10+ Years · Coral Springs
Experienced Financial Advisors in Coral Springs, FL
Experience matters. These financial advisors in Coral Springs have years of proven work behind them — and the reviews to back it up.
As of May 2026, RatingsNearMe ranks 16 financial advisors in Coral Springs, FL by verified customer ratings and review volume. The highest-rated is Wealth InsurED with a 5.0-star rating from 127 verified reviews. Also in the top tier: Prosperitus Wealth Advisors and Family Wealth Law. The average rating across all listed financial advisors in Coral Springs is 4.9 stars from 22 reviews per business on average.
Financial advisors in Coral Springs 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
4.9★
Avg rating
22
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Wealth InsurED
1801 N University Dr PH A, Coral Springs, FL 33071, USA
Prosperitus Wealth Advisors
2855 N University Dr #110, Coral Springs, FL 33065, USA
Family Wealth Law
3700 NW 124th Ave STE 106, Coral Springs, FL 33065, USA
Financial Advisors Rankings in Coral Springs, FL
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Wealth InsurED1801 N University Dr PH A, Coral Springs, FL 33071, USA | 5.0★ | 127 |
| #2 | Prosperitus Wealth Advisors2855 N University Dr #110, Coral Springs, FL 33065, USA | 5.0★ | 36 |
| #3 | Family Wealth Law3700 NW 124th Ave STE 106, Coral Springs, FL 33065, USA | 5.0★ | 29 |
| #4 | Global Wealth Management4500 N University Dr Suite 200, Coral Springs, FL 33065, USA | 5.0★ | 17 |
| #5 | Edward Jones - Financial Advisor: Bruce E Kallor, CFP®|ChFC®|AAMS®6250 Coral Ridge Dr STE 102, Coral Springs, FL 33076, USA | 5.0★ | 1 |
| #6 | Legacy Financial Network3000 N University Dr suite d, Coral Springs, FL 33065, USA | 5.0★ | 1 |
| #7 | Edward Jones - Financial Advisor: Todd A Currier9879 W Sample Rd, Coral Springs, FL 33065, USA | 5.0★ | 3 |
| #8 | Jeff Bank - Financial Advisor, Ameriprise Financial Services, LLC3111 N University Dr, Coral Springs, FL 33065, USA | — | — |
| #9 | Morgan Stanley Financial Advisors2825 N University Dr Ste 400, Coral Springs, FL 33065, USA | — | — |
| #10 | Edward Jones, Jennifer Cooper, AAMS, Financial Advisor11575 Heron Bay Blvd Suite 104, Coral Springs, FL 33076, USA | 5.0★ | 19 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Coral Springs
Global Wealth Management
4500 N University Dr Suite 200, Coral Springs, FL 33065, USA
Edward Jones - Financial Advisor: Bruce E Kallor, CFP®|ChFC®|AAMS®
6250 Coral Ridge Dr STE 102, Coral Springs, FL 33076, USA
Legacy Financial Network
3000 N University Dr suite d, Coral Springs, FL 33065, USA
Edward Jones - Financial Advisor: Todd A Currier
9879 W Sample Rd, Coral Springs, FL 33065, USA
Jeff Bank - Financial Advisor, Ameriprise Financial Services, LLC
3111 N University Dr, Coral Springs, FL 33065, USA
Morgan Stanley Financial Advisors
2825 N University Dr Ste 400, Coral Springs, FL 33065, USA
Edward Jones, Jennifer Cooper, AAMS, Financial Advisor
11575 Heron Bay Blvd Suite 104, Coral Springs, FL 33076, USA
Wealth Advisors, Inc.
12518 W Atlantic Blvd, Coral Springs, FL 33071, USA
Perri Financial Group
9726 W Sample Rd #1, Coral Springs, FL 33065, USA
Sunshine Financial Solutions of South Florida
2855 N University Dr Suite 530, Coral Springs, FL 33065, USA
Lewis and Palmer Financial Solutions Group-Renee Lewis Financial Advisor
7522 Wiles Rd B109, Coral Springs, FL 33067, USA
Retirement Council, Inc
9825 W Sample Rd # 206, Coral Springs, FL 33065, USA
Royal Palm Financial Group
7501 Wiles Rd STE 206, Coral Springs, FL 33067, USA
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Frequently Asked Questions — Financial Advisors in Coral Springs
What is a fiduciary financial advisor and why does it matter in Coral Springs?
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 Coral Springs, 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 Coral Springs?
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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