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Wealth Managers in Port Charlotte, FL: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Port Charlotte: Landsberg Bennett Private Wealth Management, RFA Score 72/100; 5.0★ from 141 Google reviews.

  2. 2

    Most-reviewed: SRQ Wealth, 227 Google reviews at 5.0★, the most of 57 ranked; ranked #2.

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

57 Port Charlotte wealth managers are ranked here by RFA Score, from eight published factors. The median Google rating is 5.0★ across 57 rated firms.

Top 10 wealth managers in Port Charlotte 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 Port Charlotte at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Landsberg Bennett Private Wealth Management725.0★ (141)Punta Gorda, 4 mi awayTop score
2SRQ Wealth685.0★ (227)Sarasota, 36 mi awayMost reviews
3Integrity Wealth Management, inc675.0★ (137)Sarasota, 31 mi away—
4Charlotte Harbor Trust Wealth Management675.0★ (20)Punta Gorda, 4 mi away—
5J & J Wealth Advisors665.0★ (110)Bradenton, 36 mi away—
6Retirement Wealth Advisors LLC644.9★ (41)Cape Coral, 30 mi away—
7Gulf Coast Wealth Advisors: Jeff LaBelle634.9★ (50)Sarasota, 37 mi away—
8Retallick Financial Group & Retallick Wealth Management634.9★ (52)Fort Myers, 38 mi away—
9Aksala Wealth Advisors - Retirement Planning & Portfolio Management635.0★ (38)Bradenton, 36 mi away—
10Retirement Wealth Advisors635.0★ (4)Punta Gorda, 4 mi away—

All 57 wealth managers in Port Charlotte, 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, 36 mi away

    68/100RFA 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

  5. #5 J & J Wealth Advisors

    Based in Bradenton, 36 mi away

    66/100RFA Score

    Ranked #5 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

  12. #12 Starkel Wealth Advisors

    Based in Sarasota, 37 mi away

    63/100RFA Score

    Ranked #12 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

  17. #17 365 Wealth Partners

    Based in Venice, 24 mi away

    62/100RFA Score

    Ranked #17 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

  20. #20 Advanced Wealth Advisors

    Based in Fort Myers, 30 mi away

    62/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.7★ from 22 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 22 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    5237 Summerlin Commons Blvd #404, Fort Myers, FL 33907
    View profile for Advanced Wealth Advisors(239) 455-1100

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

wealth managers in Port Charlotte, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Forth Wealth Management615.0★ (16)36 mi
27Rich Wealth Planning604.8★ (4)19 mi
28Advantage Wealth Partners605.0★ (12)34 mi
29FourThought Private Wealth605.0★ (5)24 mi
30Kingdom Wealth Advisory605.0★ (12)36 mi
31WealthGen Advisors605.0★ (13)38 mi
32Sage Wealth Consulting, LLC605.0★ (11)36 mi
33Wealth Enhancement Group605.0★ (12)37 mi
34Howe Wealth Management - Raymond James604.6★ (9)32 mi
35Global Wealth Management605.0★ (9)35 mi
36Forza Wealth Management595.0★ (6)32 mi
37365 Wealth Partners595.0★ (5)30 mi
38Lone Star Wealth Management594.6★ (9)36 mi
39Connington Wealth Management Group LLC.595.0★ (7)37 mi
40Henderson Wealth Partners594.3★ (6)31 mi
41CPK Wealth Management594.3★ (6)32 mi
42Diamond & Associates Wealth Management595.0★ (7)37 mi
43Hainsworth Wealth Advisory593.0★ (9)27 mi
44Emerald Wealth Management Solutions, llc584.0★ (4)28 mi
45Monarch | Wealth Managed Well584.6★ (9)40 mi
46Merrill Lynch Wealth Management583.3★ (10)32 mi
47RBC Wealth Management Branch - Sarasota584.0★ (8)37 mi
48Stanley Wealth & Retirement585.0★ (5)37 mi
49Private Wealth Consultants LLC585.0★ (3)32 mi
50Vincent Moore Wealth585.0★ (3)32 mi

Also serving Port Charlotte

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 Port Charlotte
BusinessGoogle ratingDistance
Christopher Church: Primerica - Financial Services5.0★ (6)In Port Charlotte
Coquina Private Wealth Advisors5.0★ (1)In Port Charlotte
Edward Jones - Financial Advisor: Jim Sproul, CFP®5.0★ (1)In Port Charlotte
Edward Jones - Financial Advisor: Pete Rouzzo, AAMS®5.0★ (2)In Port Charlotte
Fero Financial LLC.5.0★ (16)In Port Charlotte
Financial Advisor - Ronald James Financial LLCIn Port Charlotte
Florida Financial and Insurance GroupIn Port Charlotte
Grace Advisory GroupIn Port Charlotte
Heritage Point Wealth ManagementIn Port Charlotte
Ideal Retirement Solutions4.9★ (83)In Port Charlotte
Mark Rockower - Raymond JamesIn Port Charlotte
Precise Financial Solutions5.0★ (62)In Port Charlotte
Raymond James & AssociatesIn Port Charlotte
Rick Barcomb LLC5.0★ (58)In Port Charlotte
Rob Smith - ThriventIn Port Charlotte
Robert F Cerritelli - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Port Charlotte
S4 Global InvestmentsIn Port Charlotte
Sommerville Financial Group of Raymond James5.0★ (1)In Port Charlotte
Wells Fargo Advisors1.0★ (2)In Port Charlotte
Wells Fargo Advisors2.0★ (1)In Port Charlotte

How we ranked Port Charlotte wealth managers

We scored 57 Port Charlotte 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 Port Charlotte 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 Port Charlotte: frequently asked questions

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

By RFA Score, the highest-ranked wealth manager in Port Charlotte, FL is Landsberg Bennett Private Wealth Management with an RFA Score of 72/100. It has 5.0★ from 141 Google reviews. SRQ Wealth (#2) and Integrity Wealth Management, inc (#3) follow. We ranked 57 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Port Charlotte?

RankedFinancialAdvisors ranks 57 wealth managers serving Port Charlotte, FL. Another 20 within 40 mi are listed but not ranked yet. Counts are as of November 2026.

What Google rating do Port Charlotte wealth managers have?

The median Google rating among 57 rated wealth managers in Port Charlotte is 5.0★, with a median of 10 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 Port Charlotte count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 57 wealth managers serving Port Charlotte.
  2. November 2026: 1 duplicate listing merged.

More wealth managers and Port Charlotte pages