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Investment Advisors in Palm City, FL: 2026 rankings

41 investment advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Palm City: Metals Edge, RFA Score 73/100; 4.9★ from 350 Google reviews.

  2. 12

    Most-reviewed: New Life Financial Alliance | New Life Financial Planning, 72 Google reviews at 4.9★, the most of 41 ranked after Metals Edge; ranked #12.

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

41 Palm City investment advisors are ranked here by RFA Score, from eight published factors. 4 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 5.0★ across 41 rated firms.

Top 10 investment advisors 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 investment advisors in Palm City at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Metals Edge734.9★ (350)Palm Beach Gardens, 24 mi away—Top score
2Peak Capital Management644.7★ (12)Stuart, 2 mi away——
3Levine Capital Management, LLC645.0★ (22)Port Saint Lucie, 9 mi away——
4Mindie Molina Investments and Insurance634.9★ (40)Stuart, 3 mi away——
5Southern Magnolia Investment Management625.0★ (9)Port Saint Lucie, 7 mi awaySat—
6ARMR Report625.0★ (3)Jupiter, 22 mi away——
7Ram Realty Advisors613.0★ (6)Palm Beach Gardens, 25 mi away——
8Boris Niko - Financial Advisor, Ameriprise Financial Services, LLC615.0★ (13)Stuart, 2 mi away——
9Main Street Funding Group, LLC615.0★ (14)Stuart, 3 mi away——
10Edward Jones - Financial Advisor: Ian Laberge605.0★ (29)Port Saint Lucie, 12 mi away——

All 41 investment advisors 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.

  1. Ranked #1 in Palm City

    #1 Metals Edge

    Based in Palm Beach Gardens, 24 mi away

    73/100RFA 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 Peak Capital Management

    Based in Stuart, 2 mi away

    64/100RFA Score

    Ranked #2 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

  6. #6 ARMR Report

    Based in Jupiter, 22 mi away

    62/100RFA Score

    Ranked #6 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

  7. #7 Ram Realty Advisors

    Based in Palm Beach Gardens, 25 mi away

    61/100RFA Score

    Ranked #7 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

  11. #11 Lee Wealth Management

    Based in Jupiter, 18 mi away

    60/100RFA Score

    Ranked #11 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

  19. #19 Edward Jones - Financial Advisor: Cody E Azzi, CFP®|ChFC®|CIMA®|CLU®|AAMS®|AWMA®

    Based in Jensen Beach, 6 mi away

    59/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 8 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 8 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1915 NE Ricou Terrace, Jensen Beach, FL 34957
    View profile for Edward Jones - Financial Advisor: Cody E Azzi, CFP®|ChFC®|CIMA®|CLU®|AAMS®|AWMA®(772) 219-4454

  21. #21 Jeff Christopher - Private Wealth Advisor, Ameriprise Financial Services, LLC

    Based in Stuart, 2 mi away

    58/100RFA Score

    Ranked #21 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

  25. #25 Edward Jones - Financial Advisor: Patricia Rosendahl, CFP®|ChFC®|CLU®

    Based in Jensen Beach, 6 mi away

    57/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    686 NE Jensen Beach Blvd, Jensen Beach, FL 34957
    View profile for Edward Jones - Financial Advisor: Patricia Rosendahl, CFP®|ChFC®|CLU®(772) 334-8196

All 41 investment advisors

#1 to #25 are shown in full above. Here are #26 to #41, in RFA Score order; each links to its profile.

investment advisors in Palm City, ranks 26 to 41
RankBusinessRFA ScoreGoogle ratingDistance
26Richard Ewing - Private Wealth Advisor, Ameriprise Financial Services, LLC565.0★ (26)25 mi
27Edward Jones - Financial Advisor: John A Williams Jr563.7★ (3)5 mi
28Asset Advisory Services, Inc.555.0★ (10)20 mi
29Cayside Partners555.0★ (6)18 mi
30Tribox Private Wealth545.0★ (7)22 mi
31Edward Jones - Financial Advisor: Brian Baughman545.0★ (4)20 mi
32Gorilla Trades544.7★ (6)22 mi
33Edward Jones - Financial Advisor: David L Bradford Jr, CFP®|CEPA®535.0★ (3)20 mi
34Merrill Lynch Wealth Management535.0★ (3)20 mi
35Core Wealth Management525.0★ (3)22 mi
36Oceanview Private Wealth - Ameriprise Financial Services, LLC525.0★ (4)25 mi
37Travis Routt - Financial Advisor, Ameriprise Financial Services, LLC525.0★ (4)25 mi
38Charles Schwab523.3★ (11)25 mi
39Janney Montgomery Scott525.0★ (3)25 mi
40Fidelity Investments513.2★ (39)25 mi
41Merrill Lynch Wealth Management513.0★ (4)25 mi

Also serving Palm City

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 City
BusinessGoogle ratingDistance
Atlant Capital - Ameriprise Financial Services, LLC5.0★ (2)2 mi
Copperleafe Wealth ManagementIn Palm City
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: Kat Rock, AAMS®5.0★ (2)2 mi
Edward Jones - Financial Advisor: Russell L Rykse5.0★ (2)In Palm City
Edward Jones - Financial Advisor: Tim McManus, AAMS®3.0★ (2)9 mi
Edward Jones - Financial Advisor: Tim Worley5.0★ (2)3 mi
Luongo Wealth Management Inc.5.0★ (2)In Palm City
Monisera & Associates, Inc.In Palm City
Motiv8 Advisors5.0★ (2)14 mi
Osprey Retirement Solutions5.0★ (39)In Palm City
Riddick & Co Entreprenuial FinanceIn Palm City
Steady Returns, LLC4.5★ (2)11 mi
Teach Wealth ManagementIn Palm City
Terrio Group5.0★ (2)2 mi
Thomas Siplin - Prudential Financial5.0★ (2)18 mi
Tower motivationIn Palm City
Wells Fargo AdvisorsIn Palm City

How we ranked Palm City investment advisors

We scored 41 Palm City 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 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 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 City: frequently asked questions

Which investment advisor has the highest RFA Score in Palm City?

By RFA Score, the highest-ranked investment advisor in Palm City, FL is Metals Edge with an RFA Score of 73/100. It has 4.9★ from 350 Google reviews. Peak Capital Management (#2) and Levine Capital Management, LLC (#3) follow. We ranked 41 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Palm City?

RankedFinancialAdvisors ranks 41 investment advisors 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 investment advisors in Palm City work on weekends?

4 of 41 ranked investment advisors post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are Southern Magnolia Investment Management (#5) and Edward Jones - Financial Advisor: Bryce R Buchanan, CEPA®, AAMS® (#17). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Palm City investment advisors have?

The median Google rating among 41 rated investment advisors in Palm City 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 City count in this ranking?

Yes, if they are within 25 mi of the Palm City 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 City 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 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 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 City

  1. November 2026: RFA Scores recalculated for 41 investment advisors serving Palm City.

More investment advisors and Palm City pages