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Wealth Managers in Auburndale, FL: 2026 rankings

26 wealth managers ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Auburndale: Integrity Wealth A Division of Accurate Advisory Group, RFA Score 67/100; 5.0★ from 53 Google reviews.

  2. 2

    Most-reviewed: Maggard Wealth Management, 175 Google reviews at 4.9★, the most of 26 ranked; ranked #2.

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

26 Auburndale wealth managers are ranked here by RFA Score, from eight published factors. 2 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 5.0★ across 26 rated firms.

Top 10 wealth managers 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 wealth managers in Auburndale at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Integrity Wealth A Division of Accurate Advisory Group675.0★ (53)Gulfport, 19 mi away—Top score
2Maggard Wealth Management674.9★ (175)Wesley Chapel, 36 mi away—Most reviews
3Aventail Wealth Management, LLC.645.0★ (7)Winter Haven, 5 mi away——
4Guardian Wealth Management635.0★ (8)Lakeland, 12 mi away——
5Merrill Lynch Wealth Management625.0★ (4)Lakeland, 10 mi away——
6Noble Tax Strategies & Wealth Planning, LLC624.4★ (28)Zephyrhills, 29 mi away——
7CORE Wealth Advisors625.0★ (4)Lakeland, 10 mi away——
8Cultivate Wealth Management625.0★ (4)Lakeland, 10 mi away——
9Sunrise Wealth Advisors624.8★ (22)Orlando, 34 mi away——
10Reed Family Wealth Services614.9★ (17)Clermont, 33 mi awaySat · Sun · Evenings—

All 26 wealth managers 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.

  2. #2 Maggard Wealth Management

    Based in Wesley Chapel, 36 mi away

    67/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 4.9★ from 175 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 175 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2210 Ashley Oaks Cir Suite 102, Wesley Chapel, FL 33544
    View profile for Maggard Wealth Management(813) 723-0730

  7. #7 CORE Wealth Advisors

    Based in Lakeland, 10 mi away

    62/100RFA Score

    Ranked #7 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

  9. #9 Sunrise Wealth Advisors

    Based in Orlando, 34 mi away

    62/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 4.8★ from 22 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 22 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    6052 Turkey Lake Rd #101, Orlando, FL 32819
    View profile for Sunrise Wealth Advisors(407) 351-3476

  12. #12 Newell Wealth Management

    Based in Winter Garden, 37 mi away

    61/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 5.0★ from 15 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 15 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    213 S Dillard St Ste 150H, Winter Garden, FL 34787
    View profile for Newell Wealth Management(407) 337-7128

  14. #14 Carson Wealth

    Based in Orlando, 32 mi away

    60/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 7 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 7 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    7380 W Sand Lake Rd Suite 500, Orlando, FL 32819
    View profile for Carson Wealth(407) 813-2550

  15. #15 Noble Wealth Planning

    Based in Zephyrhills, 29 mi away

    59/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.3★ from 6 Google reviews, listed on Google as “Financial planner”.

    • 4.3★ from 6 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    35788 Pure Water Wy #101, Zephyrhills, FL 33541
    View profile for Noble Wealth Planning(813) 395-8927

  16. #16 Protective Wealth Advisors

    Based in Wesley Chapel, 35 mi away

    59/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 4.9★ from 7 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 7 Google reviews
    Hours
    Mon–Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    28210 Paseo Drive Ste 190 - Ofc 212, Wesley Chapel, FL 33543
    View profile for Protective Wealth Advisors(813) 377-2213

  17. #17 Trajan Wealth

    Based in Doctor Phillips, 34 mi away

    59/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.5★ from 8 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 8 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    9100 Conroy Windermere Rd Suite 200, Windermere, FL 34786
    View profile for Trajan Wealth(407) 213-0000

  20. #20 Boardwalk Wealth Solutions

    Based in Wesley Chapel, 35 mi away

    59/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 6 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 6 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    28210 Paseo Drive Suite 190-130, Wesley Chapel, FL 33543
    View profile for Boardwalk Wealth Solutions(813) 616-3770

  22. #22 Wave Wealth LLC

    Based in Tampa, 38 mi away

    57/100RFA Score

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

    • 5.0★ from 4 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    15310 Amberly Dr #210, Tampa, FL 33647
    View profile for Wave Wealth LLC(813) 708-6723

All 26 wealth managers

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

wealth managers in Auburndale, ranks 26 to 26
RankBusinessRFA ScoreGoogle ratingDistance
26Merrill Lynch Wealth Management574.0★ (4)39 mi

Also serving Auburndale

20 more wealth managers within 40 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked wealth managers serving Auburndale
BusinessGoogle ratingDistance
American Harbour Wealth Management5.0★ (1)33 mi
Auremont Wealth Advisors - Ameriprise Financial Services, LLC5.0★ (1)33 mi
Cadwell Wealth5.0★ (1)34 mi
Citizens Bank & Trust4.7★ (20)In Auburndale
Collaborative Wealth of Lake Nona5.0★ (2)38 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: Joshua Chase, CEPA®4.2★ (5)In Auburndale
Florida Fiduciary Wealth Management3.0★ (2)11 mi
Garrett Wealth Management LLC5.0★ (2)33 mi
Griffis Wealth Strategies5.0★ (2)37 mi
Heath Wealth Management5.0★ (2)32 mi
Intentional Wealth5.0★ (2)6 mi
InvestPro Wealth Strategies5.0★ (2)36 mi
Michael Faraj - TD Wealth Financial Advisor5.0★ (1)12 mi
On Point Wealth Management5.0★ (1)17 mi
Ready Wealth Advisors5.0★ (2)36 mi
Steven L Petersen - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (1)10 mi
Wells Fargo AdvisorsIn Auburndale

How we ranked Auburndale wealth managers

We scored 26 Auburndale wealth managers 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 a wealth manager

  1. Confirm the wealth manager 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 a wealth manager

  • 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 wealth manager?
  • 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.

Wealth managers in Auburndale: frequently asked questions

Which wealth manager has the highest RFA Score in Auburndale?

By RFA Score, the highest-ranked wealth manager in Auburndale, FL is Integrity Wealth A Division of Accurate Advisory Group with an RFA Score of 67/100. It has 5.0★ from 53 Google reviews. Maggard Wealth Management (#2) and Aventail Wealth Management, LLC. (#3) follow. We ranked 26 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Auburndale?

RankedFinancialAdvisors ranks 26 wealth managers serving Auburndale, FL. Another 20 within 40 mi are listed but not ranked yet. Counts are as of November 2026.

Which wealth managers in Auburndale work on weekends?

2 of 26 ranked wealth managers post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are Reed Family Wealth Services (#10) and Hicks Financial; Asset & Wealth Management (#21). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Auburndale wealth managers have?

The median Google rating among 26 rated wealth managers in Auburndale is 5.0★, with a median of 7 reviews. Maggard Wealth Management has the most, 175 reviews, and ranks #2. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank wealth managers?

Each wealth manager 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 wealth managers outside Auburndale count in this ranking?

Yes, if they are within 40 mi of the Auburndale city center, our service radius for wealth managers. 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 wealth managers 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 wealth manager do?

Wealth managers combine investment management with planning, tax and estate coordination, usually for households with larger portfolios. Most charge a yearly percentage of the assets they manage and many set an account minimum.

How are wealth managers in Auburndale ranked?

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

How do I check a wealth manager’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 wealth manager 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 wealth managers 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 26 wealth managers serving Auburndale.

More wealth managers and Auburndale pages