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Financial Advisors in Palm Beach Gardens, FL: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Palm Beach Gardens: Metals Edge, RFA Score 75/100; 4.9★ from 350 Google reviews.

  2. 25

    Most-reviewed: Credit Card Management Services, Inc., 5,309 Google reviews at 4.9★, the most of 186 ranked; ranked #25.

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

186 Palm Beach Gardens financial advisors are ranked here by RFA Score, from eight published factors. 31 open Saturdays and 8 open Sundays, based on posted hours. The median Google rating is 5.0★ across 186 rated firms.

Top 10 financial advisors in Palm Beach Gardens 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 Palm Beach Gardens at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Metals Edge754.9★ (350)Palm Beach Gardens—Top score
2Optimal Debt Solutions744.9★ (704)West Palm Beach, 8 mi awaySat · Evenings—
3Pinnacle Tax of Jupiter + Palm Beach725.0★ (146)Jupiter, 7 mi away——
4Helius Wealth Management - Raymond James725.0★ (57)Palm Beach Gardens——
5Palm Beach Tax Group, Inc714.9★ (57)Palm Beach Gardens——
6New Life Financial Alliance | New Life Financial Planning704.9★ (72)Jupiter, 5 mi away——
7Richard Ewing - Private Wealth Advisor, Ameriprise Financial Services, LLC705.0★ (26)Palm Beach Gardens——
8Guided Financial Advisors694.9★ (75)West Palm Beach, 10 mi awaySat—
9Lee Wealth Management695.0★ (55)Jupiter, 10 mi away——
10Drinkwater Wealth Management695.0★ (29)Jupiter, 5 mi away——

All 186 financial advisors in Palm Beach Gardens, 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 Palm Beach Gardens

    #1 Metals Edge

    Based in Palm Beach Gardens

    75/100RFA Score

    Ranked #1 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

  2. #2 Optimal Debt Solutions

    Based in West Palm Beach, 8 mi away

    74/100RFA Score

    Ranked #2 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

  8. #8 Guided Financial Advisors

    Based in West Palm Beach, 10 mi away

    69/100RFA Score

    Ranked #8 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 Lee Wealth Management

    Based in Jupiter, 10 mi away

    69/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 55 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 55 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–12 PM · Sat–Sun closed
    Address
    1662 US-1 Ste A, Jupiter, FL 33469
    View profile for Lee Wealth Management(561) 747-0455

  11. #11 First Horizon Bank - West Palm Beach, FL - Palm Beach Lakes Blvd

    Based in West Palm Beach, 8 mi away

    69/100RFA Score

    Ranked #11 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

  22. #22 Jupiter Joe Thomas

    Based in Jupiter, 5 mi away

    68/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 21 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 21 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    4425 Military Trail Ste 206, Jupiter, FL 33458
    View profile for Jupiter Joe Thomas(561) 743-0999

  24. #24 J.Brucker Advisors

    Based in West Palm Beach, 10 mi away

    67/100RFA Score

    Ranked #24 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

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

financial advisors in Palm Beach Gardens, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26James McHugh - Prudential Financial674.9★ (42)13 mi
27Bridge Financial675.0★ (16)6 mi
28Pinnacle Retirement Group675.0★ (11)5 mi
29Debt Wizz675.0★ (23)11 mi
30Northwestern Mutual Warner Financial Group674.4★ (7)In Palm Beach Gardens
31Richard Donegan - Financial Advisor at Raymond James & Associates675.0★ (5)In Palm Beach Gardens
32Shubert Cineus, Financial Advisor, Modern Edge Capital675.0★ (18)9 mi
33James Guerrier Sr: Primerica - Financial Services674.9★ (9)4 mi
34Vault Wealth Management673.8★ (12)In Palm Beach Gardens
35Oceanview Private Wealth - Ameriprise Financial Services, LLC675.0★ (4)In Palm Beach Gardens
36Bankers Life674.7★ (19)8 mi
37Travis Routt - Financial Advisor, Ameriprise Financial Services, LLC675.0★ (4)In Palm Beach Gardens
38Legacy Financial Partners, LLC.674.3★ (6)In Palm Beach Gardens
39Finance Solutions665.0★ (9)5 mi
40Landing Financial Group, Inc664.4★ (16)5 mi
41Palm Beach Accounting & Tax Firm664.8★ (19)9 mi
42Blue Ocean Financial Services, Inc.665.0★ (15)9 mi
43Velocity Community Investment Services663.9★ (7)In Palm Beach Gardens
44American Coin And Currency665.0★ (12)8 mi
45Online Trading Academy West Palm Beach664.5★ (24)8 mi
46Statewide Financial Group, Inc664.7★ (18)8 mi
47Janney Montgomery Scott665.0★ (3)In Palm Beach Gardens
48Asset Advisory Services, Inc.665.0★ (10)7 mi
49KG Tax & Consulting, Inc.665.0★ (64)22 mi
50Certuity665.0★ (7)5 mi

