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Financial Planners in Sunrise, FL: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Sunrise: Global Wealth Management, RFA Score 73/100; 4.9★ from 144 Google reviews.

  2. 3

    Most-reviewed: Credit Supreme - Credit Repair Miami - Fix Credit Fast Miami FL, 1,119 Google reviews at 4.8★, the most of 349 ranked; ranked #3.

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

349 Sunrise financial planners are ranked here by RFA Score, from eight published factors. 80 open Saturdays and 16 open Sundays, based on posted hours. The median Google rating is 4.7★ across 349 rated firms.

Top 10 financial planners in Sunrise 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 Sunrise at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Global Wealth Management734.9★ (144)Fort Lauderdale, 1 mi away—Top score
2SBGE Tax Accounting & Financial725.0★ (231)Deerfield Beach, 13 mi away——
3Credit Supreme - Credit Repair Miami - Fix Credit Fast Miami FL724.8★ (1,119)Miami, 25 mi awayEveningsMost reviews
4Joorney725.0★ (535)Miami Beach, 24 mi away——
5Strategic Senior Benefits Group715.0★ (119)Coconut Creek, 9 mi away——
6Feller Financial Services705.0★ (187)Boca Raton, 16 mi away——
7Paramount Tax & Accounting CPAs Weston705.0★ (174)Weston, 16 mi away——
8Mutual of Omaha Mortgage704.9★ (87)Fort Lauderdale, 6 mi away——
9Builder To Contributor LLC705.0★ (71)Fort Lauderdale, 6 mi away——
10AP Financial Contingency Group Inc705.0★ (49)Sunrise——

All 349 financial planners in Sunrise, 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 Sunrise

    #1 Global Wealth Management

    Based in Fort Lauderdale, 1 mi away

    73/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.9★ from 144 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 144 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1301 E Broward Blvd #200, Fort Lauderdale, FL 33301
    View profile for Global Wealth Management(954) 533-7144

  4. #4 Joorney

    Based in Miami Beach, 24 mi away

    72/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 535 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 535 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    1688 Meridian Ave STE 700, Miami Beach, FL 33139
    View profile for Joorney(844) 566-7639

  8. #8 Mutual of Omaha Mortgage

    Based in Fort Lauderdale, 6 mi away

    70/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 4.9★ from 87 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 87 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    6750 N Andrews Ave Ste 200, Office 2110, Fort Lauderdale, FL 33309
    View profile for Mutual of Omaha Mortgage(314) 681-4591

  12. #12 Palm Wealth Partners

    Based in Boca Raton, 15 mi away

    70/100RFA Score

    Ranked #12 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

  13. #13 Coral Wealth Management

    Based in Miami, 12 mi away

    70/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 103 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 103 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    20801 Biscayne Blvd STE 403, Miami, FL 33180
    View profile for Coral Wealth Management(305) 671-3915

  17. #17 All Accounting Services

    Based in Davie, 10 mi away

    69/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.8★ from 97 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 97 Google reviews
    Hours
    Mon–Thu 9:30 AM–6 PM · Fri 9:30 AM–5 PM · Sat 10 AM–2 PM · Sun closed
    Address
    6907 Stirling Rd, Davie, FL 33314
    View profile for All Accounting Services(954) 318-0800

  19. #19 Singer Wealth

    Based in Boca Raton, 14 mi away

    68/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 85 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 85 Google reviews
    Hours
    Mon–Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    1515 S Federal Hwy #302, Boca Raton, FL 33432
    View profile for Singer Wealth(561) 998-9985

  25. #25 Wisdom Financial Services

    Based in Fort Lauderdale, 2 mi away

    67/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 26 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 26 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–2 PM · Sat–Sun closed
    Address
    2546 N Federal Hwy, Fort Lauderdale, FL 33305
    View profile for Wisdom Financial Services(954) 446-8981

