Local Pros · Oviedo
Local Financial Advisors in Oviedo, FL
Locally owned and operated financial advisors serving Oviedo and the surrounding area. Supporting local businesses means faster response and accountability.
As of July 2026, RatingsNearMe ranks 16 financial advisors in Oviedo, FL by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Marc Abraham - Thrivent with a 5.0-star rating from 9 Google reviews and an RNM Score of 71/100. Also in the top tier: Brick Retirement Group and Edward Jones - Financial Advisor: Geoffrey J Del Bene, CFP®|AAMS™|ADPA®. The average rating across all listed financial advisors in Oviedo is 4.9 stars from 4 reviews per business on average.
Financial advisors in Oviedo typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
16
Businesses listed
4.9★
Avg rating
4
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Rated 5.0 stars from 9 reviews, this Oviedo financial advisor earns exceptional client trust.
2441 W State Rd 426 Ste 1061, Oviedo, FL 32765, USARated 5.0 stars from 7 reviews, this Oviedo financial advisor is highly recommended.
434 N Central Ave, Oviedo, FL 32765, USAKnown for exceptional 5.0-star service based on 6 client reviews in Oviedo.
1757 W Broadway St #4, Oviedo, FL 32765, USAFinancial Advisors Rankings in Oviedo, FL
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Marc Abraham - Thrivent2441 W State Rd 426 Ste 1061, Oviedo, FL 32765, USA | 5.0★ | 9 |
| #2 | Brick Retirement Group434 N Central Ave, Oviedo, FL 32765, USA | 5.0★ | 7 |
| #3 | Edward Jones - Financial Advisor: Geoffrey J Del Bene, CFP®|AAMS™|ADPA®1757 W Broadway St #4, Oviedo, FL 32765, USA | 5.0★ | 6 |
| #4 | Edward Jones - Financial Advisor: Kevin M Rosen10 Windsormere Wy Ste 200, Oviedo, FL 32765, USA | 5.0★ | 1 |
| #5 | Franklin Legacy Financial, LLC485 Silver Springs Dr, Oviedo, FL 32765, USA | 4.2★ | 5 |
| #6 | Edward Jones - Financial Advisor: Denise A Crawford, AAMS®2461 W State Rd 426 #2061, Oviedo, FL 32765, USA | 5.0★ | 1 |
| #7 | Semper Wealth Management LLC873 White Rose Wy, Oviedo, FL 32765, USA | 5.0★ | 1 |
| #8 | Mosaic Wealth Management Group, Inc1500 Town Plaza Ct, Winter Springs, FL 32708, USA | 4.8★ | 6 |
| #9 | Rariden Investment Advisors, LLC2572 W State Rd 426 STE 2080, Oviedo, FL 32765, USA | 4.0★ | 4 |
| #10 | Edward Jones - Financial Advisor: Veronica Woodard, AAMS®|CRPC™30 Alexandria Blvd STE 1000, Oviedo, FL 32765, USA | 5.0★ | 3 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Oviedo
Rated 5.0 stars from one Google review, reflecting exceptional client satisfaction.
10 Windsormere Wy Ste 200, Oviedo, FL 32765, USA
Rated 4.2 stars from 5 reviews, this local Oviedo advisor offers trusted financial guidance.
485 Silver Springs Dr, Oviedo, FL 32765, USA
5.0★ rating from early clients shows exceptional financial guidance in Oviedo.
2461 W State Rd 426 #2061, Oviedo, FL 32765, USA
Consistently rated 5.0 stars across a handful of Google reviews.
873 White Rose Wy, Oviedo, FL 32765, USA
Rated 4.8 stars from 6 reviews, offering trusted local financial guidance.
1500 Town Plaza Ct, Winter Springs, FL 32708, USA
Rated 4.0 stars from 4 Google reviews for financial guidance in Oviedo.
2572 W State Rd 426 STE 2080, Oviedo, FL 32765, USA
Exceptional 5.0-star rating from a handful of local client reviews.
30 Alexandria Blvd STE 1000, Oviedo, FL 32765, USA
Consistently rated 5.0 stars from a small number of Google reviews.
1134 E State Rd 434, Winter Springs, FL 32708, USA
5.0 stars from 2 reviews, reflecting strong client satisfaction.
1221 E Broadway St #1021, Oviedo, FL 32765, USA
Rated 5.0 stars from one Google review, reflecting exceptional client satisfaction.
1890 County Rd 419 #1050, Oviedo, FL 32765, USA
Top-rated financial advisor with a perfect 5.0-star score from 1 Google review.
1706 Town Plaza Ct, Winter Springs, FL 32708, USA
Oviedo financial advisor with no customer reviews yet, offering a fresh start.
1942 County Rd 419 #1030, Chuluota, FL 32766, USA
An Oviedo financial advisor with no online reviews yet to provide feedback.
261 Plaza Dr B, Oviedo, FL 32765, USA
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Financial Advisors in Oviedo, FL — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Marc Abraham - Thrivent | 71/100 | 5.0 ★ | 9 |
| 2 | Brick Retirement Group | 70/100 | 5.0 ★ | 7 |
| 3 | Edward Jones - Financial Advisor: Geoffrey J Del Bene, CFP®|AAMS™|ADPA® | 69/100 | 5.0 ★ | 6 |
| 4 | Edward Jones - Financial Advisor: Kevin M Rosen | 62/100 | 5.0 ★ | 1 |
| 5 | Franklin Legacy Financial, LLC | 54/100 | 4.2 ★ | 5 |
| 6 | Edward Jones - Financial Advisor: Denise A Crawford, AAMS® | 62/100 | 5.0 ★ | 1 |
| 7 | Semper Wealth Management LLC | 62/100 | 5.0 ★ | 1 |
| 8 | Mosaic Wealth Management Group, Inc | 65/100 | 4.8 ★ | 6 |
| 9 | Rariden Investment Advisors, LLC | 50/100 | 4.0 ★ | 4 |
| 10 | Edward Jones - Financial Advisor: Veronica Woodard, AAMS®|CRPC™ | 66/100 | 5.0 ★ | 3 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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Frequently Asked Questions — Financial Advisors in Oviedo
What is a fiduciary financial advisor and why does it matter in Oviedo?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Oviedo, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Oviedo?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: July 4, 2026.
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