Licensed · Sanford
Licensed & Insured Financial Advisors in Sanford, FL
Every financial advisors listed here carries proper licensing and insurance in FL. Protect yourself — always verify credentials before work begins.
As of July 2026, RatingsNearMe ranks 16 financial advisors in Sanford, FL by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Dias Wealth with a 4.9-star rating from 201 Google reviews and an RNM Score of 89/100. Also in the top tier: Voyage Retirement Solutions and The Hidden Wealth Solution. The average rating across all listed financial advisors in Sanford is 4.9 stars from 40 reviews per business on average.
Financial advisors in Sanford 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.
Best Overall
Florida Retirement Group
Florida Retirement Group stands out as the top-ranked advisor in Sanford due to its specialized focus on retirement planning and consistently high client satisfaction.
Most Reviewed
Florida Retirement Group
A high review count indicates broad client experience and trust, making it a reliable choice for prospective clients.
When choosing a financial advisor in Sanford, verify their fiduciary status and fee structure, and consider scheduling initial consultations with multiple firms to find the best fit for your retirement goals.
Local Market Snapshot
16
Businesses listed
4.9★
Avg rating
40
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Trusted by hundreds of local clients, this Sanford advisor holds a stellar 4.9-star rating.
250 International Pkwy Suite 134, Lake Mary, FL 32746, USAA top-rated Sanford financial advisor with 62 perfect 5.0-star reviews.
1130 Business Center Dr Suite 2000, Lake Mary, FL 32746, USA5.0-star rating from 55 Google reviews for a Sanford financial advisor.
250 International Pkwy Suite 134, Lake Mary, FL 32746, USAFinancial Advisors Rankings in Sanford, FL
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Dias Wealth250 International Pkwy Suite 134, Lake Mary, FL 32746, USA | 4.9★ | 201 |
| #2 | Voyage Retirement Solutions1130 Business Center Dr Suite 2000, Lake Mary, FL 32746, USA | 5.0★ | 62 |
| #3 | The Hidden Wealth Solution250 International Pkwy Suite 134, Lake Mary, FL 32746, USA | 5.0★ | 55 |
| #4 | JD Insurance & Financial Group, Inc1033 W 1st St, Sanford, FL 32771, USA | 4.1★ | 50 |
| #5 | Edward Jones - Financial Advisor: David J Rivas, CFP®3248 W Lake Mary Blvd STE 1210, Lake Mary, FL 32746, USA | 5.0★ | 3 |
| #6 | BD Financial Concepts218 Sanford Ave, Sanford, FL 32771, USA | 4.3★ | 6 |
| #7 | Rivers Wealth Management1525 International Pkwy STE 4001, Lake Mary, FL 32746, USA | 5.0★ | 22 |
| #8 | Edward Jones - Financial Advisor: Leigh Ann Lyon, CEPA®|AAMS®1268 Upsala Rd, Sanford, FL 32771, USA | 5.0★ | 5 |
| #9 | Edward Jones - Financial Advisor: Elaine A Daniels1268 Upsala Rd, Sanford, FL 32771, USA | 5.0★ | 4 |
| #10 | Benetas Wealth1540 International Pkwy STE 2000, Lake Mary, FL 32746, USA | 5.0★ | 11 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Sanford
Trusted by clients with a solid 4.1-star rating from 50 reviews.
1033 W 1st St, Sanford, FL 32771, USA
Earns a perfect 5.0-star rating from a handful of Google reviews.
3248 W Lake Mary Blvd STE 1210, Lake Mary, FL 32746, USA
Rated 4.3 stars from 6 Google reviews, offering solid local financial guidance.
218 Sanford Ave, Sanford, FL 32771, USA
5.0 stars from 22 reviews, reflecting exceptional client satisfaction in Sanford.
1525 International Pkwy STE 4001, Lake Mary, FL 32746, USA
5.0 stars from 5 reviews, reflecting exceptional client satisfaction.
1268 Upsala Rd, Sanford, FL 32771, USA
Trusted local financial advisor with a perfect 5.0-star rating from 4 Google reviews.
1268 Upsala Rd, Sanford, FL 32771, USA
Rated 5.0 stars from 11 Google reviews, this Sanford financial advisor is highly trusted.
1540 International Pkwy STE 2000, Lake Mary, FL 32746, USA
5.0-star rating from a handful of Google reviews reflects strong local client satisfaction.
125 S Henderson Ln #1001, Sanford, FL 32771, USA
Trusted by hundreds of local clients, this Sanford advisor maintains a 4.9-star rating.
3216 W Lake Mary Blvd, Lake Mary, FL 32746, USA
Proudly serving Sanford with a perfect 5.0-star rating from 12 reviews.
2420 S Lakemont Ave Suite 120, Orlando, FL 32814, USA
Rated 5.0 stars from 2 Google reviews for financial advice services in Sanford.
1540 International Pkwy STE 2000, Lake Mary, FL 32746, USA
5.0 stars from 8 Google reviews, reflecting exceptional client satisfaction.
215 N Westmonte Dr, Altamonte Springs, FL 32714, USA
Rated 5.0 stars from three Google reviews, this Sanford advisor earns exceptional client praise.
1515 International Pkwy STE 1001, Lake Mary, FL 32746, USA
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Financial Advisors in Sanford, FL — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Dias Wealth | 89/100 | 4.9 ★ | 201 |
| 2 | Voyage Retirement Solutions | 92/100 | 5.0 ★ | 62 |
| 3 | The Hidden Wealth Solution | 92/100 | 5.0 ★ | 55 |
| 4 | JD Insurance & Financial Group, Inc | 64/100 | 4.1 ★ | 50 |
| 5 | Edward Jones - Financial Advisor: David J Rivas, CFP® | 69/100 | 5.0 ★ | 3 |
| 6 | BD Financial Concepts | 57/100 | 4.3 ★ | 6 |
| 7 | Rivers Wealth Management | 79/100 | 5.0 ★ | 22 |
| 8 | Edward Jones - Financial Advisor: Leigh Ann Lyon, CEPA®|AAMS® | 71/100 | 5.0 ★ | 5 |
| 9 | Edward Jones - Financial Advisor: Elaine A Daniels | 70/100 | 5.0 ★ | 4 |
| 10 | Benetas Wealth | 83/100 | 5.0 ★ | 11 |
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 Sanford
What is a fiduciary financial advisor and why does it matter in Sanford?
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 Sanford, 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 Sanford?
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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