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Financial Advisors in Port Salerno, FL: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Port Salerno: Paramount Tax & Accounting - Port St. Lucie, RFA Score 75/100; 4.9★ from 334 Google reviews.

  2. 14

    Most-reviewed: Bridge Financial - Accounting & Financial Planning, 368 Google reviews at 5.0★, the most of 123 ranked; ranked #14.

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

123 Port Salerno financial advisors are ranked here by RFA Score, from eight published factors. 15 open Saturdays and 4 open Sundays, based on posted hours. The median Google rating is 5.0★ across 123 rated firms.

Top 10 financial advisors in Port Salerno 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 Port Salerno at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Paramount Tax & Accounting - Port St. Lucie754.9★ (334)Port Saint Lucie, 15 mi away—Top score
2Metals Edge734.9★ (350)Palm Beach Gardens, 22 mi away——
3Pinnacle Tax of Jupiter + Palm Beach735.0★ (146)Jupiter, 16 mi away——
4Chapman Capital Advisors725.0★ (41)Stuart, 5 mi away——
5Mindie Molina Investments and Insurance714.9★ (40)Stuart, 4 mi away——
6Osprey Retirement Solutions715.0★ (39)Palm City, 6 mi away——
7American Funding Group715.0★ (40)Jensen Beach, 7 mi awaySat · Evenings—
8Lee Wealth Management705.0★ (55)Jupiter, 15 mi away——
9New Life Financial Alliance | New Life Financial Planning694.9★ (72)Jupiter, 19 mi away——
10Scarola Settlement Consulting695.0★ (40)Jupiter, 15 mi awaySat · Sun · Evenings—

All 123 financial advisors in Port Salerno, 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.

  2. #2 Metals Edge

    Based in Palm Beach Gardens, 22 mi away

    73/100RFA Score

    Ranked #2 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

  7. #7 American Funding Group

    Based in Jensen Beach, 7 mi away

    71/100RFA Score

    Ranked #7 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 Lee Wealth Management

    Based in Jupiter, 15 mi away

    70/100RFA Score

    Ranked #8 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

  16. #16 Surefire Financial INC

    Based in Stuart, 5 mi away

    68/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 14 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 14 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    56 SW Albany Ave, Stuart, FL 34994
    View profile for Surefire Financial INC(772) 267-7797

  18. #18 Peak Capital Management

    Based in Stuart, 3 mi away

    68/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 4.7★ from 12 Google reviews, listed on Google as “Financial advisor”.

    • 4.7★ from 12 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–2 PM · Sat–Sun closed
    Address
    750 SE Indian St, Stuart, FL 34997
    View profile for Peak Capital Management(772) 334-9592

  21. #21 Selected Objectives LLC

    Based in Port Saint Lucie, 9 mi away

    67/100RFA Score

    Ranked #21 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 Wiswell Financial

    Based in Stuart, 6 mi away

    66/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 8 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 8 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    850 NW Federal Hwy, Stuart, FL 34994
    View profile for Wiswell Financial(772) 301-2371

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

financial advisors in Port Salerno, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Edward Jones - Financial Advisor: Stephen R Hedrick, CFP®|ChFC®665.0★ (6)4 mi
27Edward Jones - Financial Advisor: Cody E Azzi, CFP®|ChFC®|CIMA®|CLU®|AAMS®|AWMA®665.0★ (8)7 mi
28Boca Retirement Strategies, Inc.665.0★ (20)17 mi
29Yvette Morris Accounting & Tax Services INC.664.7★ (15)12 mi
30King Tide Advisors665.0★ (8)8 mi
31Jupiter Joe Thomas665.0★ (21)18 mi
32Lum Wealth Management Group664.4★ (7)5 mi
33Blue Ocean Financial Services, Inc.665.0★ (15)15 mi
34Richard Ewing - Private Wealth Advisor, Ameriprise Financial Services, LLC655.0★ (26)22 mi
35Merrill Lynch Wealth Management653.9★ (7)4 mi
36Southern Magnolia Investment Management655.0★ (9)11 mi
37The Terrio Group655.0★ (17)17 mi
38Statewide Financial Group, Inc654.7★ (18)16 mi
39Carr, Riggs & Ingram653.9★ (7)5 mi
40Avonda Wealth Management655.0★ (4)5 mi
41Grand Life Financial Advisors & Wealth Management655.0★ (4)5 mi
42Investment Planning Group655.0★ (3)3 mi
43Strategic Retirement Group655.0★ (4)5 mi
44Stuart, FL Branch Office - UBS Financial Services Inc.654.8★ (4)4 mi
45Edward Jones - Financial Advisor: Bryce R Buchanan, CEPA®, AAMS®655.0★ (4)6 mi
46rinehimerbaker llc655.0★ (10)14 mi
47Jeff Christopher - Private Wealth Advisor, Ameriprise Financial Services, LLC654.0★ (5)5 mi
48Alexander Edwards: Primerica - Financial Services655.0★ (3)4 mi
49Craig Jeffries Wealth Management Group, LLC655.0★ (3)4 mi
50Dadko Wealth Management of Janney Montgomery Scott645.0★ (3)5 mi

