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Wealth Managers in Bellair-Meadowbrook Terrace, FL: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Bellair-Meadowbrook Terrace: Team N&L Wealth Builders, Inc., RFA Score 71/100; 5.0★ from 222 Google reviews.

  2. 3

    Most-reviewed: Camarda Wealth Advisory Group, 74 Google reviews at 4.6★, the most of 44 ranked after Team N&L Wealth Builders, Inc.; ranked #3.

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

44 Bellair-Meadowbrook Terrace wealth managers are ranked here by RFA Score, from eight published factors. 3 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 5.0★ across 44 rated firms.

Top 10 wealth managers in Bellair-Meadowbrook Terrace 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 Bellair-Meadowbrook Terrace at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Team N&L Wealth Builders, Inc.715.0★ (222)Jacksonville, 14 mi away—Top score
2HCP Wealth Planning685.0★ (51)Atlantic Beach, 9 mi awaySat · Sun · Evenings—
3Camarda Wealth Advisory Group684.6★ (74)Fleming Island, 5 mi away—Most reviews
4Talon Wealth Management674.9★ (57)Saint Augustine, 15 mi away——
5Alpha Wealth Group665.0★ (26)Jacksonville, 11 mi away——
6Revision Wealth Management655.0★ (20)Jacksonville, 11 mi away——
7Wheeler Wealth655.0★ (31)Ponte Vedra Beach, 22 mi away——
8Spark Wealth Advisors655.0★ (11)Fruit Cove, 6 mi away——
9Ponte Vedra Wealth Management Group of Wells Fargo Advisors645.0★ (25)Ponte Vedra Beach, 22 mi away——
10Black Creek Wealth Management645.0★ (9)Fleming Island, 10 mi awaySat · Sun—

All 44 wealth managers in Bellair-Meadowbrook Terrace, 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 Bellair-Meadowbrook Terrace

    #1 Team N&L Wealth Builders, Inc.

    Based in Jacksonville, 14 mi away

    71/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 222 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 222 Google reviews
    Hours
    Mon–Wed 8:30 AM–4:30 PM · Thu 8:30 AM–4 PM · Fri 8:30 AM–11:30 AM · Sat–Sun closed
    Address
    11512 Lake Mead Ave Unit 101, Jacksonville, FL 32256
    View profile for Team N&L Wealth Builders, Inc.(904) 877-1201

  4. #4 Talon Wealth Management

    Based in Saint Augustine, 15 mi away

    67/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.9★ from 57 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 57 Google reviews
    Hours
    Mon–Fri 9 AM–4 PM · Sat–Sun closed
    Address
    109 Nature Walk Pkwy Unit 102, St. Augustine, FL 32092
    View profile for Talon Wealth Management(904) 515-5000

  5. #5 Alpha Wealth Group

    Based in Jacksonville, 11 mi away

    66/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 5.0★ from 26 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 26 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    7751 Belfort Pkwy Ste 240, Jacksonville, FL 32256
    View profile for Alpha Wealth Group(904) 313-2606

  6. #6 Revision Wealth Management

    Based in Jacksonville, 11 mi away

    65/100RFA Score

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

    • 5.0★ from 20 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    4655 Salisbury Rd #115, Jacksonville, FL 32256
    View profile for Revision Wealth Management(800) 564-8464

  7. #7 Wheeler Wealth

    Based in Ponte Vedra Beach, 22 mi away

    65/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 31 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 31 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    130 Corridor Rd #832, Ponte Vedra Beach, FL 32004
    View profile for Wheeler Wealth(904) 562-0551

  11. #11 Cohen Wealth Advisory

    Based in Jacksonville, 11 mi away

    64/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 10 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 10 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    301 W Bay St Suite 1424, Jacksonville, FL 32202
    View profile for Cohen Wealth Advisory(904) 674-3387

  14. #14 Kastelz Wealth Management

    Based in Jacksonville, 11 mi away

    63/100RFA Score

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

    • 5.0★ from 7 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    1301 Riverplace Blvd Suite 2544, Jacksonville, FL 32207
    View profile for Kastelz Wealth Management(904) 300-3618

  18. #18 Arthurs Wealth Management

    Based in Ponte Vedra Beach, 22 mi away

    62/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 12 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 12 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    220 Ponte Vedra Park Dr #200, Ponte Vedra Beach, FL 32082
    View profile for Arthurs Wealth Management(904) 489-7890

  20. #20 Fortress Wealth Planning

    Based in Jacksonville Beach, 21 mi away

    62/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 9 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 9 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1400 Marsh Landing Pkwy Ste 112, Jacksonville Beach, FL 32250
    View profile for Fortress Wealth Planning(904) 301-4545

  22. #22 Jax Wealth Advisors

    Based in Jacksonville, 11 mi away

    62/100RFA 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–Thu 8 AM–5 PM · Fri 8 AM–4 PM · Sat–Sun closed
    Address
    3840 Belfort Rd suite 103, Jacksonville, FL 32216
    View profile for Jax Wealth Advisors(904) 296-7526

All 44 wealth managers

#1 to #25 are shown in full above. Here are #26 to #44, in RFA Score order; each links to its profile.

