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Wealth Managers in North Port, FL: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in North Port: 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 53 ranked; ranked #2.

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

53 North Port wealth managers are ranked here by RFA Score, from eight published factors. The median Google rating is 5.0★ across 53 rated firms.

Top 10 wealth managers in North Port 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 North Port at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Landsberg Bennett Private Wealth Management705.0★ (141)Punta Gorda, 14 mi awayTop score
2SRQ Wealth695.0★ (227)Sarasota, 27 mi awayMost reviews
3Integrity Wealth Management, inc685.0★ (137)Sarasota, 21 mi away—
4J & J Wealth Advisors675.0★ (110)Bradenton, 27 mi away—
5Baobab Wealth Management - Financial Advisor645.0★ (11)North Port—
6Gulf Coast Wealth Advisors: Jeff LaBelle644.9★ (50)Sarasota, 27 mi away—
7Charlotte Harbor Trust Wealth Management635.0★ (20)Punta Gorda, 14 mi away—
8Aksala Wealth Advisors - Retirement Planning & Portfolio Management635.0★ (38)Bradenton, 27 mi away—
9Starkel Wealth Advisors635.0★ (34)Sarasota, 27 mi away—
10Retallick Financial Group & Retallick Wealth Management624.8★ (32)Sarasota, 27 mi away—

All 53 wealth managers in North Port, 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, 27 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, 27 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

  9. #9 Starkel Wealth Advisors

    Based in Sarasota, 27 mi away

    63/100RFA Score

    Ranked #9 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

  11. #11 365 Wealth Partners

    Based in Venice, 14 mi away

    62/100RFA Score

    Ranked #11 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

  15. #15 Forth Wealth Management

    Based in Sarasota, 26 mi away

    61/100RFA Score

    Ranked #15 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

  18. #18 WealthGen Advisors

    Based in Sarasota, 28 mi away

    60/100RFA Score

    Ranked #18 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

  19. #19 Kingdom Wealth Advisory

    Based in Bradenton, 27 mi away

    60/100RFA Score

    Ranked #19 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

  22. #22 Wealth Enhancement Group

    Based in Bradenton, 38 mi away

    60/100RFA Score

    Ranked #22 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 53 ranked wealth managers here; the rest are on their profiles.

wealth managers in North Port, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Williams Wealth Management Group595.0★ (19)38 mi
27Lighthouse Wealth Management LLC594.5★ (25)36 mi
28Global Wealth Management595.0★ (9)26 mi
29Retirement Wealth Advisors595.0★ (4)14 mi
30Triple Crown Wealth Finance594.8★ (18)36 mi
31Merrill Lynch Wealth Management593.0★ (11)13 mi
32Advanced Wealth Advisors594.7★ (22)39 mi
33Forza Wealth Management595.0★ (6)22 mi
34Alexander Peter Wealth Management595.0★ (13)35 mi
35Lone Star Wealth Management594.6★ (9)26 mi
36Connington Wealth Management Group LLC.585.0★ (7)27 mi
37Diamond & Associates Wealth Management585.0★ (7)28 mi
38Monarch | Wealth Managed Well584.6★ (9)31 mi
39RBC Wealth Management Branch - Sarasota584.0★ (8)27 mi
40Stanley Wealth & Retirement585.0★ (5)27 mi
41Sherrill Wealth Management575.0★ (10)38 mi
42Merrill Lynch Wealth Management573.6★ (8)27 mi
43Josh McCoy - Private Wealth Advisor, Ameriprise Financial Services, LLC575.0★ (4)27 mi
44Rich Wealth Planning574.8★ (4)28 mi
45Trajan Wealth575.0★ (3)26 mi
46Palm Avenue Wealth Advisory Group of Raymond James565.0★ (3)27 mi
47Baird Private Wealth Management565.0★ (3)28 mi
48BILLFISH Wealth Management565.0★ (5)38 mi
49365 Wealth Partners565.0★ (5)39 mi
50Henderson Wealth Partners554.3★ (6)40 mi

Also serving North Port

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 North Port
BusinessGoogle ratingDistance
Bank of America (with Drive-thru ATM)2.2★ (143)In North Port
Busey Bank3.6★ (24)In North Port
Capital Care Associates, LLCIn North Port
Dudley Financial Group5.0★ (3)In North Port
Edward Jones5.0★ (1)In North Port
Edward Jones - Financial Advisor: Kristie Marshall5.0★ (2)In North Port
Edward Jones - Financial Advisor: Kristin Cardona, AAMS®5.0★ (3)In North Port
Edward Jones - Financial Advisor: Matt Streiff, CFP®|ChFC®|CKA®In North Port
Edward Jones - Financial Advisor: Rob Nelson Jr, AAMS®5.0★ (2)In North Port
Gerace, Catherine L - Coast Financial Advisors5.0★ (1)In North Port
Joseph A Zarlenga - Private Wealth Advisor, Ameriprise Financial Services, LLCIn North Port
Lakes Financial ServicesIn North Port
Michael Tyler Financial5.0★ (7)In North Port
Namack Portfolio Investment Professionals, LLCIn North Port
Nemec Wealth Advisors &Partners5.0★ (2)14 mi
Premier Retirement Asset ManagementIn North Port
Principal Financial GroupIn North Port
Truist3.6★ (53)In North Port
Wealth Advisors GroupIn North Port
Wells Fargo Advisors3.0★ (2)In North Port

How we ranked North Port wealth managers

We scored 53 North Port 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 North Port 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 North Port: frequently asked questions

Which wealth manager has the highest RFA Score in North Port?

By RFA Score, the highest-ranked wealth manager in North Port, 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 53 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in North Port?

RankedFinancialAdvisors ranks 53 wealth managers serving North Port, FL. 1 of them is based in North Port; 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 North Port wealth managers have?

The median Google rating among 53 rated wealth managers in North Port 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 North Port count in this ranking?

Yes, if they are within 40 mi of the North Port 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 North Port 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 North Port 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 North Port

  1. November 2026: RFA Scores recalculated for 53 wealth managers serving North Port.
  2. November 2026: 1 duplicate listing merged.

More wealth managers and North Port pages