Best Financial Advisors in THE VILLAGES, Florida
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in THE VILLAGES
PARADY WEALTH MANAGEMENT
THE VILLAGES, FL · Since 2022
BLACKSTON FINANCIAL ADVISORY GROUP, LLC
THE VILLAGES, FL · Since 2018
BUCKET LIST WEALTH MANAGEMENT, LLC
THE VILLAGES, FL · Since 2024
ZENITH ADVISORY GROUP, LLC
THE VILLAGES, FL · Since 2026
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
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.