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Financial Advisors in Lake Worth, FL: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Lake Worth: 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 317 ranked; ranked #31.

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

317 Lake Worth financial advisors are ranked here by RFA Score, from eight published factors. 48 open Saturdays and 15 open Sundays, based on posted hours. The median Google rating is 5.0★ across 317 rated firms.

Top 10 financial advisors in Lake Worth 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 Lake Worth 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 LLC724.9★ (133)Lantana, 2 mi away——
3Metals Edge704.9★ (350)Palm Beach Gardens, 16 mi away——
4Guided Financial Advisors704.9★ (75)West Palm Beach, 6 mi awaySat—
5KG Tax & Consulting, Inc.705.0★ (64)Boynton Beach, 7 mi away——
6James McHugh - Prudential Financial704.9★ (42)West Palm Beach, 3 mi away——
7Feller Financial Services695.0★ (187)Boca Raton, 18 mi away——
8Palm Beach Tax Group, Inc694.9★ (57)Palm Beach Gardens, 7 mi away——
9Onebox Funding694.9★ (253)Boca Raton, 19 mi away——
10SBGE Tax Accounting & Financial695.0★ (231)Deerfield Beach, 21 mi away——

All 317 financial advisors in Lake Worth, 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 Lake Worth

    #1 Optimal Debt Solutions

    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
    View profile for Optimal Debt Solutions(877) 336-7008

  3. #3 Metals Edge

    Based in Palm Beach Gardens, 16 mi away

    70/100RFA 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
    View profile for Metals Edge(800) 982-6105

  4. #4 Guided Financial Advisors

    Based in West Palm Beach, 6 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
    View profile for Guided Financial Advisors(561) 228-1450

  9. #9 Onebox Funding

    Based in Boca Raton, 19 mi away

    69/100RFA Score

    Ranked #9 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
    View profile for Onebox Funding(813) 616-1246

  11. #11 Frigate Financial

    Based in Lake Worth

    69/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 19 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 19 Google reviews
    Hours
    Mon–Fri 9 AM–7 PM · Sat 9 AM–4 PM · Sun 9 AM–12 PM
    View profile for Frigate Financial(229) 288-4039

  12. #12 NFSG

    Based in Boca Raton, 18 mi away

    69/100RFA Score

    Ranked #12 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
    View profile for NFSG(877) 447-9625

  13. #13 First Horizon Bank - West Palm Beach, FL - Palm Beach Lakes Blvd

    Based in West Palm Beach, 8 mi away

    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
    View profile for First Horizon Bank - West Palm Beach, FL - Palm Beach Lakes Blvd(561) 688-9400

  17. #17 My Accounting Crew

    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
    View profile for My Accounting Crew(561) 450-9287

  18. #18 Palm Wealth Partners

    Based in Boca Raton, 20 mi away

    68/100RFA Score

    Ranked #18 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
    View profile for Palm Wealth Partners(954) 632-2555

  19. #19 Prime Case Funding

    Based in Delray Beach, 13 mi away

    68/100RFA Score

    Ranked #19 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
    View profile for Prime Case Funding(646) 330-4498

  20. #20 J.Brucker Advisors

    Based in West Palm Beach, 6 mi away

    68/100RFA Score

    Ranked #20 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
    View profile for J.Brucker Advisors(844) 772-1960

  21. #21 J. R. Frazer, Inc.

    Based in Delray Beach, 12 mi away

    68/100RFA Score

    Ranked #21 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
    View profile for J. R. Frazer, Inc.(561) 488-3012

  24. #24 Optimus Futures

    Based in Boca Raton, 18 mi away

    68/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.7★ from 206 Google reviews, listed on Google as “Investment service”.

    • 4.7★ from 206 Google reviews
    Hours
    Mon–Fri 7 AM–6 PM · Sat–Sun closed
    Address
    1200 N Federal Hwy Suite 300, Boca Raton, FL 33432
    View profile for Optimus Futures(561) 367-8686

  25. #25 Castle Wealth Management

    Based in Boynton Beach, 5 mi away

    68/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 4.8★ from 26 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 26 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    1880 N Congress Ave Ste 302, Boynton Beach, FL 33426
    View profile for Castle Wealth Management(561) 686-9604

