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Wealth Managers in Winter Haven, FL: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Winter Haven: Integrity Wealth A Division of Accurate Advisory Group, RFA Score 69/100; 5.0★ from 53 Google reviews.

  2. 6

    Most-reviewed: Noble Tax Strategies & Wealth Planning, LLC, 28 Google reviews at 4.4★, the most of 24 ranked after Integrity Wealth A Division of Accurate Advisory Group; ranked #6.

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

24 Winter Haven 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 24 rated firms.

Top 10 wealth managers in Winter Haven 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 Winter Haven at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Integrity Wealth A Division of Accurate Advisory Group695.0★ (53)Gulfport, 24 mi away—Top score
2Aventail Wealth Management, LLC.665.0★ (7)Winter Haven——
3Guardian Wealth Management645.0★ (8)Lakeland, 15 mi away——
4Sparrow Wealth Management645.0★ (22)Buenaventura Lakes, 38 mi away——
5Sunrise Wealth Advisors644.8★ (22)Orlando, 35 mi away——
6Noble Tax Strategies & Wealth Planning, LLC644.4★ (28)Zephyrhills, 33 mi away—Most reviews
7Reed Family Wealth Services634.9★ (17)Clermont, 36 mi awaySat · Sun · Evenings—
8CORE Wealth Advisors635.0★ (4)Lakeland, 14 mi away——
9Merrill Lynch Wealth Management635.0★ (4)Lakeland, 14 mi away——
10Newell Wealth Management635.0★ (15)Winter Garden, 38 mi away——

All 24 wealth managers in Winter Haven, 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.

  5. #5 Sunrise Wealth Advisors

    Based in Orlando, 35 mi away

    64/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.8★ from 22 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 22 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    6052 Turkey Lake Rd #101, Orlando, FL 32819
    View profile for Sunrise Wealth Advisors(407) 351-3476

  8. #8 CORE Wealth Advisors

    Based in Lakeland, 14 mi away

    63/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 4 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 4 Google reviews
    Hours
    Mon–Fri 8 AM–4:30 PM · Sat–Sun closed
    Address
    124 Florida Ave S 4th floor, Lakeland, FL 33801
    View profile for CORE Wealth Advisors(863) 904-4745

  10. #10 Newell Wealth Management

    Based in Winter Garden, 38 mi away

    63/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 15 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 15 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    213 S Dillard St Ste 150H, Winter Garden, FL 34787
    View profile for Newell Wealth Management(407) 337-7128

  13. #13 Carson Wealth

    Based in Orlando, 33 mi away

    61/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 7 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 7 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    7380 W Sand Lake Rd Suite 500, Orlando, FL 32819
    View profile for Carson Wealth(407) 813-2550

  14. #14 Trajan Wealth

    Based in Doctor Phillips, 35 mi away

    60/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 4.5★ from 8 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 8 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    9100 Conroy Windermere Rd Suite 200, Windermere, FL 34786
    View profile for Trajan Wealth(407) 213-0000

  17. #17 Noble Wealth Planning

    Based in Zephyrhills, 33 mi away

    60/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.3★ from 6 Google reviews, listed on Google as “Financial planner”.

    • 4.3★ from 6 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    35788 Pure Water Wy #101, Zephyrhills, FL 33541
    View profile for Noble Wealth Planning(813) 395-8927

  18. #18 Protective Wealth Advisors

    Based in Wesley Chapel, 39 mi away

    60/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 4.9★ from 7 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 7 Google reviews
    Hours
    Mon–Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    28210 Paseo Drive Ste 190 - Ofc 212, Wesley Chapel, FL 33543
    View profile for Protective Wealth Advisors(813) 377-2213

  20. #20 Boardwalk Wealth Solutions

    Based in Wesley Chapel, 39 mi away

    59/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 6 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 6 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    28210 Paseo Drive Suite 190-130, Wesley Chapel, FL 33543
    View profile for Boardwalk Wealth Solutions(813) 616-3770

Also serving Winter Haven

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 Winter Haven
BusinessGoogle ratingDistance
Allen & Company of Florida, Inc.4.9★ (7)In Winter Haven
Brad Dantzler - Raymond James5.0★ (1)In Winter Haven
Citizens Bank & Trust4.5★ (12)In Winter Haven
Dependable Home Buyers4.9★ (30)In Winter Haven
Dwayne Miller: Primerica - Financial Services4.9★ (9)In Winter Haven
Edward Jones - Financial Advisor: Adam Mayfield, ChFC®|AAMS®5.0★ (6)In Winter Haven
Edward Jones - Financial Advisor: James L Faubert, AAMS®In Winter Haven
Edward Jones - Financial Advisor: Mark L Barber, AAMS®5.0★ (2)In Winter Haven
Edward Jones - Financial Advisor: Matthew Faubert, CIMA®In Winter Haven
Edward Jones - Financial Advisor: Melissa L Kincaid, AAMS®5.0★ (1)In Winter Haven
Freeman Security and Asset Management5.0★ (1)In Winter Haven
Ingram Financial Group5.0★ (1)In Winter Haven
Intentional Wealth5.0★ (2)In Winter Haven
Mark Williams - UBS Financial Services Inc.5.0★ (1)In Winter Haven
New Insight Financial4.9★ (14)In Winter Haven
Rose Pagan - Thrivent5.0★ (2)In Winter Haven
Thomas Advisory Services5.0★ (4)In Winter Haven
Trustco Bank4.7★ (31)In Winter Haven
Wells Fargo Advisors4.0★ (1)In Winter Haven
Wells Investments, Inc5.0★ (2)In Winter Haven

How we ranked Winter Haven wealth managers

We scored 24 Winter Haven 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 Winter Haven 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 Winter Haven: frequently asked questions

Which wealth manager has the highest RFA Score in Winter Haven?

By RFA Score, the highest-ranked wealth manager in Winter Haven, FL is Integrity Wealth A Division of Accurate Advisory Group with an RFA Score of 69/100. It has 5.0★ from 53 Google reviews. Aventail Wealth Management, LLC. (#2) and Guardian Wealth Management (#3) follow. We ranked 24 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Winter Haven?

RankedFinancialAdvisors ranks 24 wealth managers serving Winter Haven, FL. 1 of them is based in Winter Haven; 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 Winter Haven work on weekends?

2 of 24 ranked wealth managers post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are Reed Family Wealth Services (#7) and Hicks Financial; Asset & Wealth Management (#15). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Winter Haven wealth managers have?

The median Google rating among 24 rated wealth managers in Winter Haven is 5.0★, with a median of 7 reviews. Integrity Wealth A Division of Accurate Advisory Group has the most, 53 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 Winter Haven count in this ranking?

Yes, if they are within 40 mi of the Winter Haven 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 Winter Haven 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 Winter Haven 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 Winter Haven

  1. November 2026: RFA Scores recalculated for 24 wealth managers serving Winter Haven.

More wealth managers and Winter Haven pages