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Wealth Managers in Englewood, FL: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Englewood: Landsberg Bennett Private Wealth Management, RFA Score 70/100; 5.0★ from 141 Google reviews.

  2. 2

    Most-reviewed: SRQ Wealth, 227 Google reviews at 5.0★, the most of 51 ranked; ranked #2.

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

51 Englewood wealth managers are ranked here by RFA Score, from eight published factors. The median Google rating is 5.0★ across 51 rated firms.

Top 10 wealth managers in Englewood 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 Englewood at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Landsberg Bennett Private Wealth Management705.0★ (141)Punta Gorda, 19 mi awayTop score
2SRQ Wealth695.0★ (227)Sarasota, 28 mi awayMost reviews
3Integrity Wealth Management, inc695.0★ (137)Sarasota, 22 mi away—
4J & J Wealth Advisors675.0★ (110)Bradenton, 30 mi away—
5Gulf Coast Wealth Advisors: Jeff LaBelle654.9★ (50)Sarasota, 28 mi away—
6Hinck Private Wealth Management654.4★ (7)Englewood—
7365 Wealth Partners645.0★ (12)Venice, 11 mi away—
8Charlotte Harbor Trust Wealth Management645.0★ (20)Punta Gorda, 19 mi away—
9Aksala Wealth Advisors - Retirement Planning & Portfolio Management645.0★ (38)Bradenton, 30 mi away—
10Starkel Wealth Advisors645.0★ (34)Sarasota, 28 mi away—

All 51 wealth managers in Englewood, 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 SRQ Wealth

    Based in Sarasota, 28 mi away

    69/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 227 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 227 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    1 N Tuttle Ave Ste 1, Sarasota, FL 34237
    View profile for SRQ Wealth(941) 556-9004

  4. #4 J & J Wealth Advisors

    Based in Bradenton, 30 mi away

    67/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 110 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 110 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–1:30 PM · Sat–Sun closed
    Address
    8470 Enterprise Cir Suite 301-F, Lakewood Ranch, FL 34202
    View profile for J & J Wealth Advisors(941) 265-2885

  7. #7 365 Wealth Partners

    Based in Venice, 11 mi away

    64/100RFA Score

    Ranked #7 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
    304 W Venice Ave #201, Venice, FL 34285
    View profile for 365 Wealth Partners(941) 786-3319

  10. #10 Starkel Wealth Advisors

    Based in Sarasota, 28 mi away

    64/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 34 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 34 Google reviews
    Hours
    Mon–Tue 8 AM–5 PM · Wed closed · Thu–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    1990 Main St Office 750, Sarasota, FL 34236
    View profile for Starkel Wealth Advisors(941) 280-1912

  18. #18 Forth Wealth Management

    Based in Sarasota, 28 mi away

    62/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 16 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 16 Google reviews
    Hours
    Mon–Fri 9 AM–4 PM · Sat–Sun closed
    Address
    3277 Fruitville Rd Bldg F1, Sarasota, FL 34237
    View profile for Forth Wealth Management(941) 800-5187

  19. #19 WealthGen Advisors

    Based in Sarasota, 29 mi away

    62/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 13 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 13 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    650 Central Ave #1, Sarasota, FL 34236
    View profile for WealthGen Advisors(941) 706-4151

  23. #23 Kingdom Wealth Advisory

    Based in Bradenton, 30 mi away

    61/100RFA Score

    Ranked #23 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
    8470 Enterprise Cir, Lakewood Ranch, FL 34202
    View profile for Kingdom Wealth Advisory(727) 644-5780

  24. #24 Wealth Enhancement Group

    Based in Bradenton, 39 mi away

    61/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.9★ from 23 Google reviews, listed on Google as “Financial advisor”.

