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Wealth Managers in Palm Harbor, FL: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Palm Harbor: The Holland Group Retirement Wealth Advisors, RFA Score 71/100; 4.9★ from 124 Google reviews.

  2. 7

    Most-reviewed: Maggard Wealth Management, 175 Google reviews at 4.9★, the most of 80 ranked; ranked #7.

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

80 Palm Harbor 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 80 rated firms.

Top 10 wealth managers in Palm Harbor 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 Palm Harbor at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1The Holland Group Retirement Wealth Advisors714.9★ (124)Clearwater, 6 mi awayTop score
2Jazz Wealth at Steward Partners704.9★ (127)Largo, 13 mi away—
3Angle-Lau Wealth Management705.0★ (72)Oldsmar, 7 mi away—
4Water Street Wealth Management705.0★ (74)Tampa, 9 mi away—
5Unified Wealth Management695.0★ (51)Oldsmar, 6 mi away—
6Elevate Financial Planning & Wealth Management695.0★ (86)St. Petersburg, 17 mi away—
7Maggard Wealth Management694.9★ (175)Wesley Chapel, 26 mi awayMost reviews
8Wealth Advisors Who Care695.0★ (30)Palm Harbor—
9Maggi Tax & Wealth Advisors684.7★ (64)Oldsmar, 6 mi away—
10Jaffe Tilchin Wealth Management684.9★ (97)Tampa, 19 mi away—

All 80 wealth managers in Palm Harbor, 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.

  7. #7 Maggard Wealth Management

    Based in Wesley Chapel, 26 mi away

    69/100RFA Score

    Ranked #7 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 Praetego Private Wealth

    Based in Trinity, 11 mi away

    68/100RFA Score

    Ranked #11 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

  12. #12 Instrumental Wealth

    Based in Tampa, 18 mi away

    67/100RFA Score

    Ranked #12 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

  15. #15 Beyer Wealth

    Based in Tampa, 20 mi away

    66/100RFA Score

    Ranked #15 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

  20. #20 Trajan Wealth

    Based in Tampa, 17 mi away

    64/100RFA 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

  22. #22 WealthKeel LLC

    Based in Tampa, 21 mi away

    64/100RFA Score

    Ranked #22 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

  25. #25 Clark Wealth, LLC

    Based in Clearwater, 8 mi away

    63/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 7 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 7 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    1499 Gulf To Bay Blvd, Clearwater, FL 33755
    View profile for Clark Wealth, LLC(727) 788-7780

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

wealth managers in Palm Harbor, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Bayview Wealth Management635.0★ (13)17 mi
27PFG Private Wealth Management, LLC634.5★ (17)17 mi
28Waters Wealth Management of Raymond James634.8★ (17)21 mi
29Take Point Wealth635.0★ (23)32 mi
30Advanced Wealth Planning Group635.0★ (9)17 mi
31Darwin Wealth Management624.2★ (15)17 mi
32Bueno Wealth Management Group - Ameriprise Financial Services, LLC625.0★ (5)10 mi
33Bayside Wealth Advisors - Ameriprise Financial Services, LLC625.0★ (4)7 mi
34Walser Wealth Management624.2★ (20)20 mi
35Sarafian Wealth Management625.0★ (8)18 mi
36Merrill Lynch Wealth Management623.6★ (5)5 mi
37Tampa Bay Wealth Management625.0★ (9)21 mi
38Aurelia Wealth625.0★ (7)17 mi
39Wealth Warden Partners625.0★ (9)21 mi
40Merrill Lynch Wealth Management623.7★ (6)8 mi
41Wealth Express624.6★ (11)22 mi
42PGW Financial Wealth Advisors615.0★ (6)18 mi
43Unique Wealth614.4★ (7)17 mi
44IHT Wealth Management - Barret Roosa615.0★ (6)19 mi
45Florio Wealth Management LLC614.8★ (5)16 mi
46Generations Tax and Wealth Management614.3★ (6)16 mi
47Maggi Tax & Wealth Advisors614.4★ (10)22 mi
48Southshore Wealth Management615.0★ (17)36 mi
49Noble Tax Strategies & Wealth Planning, LLC614.4★ (28)35 mi
50Cassandra Smalley Wealth Management615.0★ (8)24 mi

Also serving Palm Harbor

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 Palm Harbor
BusinessGoogle ratingDistance
7th Day Financial4.9★ (54)In Palm Harbor
Consumer First Financial, Inc4.8★ (126)In Palm Harbor
Costanzo Financial Advisors5.0★ (95)In Palm Harbor
Edward Jones - Financial Advisor: Michael Urbanski, CFP®5.0★ (7)In Palm Harbor
Financial Guidance Group, Inc.4.0★ (4)In Palm Harbor
FlexPath Capital, Inc2.4★ (17)In Palm Harbor
HPE Financial Services5.0★ (4)In Palm Harbor
James Spicuzza | Trust Group Financial | Estate & Retirement Planning5.0★ (3)In Palm Harbor
Maggi Investment Services3.0★ (2)In Palm Harbor
Morgan Stanley3.0★ (6)In Palm Harbor
Premier Private Wealth Management LLC5.0★ (2)In Palm Harbor
Prudential Insurance and Financial Advisors - Seema Ramroop CRPS4.3★ (6)In Palm Harbor
SimplePath Retirement LLC5.0★ (17)In Palm Harbor
Sovereign International Pension Services3.5★ (2)In Palm Harbor
Sterling Bridge Financial Group4.8★ (20)In Palm Harbor
Toring Consulting Services, Inc.4.8★ (24)In Palm Harbor
Truist3.8★ (32)In Palm Harbor
TruWealth Partners5.0★ (33)In Palm Harbor
Wagner Advisory Group5.0★ (2)In Palm Harbor
ZARA Financial Group5.0★ (8)In Palm Harbor

How we ranked Palm Harbor wealth managers

We scored 80 Palm Harbor 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 Palm Harbor 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 Palm Harbor: frequently asked questions

Which wealth manager has the highest RFA Score in Palm Harbor?

By RFA Score, the highest-ranked wealth manager in Palm Harbor, FL is The Holland Group Retirement Wealth Advisors with an RFA Score of 71/100. It has 4.9★ from 124 Google reviews. Jazz Wealth at Steward Partners (#2) and Angle-Lau Wealth Management (#3) follow. We ranked 80 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Palm Harbor?

RankedFinancialAdvisors ranks 80 wealth managers serving Palm Harbor, FL. 1 of them is based in Palm Harbor; the rest serve it from nearby towns. Another 20 within 40 mi are listed but not ranked yet. Counts are as of November 2026.

Which wealth managers in Palm Harbor work on weekends?

2 of 80 ranked wealth managers post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays is Bay Harbor Private Wealth Group (#21). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Palm Harbor wealth managers have?

The median Google rating among 80 rated wealth managers in Palm Harbor is 5.0★, with a median of 8 reviews. Maggard Wealth Management has the most, 175 reviews, and ranks #7. 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 Palm Harbor count in this ranking?

Yes, if they are within 40 mi of the Palm Harbor 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 Palm Harbor 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 Palm Harbor 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 Palm Harbor

  1. November 2026: RFA Scores recalculated for 80 wealth managers serving Palm Harbor.

More wealth managers and Palm Harbor pages