Skip to content

Investment Advisors in Palm Beach Gardens, FL: 2026 rankings

49 investment 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 79/100; 4.9★ from 350 Google reviews.

  2. 14

    Most-reviewed: Guided Financial Advisors, 75 Google reviews at 4.9★, the most of 49 ranked after Metals Edge; ranked #14.

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

49 Palm Beach Gardens investment advisors are ranked here by RFA Score, from eight published factors. 5 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 5.0★ across 49 rated firms.

Top 10 investment 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 investment advisors in Palm Beach Gardens at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Metals Edge794.9★ (350)Palm Beach GardensTop score
2Online Trading Academy West Palm Beach694.5★ (24)West Palm Beach, 8 mi away—
3Certuity685.0★ (7)North Palm Beach, 5 mi away—
4Ram Realty Advisors673.0★ (6)Palm Beach Gardens—
5Affluent Estate Properties, Auction House675.0★ (12)Wellington, 14 mi away—
6Comvest Partners664.4★ (7)West Palm Beach, 9 mi away—
7ARMR Report665.0★ (3)Jupiter, 8 mi away—
8Cypress Bank & Trust655.0★ (4)Royal Palm Beach, 10 mi away—
9Center For Asset Management655.0★ (15)Palm Beach Gardens—
10American Wealth Builders652.6★ (5)Riviera Beach, 8 mi away—

All 49 investment 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

    79/100RFA 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

  3. #3 Certuity

    Based in North Palm Beach, 5 mi away

    68/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 7 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 7 Google reviews
    Hours
    Mon–Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    1295 US-1, North Palm Beach, FL 33408
    View profile for Certuity(561) 693-3255

  4. #4 Ram Realty Advisors

    Based in Palm Beach Gardens

    67/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 3.0★ from 6 Google reviews, listed on Google as “Investment company”.

    • 3.0★ from 6 Google reviews
    Hours
    Mon–Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    4801 PGA Blvd, Palm Beach Gardens, FL 33418
    View profile for Ram Realty Advisors(561) 630-6110

  6. #6 Comvest Partners

    Based in West Palm Beach, 9 mi away

    66/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 4.4★ from 7 Google reviews, listed on Google as “Investment company”.

    • 4.4★ from 7 Google reviews
    Hours
    Mon–Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    360 S Rosemary Ave Ste 1700, West Palm Beach, FL 33401
    View profile for Comvest Partners(561) 727-2000

  7. #7 ARMR Report

    Based in Jupiter, 8 mi away

    66/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 3 Google reviews
    Address
    2050 Jimmy Buffett Mem Hwy, Jupiter, FL 33477
    View profile for ARMR Report(561) 531-1405

  8. #8 Cypress Bank & Trust

    Based in Royal Palm Beach, 10 mi away

    65/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 4 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 4 Google reviews
    Hours
    Mon–Tue 8:30 AM–5 PM · Wed closed · Thu–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    251 Royal Palm Wy #500, Palm Beach, FL 33480
    View profile for Cypress Bank & Trust(561) 659-5889

  10. #10 American Wealth Builders

    Based in Riviera Beach, 8 mi away

    65/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 2.6★ from 5 Google reviews, listed on Google as “Investment service”.

    • 2.6★ from 5 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    7891 Central Industrial Dr Ste 400, Riviera Beach, FL 33404
    View profile for American Wealth Builders(561) 223-1718

  14. #14 Guided Financial Advisors

    Based in West Palm Beach, 10 mi away

    63/100RFA Score

    Ranked #14 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

  16. #16 Lee Wealth Management

    Based in Jupiter, 10 mi away

    62/100RFA Score

    Ranked #16 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

  23. #23 Oceanview Private Wealth - Ameriprise Financial Services, LLC

    Based in Palm Beach Gardens

    58/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 4 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 4 Google reviews
    Hours
    Mon 9 AM–5 PM · Tue 8:30 AM–5 PM · Wed 9 AM–5 PM · Thu 8:30 AM–5 PM · Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    3801 PGA Blvd #500, Palm Beach Gardens, FL 33410
    View profile for Oceanview Private Wealth - Ameriprise Financial Services, LLC(561) 383-3600

  25. #25 Tribox Private Wealth

    Based in Jupiter, 5 mi away

    58/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 7 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 7 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    601 Heritage Dr #214, Jupiter, FL 33458
    View profile for Tribox Private Wealth(561) 730-2100

All 49 investment advisors

#1 to #25 are shown in full above. Here are #26 to #49, in RFA Score order; each links to its profile.

