Best Financial Advisors in GAINESVILLE, Florida
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
4
Registered Firms
0.95%
Median Fee
of assets/year
$289M
Median AUM
4
Firms Listed
in our database
Top-Ranked Advisors in GAINESVILLE
#1
95
KOSS-OLINGER CONSULTING, LLC.
GAINESVILLE, FL · Since 2000
$2.2B AUM15 clientsFee: 0%
FiduciaryFee-Only
#2
95
CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC
GAINESVILLE, FL · Since 2022
$90M AUM4 clientsFee: 0%
FiduciaryFee-Only
#3
95
TOGETHER PLANNING
GAINESVILLE, FL · Since 2022
$176M AUM3 clientsFee: 0%
FiduciaryFee-Only
#4
95
YELLOWSTONE CAPITAL PARTNERS
GAINESVILLE, FL · Since 2025
$289M AUM2 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in GAINESVILLE?
The median advisory fee in GAINESVILLE, FL is 0.95% of assets under management per year, based on Form ADV filings from 4 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.