Real Reviews · Gainesville
Top-Reviewed Financial Advisors in Gainesville, FL
What are customers actually saying? Read verified reviews for financial advisors in Gainesville — every rating is from a real customer.
As of May 2026, RatingsNearMe ranks 19 financial advisors in Gainesville, FL by verified customer ratings and review volume. The highest-rated is Chacon Diaz & Di Virgilio Wealth Management with a 4.9-star rating from 53 verified reviews. 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 May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
19
Businesses listed
4.9★
Avg rating
8
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Chacon Diaz & Di Virgilio Wealth Management
6208 NW 43rd St, Gainesville, FL 32653, USA
GATOR WEALTH - Roman Janos, CFP®, AEP®, ChFC®, RICP®
4965 NW 8th Ave STE A, Gainesville, FL 32605, USA
North Florida Money Management Kris Gibson
BRISTOL PARK BUSINESS CENTER, 4631 NW 53rd Ave Suite 101, Gainesville, FL 32653, USA
Financial 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 | North Florida Wealth Advisors2727 NW 43rd St a, Gainesville, FL 32606, USA | 5.0★ | 2 |
| #5 | Cornerstone Financial Group5200 Newberry Rd, Gainesville, FL 32607, USA | 5.0★ | 1 |
| #6 | Your Financial Legacy2114 NW 40th Terrace Suite D-1, Gainesville, FL 32605, USA | 5.0★ | 9 |
| #7 | Merrill Lynch Wealth Management2850 NW 43rd St, Gainesville, FL 32606, USA | 5.0★ | 7 |
| #8 | Covenant Wealth Management2622 NW 43rd St STE B4, Gainesville, FL 32606, USA | 5.0★ | 3 |
| #9 | Edward Jones - Financial Advisor: Reagan K Potts, CFP®4731 NW 53rd Ave #1, Gainesville, FL 32653, USA | 5.0★ | 4 |
| #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 May 2026
All Financial Advisors in Gainesville
North Florida Wealth Advisors
2727 NW 43rd St a, Gainesville, FL 32606, USA
Cornerstone Financial Group
5200 Newberry Rd, Gainesville, FL 32607, USA
Your Financial Legacy
2114 NW 40th Terrace Suite D-1, Gainesville, FL 32605, USA
Merrill Lynch Wealth Management
2850 NW 43rd St, Gainesville, FL 32606, USA
Covenant Wealth Management
2622 NW 43rd St STE B4, Gainesville, FL 32606, USA
Edward Jones - Financial Advisor: Reagan K Potts, CFP®
4731 NW 53rd Ave #1, Gainesville, FL 32653, USA
Gainesville Financial Solutions Group
1330 NW 6th St suite b, Gainesville, FL 32601, USA
Edward Jones - Financial Advisor: Kent Walker
2114 NW 40th Terrace Suite C-1, Gainesville, FL 32605, USA
Heritage Wealth Management
3600 NW 43rd St Suite G2, Gainesville, FL 32606, USA
Edward Jones - Financial Advisor: Jon Broska, CFP®|AAMS®
3302 W University Ave Ste A, Gainesville, FL 32607, USA
M. David Gracy Jr., CFP, L.L.C.
3520 NW 43rd St, Gainesville, FL 32606, USA
Northwestern Mutual
3620 NW 43rd St a, Gainesville, FL 32606, USA
Together Planning Gainesville
2631 NW 41 St Suite E-2, Gainesville, FL 32606, USA
Charles Schwab
2047 NW 43rd St STE 20, Gainesville, FL 32605, USA
TIAA Financial Services
5001 Celebration Pointe Ave Suite 120, Gainesville, FL 32608, USA
Merrill Lynch Financial Advisor Charles Newsom
2850 NW 43rd St, Gainesville, FL 32606, USA
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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: May 17, 2026.
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