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Wealth Managers in Cocoa, FL: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Cocoa: BURGOS & BREIN WEALTH MANAGEMENT, RFA Score 67/100; 4.9★ from 89 Google reviews.

  2. 3

    Most-reviewed: Sparrow Wealth Management, 22 Google reviews at 5.0★, the most of 23 ranked after BURGOS & BREIN WEALTH MANAGEMENT; ranked #3.

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

23 Cocoa 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 23 rated firms.

Top 10 wealth managers in Cocoa 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 Cocoa at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1BURGOS & BREIN WEALTH MANAGEMENT674.9★ (89)Orlando, 39 mi away—Top score
2McCarty Wealth655.0★ (9)Rockledge, 7 mi away——
3Sparrow Wealth Management645.0★ (22)Buenaventura Lakes, 33 mi away—Most reviews
4Eppes Wealth Management LLC635.0★ (8)Satellite Beach, 17 mi awaySat · Sun · Evenings—
5Mitchell Wealth Management635.0★ (5)Melbourne, 11 mi away——
6Kerry B Kennedy - Private Wealth Advisor, Ameriprise Financial Services, LLC635.0★ (7)Titusville, 16 mi away——
7ClearView Wealth Management of Florida634.4★ (7)Melbourne, 15 mi away——
8Envision Wealth Planners625.0★ (21)Maitland, 40 mi away——
9Wilmarth Private Wealth Management of Raymond James625.0★ (7)Melbourne, 21 mi away——
10Waymaker Legacy & Wealth624.9★ (14)Oviedo, 34 mi away——

All 23 wealth managers in Cocoa, 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 McCarty Wealth

    Based in Rockledge, 7 mi away

    65/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 9 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 9 Google reviews
    Hours
    Mon–Thu 9 AM–4 PM · Fri–Sun closed
    Address
    4175 US-1 Ste 101, Rockledge, FL 32955
    View profile for McCarty Wealth(321) 221-7870

  5. #5 Mitchell Wealth Management

    Based in Melbourne, 11 mi away

    63/100RFA Score

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

    • 5.0★ from 5 Google reviews
    Hours
    Mon–Thu 8:30 AM–4:30 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    7331 Office Park Pl Ste 200, Viera, FL 32940
    View profile for Mitchell Wealth Management(321) 254-5202

  6. #6 Kerry B Kennedy - Private Wealth Advisor, Ameriprise Financial Services, LLC

    Based in Titusville, 16 mi away

    63/100RFA Score

    Ranked #6 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–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    1108 S Washington Ave, Titusville, FL 32780
    View profile for Kerry B Kennedy - Private Wealth Advisor, Ameriprise Financial Services, LLC(321) 383-8464

  11. #11 Savant Wealth Management

    Based in Satellite Beach, 17 mi away

    61/100RFA Score

    Ranked #11 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–5 PM · Sat–Sun closed
    Address
    1300 Jimmy Buffett Mem Hwy Ste 103, Satellite Beach, FL 32937
    View profile for Savant Wealth Management(321) 773-7773

  18. #18 Avenues Wealth

    Based in Winter Park, 40 mi away

    59/100RFA Score

    Ranked #18 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–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    311 W Fairbanks Ave #201, Winter Park, FL 32789
    View profile for Avenues Wealth(407) 898-3181

  21. #21 Andrew Petty - Private Wealth Advisor, Ameriprise Financial Services, LLC

    Based in Orlando, 31 mi away

    58/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    10917 Dylan Loren Cir A, Orlando, FL 32825
    View profile for Andrew Petty - Private Wealth Advisor, Ameriprise Financial Services, LLC(407) 249-4006

  22. #22 Wealth Enhancement Group

    Based in Winter Springs, 38 mi away

    58/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.8★ from 5 Google reviews, listed on Google as “Financial advisor”.

    • 4.8★ from 5 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    1700 Town Plaza Ct, Winter Springs, FL 32708
    View profile for Wealth Enhancement Group(407) 647-7006

Also serving Cocoa

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 Cocoa
BusinessGoogle ratingDistance
Baird Private Wealth Management5.0★ (1)4 mi
BlackSands Wealth Group5.0★ (2)16 mi
Collaborative Wealth of Lake Nona5.0★ (2)33 mi
Connors Wealth Management5.0★ (2)9 mi
Edward Jones - Financial Advisor: Daniel Ciuro, CFP®4.8★ (18)In Cocoa
Edward Jones - Financial Advisor: Jason M Hull, CEPA®In Cocoa
Edward Jones - Financial Advisor: Jordan O'DanielIn Cocoa
Foresight Wealth Solutions5.0★ (1)12 mi
Garrett Wealth Management LLC5.0★ (2)34 mi
Indian River Investment GroupIn Cocoa
Jackson Private Wealth ManagementIn Cocoa
Jorgensen Financial5.0★ (4)In Cocoa
New Vision Investment StrategiesIn Cocoa
Richard Mazo - Financial Advisor, Ameriprise Financial Services, LLCIn Cocoa
Royal Alliance Associates IncIn Cocoa
Seth Riddle - Space Coast Wealth Advisors5.0★ (1)11 mi
The ALR GroupIn Cocoa
Turner Wealth Management5.0★ (1)3 mi
Van Buren Wealth Management3.0★ (2)23 mi
Wells Fargo Advisors1.0★ (1)In Cocoa

How we ranked Cocoa wealth managers

We scored 23 Cocoa 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 Cocoa 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 Cocoa: frequently asked questions

Which wealth manager has the highest RFA Score in Cocoa?

By RFA Score, the highest-ranked wealth manager in Cocoa, FL is BURGOS & BREIN WEALTH MANAGEMENT with an RFA Score of 67/100. It has 4.9★ from 89 Google reviews. McCarty Wealth (#2) and Sparrow Wealth Management (#3) follow. We ranked 23 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Cocoa?

RankedFinancialAdvisors ranks 23 wealth managers serving Cocoa, FL. Another 20 within 40 mi are listed but not ranked yet. Counts are as of November 2026.

Which wealth managers in Cocoa work on weekends?

2 of 23 ranked wealth managers post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are Eppes Wealth Management LLC (#4) and Hicks Financial; Asset & Wealth Management (#15). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Cocoa wealth managers have?

The median Google rating among 23 rated wealth managers in Cocoa is 5.0★, with a median of 7 reviews. BURGOS & BREIN WEALTH MANAGEMENT has the most, 89 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 Cocoa count in this ranking?

Yes, if they are within 40 mi of the Cocoa 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 Cocoa 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 Cocoa 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 Cocoa

  1. November 2026: RFA Scores recalculated for 23 wealth managers serving Cocoa.

More wealth managers and Cocoa pages