Franklin Legacy Financial
“He has always been professional in his approach as a financial advisor and is very knowledgeable about investments and investment vehicles.”
Best Financial Advisors in Oviedo, FL
15 firms listed · 7 in Oviedo · 3 open weekends · 9 rated 4.5+
Data verified October 19, 2026
Rariden Investment Advisors
“I have been using George Rariden for over 10 years and I highly recommend his services.”
Carlos Travieso - Thrivent Financial
Nolan Capital Advisors
Investment & Insurance Planning Services
Retirement Plan Specialists Inc
The 15 firms listed for Oviedo, 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: Oviedo, FL
Of the 15 firms we list here, 7 are in Oviedo itself and 8 come from towns including Winter Park (4, 10 mi), Lake Mary (1, 11 mi) and Maitland (1, 11 mi). 11 of the firms on this page have a rating, from 4.1 to 5.0 across 450 reviews; 4 have 50 or more reviews and 9 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (93%), responsiveness (86%) and value (65%). 3 are open on Saturdays. 5 have a BBB rating of A or A+. Domain records put 12 websites of the firms on this page at ten or more years old; the oldest dates from 2000. 1 offers payment plans and 1 offers a free initial consultation. We have a website on file for all 15 of the firms on this page; 13 publish a contact page; 12 list a public email and 2 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 Oviedo listed here?
7 of the 15 firms are located in Oviedo. 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.
Semper Wealth Management
Duryea & Edwards Cpas
“Excellent team of tax HER Os!”
Edwards Financial Services
“Jason thoroughly explained my investment options, gave good advice and we agreed on a plan to move forward.”
Cohn, Lopez & Associates
“I'm very satisfied w/ Miss Lopez & there group work in my taxes & i recommen to”
Burgos & Brein Wealth Management
“On 2 separate occasions I have used Burgos and Brein to help navigate coverage and benefits related to my 96YO mother.”
Bryan N. Schulman
“I find you can call him with any question, and if he doesn't know the answer he will get it.”
Cash Solutions
“I can only speak for the tax filing & strategy, which I highly recommend.”
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Chairvolotti Financial
“Knowledgeable, professional and honest, he explained what 401k plan best suited the needs of my business and answered all of my questions.”
Cramer & Rauchegger
“After the loss of my husband's father, we were so impressed with the way Scott and Tom handled his trust that we decided to use them for ours as well.”
Why these companies made our list
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