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10+ Years · Coral Springs
Experienced Financial Advisors in Coral Springs, TX
Experience matters. These financial advisors in Coral Springs have years of proven work behind them — and the reviews to back it up.
As of June 2026, RatingsNearMe ranks 20 financial advisors in Coral Springs, TX by verified customer ratings and review volume. The highest-rated is River City Investment Services with a 5.0-star rating from 7 verified reviews. Also in the top tier: Silvia De Luna: Primerica - Financial Services and South Texas Wealth. The average rating across all listed financial advisors in Coral Springs is 4.9 stars from 16 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 June 1, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
20
Businesses listed
4.9★
Avg rating
16
Avg reviews
Jun 1, 2026
Last updated
Top Rated Financial Advisors
River City Investment Services
5308 Wurzbach Rd, Leon Valley, TX 78238, USA
Silvia De Luna: Primerica - Financial Services
6100 Bandera Rd #410, San Antonio, TX 78238, USA
South Texas Wealth
8000 I-10 #920, San Antonio, TX 78230, USA
Financial Advisors Rankings in Coral Springs, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | River City Investment Services5308 Wurzbach Rd, Leon Valley, TX 78238, USA | 5.0★ | 7 |
| #2 | Silvia De Luna: Primerica - Financial Services6100 Bandera Rd #410, San Antonio, TX 78238, USA | 5.0★ | 2 |
| #3 | South Texas Wealth8000 I-10 #920, San Antonio, TX 78230, USA | 5.0★ | 3 |
| #4 | Secure Financial Management4630 De Zavala Rd, San Antonio, TX 78249, USA | 4.9★ | 38 |
| #5 | Kercheville Investment Advisors15750 Frontage Rd, San Antonio, TX 78249, USA | 4.0★ | 27 |
| #6 | Cypress Wealth Advisors LLC4358 Lockhill Selma Rd Bldg 3, Ste 310, Shavano Park, TX 78249, USA | 5.0★ | 2 |
| #7 | S. Harris Financial Group4456 Lockhill Selma Rd Suite 101, San Antonio, TX 78249, USA | 5.0★ | 1 |
| #8 | Seasons Wealth, LLC11503 NW Military Hwy # 301, San Antonio, TX 78231, USA | 5.0★ | 2 |
| #9 | Joseph D Warren, Financial Planner13526 George Rd #208, San Antonio, TX 78230, USA | 5.0★ | 30 |
| #10 | Genesis Wealth Management17806 I-10 suite 120, San Antonio, TX 78257, USA | 5.0★ | 5 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Coral Springs
Secure Financial Management
4630 De Zavala Rd, San Antonio, TX 78249, USA
Kercheville Investment Advisors
15750 Frontage Rd, San Antonio, TX 78249, USA
Cypress Wealth Advisors LLC
4358 Lockhill Selma Rd Bldg 3, Ste 310, Shavano Park, TX 78249, USA
S. Harris Financial Group
4456 Lockhill Selma Rd Suite 101, San Antonio, TX 78249, USA
Seasons Wealth, LLC
11503 NW Military Hwy # 301, San Antonio, TX 78231, USA
Joseph D Warren, Financial Planner
13526 George Rd #208, San Antonio, TX 78230, USA
Genesis Wealth Management
17806 I-10 suite 120, San Antonio, TX 78257, USA
Reliance Financial Partners
6827 Camp Bullis Rd #402, San Antonio, TX 78256, USA
Platinum Wealth Solutions of Texas, LLC
3522 Paesanos Pkwy #100, San Antonio, TX 78231, USA
Mission Financial Planners, LLC
601 Northwest Loop 410, San Antonio, TX 78216, USA
Financial Life Advisors
2338 N Loop 1604 W Ste 311, San Antonio, TX 78248, USA
Long Life Financial - San Antonio
12015 San Pedro Ave Ste 100, San Antonio, TX 78216, USA
Wela Financial Advisory
366 W Sunset Rd Building 4, San Antonio, TX 78209, USA
Avid Wealth Partners
23119 I-10 Bldg 20, San Antonio, TX 78257, USA
Cavazos Albert
242 W Sunset Rd Ste 101, San Antonio, TX 78209, USA
Sendero Wealth Management
250 W Nottingham Dr #300, San Antonio, TX 78209, USA
The Abeyta Benton Childress & Sanders Group - Morgan Stanley
7600 Broadway Suite 100, San Antonio, TX 78209, 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: June 1, 2026.
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