Best Financial Advisors in THE VILLAGES, Florida
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
4
Registered Firms
0.95%
Median Fee
of assets/year
$224M
Median AUM
4
Firms Listed
in our database
Top-Ranked Advisors in THE VILLAGES
#1
100
PARADY WEALTH MANAGEMENT
THE VILLAGES, FL · Since 2022
$146M AUM5 clientsFee: 0%
FiduciaryFee-Only
#2
95
BUCKET LIST WEALTH MANAGEMENT, LLC
THE VILLAGES, FL · Since 2024
$224M AUM2 clientsFee: 0%
FiduciaryFee-Only
#3
95
BLACKSTON FINANCIAL ADVISORY GROUP, LLC
THE VILLAGES, FL · Since 2018
$333M AUM7 clientsFee: 0%
FiduciaryFee-Only
#4
95
ZENITH ADVISORY GROUP, LLC
THE VILLAGES, FL · Since 2026
$115M 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 THE VILLAGES?
The median advisory fee in THE VILLAGES, 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.