Skip to content

Richard B Bernstein - Private Wealth Advisor, Ameriprise Financial Services, LLCFinancial advisor in Boca Raton, FL

Richard B Bernstein - Private Wealth Advisor, Ameriprise Financial Services, LLC is a financial advisor at 4800 N Federal Hwy Ste D200, Boca Raton, FL 33431, ranked #26 of 482 financial advisors in Boca Raton and rated 5.0 from 25 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Boca Raton, FLUpdated 0 paid placements in any rankingHow we rank

Key facts

Key facts about Richard B Bernstein - Private Wealth Advisor, Ameriprise Financial Services, LLC
Address4800 N Federal Hwy Ste D200, Boca Raton, FL 33431Get directions
Phone(561) 372-0345
Websiteameripriseadvisors.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating5.0 from 25 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Boca Raton and 11 towns within 25 miles: Delray Beach, Kings Point, Deerfield Beach, Boca Del Mar, Sandalfoot Cove, Lighthouse Point, Boynton Beach, Pompano Beach, Parkland, Coconut Creek and Margate.

Based in Boca Raton, FLView on map

Opening hours

Opening hours for Richard B Bernstein - Private Wealth Advisor, Ameriprise Financial Services, LLC
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Richard B Bernstein - Private Wealth Advisor, Ameriprise Financial Services, LLC

How is Richard B Bernstein - Private Wealth Advisor, Ameriprise Financial Services, LLC ranked in Boca Raton?

Richard B Bernstein - Private Wealth Advisor, Ameriprise Financial Services, LLC is ranked #26 of 482 financial advisors in Boca Raton by RFA Score, with 69 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Richard B Bernstein - Private Wealth Advisor, Ameriprise Financial Services, LLC’s hours?

Richard B Bernstein - Private Wealth Advisor, Ameriprise Financial Services, LLC is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Richard B Bernstein - Private Wealth Advisor, Ameriprise Financial Services, LLC serve?

Serves Boca Raton and 11 towns within 25 miles: Delray Beach, Kings Point, Deerfield Beach, Boca Del Mar, Sandalfoot Cove, Lighthouse Point, Boynton Beach, Pompano Beach, Parkland, Coconut Creek and Margate. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Richard B Bernstein - Private Wealth Advisor, Ameriprise Financial Services, LLC?

Richard B Bernstein - Private Wealth Advisor, Ameriprise Financial Services, LLC has a rating of 5.0 from 25 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Richard B Bernstein - Private Wealth Advisor, Ameriprise Financial Services, LLC?

Call Richard B Bernstein - Private Wealth Advisor, Ameriprise Financial Services, LLC on (561) 372-0345. The business is at 4800 N Federal Hwy Ste D200, Boca Raton, FL 33431. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

Own Richard B Bernstein - Private Wealth Advisor, Ameriprise Financial Services, LLC? Claim this profile.

Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

Claim this profile

Compare nearby financial advisors

Richard B Bernstein - Private Wealth Advisor, Ameriprise Financial Services, LLC compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Richard B Bernstein - Private Wealth Advisor, Ameriprise Financial Services, LLC (this business)—695.0 (25)NoNo
Seekh Tax & More and Trusted Tax#24694.9 (95)YesNo13.2 mi
Mutual of Omaha Mortgage#25694.9 (87)NoNo13.4 mi
J. R. Frazer, Inc.#27695.0 (51)NoNo6.0 mi

See all 482 ranked financial advisors in Boca Raton