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Financial Advisors in Fort Pierce, FL: 2026 rankings

85 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Fort Pierce: Paramount Tax & Accounting - Port St. Lucie, RFA Score 76/100; 4.9★ from 334 Google reviews.

  2. 22

    Most-reviewed: Bridge Financial - Accounting & Financial Planning, 368 Google reviews at 5.0★, the most of 85 ranked; ranked #22.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

85 Fort Pierce financial advisors are ranked here by RFA Score, from eight published factors. 13 open Saturdays and 3 open Sundays, based on posted hours. The median Google rating is 5.0★ across 85 rated firms.

Top 10 financial advisors in Fort Pierce at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Fort Pierce at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Paramount Tax & Accounting - Port St. Lucie764.9★ (334)Port Saint Lucie, 11 mi away—Top score
2William E. Lewis, Jr. & Associates725.0★ (135)Vero Beach, 15 mi away——
3BShynaz Legacy LLC725.0★ (41)Fort PierceSat · Sun · Evenings—
4Schlitt Insurance Services694.8★ (62)Vero Beach, 13 mi away——
5Edward Jones - Financial Advisor: Ian Laberge695.0★ (29)Port Saint Lucie, 8 mi away——
6American Funding Group685.0★ (40)Jensen Beach, 15 mi awaySat · Evenings—
7Chapman Capital Advisors675.0★ (41)Stuart, 18 mi away——
8The Jaffe agency674.9★ (30)Vero Beach, 14 mi awaySat · Evenings—
9DKAC Retirement674.6★ (10)Fort Pierce——
10Mindie Molina Investments and Insurance674.9★ (40)Stuart, 18 mi away——

All 85 financial advisors in Fort Pierce, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  6. #6 American Funding Group

    Based in Jensen Beach, 15 mi away

    68/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 40 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 40 Google reviews
    Hours
    Mon–Sat 12 AM–12 AM · Sun closed
    Address
    1820 NE Jensen Beach Blvd #578, Ocean Breeze, FL 34957
    View profile for American Funding Group(772) 232-2383

  8. #8 The Jaffe agency

    Based in Vero Beach, 14 mi away

    67/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 4.9★ from 30 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 30 Google reviews
    Hours
    Mon–Thu 9 AM–7 PM · Fri 10 AM–9 PM · Sat 12 PM–4 PM · Sun closed
    Address
    1150 19th St, Vero Beach, FL 32960
    View profile for The Jaffe agency(772) 448-1886

  9. #9 DKAC Retirement

    Based in Fort Pierce

    67/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 4.6★ from 10 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 10 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    112 Orange Ave Unit A, Fort Pierce, FL 34950
    View profile for DKAC Retirement(772) 267-9259

  12. #12 The Terrio Group

    Based in Port Saint Lucie, 10 mi away

    66/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 5.0★ from 17 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 17 Google reviews
    Hours
    Mon–Fri 8:15 AM–4:30 PM · Sat–Sun closed
    Address
    542 NW University Blvd STE 102, Port St. Lucie, FL 34986
    View profile for The Terrio Group(772) 807-4628

  18. #18 TSP Family Office

    Based in Vero Beach, 13 mi away

    65/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 4.6★ from 22 Google reviews, listed on Google as “Financial consultant”.

    • 4.6★ from 22 Google reviews
    Hours
    Mon–Fri 9 AM–4 PM · Sat–Sun closed
    Address
    1541 US-1 Ste 11, Vero Beach, FL 32960
    View profile for TSP Family Office(772) 257-7888

  19. #19 Bankers Life

    Based in Port Saint Lucie, 10 mi away

    65/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.1★ from 23 Google reviews, listed on Google as “Financial planner”.

    • 4.1★ from 23 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1100 St Lucie W Blvd Ste 201, Port St. Lucie, FL 34986
    View profile for Bankers Life(772) 206-7200

  24. #24 Selected Objectives LLC

    Based in Port Saint Lucie, 16 mi away

    64/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 16 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 16 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    521 SE Monet Dr, Port St. Lucie, FL 34984
    View profile for Selected Objectives LLC(772) 265-3989

  25. #25 Jerry Reiss ASA

    Based in Port Saint Lucie, 12 mi away

    64/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 4.7★ from 12 Google reviews, listed on Google as “Financial consultant”.

