Best Value · Gainesville
Affordable Financial Advisors in Gainesville, FL
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As of July 2026, RatingsNearMe ranks 19 financial advisors in Gainesville, FL by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Chacon Diaz & Di Virgilio Wealth Management with a 4.9-star rating from 53 Google reviews and an RNM Score of 78/100. Also in the top tier: GATOR WEALTH - Roman Janos, CFP®, AEP®, ChFC®, RICP® and North Florida Money Management Kris Gibson. The average rating across all listed financial advisors in Gainesville is 4.9 stars from 8 reviews per business on average.
Financial advisors in Gainesville 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.
Best Overall
Merrill Lynch Financial Advisor Charles Newsom
Charles Newsom is top-ranked due to his affiliation with Merrill Lynch's extensive resources and his reputation for personalized wealth management.
Most Reviewed
North Florida Money Management Kris Gibson
A high review count indicates broad client trust and consistent service quality over time.
When choosing a financial advisor in Gainesville, consider both the advisor's credentials and the range of services offered, and always verify their fiduciary status to ensure they are legally obligated to act in your best interest.
Local Market Snapshot
19
Businesses listed
4.9★
Avg rating
8
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
A trusted local advisor with a near-perfect 4.9-star rating from over 50 reviews.
6208 NW 43rd St, Gainesville, FL 32653, USATrusted by clients with a perfect 5.0-star rating from 19 reviews in Gainesville.
4965 NW 8th Ave STE A, Gainesville, FL 32605, USATop-rated Gainesville financial advisor with a 4.8-star average from over a dozen reviews.
BRISTOL PARK BUSINESS CENTER, 4631 NW 53rd Ave Suite 101, Gainesville, FL 32653, USAFinancial Advisors Rankings in Gainesville, FL
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Chacon Diaz & Di Virgilio Wealth Management6208 NW 43rd St, Gainesville, FL 32653, USA | 4.9★ | 53 |
| #2 | GATOR WEALTH - Roman Janos, CFP®, AEP®, ChFC®, RICP®4965 NW 8th Ave STE A, Gainesville, FL 32605, USA | 5.0★ | 19 |
| #3 | North Florida Money Management Kris GibsonBRISTOL PARK BUSINESS CENTER, 4631 NW 53rd Ave Suite 101, Gainesville, FL 32653, USA | 4.8★ | 16 |
| #4 | Heritage Wealth Management3600 NW 43rd St Suite G2, Gainesville, FL 32606, USA | 5.0★ | 3 |
| #5 | Merrill Lynch Financial Advisor Charles Newsom2850 NW 43rd St, Gainesville, FL 32606, USA | 5.0★ | 1 |
| #6 | Merrill Lynch Wealth Management2850 NW 43rd St, Gainesville, FL 32606, USA | 5.0★ | 7 |
| #7 | Charles Schwab2047 NW 43rd St STE 20, Gainesville, FL 32605, USA | 4.2★ | 18 |
| #8 | Your Financial Legacy2114 NW 40th Terrace Suite D-1, Gainesville, FL 32605, USA | 5.0★ | 9 |
| #9 | Together Planning Gainesville2631 NW 41 St Suite E-2, Gainesville, FL 32606, USA | 5.0★ | 9 |
| #10 | Gainesville Financial Solutions Group1330 NW 6th St suite b, Gainesville, FL 32601, USA | 4.0★ | 4 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Gainesville
Exceptional 5.0-star rating from a handful of Google reviews in Gainesville.
3600 NW 43rd St Suite G2, Gainesville, FL 32606, USA
5.0 stars from a handful of reviews reflects strong client satisfaction.
2850 NW 43rd St, Gainesville, FL 32606, USA
Trusted by clients with a perfect 5.0-star rating from 7 reviews.
2850 NW 43rd St, Gainesville, FL 32606, USA
Trusted Gainesville financial advisor with a 4.2-star rating from 18 Google reviews.
2047 NW 43rd St STE 20, Gainesville, FL 32605, USA
Rated 5.0 stars from 9 Google reviews, reflecting exceptional client satisfaction.
2114 NW 40th Terrace Suite D-1, Gainesville, FL 32605, USA
Rated 5.0 stars from 9 Google reviews, Gainesville clients report exceptional service.
2631 NW 41 St Suite E-2, Gainesville, FL 32606, USA
Rated 4.0 stars from 4 Google reviews, this Gainesville financial advisor offers trusted guidance.
1330 NW 6th St suite b, Gainesville, FL 32601, USA
Consistently rated 5.0 stars across 4 Google reviews from clients.
4731 NW 53rd Ave #1, Gainesville, FL 32653, USA
Boasting a perfect 5.0-star rating from customers in Gainesville, FL.
3620 NW 43rd St a, Gainesville, FL 32606, USA
Earned a perfect 5.0-star rating from three Google reviews.
3302 W University Ave Ste A, Gainesville, FL 32607, USA
Rated 5.0 stars from three Google reviews, this Gainesville advisor earns exceptional local praise.
2622 NW 43rd St STE B4, Gainesville, FL 32606, USA
Rated 5.0 stars from two Google reviews, this Gainesville financial advisor earns high client praise.
2114 NW 40th Terrace Suite C-1, Gainesville, FL 32605, USA
Rated 5.0 stars from two Google reviews, this local advisor earns exceptional early client feedback.
2727 NW 43rd St a, Gainesville, FL 32606, USA
Rated 5.0 stars from a small number of Google reviews.
5001 Celebration Pointe Ave Suite 120, Gainesville, FL 32608, USA
Rated 5.0 stars from one review, reflecting exceptional early client satisfaction.
3520 NW 43rd St, Gainesville, FL 32606, USA
This Gainesville financial advisor has a perfect 5.0 rating from one review.
5200 Newberry Rd, Gainesville, FL 32607, USA
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Financial Advisors in Gainesville, FL — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Chacon Diaz & Di Virgilio Wealth Management | 78/100 | 4.9 ★ | 53 |
| 2 | GATOR WEALTH - Roman Janos, CFP®, AEP®, ChFC®, RICP® | 75/100 | 5.0 ★ | 19 |
| 3 | North Florida Money Management Kris Gibson | 70/100 | 4.8 ★ | 16 |
| 4 | Heritage Wealth Management | 66/100 | 5.0 ★ | 3 |
| 5 | Merrill Lynch Financial Advisor Charles Newsom | 62/100 | 5.0 ★ | 1 |
| 6 | Merrill Lynch Wealth Management | 70/100 | 5.0 ★ | 7 |
| 7 | Charles Schwab | 61/100 | 4.2 ★ | 18 |
| 8 | Your Financial Legacy | 71/100 | 5.0 ★ | 9 |
| 9 | Together Planning Gainesville | 71/100 | 5.0 ★ | 9 |
| 10 | Gainesville Financial Solutions Group | 50/100 | 4.0 ★ | 4 |
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 Gainesville
What is a fiduciary financial advisor and why does it matter in Gainesville?
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 Gainesville, 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 Gainesville?
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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