Top Picks · Sanford
Best Financial Advisors in Sanford, FL
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As of May 2026, RatingsNearMe ranks 16 financial advisors in Sanford, FL by verified customer ratings and review volume. The highest-rated is Dias Wealth with a 4.9-star rating from 201 verified reviews. Also in the top tier: Voyage Retirement Solutions and The Hidden Wealth Solution. The average rating across all listed financial advisors in Sanford is 4.9 stars from 40 reviews per business on average.
Financial advisors in Sanford 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
16
Businesses listed
4.9★
Avg rating
40
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Voyage Retirement Solutions
1130 Business Center Dr Suite 2000, Lake Mary, FL 32746, USA
The Hidden Wealth Solution
250 International Pkwy Suite 134, Lake Mary, FL 32746, USA
Financial Advisors Rankings in Sanford, FL
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Dias Wealth250 International Pkwy Suite 134, Lake Mary, FL 32746, USA | 4.9★ | 201 |
| #2 | Voyage Retirement Solutions1130 Business Center Dr Suite 2000, Lake Mary, FL 32746, USA | 5.0★ | 62 |
| #3 | The Hidden Wealth Solution250 International Pkwy Suite 134, Lake Mary, FL 32746, USA | 5.0★ | 55 |
| #4 | Benetas Wealth1540 International Pkwy STE 2000, Lake Mary, FL 32746, USA | 5.0★ | 11 |
| #5 | Edward Jones - Financial Advisor: David J Rivas, CFP®3248 W Lake Mary Blvd STE 1210, Lake Mary, FL 32746, USA | 5.0★ | 3 |
| #6 | Edward Jones - Financial Advisor: Leigh Ann Lyon, CEPA®|AAMS®1268 Upsala Rd, Sanford, FL 32771, USA | 5.0★ | 5 |
| #7 | Edward Jones - Financial Advisor: Elaine A Daniels1268 Upsala Rd, Sanford, FL 32771, USA | 5.0★ | 4 |
| #8 | BD Financial Concepts218 Sanford Ave, Sanford, FL 32771, USA | 4.3★ | 6 |
| #9 | Rivers Wealth Management1525 International Pkwy STE 4001, Lake Mary, FL 32746, USA | 5.0★ | 22 |
| #10 | Financial Legacy Advisors1515 International Pkwy STE 1001, Lake Mary, FL 32746, USA | 5.0★ | 3 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Sanford
Benetas Wealth
1540 International Pkwy STE 2000, Lake Mary, FL 32746, USA
Edward Jones - Financial Advisor: David J Rivas, CFP®
3248 W Lake Mary Blvd STE 1210, Lake Mary, FL 32746, USA
Edward Jones - Financial Advisor: Leigh Ann Lyon, CEPA®|AAMS®
1268 Upsala Rd, Sanford, FL 32771, USA
Edward Jones - Financial Advisor: Elaine A Daniels
1268 Upsala Rd, Sanford, FL 32771, USA
BD Financial Concepts
218 Sanford Ave, Sanford, FL 32771, USA
Rivers Wealth Management
1525 International Pkwy STE 4001, Lake Mary, FL 32746, USA
Financial Legacy Advisors
1515 International Pkwy STE 1001, Lake Mary, FL 32746, USA
Nordmann Wealth Management
1540 International Pkwy STE 2000, Lake Mary, FL 32746, USA
Synergy Wealth Alliance
215 N Westmonte Dr, Altamonte Springs, FL 32714, USA
Edward Jones - Financial Advisor: Madison J Hill, CFP®|CEPA®|AAMS®
125 S Henderson Ln #1001, Sanford, FL 32771, USA
JD Insurance & Financial Group, Inc
1033 W 1st St, Sanford, FL 32771, USA
Security Financial Management
2420 S Lakemont Ave Suite 120, Orlando, FL 32814, USA
Florida Retirement Group
3216 W Lake Mary Blvd, Lake Mary, FL 32746, USA
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Frequently Asked Questions — Financial Advisors in Sanford
What is a fiduciary financial advisor and why does it matter in Sanford?
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 Sanford, 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 Sanford?
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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