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

financial planners in Sunrise, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Advise Financial665.0★ (71)19 mi
27LifeCraft Wealth Management665.0★ (19)In Sunrise
28Bank of America (with Drive-thru ATM)664.9★ (44)11 mi
29Global Wealth Management665.0★ (54)16 mi
30Krause Capital, Inc.664.8★ (24)2 mi
31Secure Wealth Planning Group664.9★ (57)15 mi
32The Saffer Financial Group, Inc.665.0★ (34)9 mi
33First Horizon Bank - Miami, FL - NW 7th Ave664.9★ (110)24 mi
34Florida Financial Advisors665.0★ (67)20 mi
35Scott M Miller - Private Wealth Advisor, Ameriprise Financial Services, LLC664.9★ (68)18 mi
36Bank of America Financial Center664.0★ (247)13 mi
37Eagle Harbor Advisors665.0★ (53)17 mi
38Prosperitus Wealth Advisors655.0★ (39)12 mi
39Space Coast Credit Union | Ft. Lauderdale, FL654.0★ (48)1 mi
40Wealthcare Financial655.0★ (56)18 mi
41First Horizon Bank - Aventura, FL - NE 29th St654.5★ (66)13 mi
42MANNA WEALTH MANAGEMENT655.0★ (77)25 mi
43Desire Financial Group654.8★ (26)7 mi
44Level Mortgage- Lamas Loans - Mortgage Broker655.0★ (54)21 mi
45Secure Today Financial655.0★ (19)5 mi
46First Horizon Bank - Hialeah, FL - W 49th St644.7★ (82)22 mi
47Edward Jones, Jennifer Cooper, AAMS, Financial Advisor645.0★ (38)16 mi
48PCS Investments645.0★ (48)20 mi
49Neil Jesani Wealth Management, LLC644.8★ (13)In Sunrise
50Financial Insurance Specialty Trade645.0★ (14)2 mi

Also serving Sunrise

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 Sunrise
BusinessGoogle ratingDistance
Anuja Financial Mentor5.0★ (1)In Sunrise
Dhina Clement: Primerica - Financial ServicesIn Sunrise
Finance Consulting CenterIn Sunrise
Garg and Associates Incorporation4.9★ (45)In Sunrise
Green Brydge LLCIn Sunrise
Hugo Luis Camilo Bautista | Mint Financial GroupIn Sunrise
IVER SERVICES MATRIXIn Sunrise
Jean Tax and associates4.4★ (7)In Sunrise
JG Finances5.0★ (2)In Sunrise
Junon Fertil: Primerica - Financial Services5.0★ (5)In Sunrise
Katiana Imani: Primerica - Financial ServicesIn Sunrise
Manny Rivera: Primerica - Financial Services5.0★ (73)In Sunrise
Mathis Financial Corporation4.9★ (13)In Sunrise
Mint Financial Group4.8★ (53)In Sunrise
Pauline Velmie Saint-jean: Primerica - Financial Services4.7★ (26)In Sunrise
RHX Financial Services5.0★ (2)In Sunrise
Vital Financial Group4.5★ (2)In Sunrise
Vladimir Boulin: Primerica - Financial ServicesIn Sunrise
Wells Fargo Advisors5.0★ (1)In Sunrise
Wells Fargo AdvisorsIn Sunrise

How we ranked Sunrise financial planners

We scored 349 Sunrise 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 Sunrise 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 Sunrise: frequently asked questions

Which financial planner has the highest RFA Score in Sunrise?

By RFA Score, the highest-ranked financial planner in Sunrise, FL is Global Wealth Management with an RFA Score of 73/100. It has 4.9★ from 144 Google reviews. SBGE Tax Accounting & Financial (#2) and Credit Supreme - Credit Repair Miami - Fix Credit Fast Miami FL (#3) follow. We ranked 349 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Sunrise?

RankedFinancialAdvisors ranks 349 financial planners serving Sunrise, FL. 4 of them are based in Sunrise; 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 Sunrise work on weekends?

80 of 349 ranked financial planners post Saturday hours and 16 post Sunday hours. The highest-ranked open Saturdays are Seekh Tax & More and Trusted Tax (#11), Pinnacle Financial Group, Inc. (#16) and All Accounting Services (#17). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Sunrise financial planners have?

The median Google rating among 349 rated financial planners in Sunrise is 4.7★, with a median of 19 reviews. Credit Supreme - Credit Repair Miami - Fix Credit Fast Miami FL has the most, 1,119 reviews, and ranks #3. 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 Sunrise count in this ranking?

Yes, if they are within 25 mi of the Sunrise 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 Sunrise 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 Sunrise 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 Sunrise

  1. November 2026: RFA Scores recalculated for 349 financial planners serving Sunrise.
  2. November 2026: 4 duplicate listings merged.

More financial planners and Sunrise pages