Ballard Financial Group
“He has been our financial adviser almost that long and greatful for his council.”
Best Financial Advisors in Clermont, FL
15 firms listed · 9 in Clermont · 2 open weekends · 12 rated 4.5+ · 1 shows a license
Data verified October 19, 2026
AGG - American Growing Group
“Excelent service, personalized and efficient, Im strongly recommend AGG as accounting office”
Reed Family Wealth Services
“I've known Wes Reed for many years and during that time he has been a pillar in the community and a respected business man!”
Cartier Financial
Freedom Capital Advisors
“I have worked with both Ron and Dave during the past, and they both do a superlative job of protecting my assets and growing not only my personal knowledge but my portfolio value.”
Keiber Retirement Solutions
The 15 firms listed for Clermont, FL provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Clermont, FL
Of the 15 firms we list here, 9 are in Clermont itself and 6 come from Winter Garden (4, 8 mi) and Oakland (2, 8 mi). 12 of the firms on this page have a rating, from 4.5 to 5.0 across 157 reviews; 1 has 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (94%), responsiveness (79%) and quality (64%). 2 are open on Saturdays and 1 on Sundays. 1 shows a license on its website and 1 lists staff certifications (CFP). Domain records put 12 websites of the firms on this page at ten or more years old; the oldest dates from 1998. We have a website on file for all 15 of the firms on this page; all 15 publish a contact page; 13 list a public email and 4 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Clermont listed here?
9 of the 15 firms are located in Clermont. The others come from other towns within 15 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Stewardship Advisory Group
“The team at Stewardship Advisory Group take the time to truly listen, and understand what's important to you before bringing recommendations.”
Dillard & Associates Wealth Management
JB Meridian Advisors
The Lifewealth Group
“We went there with questions regarding our assets and managing our cash flow and have gained so much knowledge and great advice.”
Newell Wealth Management
“Kyle is easy to discuss financial plans with, he is transparent and clear and will gladly take time to explain the process to make you feel comfortable with your financial future.”
Raymond James Financial Services
“In todays market it is important to have a pro in your corner to have educated discussions with.”
Laporte Financial
“I highly recommend using Mike, Amanda and the La Porte Financial team!”
East Coast Financial of Central Florida
“I did not know what a great firm I hired to help me prepare financially for my retirement until I was retiring.”
RJ Wilson Investments & Insurance
Why these companies made our list
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