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Wealth Managers in Spring Hill, FL: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Spring Hill: Maggard Wealth Management, RFA Score 69/100; 4.9★ from 175 Google reviews.

  2. 5

    Most-reviewed: The Holland Group Retirement Wealth Advisors, 124 Google reviews at 4.9★, the most of 63 ranked after Maggard Wealth Management; ranked #5.

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

63 Spring Hill wealth managers are ranked here by RFA Score, from eight published factors. 1 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 5.0★ across 63 rated firms.

Top 10 wealth managers in Spring Hill 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 Spring Hill at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Maggard Wealth Management694.9★ (175)Wesley Chapel, 22 mi awayTop score
2Take Point Wealth685.0★ (23)Spring Hill—
3Jaffe Tilchin Wealth Management674.9★ (97)Tampa, 27 mi away—
4Water Street Wealth Management665.0★ (74)Tampa, 30 mi away—
5The Holland Group Retirement Wealth Advisors664.9★ (124)Clearwater, 35 mi awayMost reviews
6Angle-Lau Wealth Management665.0★ (72)Oldsmar, 30 mi away—
7Praetego Private Wealth665.0★ (42)Trinity, 21 mi away—
8Cornerstone Wealth Advisors664.9★ (36)New Port Richey, 19 mi away—
9Unified Wealth Management655.0★ (51)Oldsmar, 31 mi away—
10Base Wealth Management655.0★ (29)Lutz, 24 mi away—

All 63 wealth managers in Spring Hill, 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.

  1. Ranked #1 in Spring Hill

    #1 Maggard Wealth Management

    Based in Wesley Chapel, 22 mi away

    69/100RFA Score

    Ranked #1 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

  7. #7 Praetego Private Wealth

    Based in Trinity, 21 mi away

    66/100RFA Score

    Ranked #7 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

  13. #13 Instrumental Wealth

    Based in Tampa, 37 mi away

    64/100RFA Score

    Ranked #13 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

  16. #16 Wealth Advisors Who Care

    Based in Palm Harbor, 29 mi away

    64/100RFA 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 Beyer Wealth

    Based in Tampa, 37 mi away

    64/100RFA Score

    Ranked #17 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

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

wealth managers in Spring Hill, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26WealthKeel LLC615.0★ (20)37 mi
27Trajan Wealth614.8★ (21)37 mi
28Aurelia Wealth615.0★ (7)23 mi
29Protective Wealth Advisors614.9★ (7)23 mi
30Bay Harbor Private Wealth Group615.0★ (17)38 mi
31Athenian Private Client Group615.0★ (7)25 mi
32Boardwalk Wealth Solutions615.0★ (6)23 mi
33PGW Financial Wealth Advisors605.0★ (6)24 mi
34Bayview Wealth Management605.0★ (13)37 mi
35AssetTree Wealth Management605.0★ (4)20 mi
36Maggi Tax & Wealth Advisors604.0★ (8)24 mi
37Walser Wealth Management604.2★ (20)36 mi
38Noble Wealth Planning604.3★ (6)25 mi
39Generations Tax and Wealth Management594.3★ (6)26 mi
40Tampa Bay Wealth Management595.0★ (9)37 mi
41Advanced Wealth Planning Group595.0★ (9)37 mi
42Wealth Warden Partners595.0★ (9)37 mi
43Darwin Wealth Management594.2★ (15)37 mi
44Sarafian Wealth Management595.0★ (8)36 mi
45Wave Wealth LLC595.0★ (4)28 mi
46Laura L Rehbein - Private Wealth Advisor, Ameriprise Financial Services, LLC595.0★ (4)28 mi
47Clark Wealth, LLC585.0★ (7)39 mi
48IHT Wealth Management - Barret Roosa585.0★ (6)37 mi
49Unique Wealth584.4★ (7)37 mi
50Dickens Wealth Management, LLC585.0★ (3)30 mi

Also serving Spring Hill

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 Spring Hill
BusinessGoogle ratingDistance
American Executive Tax & Financial Services4.8★ (258)In Spring Hill
Basil Allison - Raymond James5.0★ (3)In Spring Hill
Baum Financial Services5.0★ (1)In Spring Hill
Capital City Investments3.5★ (2)In Spring Hill
Capital Guaranty Advisors5.0★ (5)In Spring Hill
Center For Retirement Security, Inc.3.7★ (3)In Spring Hill
Coastal Financial Services Inc5.0★ (1)In Spring Hill
David Ghingher - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (3)In Spring Hill
Dougherty Investment Advisors5.0★ (59)In Spring Hill
Edward Jones - Financial Advisor: Anna A Swartz5.0★ (2)In Spring Hill
Fernandez Advisor Services of Raymond James1.0★ (1)In Spring Hill
Fund&Grow4.8★ (1,782)In Spring Hill
Hope Duryea - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Spring Hill
Merrill Lynch Financial Advisor Joseph Weston5.0★ (2)In Spring Hill
Nautilus Financial Group5.0★ (9)In Spring Hill
Oxford Advisory Group5.0★ (3)In Spring Hill
RAYMOND JAMES5.0★ (1)In Spring Hill
Raymond James Financial Services5.0★ (1)In Spring Hill
Universal Wealth LLCIn Spring Hill
Wells Fargo Advisors5.0★ (1)In Spring Hill

How we ranked Spring Hill wealth managers

We scored 63 Spring Hill 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 Spring Hill 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 Spring Hill: frequently asked questions

Which wealth manager has the highest RFA Score in Spring Hill?

By RFA Score, the highest-ranked wealth manager in Spring Hill, FL is Maggard Wealth Management with an RFA Score of 69/100. It has 4.9★ from 175 Google reviews. Take Point Wealth (#2) and Jaffe Tilchin Wealth Management (#3) follow. We ranked 63 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Spring Hill?

RankedFinancialAdvisors ranks 63 wealth managers serving Spring Hill, FL. 4 of them are based in Spring Hill; 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 Spring Hill work on weekends?

1 of 63 ranked wealth managers post Saturday hours and 1 post Sunday hours. Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Spring Hill wealth managers have?

The median Google rating among 63 rated wealth managers in Spring Hill is 5.0★, with a median of 9 reviews. Maggard Wealth Management has the most, 175 reviews, and ranks #1. 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 Spring Hill count in this ranking?

Yes, if they are within 40 mi of the Spring Hill 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 Spring Hill 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 Spring Hill 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 Spring Hill

  1. November 2026: RFA Scores recalculated for 63 wealth managers serving Spring Hill.

More wealth managers and Spring Hill pages