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Wealth Managers in Lealman, FL: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Lealman: Elevate Financial Planning & Wealth Management, RFA Score 71/100; 5.0★ from 86 Google reviews.

  2. 6

    Most-reviewed: SRQ Wealth, 227 Google reviews at 5.0★, the most of 106 ranked; ranked #6.

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

106 Lealman wealth managers are ranked here by RFA Score, from eight published factors. 2 open Saturdays, based on posted hours. The median Google rating is 5.0★ across 106 rated firms.

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

Top 10 wealth managers in Lealman 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 Lealman at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Elevate Financial Planning & Wealth Management715.0★ (86)St. Petersburg, 4 mi awayTop score
2Jazz Wealth at Steward Partners714.9★ (127)Largo, 7 mi away—
3The Holland Group Retirement Wealth Advisors704.9★ (124)Clearwater, 13 mi away—
4Water Street Wealth Management685.0★ (74)Tampa, 17 mi away—
5Angle-Lau Wealth Management685.0★ (72)Oldsmar, 16 mi away—
6SRQ Wealth685.0★ (227)Sarasota, 35 mi awayMost reviews
7Instrumental Wealth685.0★ (52)Tampa, 14 mi away—
8Unified Wealth Management675.0★ (51)Oldsmar, 15 mi away—
9Maggard Wealth Management674.9★ (175)Wesley Chapel, 32 mi away—
10Jaffe Tilchin Wealth Management674.9★ (97)Tampa, 23 mi away—

All 106 wealth managers in Lealman, 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.

  6. #6 SRQ Wealth

    Based in Sarasota, 35 mi away

    68/100RFA Score

    Ranked #6 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

  7. #7 Instrumental Wealth

    Based in Tampa, 14 mi away

    68/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 52 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 52 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    1 N Dale Mabry Hwy #1000, Tampa, FL 33609
    View profile for Instrumental Wealth(813) 578-7001

  9. #9 Maggard Wealth Management

    Based in Wesley Chapel, 32 mi away

    67/100RFA Score

    Ranked #9 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

  11. #11 Beyer Wealth

    Based in Tampa, 15 mi away

    67/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 46 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 46 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    800 W Platt St #8, Tampa, FL 33606
    View profile for Beyer Wealth(813) 392-1051

  13. #13 J & J Wealth Advisors

    Based in Bradenton, 34 mi away

    66/100RFA Score

    Ranked #13 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

  16. #16 Wealth Advisors Who Care

    Based in Palm Harbor, 19 mi away

    65/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 30 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 30 Google reviews
    Hours
    Mon–Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    2934 Landing Way, Palm Harbor, FL 34684
    View profile for Wealth Advisors Who Care(727) 230-3800

  17. #17 Praetego Private Wealth

    Based in Trinity, 25 mi away

    65/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 42 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 42 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1805 Cypress Brook Dr Suite 103, Trinity, FL 34655
    View profile for Praetego Private Wealth(727) 788-4700

  20. #20 Trajan Wealth

    Based in Tampa, 13 mi away

    65/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.8★ from 21 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 21 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    4830 W Kennedy Blvd Ste 600, Tampa, FL 33609
    View profile for Trajan Wealth(813) 550-1000

  21. #21 Wealth Express

    Based in St. Petersburg, 3 mi away

    65/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.6★ from 11 Google reviews, listed on Google as “Financial advisor”.

    • 4.6★ from 11 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    1033 Dr M.L.K. Jr St N, St. Petersburg, FL 33701
    View profile for Wealth Express(844) 393-4488

  23. #23 WealthKeel LLC

    Based in Tampa, 17 mi away

    65/100RFA Score

    Ranked #23 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–6 PM · Wed closed · Thu–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    615 Channelside Dr Ste 207, Tampa, FL 33602
    View profile for WealthKeel LLC(267) 590-9533

How we ranked Lealman wealth managers

We scored 106 Lealman 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 Lealman 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 Lealman: frequently asked questions

Which wealth manager has the highest RFA Score in Lealman?

By RFA Score, the highest-ranked wealth manager in Lealman, FL is Elevate Financial Planning & Wealth Management with an RFA Score of 71/100. It has 5.0★ from 86 Google reviews. Jazz Wealth at Steward Partners (#2) and The Holland Group Retirement Wealth Advisors (#3) follow. We ranked 106 wealth managers on eight factors, last updated November 9, 2026.

Which wealth managers in Lealman work on weekends?

2 of 106 ranked wealth managers post Saturday hours. The highest-ranked open Saturdays is Bay Harbor Private Wealth Group (#19). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Lealman wealth managers have?

The median Google rating among 106 rated wealth managers in Lealman is 5.0★, with a median of 9 reviews. SRQ Wealth has the most, 227 reviews, and ranks #6. 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 Lealman count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 106 wealth managers serving Lealman.

More wealth managers and Lealman pages