    • 4.7★ from 12 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    View profile for Jerry Reiss ASA(772) 291-7785

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 85 ranked financial advisors here; the rest are on their profiles.

financial advisors in Fort Pierce, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Main Street Funding Group, LLC645.0★ (14)17 mi
27Initiative Wealth Planners645.0★ (16)18 mi
28Southern Magnolia Investment Management645.0★ (9)13 mi
29Surefire Financial INC645.0★ (14)18 mi
30Bank of America (with Drive-thru ATM)632.8★ (102)In Fort Pierce
31WH Financial Services Inc634.7★ (14)16 mi
32Lulla Wealth Financial635.0★ (11)16 mi
33Davies Wealth Management635.0★ (15)20 mi
34Space Coast Credit Union | Miracle Mile Plaza | Vero Beach, FL633.7★ (21)14 mi
35Edward Jones - Financial Advisor: Darren D Mingear635.0★ (6)12 mi
36Herode Faurismar: Primerica - Financial Services635.0★ (4)8 mi
37King Tide Advisors635.0★ (8)15 mi
38Fidelity Investments633.7★ (21)14 mi
39Boris Niko - Financial Advisor, Ameriprise Financial Services, LLC635.0★ (13)21 mi
40Edward Jones - Financial Advisor: Cody E Azzi, CFP®|ChFC®|CIMA®|CLU®|AAMS®|AWMA®635.0★ (8)15 mi
41Wiswell Financial625.0★ (8)16 mi
42The Real Financial Group625.0★ (10)20 mi
43Peak Capital Management624.7★ (12)21 mi
44Edward Jones - Financial Advisor: Betty K Marzec, CFP®|CEPA®|AAMS®|AFFP®624.7★ (6)14 mi
45Atlantic Financial Services623.4★ (10)13 mi
46Keaney Financial Services Corp.615.0★ (7)18 mi
47Pharus614.0★ (4)11 mi
48Edward Jones - Financial Advisor: Andrew M Streeter, CFP®|ChFC®|CEPA®|AAMS®615.0★ (4)14 mi
49Space Coast Credit Union | Oslo | Vero Beach, FL612.8★ (38)11 mi
50Lum Wealth Management Group614.4★ (7)18 mi

Also serving Fort Pierce

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Fort Pierce
BusinessGoogle ratingDistance
AIO Fee Only Financial AdvisorsIn Fort Pierce
Al Johnson & AssociatesIn Fort Pierce
David Cherry - TD Wealth Financial AdvisorIn Fort Pierce
Financial institutionIn Fort Pierce
Jorge Navarro - TD Wealth Financial AdvisorIn Fort Pierce
Level Four Wealth Management5.0★ (1)In Fort Pierce
Lynch Johnson & Long LLCIn Fort Pierce
Maurice Levesque - Prudential FinancialIn Fort Pierce
Mer-lynn Doxa: Primerica - Financial ServicesIn Fort Pierce
Primerica Financial Services dba Gaskin and Assoc.In Fort Pierce
Raymond James Financial ServicesIn Fort Pierce
RFMD Investments, LLCIn Fort Pierce
Robert Bryan - Prudential Financial5.0★ (1)In Fort Pierce
Saundra Long: Primerica - Financial ServicesIn Fort Pierce
Silvana Cuadrado: Primerica - Financial Services5.0★ (2)In Fort Pierce
Stifel3.0★ (2)In Fort Pierce
T D Siplin & Associates LLCIn Fort Pierce
Tania Guzman: Primerica - Financial ServicesIn Fort Pierce
Thomas Siplin - Prudential Financial5.0★ (2)In Fort Pierce
Wells Fargo Advisors5.0★ (1)In Fort Pierce

How we ranked Fort Pierce financial advisors

We scored 85 Fort Pierce financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Fort Pierce data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Fort Pierce: frequently asked questions

Which financial advisor has the highest RFA Score in Fort Pierce?

By RFA Score, the highest-ranked financial advisor in Fort Pierce, FL is Paramount Tax & Accounting - Port St. Lucie with an RFA Score of 76/100. It has 4.9★ from 334 Google reviews. William E. Lewis, Jr. & Associates (#2) and BShynaz Legacy LLC (#3) follow. We ranked 85 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Fort Pierce?

RankedFinancialAdvisors ranks 85 financial advisors serving Fort Pierce, FL. 9 of them are based in Fort Pierce; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Fort Pierce work on weekends?

13 of 85 ranked financial advisors post Saturday hours and 3 post Sunday hours. The highest-ranked open Saturdays are BShynaz Legacy LLC (#3), American Funding Group (#6) and The Jaffe agency (#8). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Fort Pierce financial advisors have?

The median Google rating among 85 rated financial advisors in Fort Pierce is 5.0★, with a median of 9 reviews. Bridge Financial - Accounting & Financial Planning has the most, 368 reviews, and ranks #22. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Fort Pierce count in this ranking?

Yes, if they are within 25 mi of the Fort Pierce city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Fort Pierce ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Fort Pierce a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Fort Pierce

  1. November 2026: RFA Scores recalculated for 85 financial advisors serving Fort Pierce.

More financial advisors and Fort Pierce pages