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Wealth Managers in Citrus Ridge, FL: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Citrus Ridge: Dias Wealth, RFA Score 67/100; 4.9★ from 202 Google reviews.

  2. 2

    Most-reviewed: BURGOS & BREIN WEALTH MANAGEMENT, 89 Google reviews at 4.9★, the most of 56 ranked after Dias Wealth; ranked #2.

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

56 Citrus Ridge 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 56 rated firms.

Most of this list also appears on the Wealth managers in Orlando ranking. See Wealth managers in Orlando

Top 10 wealth managers in Citrus Ridge 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 Citrus Ridge at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Dias Wealth674.9★ (202)Lake Mary, 34 mi away—Top score
2BURGOS & BREIN WEALTH MANAGEMENT674.9★ (89)Orlando, 24 mi away—Most reviews
3Integrity Wealth A Division of Accurate Advisory Group665.0★ (53)Gulfport, 23 mi away——
4Meridian Wealth Advisors655.0★ (45)Winter Park, 24 mi awayEvenings—
5Siler Wealth Management655.0★ (55)Longwood, 29 mi away——
6The Hidden Wealth Solution645.0★ (54)Lake Mary, 34 mi away——
7Ogden Wealth LLC645.0★ (37)Maitland, 27 mi away——
8Sunrise Wealth Advisors644.8★ (22)Orlando, 14 mi away——
9Talon Wealth Management634.8★ (59)Longwood, 33 mi away——
10Reed Family Wealth Services634.9★ (17)Clermont, 16 mi awaySat · Sun · Evenings—

All 56 wealth managers in Citrus Ridge, 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 Citrus Ridge

    #1 Dias Wealth

    Based in Lake Mary, 34 mi away

    67/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.9★ from 202 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 202 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    250 International Pkwy Ste 134, Lake Mary, FL 32746
    View profile for Dias Wealth(321) 926-0936

  4. #4 Meridian Wealth Advisors

    Based in Winter Park, 24 mi away

    65/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 45 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 45 Google reviews
    Hours
    Mon–Thu 8:30 AM–7 PM · Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    2745 W Fairbanks Ave, Winter Park, FL 32789
    View profile for Meridian Wealth Advisors(407) 574-3440

  5. #5 Siler Wealth Management

    Based in Longwood, 29 mi away

    65/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 5.0★ from 55 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 55 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    100 Crown Oak Centre Dr, Longwood, FL 32750
    View profile for Siler Wealth Management(407) 831-8002

  6. #6 The Hidden Wealth Solution

    Based in Lake Mary, 34 mi away

    64/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 54 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 54 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    250 International Pkwy Ste 134, Lake Mary, FL 32746
    View profile for The Hidden Wealth Solution

  7. #7 Ogden Wealth LLC

    Based in Maitland, 27 mi away

    64/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 37 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 37 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    260 Lookout Pl Ste 106, Maitland, FL 32751
    View profile for Ogden Wealth LLC(407) 645-1639

  8. #8 Sunrise Wealth Advisors

    Based in Orlando, 14 mi away

    64/100RFA Score

    Ranked #8 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

  9. #9 Talon Wealth Management

    Based in Longwood, 33 mi away

    63/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 4.8★ from 59 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 59 Google reviews
    Hours
    Mon–Fri 9 AM–4 PM · Sat–Sun closed
    Address
    781 Ciara Crk Cv #1003, Longwood, FL 32750
    View profile for Talon Wealth Management(407) 270-1000

  12. #12 Newell Wealth Management

    Based in Winter Garden, 16 mi away

    63/100RFA 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

  13. #13 Grafton Wealth Advisors

    Based in Winter Park, 24 mi away

    63/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 21 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 21 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    1270 N Orange Ave Ste a, Winter Park, FL 32789
    View profile for Grafton Wealth Advisors(407) 794-9990

  15. #15 WealthCare Financial

    Based in Orlando, 22 mi away

    62/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 13 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 13 Google reviews
    Hours
    Mon–Thu 9 AM–5:30 PM · Fri 9 AM–3:30 PM · Sat–Sun closed
    Address
    200 E Robinson St Ste 1120, Orlando, FL 32801
    View profile for WealthCare Financial(407) 701-7854

  16. #16 Carson Wealth

    Based in Orlando, 13 mi away

    61/100RFA Score

    Ranked #16 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

  17. #17 Trajan Wealth

    Based in Doctor Phillips, 14 mi away

    61/100RFA 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

  18. #18 Rivers Wealth Management

    Based in Lake Mary, 36 mi away

    61/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 24 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 24 Google reviews
    Hours
    Mon–Tue 9 AM–6 PM · Wed closed · Thu–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    1525 International Pkwy Ste 4001, Lake Mary, FL 32746
    View profile for Rivers Wealth Management(407) 542-9565

  20. #20 Synergy Wealth Alliance

    Based in Maitland, 26 mi away

    61/100RFA Score

    Ranked #20 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 9 AM–5 PM · Sat–Sun closed
    Address
    1060 Maitland Center Commons Blvd #365, Maitland, FL 32751
    View profile for Synergy Wealth Alliance(407) 661-1225

  25. #25 Benetas Wealth

    Based in Lake Mary, 36 mi away

    59/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 14 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 14 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1540 International Pkwy STE 2000, Lake Mary, FL 32746
    View profile for Benetas Wealth(407) 315-3681

How we ranked Citrus Ridge wealth managers

We scored 56 Citrus Ridge 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 Citrus Ridge 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 Citrus Ridge: frequently asked questions

Which wealth manager has the highest RFA Score in Citrus Ridge?

By RFA Score, the highest-ranked wealth manager in Citrus Ridge, FL is Dias Wealth with an RFA Score of 67/100. It has 4.9★ from 202 Google reviews. BURGOS & BREIN WEALTH MANAGEMENT (#2) and Integrity Wealth A Division of Accurate Advisory Group (#3) follow. We ranked 56 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Citrus Ridge?

RankedFinancialAdvisors ranks 56 wealth managers serving Citrus Ridge, FL. Counts are as of November 2026.

Which wealth managers in Citrus Ridge work on weekends?

3 of 56 ranked wealth managers post Saturday hours and 2 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 Citrus Ridge wealth managers have?

The median Google rating among 56 rated wealth managers in Citrus Ridge is 5.0★, with a median of 7 reviews. Dias Wealth has the most, 202 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 Citrus Ridge count in this ranking?

Yes, if they are within 40 mi of the Citrus Ridge 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 Citrus Ridge 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 Citrus Ridge 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 Citrus Ridge

  1. November 2026: RFA Scores recalculated for 56 wealth managers serving Citrus Ridge.

More wealth managers and Citrus Ridge pages