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

financial advisors in Lake Worth, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Pinnacle Tax of Jupiter + Palm Beach685.0★ (146)22 mi
27Maria Cecilia Belisario-cordido: Primerica - Financial Services685.0★ (18)4 mi
28Advise Financial675.0★ (71)17 mi
29Wealthcare Financial675.0★ (56)15 mi
30First Horizon Bank - Delray Beach, FL - SE 6th Ave674.9★ (45)12 mi
31Credit Card Management Services, Inc.674.9★ (5,309)8 mi
32Amerigroup Finance674.8★ (68)14 mi
33GMR Wealth Advisors, LLC675.0★ (27)9 mi
34Scott M Miller - Private Wealth Advisor, Ameriprise Financial Services, LLC674.9★ (68)15 mi
35Helius Wealth Management - Raymond James675.0★ (57)16 mi
36Singer Wealth675.0★ (85)20 mi
37Debt Negotiation Services | Debt Settlement Company674.2★ (71)5 mi
38Shubert Cineus, Financial Advisor, Modern Edge Capital675.0★ (18)7 mi
39John Dennis Wurzell: Primerica - Financial Services674.6★ (19)4 mi
40AmeriLife of Florida, LLC674.7★ (19)5 mi
41Aaron Brask Capital675.0★ (7)1 mi
42Eagle Harbor Advisors675.0★ (53)17 mi
43Debt Wizz675.0★ (23)10 mi
44Palm Beach Accounting & Tax Firm674.8★ (19)7 mi
45Ralph Allen: Primerica - Financial Services674.6★ (11)3 mi
46Vanessa Alcide: Primerica - Financial Services674.9★ (16)7 mi
47New Life Financial Alliance | New Life Financial Planning664.9★ (72)19 mi
48Amerant Bank664.9★ (31)12 mi
49Sundin Financial665.0★ (13)7 mi
50Materetsky Financial Group664.6★ (22)7 mi

Also serving Lake Worth

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 Lake Worth
BusinessGoogle ratingDistance
Appaloosa Management LP5.0★ (2)6 mi
Bernstein Private Wealth Management5.0★ (2)6 mi
BNY Wealth Palm Beach FL3.0★ (2)6 mi
CIBC Private Wealth3.0★ (2)6 mi
CTS Caribou5.0★ (2)4 mi
Deanna Waters - TD Wealth Financial Advisor1.0★ (2)4 mi
Edward Jones - Financial Advisor: Katherine M Chacon, CFP®|ChFC®|CEPA®|AAMS®5.0★ (2)3 mi
Financial Education Services4.0★ (2)5 mi
Freedom Financial Concepts5.0★ (2)3 mi
JKL AdvisorsIn Lake Worth
Merrill Lynch Financial Advisor Brendan DeCerbo5.0★ (2)In Lake Worth
Merrill Lynch Financial Advisor Thomas J. Mandat5.0★ (1)In Lake Worth
Morgan Stanley Private Wealth Advisors5.0★ (1)In Lake Worth
Palm Beach Capital AdvisorsIn Lake Worth
Primerica Financial Services5.0★ (2)4 mi
Sapphire Wealth Advisory of Raymond JamesIn Lake Worth
Shoreline Financial Group3.0★ (2)4 mi
U.S. Bancorp Advisors - Financial Advisors: Palm BeachIn Lake Worth
United Financial Services1.0★ (2)1 mi
Yvania Dastine Financial LLCIn Lake Worth

How we ranked Lake Worth financial advisors

We scored 317 Lake Worth 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 Lake Worth 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 Lake Worth: frequently asked questions

Which financial advisor has the highest RFA Score in Lake Worth?

By RFA Score, the highest-ranked financial advisor in Lake Worth, 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 317 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Lake Worth?

RankedFinancialAdvisors ranks 317 financial advisors serving Lake Worth, FL. 1 of them is based in Lake Worth; 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 Lake Worth work on weekends?

48 of 317 ranked financial advisors post Saturday hours and 15 post Sunday hours. The highest-ranked open Saturdays are Optimal Debt Solutions (#1), Guided Financial Advisors (#4) and Frigate Financial (#11). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Lake Worth financial advisors have?

The median Google rating among 317 rated financial advisors in Lake Worth is 5.0★, with a median of 11 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 Lake Worth count in this ranking?

Yes, if they are within 25 mi of the Lake Worth 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 Lake Worth 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 Lake Worth 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 Lake Worth

  1. November 2026: RFA Scores recalculated for 317 financial advisors serving Lake Worth.
  2. November 2026: 6 duplicate listings merged.

More financial advisors and Lake Worth pages