Same Day · Boca Raton
Same-Day Financial Advisors in Boca Raton, FL
Can't wait a week? These financial advisors in Boca Raton offer same-day or next-day appointments. Call now to check availability.
As of June 2026, RatingsNearMe ranks 16 financial advisors in Boca Raton, FL by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Palm Wealth Partners with a 5.0-star rating from 72 Google reviews and an RNM Score of 82/100. 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 June 10, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Merit Financial Advisors
Merit Financial Advisors stands out as a top-ranked firm in Boca Raton due to its comprehensive wealth management services and strong local reputation.
Most Reviewed
Merit Financial Advisors
A high number of reviews indicates broad client experience and trust, helping consumers gauge service consistency.
When choosing a financial advisor in Boca Raton, verify credentials like CFP or CFA and ensure their fee structure aligns with your needs. Always interview multiple firms to find the best fit for your financial goals.
Local Market Snapshot
16
Businesses listed
5★
Avg rating
26
Avg reviews
Jun 10, 2026
Last updated
Top Rated Financial Advisors
Boca Raton financial advisor with a perfect 5.0-star rating from 72 reviews.
7100 W Camino Real Suite 302-1/44, Boca Raton, FL 33433, USA5.0-star rating from 55 Google reviews reflects exceptional client satisfaction.
5301 N Federal Hwy suite 170, Boca Raton, FL 33487, USATop-rated 4.9 stars from 58 Google reviews for financial advising in Boca Raton.
7280 W Palmetto Park Rd, Boca Raton, FL 33433, USAFinancial 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 | Summit Investment Advisors4800 N Federal Hwy Suite B111, Boca Raton, FL 33431, USA | 5.0★ | 2 |
| #5 | Chamberlin Financial Inc.2385 NW Executive Center Dr Suite 100, Boca Raton, FL 33431, USA | 4.9★ | 28 |
| #6 | Stonebrook Wealth Partners2600 N Military Trl # 290, Boca Raton, FL 33431, USA | 5.0★ | 13 |
| #7 | Wealth Enhancement Group2255 Glades Rd #324a, Boca Raton, FL 33431, USA | 5.0★ | 25 |
| #8 | Creative Planning2255 Glades Rd Suite 330-W, Boca Raton, FL 33431, USA | 4.9★ | 28 |
| #9 | Meridian Retirement Solutions LLC7284 W Palmetto Park Rd Suite 101, Boca Raton, FL 33433, USA | 5.0★ | 28 |
| #10 | Weingard Wealth Management of Raymond James1 Town Center Rd 10th Floor, Boca Raton, FL 33486, USA | 4.8★ | 16 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Boca Raton
Exceptional 5.0-star rating from early client feedback in Boca Raton.
4800 N Federal Hwy Suite B111, Boca Raton, FL 33431, USA
Boca Raton financial advisor with a 4.9-star rating from 28 Google reviews.
2385 NW Executive Center Dr Suite 100, Boca Raton, FL 33431, USA
Exceptional 5.0-star rating from 13 Google reviews for a Boca Raton financial advisor.
2600 N Military Trl # 290, Boca Raton, FL 33431, USA
Exceptional 5.0-star rating from 25 Google reviews for this Boca Raton financial advisor.
2255 Glades Rd #324a, Boca Raton, FL 33431, USA
Trusted by clients, earning a 4.9-star rating from 28 reviews in Boca Raton.
2255 Glades Rd Suite 330-W, Boca Raton, FL 33431, USA
5.0 stars from 28 reviews, reflecting exceptional client satisfaction in Boca Raton.
7284 W Palmetto Park Rd Suite 101, Boca Raton, FL 33433, USA
4.8 stars from 16 reviews, reflecting strong client trust in Boca Raton.
1 Town Center Rd 10th Floor, Boca Raton, FL 33486, USA
Exceptional 5.0-star rating from 12 reviews for financial guidance in Boca Raton.
2255 Glades Rd Suite 210e, Boca Raton, FL 33431, USA
5.0 stars from 5 Google reviews for a trusted Boca Raton financial advisor.
5901 Broken Sound Pkwy NW Ste 502, Boca Raton, FL 33487, USA
New to Google, this Boca Raton financial advisor has no reviews yet.
2351 NW Boca Raton Blvd Suite # 100, Boca Raton, FL 33431, USA
Top-rated Boca Raton financial advisor with a perfect 5.0-star rating from 29 reviews.
301 Yamato Rd #3150, Boca Raton, FL 33431, USA
Trusted Boca Raton financial advisor with a perfect 5.0-star rating from 7 Google reviews.
2385 NW Executive Center Dr SUITE 100, Boca Raton, FL 33431, USA
Exceptional 5.0-star rating from 11 reviews for a Boca Raton financial advisor.
1200 N Federal Hwy #200, Boca Raton, FL 33432, USA
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Financial Advisors in Boca Raton, FL — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Palm Wealth Partners | 82/100 | 5.0 ★ | 72 |
| 2 | Wealthcare Financial | 80/100 | 5.0 ★ | 55 |
| 3 | Secure Wealth Planning Group | 79/100 | 4.9 ★ | 58 |
| 4 | Summit Investment Advisors | 64/100 | 5.0 ★ | 2 |
| 5 | Chamberlin Financial Inc. | 75/100 | 4.9 ★ | 28 |
| 6 | Stonebrook Wealth Partners | 73/100 | 5.0 ★ | 13 |
| 7 | Wealth Enhancement Group | 76/100 | 5.0 ★ | 25 |
| 8 | Creative Planning | 75/100 | 4.9 ★ | 28 |
| 9 | Meridian Retirement Solutions LLC | 77/100 | 5.0 ★ | 28 |
| 10 | Weingard Wealth Management of Raymond James | 70/100 | 4.8 ★ | 16 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
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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: June 10, 2026.
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