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Financial Advisors in Greenacres City, FL: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Greenacres City: Optimal Debt Solutions, RFA Score 74/100; 4.9★ from 704 Google reviews; open Saturdays until 2 PM.

  2. 31

    Most-reviewed: Credit Card Management Services, Inc., 5,309 Google reviews at 4.9★, the most of 318 ranked; ranked #31.

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

318 Greenacres City financial advisors are ranked here by RFA Score, from eight published factors. 48 open Saturdays and 14 open Sundays, based on posted hours. The median Google rating is 5.0★ across 318 rated firms.

Top 10 financial advisors in Greenacres City 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 Greenacres City at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Optimal Debt Solutions744.9★ (704)West Palm Beach, 8 mi awaySat · EveningsTop score
2Consumer Debt Help Association LLC714.9★ (133)Lantana, 5 mi away——
3Metals Edge714.9★ (350)Palm Beach Gardens, 15 mi away——
4Guided Financial Advisors704.9★ (75)West Palm Beach, 7 mi awaySat—
5KG Tax & Consulting, Inc.695.0★ (64)Boynton Beach, 8 mi away——
6Feller Financial Services695.0★ (187)Boca Raton, 18 mi away——
7Onebox Funding694.9★ (253)Boca Raton, 19 mi away——
8Dunamis Capital Consulting, Llc694.9★ (63)Wellington, 8 mi awayEvenings—
9James McHugh - Prudential Financial694.9★ (42)West Palm Beach, 5 mi away——
10SBGE Tax Accounting & Financial695.0★ (231)Deerfield Beach, 21 mi away——

All 318 financial advisors in Greenacres City, 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.

  1. Ranked #1 in Greenacres City

    Based in West Palm Beach, 8 mi away

    74/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.9★ from 704 Google reviews, listed on Google as “Financial consultant”.

    • 4.9★ from 704 Google reviews
    Hours
    Mon–Thu 9 AM–7 PM · Fri 9 AM–6 PM · Sat 9 AM–2 PM · Sun closed
    Address
    1665 Palm Beach Lakes Blvd Suite 222, West Palm Beach, FL 33401
  2. Based in Palm Beach Gardens, 15 mi away

    71/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 4.9★ from 350 Google reviews, listed on Google as “Investment service”.

    • 4.9★ from 350 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    7111 Fairway Dr Ste 101, Palm Beach Gardens, FL 33418
  3. Based in West Palm Beach, 7 mi away

    70/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.9★ from 75 Google reviews, listed on Google as “Financial advisor”.

    • 4.9★ from 75 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat 9 AM–12 PM · Sun closed
    Address
    700 S Rosemary Ave #204, West Palm Beach, FL 33401
  4. Based in Boca Raton, 19 mi away

    69/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.9★ from 253 Google reviews, listed on Google as “Financial consultant”.

    • 4.9★ from 253 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–12 PM · Sat–Sun closed
    Address
    300 W Palmetto Park Rd, Boca Raton, FL 33432
  5. 69/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 4.7★ from 77 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 77 Google reviews
    Hours
    Mon–Thu 9 AM–4 PM · Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1645 Palm Beach Lakes Blvd Ste 100, West Palm Beach, FL 33401
  6. #15 NFSG

    Based in Boca Raton, 18 mi away

    68/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 127 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 127 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    1200 N Federal Hwy #400, Boca Raton, FL 33432
  7. Based in Boca Raton, 19 mi away

    68/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 129 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 129 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    7100 W Camino Real Ste 302-1/44, Boca Raton, FL 33433
  8. Based in Delray Beach, 11 mi away

    68/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.9★ from 58 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 58 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    4582 NW 3rd Dr, Delray Beach, FL 33445
  9. Based in Delray Beach, 12 mi away

    68/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 51 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 51 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    15127 Jog Rd Ste: 100, Delray Beach, FL 33446
  10. Based in Delray Beach, 13 mi away

    68/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.9★ from 68 Google reviews, listed on Google as “Financial consultant”.

    • 4.9★ from 68 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    1690 S Congress Ave #201, Delray Beach, FL 33445
  11. Based in West Palm Beach, 7 mi away

    68/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 4.9★ from 31 Google reviews, listed on Google as “Financial advisor”.

