Top Picks · Apopka
Best Financial Advisors in Apopka, FL
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As of May 2026, RatingsNearMe ranks 11 financial advisors in Apopka, FL by verified customer ratings and review volume. The highest-rated is Addition Financial Credit Union - Apopka with a 4.8-star rating from 468 verified reviews. Also in the top tier: Mileo Advisers Incorporated and FAIRWINDS Credit Union. The average rating across all listed financial advisors in Apopka is 4.8 stars from 127 reviews per business on average.
Financial advisors in Apopka typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
11
Businesses listed
4.8★
Avg rating
127
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Addition Financial Credit Union - Apopka
847 S Orange Blossom Trail, Apopka, FL 32703, USA
Financial Advisors Rankings in Apopka, FL
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Addition Financial Credit Union - Apopka847 S Orange Blossom Trail, Apopka, FL 32703, USA | 4.8★ | 468 |
| #2 | Mileo Advisers Incorporated1265 Apley Cir #303, Apopka, FL 32703, USA | 5.0★ | 259 |
| #3 | FAIRWINDS Credit Union1621 S Orange Blossom Trail, Apopka, FL 32703, USA | 4.5★ | 148 |
| #4 | OneMain Financial3030 E Semoran Blvd #192, Apopka, FL 32703, USA | 4.8★ | 100 |
| #5 | Fischer Wealth Management - Raymond James3312 E Semoran Blvd, Apopka, FL 32703, USA | — | — |
| #6 | Edward Jones - Financial Advisor: Kerry Luellen, CFP®3316 E State Rd 436, Apopka, FL 32703, USA | 4.2★ | 5 |
| #7 | Edward Jones - Financial Advisor: Byron Tobias175 E Main St Suite 201, Apopka, FL 32703, USA | 5.0★ | 16 |
| #8 | Wells Fargo Advisors2222 E Semoran Blvd, Apopka, FL 32703, USA | 5.0★ | 3 |
| #9 | Beacon Pointe Advisors1400 W Fairbanks Ave Suite 202, Winter Park, FL 32789, USA | 5.0★ | 19 |
| #10 | Fischer Wealth Management3312 E Semoran Blvd, Apopka, FL 32703, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Apopka
OneMain Financial
3030 E Semoran Blvd #192, Apopka, FL 32703, USA
Fischer Wealth Management - Raymond James
3312 E Semoran Blvd, Apopka, FL 32703, USA
Edward Jones - Financial Advisor: Kerry Luellen, CFP®
3316 E State Rd 436, Apopka, FL 32703, USA
Edward Jones - Financial Advisor: Byron Tobias
175 E Main St Suite 201, Apopka, FL 32703, USA
Wells Fargo Advisors
2222 E Semoran Blvd, Apopka, FL 32703, USA
Beacon Pointe Advisors
1400 W Fairbanks Ave Suite 202, Winter Park, FL 32789, USA
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Frequently Asked Questions — Financial Advisors in Apopka
What is a fiduciary financial advisor and why does it matter in Apopka?
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 Apopka, 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 Apopka?
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: May 17, 2026.
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