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Financial Planners in Palm City, FL: 2026 rankings

72 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

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

  2. 34

    Most-reviewed: Metals Edge, 350 Google reviews at 4.9★, the most of 72 ranked; ranked #34.

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

72 Palm City financial planners are ranked here by RFA Score, from eight published factors. 10 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 5.0★ across 72 rated firms.

Top 10 financial planners in Palm 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 planners in Palm City at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Paramount Tax & Accounting - Port St. Lucie764.9★ (334)Port Saint Lucie, 11 mi away—Top score
2Pinnacle Tax of Jupiter + Palm Beach725.0★ (146)Jupiter, 19 mi away——
3Lee Wealth Management685.0★ (55)Jupiter, 18 mi away——
4Initiative Wealth Planners685.0★ (16)Stuart, 3 mi away——
5New Life Financial Alliance | New Life Financial Planning684.9★ (72)Jupiter, 22 mi away——
6Boris Niko - Financial Advisor, Ameriprise Financial Services, LLC685.0★ (13)Stuart, 2 mi away——
7WH Financial Services Inc674.7★ (14)Stuart, 3 mi away——
8The Real Financial Group675.0★ (10)Stuart, 2 mi away——
9Helius Wealth Management - Raymond James675.0★ (57)Palm Beach Gardens, 25 mi away——
10Keaney Financial Services Corp.665.0★ (7)Stuart, 2 mi awayEvenings—

All 72 financial planners in Palm 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.

  3. #3 Lee Wealth Management

    Based in Jupiter, 18 mi away

    68/100RFA Score

    Ranked #3 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

  15. #15 Carr, Riggs & Ingram

    Based in Stuart, 2 mi away

    65/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 3.9★ from 7 Google reviews, listed on Google as “Financial planner”.

    • 3.9★ from 7 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    33 SW Flagler Ave, Stuart, FL 34994
    View profile for Carr, Riggs & Ingram(772) 283-2356

  18. #18 Bankers Life

    Based in Port Saint Lucie, 13 mi away

    64/100RFA Score

    Ranked #18 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

  20. #20 Jeff Christopher - Private Wealth Advisor, Ameriprise Financial Services, LLC

    Based in Stuart, 2 mi away

    64/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.0★ from 5 Google reviews, listed on Google as “Financial planner”.

    • 4.0★ from 5 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    301 SW Albany Ave, Stuart, FL 34994
    View profile for Jeff Christopher - Private Wealth Advisor, Ameriprise Financial Services, LLC(772) 286-4841

  24. #24 Jupiter Joe Thomas

    Based in Jupiter, 21 mi away

    64/100RFA Score

    Ranked #24 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

Financial planners 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 72 ranked financial planners here; the rest are on their profiles.

financial planners in Palm City, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Richard Ewing - Private Wealth Advisor, Ameriprise Financial Services, LLC645.0★ (26)25 mi
27Dadko Wealth Management of Janney Montgomery Scott645.0★ (3)2 mi
28Craig Jeffries Wealth Management Group, LLC645.0★ (3)3 mi
29Blue Ocean Financial Services, Inc.635.0★ (15)19 mi
30Statewide Financial Group, Inc634.7★ (18)19 mi
31Ted Glasrud Associates631.8★ (5)2 mi
32rinehimerbaker llc625.0★ (10)18 mi
33Bridge Financial625.0★ (16)24 mi
34Metals Edge624.9★ (350)24 mi
35Center For Asset Management625.0★ (15)25 mi
36Asset Advisory Services, Inc.625.0★ (10)20 mi
37Pinnacle Retirement Group625.0★ (11)22 mi
38Osprey Retirement Solutions625.0★ (39)In Palm City
39First Horizon Bank - Jupiter, FL - W Indiantown Rd624.3★ (11)19 mi
40DKAC Retirement614.6★ (10)20 mi
41Bank of America (with Drive-thru ATM)613.7★ (29)22 mi
42Sean Mullin - Northwestern Mutual615.0★ (11)25 mi
43Donner's Financial Services, Inc.614.8★ (6)18 mi
44Bank of America (with Drive-thru ATM)613.2★ (66)18 mi
45Mindie Molina Investments and Insurance614.9★ (40)3 mi
46Bank of America (with Drive-thru ATM)612.8★ (99)11 mi
47Bank of America (with Drive-thru ATM)612.4★ (65)5 mi
48DiBartolomeo, McBee, Hartley & Barnes615.0★ (5)18 mi
49Tribox Private Wealth605.0★ (7)22 mi
50Cary Stamp & Co.604.2★ (9)22 mi

Also serving Palm City

20 more financial planners 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 planners serving Palm City
BusinessGoogle ratingDistance
AmeriLife of Indian River County, LLC3.0★ (2)13 mi
Atlant Capital - Ameriprise Financial Services, LLC5.0★ (2)2 mi
Copperleafe Wealth ManagementIn Palm City
Douglas Dinzik - Financial Advisor, Ameriprise Financial Services, LLC3.0★ (2)25 mi
Doumar Insurance & Financial5.0★ (2)19 mi
Ebanks Financial SolutionsIn Palm City
Edward Jones - Financial Advisor: Ernesto R MendozaIn Palm City
Edward Jones - Financial Advisor: Jamie L ChapogasIn Palm City
Edward Jones - Financial Advisor: Russell L Rykse5.0★ (2)In Palm City
Eric Bachinsky - Raymond James5.0★ (2)25 mi
Luongo Wealth Management Inc.5.0★ (2)In Palm City
Mikel C. Spraker, CPA, LLC5.0★ (2)2 mi
Northwestern Mutual5.0★ (2)24 mi
Policom CorporationIn Palm City
Rehmann5.0★ (2)22 mi
Riddick & Co Entreprenuial FinanceIn Palm City
Sandow Partners, Inc.In Palm City
SUNSHINE FINANCIAL GROUPIn Palm City
Terrio Group5.0★ (2)2 mi
Wells Fargo AdvisorsIn Palm City

How we ranked Palm City financial planners

We scored 72 Palm City financial planners 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 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 planner

  1. Confirm the financial planner 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 planner

  • 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 planner?
  • 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 planners in Palm City: frequently asked questions

Which financial planner has the highest RFA Score in Palm City?

By RFA Score, the highest-ranked financial planner in Palm City, FL is Paramount Tax & Accounting - Port St. Lucie with an RFA Score of 76/100. It has 4.9★ from 334 Google reviews. Pinnacle Tax of Jupiter + Palm Beach (#2) and Lee Wealth Management (#3) follow. We ranked 72 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Palm City?

RankedFinancialAdvisors ranks 72 financial planners serving Palm City, FL. 1 of them is based in Palm 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 planners in Palm City work on weekends?

10 of 72 ranked financial planners post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays is Southern Magnolia Investment Management (#13). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Palm City financial planners have?

The median Google rating among 72 rated financial planners in Palm City is 5.0★, with a median of 10 reviews. Metals Edge has the most, 350 reviews, and ranks #34. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner 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 planners outside Palm City count in this ranking?

Yes, if they are within 25 mi of the Palm City city center, our service radius for financial planners. 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 planners 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 planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Palm City ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning 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 planner’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 planner in Palm 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 planners 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 City

  1. November 2026: RFA Scores recalculated for 72 financial planners serving Palm City.
  2. November 2026: 1 duplicate listing merged.

More financial planners and Palm City pages