wealth managers in Bellair-Meadowbrook Terrace, ranks 26 to 44
RankBusinessRFA ScoreGoogle ratingDistance
26Stillwater Wealth Management- Chown Financial Solutions615.0★ (7)20 mi
27Merrill Lynch Wealth Management614.0★ (5)11 mi
28Sandy Misenheimer - Private Wealth Advisor, Ameriprise Financial Services, LLC614.0★ (4)11 mi
29Krier Wealth Management614.3★ (3)11 mi
30Ridgeline Private Wealth615.0★ (5)20 mi
31Congruent Wealth613.7★ (3)10 mi
32Northwestern Mutual Wealth Management Company: Lou Larmoyeux603.7★ (3)11 mi
33Whitman Wealth Management605.0★ (4)20 mi
34Palm Valley Wealth Management605.0★ (4)20 mi
35Aiple and Holzem Wealth Management605.0★ (10)33 mi
36Barrington Wealth Management605.0★ (14)38 mi
37Beachside Wealth Partners605.0★ (4)22 mi
38Strivus Wealth Partners595.0★ (3)21 mi
39De Maine Wealth Management595.0★ (3)22 mi
40Miller Wealth Management595.0★ (3)23 mi
41Riverside Wealth Advisors - Palatka Office595.0★ (9)37 mi
42David N Adams - Private Wealth Advisor, Ameriprise Financial Services, LLC592.8★ (5)22 mi
43Merrill Lynch Wealth Management584.8★ (5)32 mi
44McKinley Wealth Management582.3★ (3)22 mi

Also serving Bellair-Meadowbrook Terrace

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 Bellair-Meadowbrook Terrace
BusinessGoogle ratingDistance
Coastal Financial StrategiesIn Bellair-Meadowbrook Terrace
First Command Financial Advisor - Antonia Proctor5.0★ (36)In Bellair-Meadowbrook Terrace
First Command Financial Advisor - Blace Albert5.0★ (62)In Bellair-Meadowbrook Terrace
First Command Financial Advisor - Jerry Day5.0★ (5)In Bellair-Meadowbrook Terrace
First Command Financial Advisor - John Hess, CFP®3.7★ (3)In Bellair-Meadowbrook Terrace
First Command Financial Advisor - Ron Scarborough, CFP®5.0★ (1)In Bellair-Meadowbrook Terrace
Florida Funding Source5.0★ (22)In Bellair-Meadowbrook Terrace
Fox Financial Advisors5.0★ (1)In Bellair-Meadowbrook Terrace
Frantz Lamour LLCIn Bellair-Meadowbrook Terrace
Gratium Wealth Planning - Ameriprise Financial Services, LLC3.5★ (2)In Bellair-Meadowbrook Terrace
Herfy Financial Services LLC5.0★ (1)In Bellair-Meadowbrook Terrace
Jess Cook - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Bellair-Meadowbrook Terrace
LTC Financial PartnersIn Bellair-Meadowbrook Terrace
Money Works Financial CoachingIn Bellair-Meadowbrook Terrace
RadiFi Credit Union - Orange Park Branch4.6★ (186)In Bellair-Meadowbrook Terrace
Taras Wealth Management of Raymond James5.0★ (2)11 mi
The Harry Group, LLCIn Bellair-Meadowbrook Terrace
Thorsen Wealth Management5.0★ (2)In Bellair-Meadowbrook Terrace
Trajan WealthIn Bellair-Meadowbrook Terrace
Wealth Enhancement Group5.0★ (1)In Bellair-Meadowbrook Terrace

How we ranked Bellair-Meadowbrook Terrace wealth managers

We scored 44 Bellair-Meadowbrook Terrace 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 Bellair-Meadowbrook Terrace 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 Bellair-Meadowbrook Terrace: frequently asked questions

Which wealth manager has the highest RFA Score in Bellair-Meadowbrook Terrace?

By RFA Score, the highest-ranked wealth manager in Bellair-Meadowbrook Terrace, FL is Team N&L Wealth Builders, Inc. with an RFA Score of 71/100. It has 5.0★ from 222 Google reviews. HCP Wealth Planning (#2) and Camarda Wealth Advisory Group (#3) follow. We ranked 44 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Bellair-Meadowbrook Terrace?

RankedFinancialAdvisors ranks 44 wealth managers serving Bellair-Meadowbrook Terrace, FL. 1 of them is based in Bellair-Meadowbrook Terrace; the rest serve it from nearby towns. Another 20 within 40 mi are listed but not ranked yet. Counts are as of November 2026.

Which wealth managers in Bellair-Meadowbrook Terrace work on weekends?

3 of 44 ranked wealth managers post Saturday hours and 2 post Sunday hours. The highest-ranked open Saturdays are HCP Wealth Planning (#2) and Black Creek Wealth Management (#10). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Bellair-Meadowbrook Terrace wealth managers have?

The median Google rating among 44 rated wealth managers in Bellair-Meadowbrook Terrace is 5.0★, with a median of 7 reviews. Team N&L Wealth Builders, Inc. has the most, 222 reviews, and ranks #1. 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 Bellair-Meadowbrook Terrace count in this ranking?

Yes, if they are within 40 mi of the Bellair-Meadowbrook Terrace 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 Bellair-Meadowbrook Terrace 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 Bellair-Meadowbrook Terrace 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 Bellair-Meadowbrook Terrace

  1. November 2026: RFA Scores recalculated for 44 wealth managers serving Bellair-Meadowbrook Terrace.
  2. November 2026: 1 duplicate listing merged.

More wealth managers and Bellair-Meadowbrook Terrace pages