    • 4.9★ from 23 Google reviews
    Hours
    Mon–Thu 9 AM–4 PM · Fri 9 AM–3 PM · Sat–Sun closed
    Address
    1001 3rd Ave W #450, Bradenton, FL 34205
    View profile for Wealth Enhancement Group(941) 778-1900

Wealth managers 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 51 ranked wealth managers here; the rest are on their profiles.

wealth managers in Englewood, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Forza Wealth Management615.0★ (6)23 mi
27Williams Wealth Management Group615.0★ (19)40 mi
28Global Wealth Management615.0★ (9)30 mi
29Lighthouse Wealth Management LLC614.5★ (25)37 mi
30Retirement Wealth Advisors615.0★ (4)19 mi
31Advanced Wealth Advisors614.7★ (22)39 mi
32Triple Crown Wealth Finance614.8★ (18)38 mi
33Lone Star Wealth Management614.6★ (9)28 mi
34Connington Wealth Management Group LLC.605.0★ (7)28 mi
35Diamond & Associates Wealth Management605.0★ (7)28 mi
36Merrill Lynch Wealth Management603.0★ (11)18 mi
37Alexander Peter Wealth Management605.0★ (13)39 mi
38Stanley Wealth & Retirement605.0★ (5)28 mi
39RBC Wealth Management Branch - Sarasota604.0★ (8)28 mi
40Monarch | Wealth Managed Well604.6★ (9)34 mi
41Sherrill Wealth Management595.0★ (10)40 mi
42Josh McCoy - Private Wealth Advisor, Ameriprise Financial Services, LLC595.0★ (4)28 mi
43Merrill Lynch Wealth Management593.6★ (8)28 mi
44Rich Wealth Planning594.8★ (4)30 mi
45Baird Private Wealth Management595.0★ (3)29 mi
46Trajan Wealth585.0★ (3)30 mi
47Palm Avenue Wealth Advisory Group of Raymond James585.0★ (3)30 mi
48365 Wealth Partners585.0★ (5)40 mi
49BILLFISH Wealth Management585.0★ (5)39 mi
50Emerald Wealth Management Solutions, llc574.0★ (4)36 mi

Also serving Englewood

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 Englewood
BusinessGoogle ratingDistance
Blue Ox Advisors5.0★ (27)In Englewood
Broad Reach Wealth Management5.0★ (2)28 mi
Christine Purser - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)30 mi
Coastal Wealth - Sarasota1.0★ (2)28 mi
Edward Jones - Financial Advisor: Brent Forlow, CFP®|CEPA®|AAMS®4.5★ (2)In Englewood
Edward Jones - Financial Advisor: Davis Masella, CEPA®5.0★ (1)In Englewood
Edward Jones - Financial Advisor: Michael E Ernsting5.0★ (3)In Englewood
Garcia Family Wealth Management at Morgan Stanley5.0★ (2)29 mi
Independent Financial Coaching5.0★ (3)In Englewood
Kreuziger Private Wealth - Ameriprise Financial Services, LLCIn Englewood
Mark Hotchkiss - Financial Advisor, Ameriprise Financial Services, LLCIn Englewood
Michael L Kreuziger - Private Wealth Advisor, Ameriprise Financial Services, LLC4.0★ (1)In Englewood
Michael Randolph - Financial Advisor, Ameriprise Financial Services, LLCIn Englewood
Michael W Harding - Financial Advisor, Ameriprise Financial Services, LLCIn Englewood
Nemec Wealth Advisors &Partners5.0★ (2)19 mi
North South Wealth Management - Ameriprise Financial Services, LLC5.0★ (2)30 mi
Retirement Planning & Investment Solutions LLC5.0★ (1)In Englewood
Robert Armstrong - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)28 mi
Voya Financial Advisors5.0★ (1)In Englewood
Wells Fargo AdvisorsIn Englewood

How we ranked Englewood wealth managers

We scored 51 Englewood 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 Englewood 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 Englewood: frequently asked questions

Which wealth manager has the highest RFA Score in Englewood?

By RFA Score, the highest-ranked wealth manager in Englewood, FL is Landsberg Bennett Private Wealth Management with an RFA Score of 70/100. It has 5.0★ from 141 Google reviews. SRQ Wealth (#2) and Integrity Wealth Management, inc (#3) follow. We ranked 51 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Englewood?

RankedFinancialAdvisors ranks 51 wealth managers serving Englewood, FL. 2 of them are based in Englewood; the rest serve it from nearby towns. Another 20 within 40 mi are listed but not ranked yet. Counts are as of November 2026.

What Google rating do Englewood wealth managers have?

The median Google rating among 51 rated wealth managers in Englewood is 5.0★, with a median of 11 reviews. SRQ Wealth has the most, 227 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 Englewood count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 51 wealth managers serving Englewood.
  2. November 2026: 1 duplicate listing merged.

More wealth managers and Englewood pages