Also serving Palm Beach Gardens

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 Palm Beach Gardens
BusinessGoogle ratingDistance
Ballentine Partners, LLC5.0★ (1)In Palm Beach Gardens
Cary Street Partners5.0★ (1)In Palm Beach Gardens
Douglas Dinzik - Financial Advisor, Ameriprise Financial Services, LLC3.0★ (2)In Palm Beach Gardens
Edward Jones - Financial Advisor: Stephanie E Williams, CFP®|SE-AWMA®|RLP®5.0★ (2)In Palm Beach Gardens
Eric Bachinsky - Raymond James5.0★ (2)In Palm Beach Gardens
FF Global Capital - Wealth Management Firm5.0★ (1)In Palm Beach Gardens
Fred Cornett - Morgan Stanley5.0★ (1)In Palm Beach Gardens
James Stanton, CFP - UBS Financial Services Inc.5.0★ (1)In Palm Beach Gardens
Legend Group Inc4.5★ (2)In Palm Beach Gardens
Money Concepts International, Inc.5.0★ (1)In Palm Beach Gardens
Morgan Stanley Financial Advisors5.0★ (2)In Palm Beach Gardens
Northwestern Mutual5.0★ (2)In Palm Beach Gardens
Northwestern Mutual5.0★ (2)In Palm Beach Gardens
Steven Trend - Prudential Financial5.0★ (2)In Palm Beach Gardens
Stifel5.0★ (1)In Palm Beach Gardens
Terwilliger Financial Consulting5.0★ (1)In Palm Beach Gardens
Wealthspire3.0★ (2)In Palm Beach Gardens
Wells Fargo Advisors3.0★ (2)In Palm Beach Gardens
Wells Fargo Advisors4.0★ (2)In Palm Beach Gardens
Wells Fargo Advisors1.0★ (1)In Palm Beach Gardens

How we ranked Palm Beach Gardens financial advisors

We scored 186 Palm Beach Gardens 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 Palm Beach Gardens 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 Palm Beach Gardens: frequently asked questions

Which financial advisor has the highest RFA Score in Palm Beach Gardens?

By RFA Score, the highest-ranked financial advisor in Palm Beach Gardens, FL is Metals Edge with an RFA Score of 75/100. It has 4.9★ from 350 Google reviews. Optimal Debt Solutions (#2) and Pinnacle Tax of Jupiter + Palm Beach (#3) follow. We ranked 186 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Palm Beach Gardens?

RankedFinancialAdvisors ranks 186 financial advisors serving Palm Beach Gardens, FL. 17 of them are based in Palm Beach Gardens; 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 Palm Beach Gardens work on weekends?

31 of 186 ranked financial advisors post Saturday hours and 8 post Sunday hours. The highest-ranked open Saturdays are Optimal Debt Solutions (#2), Guided Financial Advisors (#8) and Scarola Settlement Consulting (#13). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Palm Beach Gardens financial advisors have?

The median Google rating among 186 rated financial advisors in Palm Beach Gardens is 5.0★, with a median of 11 reviews. Credit Card Management Services, Inc. has the most, 5,309 reviews, and ranks #25. 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 Palm Beach Gardens count in this ranking?

Yes, if they are within 25 mi of the Palm Beach Gardens 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 Palm Beach Gardens 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 Palm Beach Gardens 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 Palm Beach Gardens

  1. November 2026: RFA Scores recalculated for 186 financial advisors serving Palm Beach Gardens.
  2. November 2026: 3 duplicate listings merged.

More financial advisors and Palm Beach Gardens pages