Thomas Yannetti, CFP® – Taylor Financial625.0★ (45)7 mi
31Maggard Wealth Management624.9★ (175)21 mi
32Advanced Capital Management615.0★ (29)17 mi
33Joseph McCoy - Prudential Financial613.4★ (5)18 mi
34Yieldstone Capital LLC615.0★ (5)24 mi
35Dolphin Financial Group615.0★ (30)4 mi
36Brinton Parker - Prudential Financial615.0★ (3)20 mi
37Wealth Advisors Who Care615.0★ (30)6 mi
38Roy James - Prudential Financial613.0★ (4)18 mi
39Creative Planning615.0★ (43)10 mi
40KEMPTON FINANCIAL GRP LLC605.0★ (82)19 mi
41Wells Fargo Advisors602.3★ (3)17 mi
42Wells Fargo Advisors604.3★ (3)22 mi
43Edward Jones - Financial Advisor: Doris Muller, CFP®|AAMS®585.0★ (7)In Oldsmar
44Rk Asset Management585.0★ (5)13 mi
45Barry Cantrell II - Edelman Financial Engines585.0★ (18)10 mi
46Trajan Wealth584.8★ (21)11 mi
47Edward Jones - Financial Advisor: Justin Ketcham, CFP®585.0★ (10)5 mi
48Stifel584.6★ (11)4 mi
49Chucri Financial Services & Retirement Planning575.0★ (8)5 mi
50Cliggitt Valuation, Inc575.0★ (11)8 mi

Also serving Oldsmar

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 Oldsmar
BusinessGoogle ratingDistance
AdviceWise FinancialIn Oldsmar
Alan L Rosenberg Co IncIn Oldsmar
Angle-Lau Wealth Management5.0★ (72)In Oldsmar
Ashley Johnson - Private Wealth Advisor, Ameriprise Financial Services, LLC3.0★ (2)2 mi
CORE Investment Management, LLC3.0★ (2)10 mi
Cortez Wealth Management5.0★ (25)In Oldsmar
Edward Jones - Financial Advisor: Gina Gonzalez, CFP®In Oldsmar
Edward Jones - Financial Advisor: Jeff Mizner, CFP®|AAMS®In Oldsmar
Edward Jones - Financial Advisor: Nicholas Macaluso5.0★ (2)5 mi
Maggi Investment Services3.0★ (2)3 mi
Maggi Tax & Wealth Advisors4.7★ (64)In Oldsmar
OneSimpleLoan Student Loan SolutionsIn Oldsmar
Raymond James Financial Services5.0★ (2)5 mi
Tampa Bay Advisory, LLC5.0★ (1)In Oldsmar
The Harbor Legacy Group - Morgan Stanley5.0★ (2)3 mi
The Sobel Group - Morgan Stanley4.5★ (2)3 mi
Tsesmelis Wealth Management, Inc.5.0★ (2)10 mi
TURNER AND ASSOCIATES5.0★ (2)7 mi
Wells Fargo Advisors5.0★ (2)7 mi
Wells Fargo Advisors5.0★ (2)9 mi

How we ranked Oldsmar investment advisors

We scored 131 Oldsmar 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 Oldsmar 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 Oldsmar: frequently asked questions

Which investment advisor has the highest RFA Score in Oldsmar?

By RFA Score, the highest-ranked investment advisor in Oldsmar, FL is Advanta IRA with an RFA Score of 76/100. It has 4.8★ from 319 Google reviews. American Nationwide Mortgage Company, Inc. (#2) and Bay Area Tax Specialists (#3) follow. We ranked 131 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Oldsmar?

RankedFinancialAdvisors ranks 131 investment advisors serving Oldsmar, FL. 2 of them are based in Oldsmar; 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 Oldsmar work on weekends?

9 of 131 ranked investment advisors post Saturday hours and 6 post Sunday hours. The highest-ranked open Saturdays are Bay Area Tax Specialists (#3) and Investment Properties (#13). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Oldsmar investment advisors have?

The median Google rating among 131 rated investment advisors in Oldsmar is 4.9★, with a median of 8 reviews. Advanta IRA has the most, 319 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 Oldsmar count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 131 investment advisors serving Oldsmar.

More investment advisors and Oldsmar pages