Top advisors in The Villages
We’ve curated a list of the best financial advisors in The Villages, take a look at it below
Find an advisor in The Villages| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $760,951,314 | 22 advisors | ||
| 2 | $160,670,529 | 13 advisors |
How we came up with this list
To generate our top financial advisors list in The Villages, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case The Villages. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Talon Private Wealth, LLC
Assets under management
$760,951,314
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
2. Blackston Financial Advisory Group, LLC
Assets under management
$160,670,529
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Your first meeting is free.