Also serving Port Salerno

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 Port Salerno
BusinessGoogle ratingDistance
AmeriLife of Indian River County, LLC3.0★ (2)17 mi
Atlant Capital - Ameriprise Financial Services, LLC5.0★ (2)3 mi
Doumar Insurance & Financial5.0★ (2)16 mi
Edward Jones - Financial Advisor: Kat Rock, AAMS®5.0★ (2)5 mi
Edward Jones - Financial Advisor: Russell L Rykse5.0★ (2)5 mi
Edward Jones - Financial Advisor: Stephanie E Williams, CFP®|SE-AWMA®|RLP®5.0★ (2)19 mi
Edward Jones - Financial Advisor: Tim McManus, AAMS®3.0★ (2)13 mi
Edward Jones - Financial Advisor: Tim Worley5.0★ (2)4 mi
Luongo Wealth Management Inc.5.0★ (2)6 mi
Marco Wealth Strategies Group5.0★ (2)17 mi
Mikel C. Spraker, CPA, LLC5.0★ (2)5 mi
Motiv8 Advisors5.0★ (2)17 mi
Rehmann5.0★ (2)19 mi
Robert “Bob” Metz, Wealth Management Advisor with Lifetime Financial Growth5.0★ (2)9 mi
SmartPlan Investing3.0★ (2)20 mi
Steady Returns, LLC4.5★ (2)15 mi
Steven Mckillican: Primerica - Financial Services5.0★ (2)15 mi
Steven Trend - Prudential Financial5.0★ (2)19 mi
Terrio Group5.0★ (2)4 mi
Thomas Siplin - Prudential Financial5.0★ (2)21 mi

How we ranked Port Salerno financial advisors

We scored 123 Port Salerno 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 Port Salerno 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 Port Salerno: frequently asked questions

Which financial advisor has the highest RFA Score in Port Salerno?

By RFA Score, the highest-ranked financial advisor in Port Salerno, FL is Paramount Tax & Accounting - Port St. Lucie with an RFA Score of 75/100. It has 4.9★ from 334 Google reviews. Metals Edge (#2) and Pinnacle Tax of Jupiter + Palm Beach (#3) follow. We ranked 123 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Port Salerno?

RankedFinancialAdvisors ranks 123 financial advisors serving Port Salerno, FL. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Port Salerno work on weekends?

15 of 123 ranked financial advisors post Saturday hours and 4 post Sunday hours. The highest-ranked open Saturdays are American Funding Group (#7) and Scarola Settlement Consulting (#10). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Port Salerno financial advisors have?

The median Google rating among 123 rated financial advisors in Port Salerno is 5.0★, with a median of 9 reviews. Bridge Financial - Accounting & Financial Planning has the most, 368 reviews, and ranks #14. 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 Port Salerno count in this ranking?

Yes, if they are within 25 mi of the Port Salerno 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 Port Salerno 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 Port Salerno 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 Port Salerno

  1. November 2026: RFA Scores recalculated for 123 financial advisors serving Port Salerno.
  2. November 2026: 1 duplicate listing merged.

More financial advisors and Port Salerno pages