Best Value · Boca Raton
Affordable Financial Advisors in Boca Raton, FL
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As of May 2026, RatingsNearMe ranks 16 financial advisors in Boca Raton, FL by verified customer ratings and review volume. The highest-rated is Palm Wealth Partners with a 5.0-star rating from 72 verified reviews. Also in the top tier: Wealthcare Financial and Secure Wealth Planning Group. The average rating across all listed financial advisors in Boca Raton is 5 stars from 26 reviews per business on average.
Financial advisors in Boca Raton typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
16
Businesses listed
5★
Avg rating
26
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Palm Wealth Partners
7100 W Camino Real Suite 302-1/44, Boca Raton, FL 33433, USA
Wealthcare Financial
5301 N Federal Hwy suite 170, Boca Raton, FL 33487, USA
Secure Wealth Planning Group
7280 W Palmetto Park Rd, Boca Raton, FL 33433, USA
Financial Advisors Rankings in Boca Raton, FL
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Palm Wealth Partners7100 W Camino Real Suite 302-1/44, Boca Raton, FL 33433, USA | 5.0★ | 72 |
| #2 | Wealthcare Financial5301 N Federal Hwy suite 170, Boca Raton, FL 33487, USA | 5.0★ | 55 |
| #3 | Secure Wealth Planning Group7280 W Palmetto Park Rd, Boca Raton, FL 33433, USA | 4.9★ | 58 |
| #4 | Marmorstein Wealth Management - Financial Advisor in Boca Raton2385 NW Executive Center Dr SUITE 100, Boca Raton, FL 33431, USA | 5.0★ | 7 |
| #5 | Stonebrook Wealth Partners2600 N Military Trl # 290, Boca Raton, FL 33431, USA | 5.0★ | 13 |
| #6 | Wealth Enhancement Group2255 Glades Rd #324a, Boca Raton, FL 33431, USA | 5.0★ | 25 |
| #7 | Ulin & Co. Wealth Management301 Yamato Rd #3150, Boca Raton, FL 33431, USA | 5.0★ | 29 |
| #8 | Chamberlin Financial Inc.2385 NW Executive Center Dr Suite 100, Boca Raton, FL 33431, USA | 4.9★ | 28 |
| #9 | Team Hewins2255 Glades Rd Suite 210e, Boca Raton, FL 33431, USA | 5.0★ | 12 |
| #10 | Benchmark Financial Wealth Advisors, LLC2351 NW Boca Raton Blvd Suite # 100, Boca Raton, FL 33431, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Boca Raton
Marmorstein Wealth Management - Financial Advisor in Boca Raton
2385 NW Executive Center Dr SUITE 100, Boca Raton, FL 33431, USA
Stonebrook Wealth Partners
2600 N Military Trl # 290, Boca Raton, FL 33431, USA
Wealth Enhancement Group
2255 Glades Rd #324a, Boca Raton, FL 33431, USA
Ulin & Co. Wealth Management
301 Yamato Rd #3150, Boca Raton, FL 33431, USA
Chamberlin Financial Inc.
2385 NW Executive Center Dr Suite 100, Boca Raton, FL 33431, USA
Team Hewins
2255 Glades Rd Suite 210e, Boca Raton, FL 33431, USA
Benchmark Financial Wealth Advisors, LLC
2351 NW Boca Raton Blvd Suite # 100, Boca Raton, FL 33431, USA
Creative Planning
2255 Glades Rd Suite 330-W, Boca Raton, FL 33431, USA
Summit Investment Advisors
4800 N Federal Hwy Suite B111, Boca Raton, FL 33431, USA
Weingard Wealth Management of Raymond James
1 Town Center Rd 10th Floor, Boca Raton, FL 33486, USA
Merit Financial Advisors
5901 Broken Sound Pkwy NW Ste 502, Boca Raton, FL 33487, USA
Meridian Retirement Solutions LLC
7284 W Palmetto Park Rd Suite 101, Boca Raton, FL 33433, USA
Rubin Wealth Advisors
1200 N Federal Hwy #200, Boca Raton, FL 33432, USA
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Frequently Asked Questions — Financial Advisors in Boca Raton
What is a fiduciary financial advisor and why does it matter in Boca Raton?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Boca Raton, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Boca Raton?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: May 17, 2026.
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