Highest Rated · Dunedin
Top-Rated Financial Advisors in Dunedin, FL
Every business ranked by real customer ratings. The pros at the top earned it — through consistent service, not advertising spend.
As of July 2026, RatingsNearMe ranks 10 financial advisors in Dunedin, FL by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Cornerstone Wealth Advisors with a 4.9-star rating from 37 Google reviews and an RNM Score of 88/100. Also in the top tier: Revenx and Raymond James Financial Services. The average rating across all listed financial advisors in Dunedin is 5 stars from 15 reviews per business on average.
Financial advisors in Dunedin 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.
Local Market Snapshot
10
Businesses listed
5★
Avg rating
15
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Rated 4.9 stars from 37 reviews, this Dunedin financial advisor is highly trusted.
4625 Little Rd, New Port Richey, FL 34655, USAPraised by clients, holds a stellar 4.8-star rating from 46 Google reviews.
P.O. # 2547, 1350 County Rd 1, Dunedin, FL 34698, USARated 5.0 stars from 2 Google reviews, reflecting exceptional client satisfaction.
28050 US Hwy 19 N #304, Clearwater, FL 33761, USAFinancial Advisors Rankings in Dunedin, FL
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Cornerstone Wealth Advisors4625 Little Rd, New Port Richey, FL 34655, USA | 4.9★ | 37 |
| #2 | RevenxP.O. # 2547, 1350 County Rd 1, Dunedin, FL 34698, USA | 4.8★ | 46 |
| #3 | Raymond James Financial Services28050 US Hwy 19 N #304, Clearwater, FL 33761, USA | 5.0★ | 2 |
| #4 | Voege Financial Services, Inc2555 Enterprise Rd # 6, Clearwater, FL 33763, USA | 5.0★ | 1 |
| #5 | Patrick Donoghue - Private Wealth Advisor, Ameriprise Financial Services, LLC595 Main St, Dunedin, FL 34698, USA | 5.0★ | 1 |
| #6 | Michael Ross - Financial Advisor, Ameriprise Financial Services, LLC595 Main St, Dunedin, FL 34698, USA | — | — |
| #7 | Atrium Financial Advisors634 Douglas Ave suite b, Dunedin, FL 34698, USA | — | — |
| #8 | Moorgate Capital Management2196 Main St ste d, Dunedin, FL 34698, USA | — | — |
| #9 | Heartfire Wealth595 Main St, Dunedin, FL 34698, USA | — | — |
| #10 | Smith Wealth Management Inc1425 Pinehurst Rd, Dunedin, FL 34698, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Dunedin
Rated 5.0 stars from a few Google reviews for financial guidance.
2555 Enterprise Rd # 6, Clearwater, FL 33763, USA
Consistently earns a perfect 5.0-star rating from its clients.
595 Main St, Dunedin, FL 34698, USA
No reviews yet; check back for client feedback on this Dunedin financial advisor.
595 Main St, Dunedin, FL 34698, USA
No ratings available yet, as there are currently no Google reviews for this financial advisor.
634 Douglas Ave suite b, Dunedin, FL 34698, USA
This financial advisor has no online reviews yet, so client feedback is unavailable.
2196 Main St ste d, Dunedin, FL 34698, USA
No ratings yet; no Google reviews available for this Dunedin financial advisor.
595 Main St, Dunedin, FL 34698, USA
Exceptional 5.0-star rating from a handful of Google reviews.
1425 Pinehurst Rd, Dunedin, FL 34698, USA
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Financial Advisors in Dunedin, FL — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Cornerstone Wealth Advisors | 88/100 | 4.9 ★ | 37 |
| 2 | Revenx | 76/100 | 4.8 ★ | 46 |
| 3 | Raymond James Financial Services | 68/100 | 5.0 ★ | 2 |
| 4 | Voege Financial Services, Inc | 74/100 | 5.0 ★ | 1 |
| 5 | Patrick Donoghue - Private Wealth Advisor, Ameriprise Financial Services, LLC | 74/100 | 5.0 ★ | 1 |
| 6 | Michael Ross - Financial Advisor, Ameriprise Financial Services, LLC | 15/100 | — | 0 |
| 7 | Atrium Financial Advisors | 3/100 | — | 0 |
| 8 | Moorgate Capital Management | 7/100 | — | 0 |
| 9 | Heartfire Wealth | 15/100 | — | 0 |
| 10 | Smith Wealth Management Inc | 74/100 | 5.0 ★ | 1 |
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 Dunedin
What is a fiduciary financial advisor and why does it matter in Dunedin?
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 Dunedin, 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 Dunedin?
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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