Local Pros · Longwood
Local Financial Advisors in Longwood, FL
Locally owned and operated financial advisors serving Longwood and the surrounding area. Supporting local businesses means faster response and accountability.
As of July 2026, RatingsNearMe ranks 11 financial advisors in Longwood, FL by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Addition Financial Credit Union - Longwood with a 4.9-star rating from 283 Google reviews and an RNM Score of 87/100. Also in the top tier: MyAdvisorJoe and Siler Wealth Management. The average rating across all listed financial advisors in Longwood is 5 stars from 45 reviews per business on average.
Financial advisors in Longwood 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
Raymond James
Raymond James stands out as a top-ranked firm in Longwood due to its strong reputation, comprehensive financial planning services, and national recognition for client satisfaction.
Most Reviewed
Ameriprise Financial
A high review count often indicates a larger client base and more public feedback, which can help consumers gauge consistency and service quality.
When choosing a financial advisor in Longwood, consider scheduling initial consultations with multiple firms to compare their fee structures, investment philosophies, and whether they specialize in areas like retirement planning or tax management.
Local Market Snapshot
11
Businesses listed
5★
Avg rating
45
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
4.9-star rating from nearly 300 reviews in Longwood, FL.
901 E State Rd 434, Longwood, FL 32750, USAA trusted Longwood financial advisor with a perfect 5.0-star rating across 38 reviews.
1064 Greenwood Blvd Ste 118, Lake Mary, FL 32746, USALongwood's top-rated financial advisor with a flawless 5.0-star rating from dozens of reviews.
100 Crown Oak Centre Dr, Longwood, FL 32750, USAFinancial Advisors Rankings in Longwood, FL
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Addition Financial Credit Union - Longwood901 E State Rd 434, Longwood, FL 32750, USA | 4.9★ | 283 |
| #2 | MyAdvisorJoe1064 Greenwood Blvd Ste 118, Lake Mary, FL 32746, USA | 5.0★ | 38 |
| #3 | Siler Wealth Management100 Crown Oak Centre Dr, Longwood, FL 32750, USA | 5.0★ | 50 |
| #4 | Aston Crest Wealth Management255 Primera Blvd #160, Lake Mary, FL 32746, USA | 5.0★ | 8 |
| #5 | Talon Wealth Management781 Ciara Crk Cv #1003, Longwood, FL 32750, USA | 4.8★ | 58 |
| #6 | Price Financial Services2941 W State Rd 434 #200, Longwood, FL 32779, USA | 5.0★ | 5 |
| #7 | Tim Looney Investments, LLC2180 FL-434 #6140, Longwood, FL 32779, USA | 5.0★ | 2 |
| #8 | Aileron Wealth Management407 Wekiva Springs Rd #215, Longwood, FL 32779, USA | 5.0★ | 2 |
| #9 | Ameriprise Financial2170 W State Rd 434, Longwood, FL 32779, USA | 5.0★ | 1 |
| #10 | Avanti Wealth Management110 Crown Oak Centre Dr, Longwood, FL 32750, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Longwood
Exceptional 5.0-star rating from 8 reviews in Longwood, FL.
255 Primera Blvd #160, Lake Mary, FL 32746, USA
Trusted by clients, earning a 4.8-star rating from 58 reviews in Longwood.
781 Ciara Crk Cv #1003, Longwood, FL 32750, USA
Rated 5.0 stars from 5 Google reviews for trusted financial guidance in Longwood.
2941 W State Rd 434 #200, Longwood, FL 32779, USA
Exceptional 5.0-star rating from two Google reviews.
2180 FL-434 #6140, Longwood, FL 32779, USA
Top-rated Longwood financial advisor with a perfect 5.0-star rating from 2 reviews.
407 Wekiva Springs Rd #215, Longwood, FL 32779, USA
Rated 5.0 stars based on a small number of Google reviews.
2170 W State Rd 434, Longwood, FL 32779, USA
Longwood financial advisor with no customer reviews yet, so local feedback is unavailable.
110 Crown Oak Centre Dr, Longwood, FL 32750, USA
Exceptional 5.0-star rating from early Google reviews.
420 Crown Oak Centre Dr, Longwood, FL 32750, USA
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Financial Advisors in Longwood, FL — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Addition Financial Credit Union - Longwood | 87/100 | 4.9 ★ | 283 |
| 2 | MyAdvisorJoe | 90/100 | 5.0 ★ | 38 |
| 3 | Siler Wealth Management | 83/100 | 5.0 ★ | 50 |
| 4 | Aston Crest Wealth Management | 82/100 | 5.0 ★ | 8 |
| 5 | Talon Wealth Management | 77/100 | 4.8 ★ | 58 |
| 6 | Price Financial Services | 68/100 | 5.0 ★ | 5 |
| 7 | Tim Looney Investments, LLC | 64/100 | 5.0 ★ | 2 |
| 8 | Aileron Wealth Management | 64/100 | 5.0 ★ | 2 |
| 9 | Ameriprise Financial | 62/100 | 5.0 ★ | 1 |
| 10 | Avanti Wealth Management | 3/100 | — | 0 |
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 Longwood
What is a fiduciary financial advisor and why does it matter in Longwood?
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 Longwood, 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 Longwood?
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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