investment advisors in Palm Beach Gardens, ranks 26 to 49
RankBusinessRFA ScoreGoogle ratingDistance
26Trajan Wealth585.0★ (9)8 mi
27Charles Schwab583.3★ (11)In Palm Beach Gardens
28Peak Capital Management584.7★ (12)24 mi
29Janney Montgomery Scott585.0★ (3)In Palm Beach Gardens
30Fidelity Investments573.2★ (39)In Palm Beach Gardens
31Gorilla Trades574.7★ (6)5 mi
32Northwestern Mutual575.0★ (8)9 mi
33Merrill Lynch Wealth Management573.0★ (4)In Palm Beach Gardens
34Cayside Partners565.0★ (6)10 mi
35Core Wealth Management565.0★ (3)5 mi
36Edward Jones - Financial Advisor: Brian Baughman565.0★ (4)8 mi
37Charles Schwab563.5★ (8)10 mi
38Merrill Lynch Wealth Management565.0★ (3)8 mi
39Edward Jones - Financial Advisor: David L Bradford Jr, CFP®|CEPA®555.0★ (3)8 mi
40Edward Jones - Financial Advisor: Richard A Ebaugh554.0★ (7)11 mi
41Aaron Brask Capital555.0★ (7)15 mi
42Sterling Organization553.1★ (15)9 mi
43Edward Jones - Financial Advisor: Jim Smeenge, CFP®|CEPA®554.0★ (3)9 mi
44Merrill Lynch Wealth Management553.4★ (5)10 mi
45Boris Niko - Financial Advisor, Ameriprise Financial Services, LLC545.0★ (13)24 mi
46Edward Jones - Financial Advisor: Wyn Yelin, CEPA®|AAMS®545.0★ (6)19 mi
47Merrill Lynch Wealth Management541.8★ (5)10 mi
48Edward Jones - Financial Advisor: Scott Doyno, AAMS®525.0★ (3)19 mi
49Mark Haag - Private Wealth Advisor, Ameriprise Financial Services, LLC525.0★ (3)19 mi

Also serving Palm Beach Gardens

20 more investment 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 investment advisors serving Palm Beach Gardens
BusinessGoogle ratingDistance
Douglas Dinzik - Financial Advisor, Ameriprise Financial Services, LLC3.0★ (2)In Palm Beach Gardens
Ellis Rodriguez: Primerica - Financial Services5.0★ (13)In Palm Beach Gardens
Eric Bachinsky - Raymond James5.0★ (2)In Palm Beach Gardens
Helius Wealth Management - Raymond James5.0★ (57)In Palm Beach Gardens
Legacy Financial Partners, LLC.4.3★ (6)In Palm Beach Gardens
Legend Group Inc4.5★ (2)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
Northwestern Mutual Warner Financial Group4.4★ (7)In Palm Beach Gardens
Palm Beach Tax Group, Inc4.9★ (57)In Palm Beach Gardens
Palm Beach, FL Branch Office - UBS Financial Services Inc.3.7★ (3)In Palm Beach Gardens
Prosperity Financial Solution5.0★ (11)In Palm Beach Gardens
Richard Donegan - Financial Advisor at Raymond James & Associates5.0★ (5)In Palm Beach Gardens
Sean Mullin - Northwestern Mutual5.0★ (11)In Palm Beach Gardens
Vault Wealth Management3.8★ (12)In Palm Beach Gardens
Velocity Community Investment Services3.9★ (7)In Palm Beach Gardens
WB Wealth Management3.7★ (3)In Palm Beach Gardens
Wealthspire3.0★ (2)In Palm Beach Gardens
Wells Fargo Advisors3.0★ (2)In Palm Beach Gardens

How we ranked Palm Beach Gardens investment advisors

We scored 49 Palm Beach Gardens investment 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 an investment advisor

  1. Confirm the investment 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 an investment 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 investment 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.

Investment advisors in Palm Beach Gardens: frequently asked questions

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

By RFA Score, the highest-ranked investment advisor in Palm Beach Gardens, FL is Metals Edge with an RFA Score of 79/100. It has 4.9★ from 350 Google reviews. Online Trading Academy West Palm Beach (#2) and Certuity (#3) follow. We ranked 49 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Palm Beach Gardens?

RankedFinancialAdvisors ranks 49 investment advisors serving Palm Beach Gardens, FL. 11 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 investment advisors in Palm Beach Gardens work on weekends?

5 of 49 ranked investment advisors post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are South Florida Business Broker | John Diaz (#12), Guided Financial Advisors (#14) and Palm Beach Accounting & Tax Firm (#21). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Palm Beach Gardens investment advisors have?

The median Google rating among 49 rated investment advisors in Palm Beach Gardens is 5.0★, with a median of 7 reviews. Metals Edge has the most, 350 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank investment advisors?

Each investment 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 investment 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 investment 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 investment 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 an investment advisor do?

Investment advisors manage portfolios and give advice about securities for a fee. In the US, firms register with the SEC or a state securities regulator and file a Form ADV brochure; in Canada, portfolio managers and dealers register with the provincial securities regulator.

How are investment advisors in Palm Beach Gardens ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers investment advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check an investment 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 investment 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 investment 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 49 investment advisors serving Palm Beach Gardens.

More investment advisors and Palm Beach Gardens pages