    • 4.9★ from 31 Google reviews
    Hours
    Mon–Sat 8 AM–9 PM · Sun closed
    Address
    600 S Dixie Hwy, West Palm Beach, FL 33401

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 318 ranked financial advisors here; the rest are on their profiles.

financial advisors in Greenacres City, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Teshler Senat: Primerica - Financial Services685.0★ (28)8 mi
27Advise Financial675.0★ (71)17 mi
28Optimus Futures674.7★ (206)18 mi
29Castle Wealth Management674.8★ (26)6 mi
30Debt Wizz675.0★ (23)7 mi
31Credit Card Management Services, Inc.674.9★ (5,309)7 mi
32Helius Wealth Management - Raymond James675.0★ (57)15 mi
33Amerigroup Finance674.8★ (68)15 mi
34Wealthcare Financial675.0★ (56)16 mi
35Scott M Miller - Private Wealth Advisor, Ameriprise Financial Services, LLC674.9★ (68)16 mi
36First Horizon Bank - Delray Beach, FL - SE 6th Ave674.9★ (45)13 mi
37Ginna Herrera: Primerica - Financial Services675.0★ (8)In Greenacres City
38Mike Wells: Primerica - Financial Services674.7★ (10)In Greenacres City
39Singer Wealth675.0★ (85)20 mi
40Affluent Estate Properties, Auction House675.0★ (12)3 mi
41Aaron Brask Capital675.0★ (7)In Greenacres City
42Gachmy Louissaint: Primerica - Financial Services675.0★ (7)In Greenacres City
43Hector Aristizabal: Primerica - Financial Services674.9★ (7)In Greenacres City
44Debt Negotiation Services | Debt Settlement Company674.2★ (71)6 mi
45Eagle Harbor Advisors675.0★ (53)17 mi
46AmeriLife of Florida, LLC674.7★ (19)6 mi
47Shubert Cineus, Financial Advisor, Modern Edge Capital675.0★ (18)8 mi
48New Life Financial Alliance | New Life Financial Planning674.9★ (72)18 mi
49Goldberg Retirement Solutions664.9★ (73)19 mi
50Palm Beach Accounting & Tax Firm664.8★ (19)8 mi

Also serving Greenacres City

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 Greenacres City
BusinessGoogle ratingDistance
Aritonne Georges: Primerica - Financial Services5.0★ (1)In Greenacres City
CTS Caribou5.0★ (2)In Greenacres City
Edward Jones Investments5.0★ (1)In Greenacres City
Financial institutionIn Greenacres City
Financial institutionIn Greenacres City
Jacqueline Elise Dheere: Primerica - Financial ServicesIn Greenacres City
Jairo Restrepo: Primerica - Financial ServicesIn Greenacres City
Kenneth Hobbs Ii: Primerica - Financial Services5.0★ (1)In Greenacres City
Madison Planning Group5.0★ (1)In Greenacres City
Marc Thomas Alise: Primerica - Financial ServicesIn Greenacres City
Mark Galaini - Financial Advisor, Ameriprise Financial Services, LLCIn Greenacres City
Michelle Maiden: Primerica - Financial ServicesIn Greenacres City
Nathali Gimenez: Primerica - Financial Services5.0★ (1)In Greenacres City
Nicholas Alise: Primerica - Financial ServicesIn Greenacres City
Primerica Financial Services5.0★ (2)In Greenacres City
R&C Business Services IncIn Greenacres City
Robert B Padgett: Primerica - Financial ServicesIn Greenacres City
Shoreline Financial Group3.0★ (2)In Greenacres City
United Financial Services1.0★ (2)In Greenacres City
Wells Fargo AdvisorsIn Greenacres City

How we ranked Greenacres City financial advisors

We scored 318 Greenacres City 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 Greenacres City 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 Greenacres City: frequently asked questions

Which financial advisor has the highest RFA Score in Greenacres City?

By RFA Score, the highest-ranked financial advisor in Greenacres City, FL is Optimal Debt Solutions with an RFA Score of 74/100. It has 4.9★ from 704 Google reviews. It is open Saturdays until 2 PM. Consumer Debt Help Association LLC (#2) and Metals Edge (#3) follow. We ranked 318 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Greenacres City?

RankedFinancialAdvisors ranks 318 financial advisors serving Greenacres City, FL. 7 of them are based in Greenacres City; 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 Greenacres City work on weekends?

48 of 318 ranked financial advisors post Saturday hours and 14 post Sunday hours. The highest-ranked open Saturdays are Optimal Debt Solutions (#1), Guided Financial Advisors (#4) and Maria Cecilia Belisario-cordido: Primerica - Financial Services (#12). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Greenacres City financial advisors have?

The median Google rating among 318 rated financial advisors in Greenacres City is 5.0★, with a median of 12 reviews. Credit Card Management Services, Inc. has the most, 5,309 reviews, and ranks #31. 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 Greenacres City count in this ranking?

Yes, if they are within 25 mi of the Greenacres City 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 Greenacres City 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 Greenacres City 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 Greenacres City

  1. November 2026: RFA Scores recalculated for 318 financial advisors serving Greenacres City.
  2. November 2026: 6 duplicate listings merged.