Top Picks · Deerfield Beach
Best Financial Advisors in Deerfield Beach, FL
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As of June 2026, RatingsNearMe ranks 16 financial advisors in Deerfield Beach, FL by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Medicare Health Advisers with a 4.8-star rating from 772 Google reviews and an RNM Score of 85/100. Also in the top tier: Helius Wealth Management - Raymond James and Singer Wealth. The average rating across all listed financial advisors in Deerfield Beach is 4.6 stars from 81 reviews per business on average.
Financial advisors in Deerfield Beach typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 9, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Deerfield Beach, Florida is home to a variety of financial advisors offering investment management, retirement planning, and other wealth management services. Consumers should research local advisors' credentials, services, and fees when seeking financial guidance.
- ✓Deerfield Beach has financial advisors specializing in investment management, retirement planning, and other wealth management services
- ✓Consumers should research advisors' credentials, services offered, and fee structures when selecting a local financial advisor
- ✓Financial advisors in Deerfield Beach can provide guidance on investment strategies, retirement planning, and other personal finance topics
Best Overall
Tortuga Financial
Tortuga Financial stands out as the top-ranked advisor due to its strong local reputation and client-focused holistic planning approach.
Most Reviewed
Edward Jones - Financial Advisor: John Grimstad
A high review count typically reflects a broad base of client experiences, increasing the likelihood of reliable and consistently good service.
When choosing a financial advisor in Deerfield Beach, prioritize those who clearly explain their fee structure and investment philosophy, and consider scheduling initial consultations with at least two firms to compare their approach and compatibility with your financial goals.
How to Choose a Financial Advisor in Deerfield Beach
What to look for
- • Certified Financial Planner (CFP) or Chartered Financial Consultant (ChFC) credentials
- • Fiduciary duty to act in your best interests
- • Experience working with clients in your financial situation
- • Transparent fee structure and no hidden commissions
Questions to ask
- • What is your investment philosophy and approach to financial planning?
- • How do you get paid, and what are your fees?
- • Can you provide references from current clients?
Red flags
- ⚠ Advisors who pressure you to make quick decisions
- ⚠ Lack of clear explanations about investment risks and fees
- ⚠ Unwillingness to provide detailed information about their credentials and background
In Florida, financial advisors must be licensed as investment advisers or registered representatives. Verify their licenses and check for any disciplinary actions or complaints.
Local Market Snapshot
16
Businesses listed
4.6★
Avg rating
81
Avg reviews
Jun 9, 2026
Last updated
Top Rated Financial Advisors
Trusted by hundreds of clients with a stellar 4.8-star rating.
2151 W Hillsboro Blvd Suite 402, Deerfield Beach, FL 33442, USAFinancial Advisors Rankings in Deerfield Beach, FL
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Medicare Health Advisers2151 W Hillsboro Blvd Suite 402, Deerfield Beach, FL 33442, USA | 4.8★ | 772 |
| #2 | Helius Wealth Management - Raymond James3300 PGA Blvd # 970, Palm Beach Gardens, FL 33410, USA | 5.0★ | 58 |
| #3 | Singer Wealth1515 S Federal Hwy #302, Boca Raton, FL 33432, USA | 5.0★ | 43 |
| #4 | Boca Wealth Advisors1515 S Federal Hwy Suite 306, Boca Raton, FL 33432, USA | 5.0★ | 6 |
| #5 | Northwestern Mutual Striano Financial Group1515 S Federal Hwy #208, Boca Raton, FL 33432, USA | 5.0★ | 17 |
| #6 | Christian Morales - TD Wealth Financial Advisor3325 W Hillsboro Blvd, Deerfield Beach, FL 33442, USA | 2.0★ | 1 |
| #7 | Hightower Boca Raton - Financial Advisor150 E Palmetto Park Rd #110, Boca Raton, FL 33432, USA | — | — |
| #8 | All Star Financial10 Fairway Dr #300, Deerfield Beach, FL 33441, USA | — | — |
| #9 | Edward Jones - Financial Advisor: Gerardo Porraz, CFP®|AAMS®1515 S Federal Hwy Ste 119, Boca Raton, FL 33432, USA | 5.0★ | 2 |
| #10 | Family First Insurance Advisors350 Fairway Dr #110, Deerfield Beach, FL 33441, USA | 3.8★ | 38 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Deerfield Beach
1515 S Federal Hwy Suite 306, Boca Raton, FL 33432, USA
1515 S Federal Hwy #208, Boca Raton, FL 33432, USA
3325 W Hillsboro Blvd, Deerfield Beach, FL 33442, USA
150 E Palmetto Park Rd #110, Boca Raton, FL 33432, USA
1515 S Federal Hwy Ste 119, Boca Raton, FL 33432, USA
350 Fairway Dr #110, Deerfield Beach, FL 33441, USA
1300 E Hillsboro Blvd Ste 101, Deerfield Beach, FL 33441, USA
3275 W Hillsboro Blvd #111, Deerfield Beach, FL 33442, USA
210 SW Natura Ave, Deerfield Beach, FL 33441, USA
500 Lake Cook Rd Ste 430, Deerfield, IL 60015, USA
665 SE 10th St Suite 202, Deerfield Beach, FL 33441, USA
299 Camino Gardens Blvd Ste 301, Boca Raton, FL 33432, USA
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Financial Advisors in Deerfield Beach, FL — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Medicare Health Advisers | 85/100 | 4.8 ★ | 772 |
| 2 | Helius Wealth Management - Raymond James | 80/100 | 5.0 ★ | 58 |
| 3 | Singer Wealth | 79/100 | 5.0 ★ | 43 |
| 4 | Boca Wealth Advisors | 69/100 | 5.0 ★ | 6 |
| 5 | Northwestern Mutual Striano Financial Group | 74/100 | 5.0 ★ | 17 |
| 6 | Christian Morales - TD Wealth Financial Advisor | 21/100 | 2.0 ★ | 1 |
| 7 | Hightower Boca Raton - Financial Advisor | 3/100 | — | 0 |
| 8 | All Star Financial | 3/100 | — | 0 |
| 9 | Edward Jones - Financial Advisor: Gerardo Porraz, CFP®|AAMS® | 64/100 | 5.0 ★ | 2 |
| 10 | Family First Insurance Advisors | 58/100 | 3.8 ★ | 38 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
Frequently Asked Questions — Financial Advisors in Deerfield Beach
What is a fiduciary financial advisor and why does it matter in Deerfield Beach?
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 Deerfield Beach, 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 Deerfield Beach?
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 9, 2026.
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