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Top 4 financial advisor firms in The Villages

4 SEC-registered financial advisor firms are headquartered in The Villages, FL, with $818M in combined regulatory assets under management. The largest by assets are Blackston'S Financial Advisory Group ($333M), Bucket List Wealth Management ($224M) and Blueprint Wealth Management ($146M).

4
Financial advisor firms
$818M
Their combined AUM
$185M
Median firm AUM
2,897
Clients of the top 4

The 4 largest by assets

  1. 1
    Blackston'S Financial Advisory Group

    RIA

    $333M

  2. 2
    Bucket List Wealth Management

    RIA

    $224M

  3. 3
    Blueprint Wealth Management

    RIA

    $146M

  4. 4
    Zenith Advisory Group

    RIA

    $115M

Profiles of the top 4

No. 1 · RIA

Blackston'S Financial Advisory Group

Blackston'S Financial Advisory Group is an investment adviser based in The Villages, FL, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and pension and profit-sharing plans. Its regulatory assets under management total $333 million, as filed on 31 March 2026.

Blackston'S Financial Advisory Group charges 0.50%–1.50% a year for its Portfolio Management Fees.

Regulatory AUM
$333M
Clients
947
Advisory staff
7
Fee schedule
0.50% to 1.50% a year
Custodians
Charles Schwab
Headquarters
8564 E. County Road 466, Suite 302, The Villages, FL 32162
Phone
352-633-9046
Website
blackstonfinancialgroup.com

No. 2 · RIA

Bucket List Wealth Management

Bucket List Wealth Management is an investment adviser based in The Villages, FL, registered with the SEC since 2024. It provides investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $224 million, as filed on 6 March 2026.

Bucket List Wealth Management charges up to 2.00% a year for its Asset management services.

Regulatory AUM
$224M
Clients
482
Advisory staff
2
Fee schedule
Up to 2.00% a year
Custodians
Charles Schwab, Fidelity
Headquarters
8564 East County Road 466,, Suite 203, The Villages, FL 32162
Phone
352-307-8652
Website
bucketlistwealth.com

No. 3 · RIA

Blueprint Wealth Management

Blueprint Wealth Management is an investment adviser based in The Villages, FL, registered with the SEC since 2022. It provides investment management. Its clients include individual clients, high-net-worth individuals and charitable organizations. Its regulatory assets under management total $146 million, as filed on 31 August 2026.

Blueprint Wealth Management charges 0.65% a year for its Investment Management Services.

Regulatory AUM
$146M
Clients
1,282
Advisory staff
5
Fee schedule
0.65% to 0.65% a year
Custodians
Fidelity
Headquarters
3602 Kiessel Road, The Villages, FL 32163-2910
Phone
352-674-3911

No. 4 · RIA

Zenith Advisory Group

Zenith Advisory Group is an investment adviser based in The Villages, FL, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $115 million, as filed on 18 February 2026.

Regulatory AUM
$115M
Clients
186
Advisory staff
2
Custodians
Charles Schwab
Headquarters
1068 Lake Sumter Landing, The Villages, FL 32162
Phone
352-282-0810
Website
zenithadvisorygroup.com

Questions about financial advisors in The Villages

How many financial advisor firms are headquartered in The Villages?

4 SEC-registered financial advisor firms report their principal office in The Villages, FL, managing $818M in regulatory assets between them.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in The Villages?

Blackston'S Financial Advisory Group, with $333M in regulatory assets under management on its latest Form ADV. The next largest are Bucket List Wealth Management ($224M) and Blueprint Wealth Management ($146M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in The Villages?

The median firm manages $185M in regulatory assets. That is the midpoint of the 4 firms headquartered in The Villages.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in The Villages charge?

Of the 4 largest firms, 3 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.65% to 2.00% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in The Villages?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

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