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Best Financial Planners in Gainesville, Florida

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Rankings use the published BizScore formulas. How we score

4Financial Planners scored in Gainesville
56Average BizScore
63Top BizScore
50%AI Visibility 50 or higher
70Average SEO score
4.8Average Google rating (4 rated)

Top Financial Planners in Gainesville

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Showing 1-4 of 4 Financial Planners listings in Gainesville, FL · page 1 of 1

#1M. David Gracy Jr., CFP, L.L.C.

4.4 Google rating · 37 reviews

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M. David Gracy Jr., CFP, L.L.C. website

Score breakdown

AI Visibility56
SEO74
Freshness-
AI Ready-
  • Financial Planner
  • Gainesville, Florida
  • (352) 336-3039
  • gracywealth.com
Ranked #3 of 12 Financial Planner listings in GainesvilleScores updated Jun 22, 2026

#2Cornerstone Financial Group

5.0 Google rating

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Cornerstone Financial Group website

Score breakdown

AI Visibility50
SEO78
Freshness-
AI Ready-
  • Financial Planner
  • Gainesville, Florida
  • (352) 378-7456
  • cornerstonefg.com

Cornerstone Financial Group is a financial planner in Gainesville, FL. The firm provides specialized expertise to families, business owners, and retirees, offering services such as retirement planning, investment management, and insurance protection. With a...

Ranked #4 of 12 Financial Planner listings in GainesvilleScores updated Jun 7, 2026

#3Heritage Financial

5.0 Google rating

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Heritage Financial website

Score breakdown

AI Visibility39
SEO82
Freshness-
AI Ready-
  • Financial Planner
  • Gainesville, Florida
  • (703) 754-1233
  • heritagefinancial.com

Heritage Financial, Inc. is a residential and commercial mortgage broker, licensed in MD, DC and VA. As a mortgage broker, we have hundreds of mortgage programs and work with many lenders across the United States.

Ranked #6 of 12 Financial Planner listings in GainesvilleScores updated Jul 2, 2026
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GATOR WEALTH - Roman Janos, CFP®, AEP®, ChFC®, RICP® website

Score breakdown

AI Visibility33
SEO47
Freshness-
AI Ready-
  • Financial Planner
  • Gainesville, Florida
  • (352) 352-8533
  • gatorwealth.com

GATOR WEALTH - Roman Janos, CFP®, AEP®, ChFC®, RICP®: Providing a surprisingly human shopping experience. Trusted and secure. Millions of domains to choose from.

Ranked #11 of 12 Financial Planner listings in GainesvilleScores updated Jul 2, 2026
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BizScoreAI ranks 4 financial planners in Gainesville, Florida by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. Rankings come from the scores, never from paid placement. Open any profile for its full breakdown, and claim your free listing if it is your business.

Frequently Asked Questions

How are financial planners in Gainesville ranked on BizScoreAI?

By BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. No listing pays for position; the formulas are published on the How We Score page.

How many financial planners in Gainesville, Florida does BizScoreAI track?

4 financial planners in Gainesville currently meet the profile-quality bar for this page, with an average BizScore of 56 and a top score of 63.

What does AI Visibility mean for a financial planner?

It measures whether AI assistants and AI-powered search can find, read and cite the business's website: structured data, crawlability, clear entity information and content that answers questions. 50% of measured financial planners in Gainesville score 50 or higher.

Is being listed free?

Yes. Every financial planner in Gainesville is listed and scored for free, and claiming a listing is free too.