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Investment Advisors in Pompano Beach, FL: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Pompano Beach: BPM REIA - Broward- Palm Beach - Miami Real Estate Investor Association, RFA Score 74/100; 5.0★ from 438 Google reviews.

  2. 2

    Most-reviewed: Cardone Capital, 2,942 Google reviews at 4.9★, the most of 150 ranked; ranked #2.

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

150 Pompano Beach investment advisors are ranked here by RFA Score, from eight published factors. 21 open Saturdays and 16 open Sundays, based on posted hours. The median Google rating is 5.0★ across 150 rated firms.

Top 10 investment advisors in Pompano Beach 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 Pompano Beach at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1BPM REIA - Broward- Palm Beach - Miami Real Estate Investor Association745.0★ (438)Fort Lauderdale, 8 mi away—Top score
2Cardone Capital744.9★ (2,942)Aventura, 20 mi awaySat · SunMost reviews
3Seana Abdelmajid & Katie Lemieux ~ The Homeowner's Agent Brokered by La Rosa Realty Beaches745.0★ (183)Fort Lauderdale, 4 mi awaySat · Sun · Evenings—
4Optimus Futures714.7★ (206)Boca Raton, 9 mi away——
5Harry Berry Realty705.0★ (87)Hollywood, 14 mi awaySat · Sun · Evenings—
6Immobilienn704.9★ (35)Fort Lauderdale, 5 mi away——
7South Florida Investor Social Club695.0★ (12)Pompano Beach——
8EC Capital Management695.0★ (24)Boca Raton, 8 mi away——
9LOYD Equity695.0★ (39)Fort Lauderdale, 12 mi away——
10Pinnacle Wealth Preservation684.9★ (19)Boca Raton, 9 mi awaySat · Evenings—

All 150 investment advisors in Pompano Beach, 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 Pompano Beach

    Based in Fort Lauderdale, 8 mi away

    74/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 438 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 438 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    500 E Las Olas Blvd Ste 2003, Fort Lauderdale, FL 33301
  2. Based in Aventura, 20 mi away

    74/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 4.9★ from 2,942 Google reviews, listed on Google as “Investment service”.

    • 4.9★ from 2,942 Google reviews
    Hours
    Mon–Sun 8 AM–6 PM
    Address
    18851 NE 29th Ave Ste 1000, Aventura, FL 33180
  3. 74/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 183 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 183 Google reviews
    Hours
    Mon–Sun 9 AM–9 PM
    Address
    2700 W Cypress Creek Rd d100, Fort Lauderdale, FL 33309
  4. Based in Boca Raton, 9 mi away

    71/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.7★ from 206 Google reviews, listed on Google as “Investment service”.

    • 4.7★ from 206 Google reviews
    Hours
    Mon–Fri 7 AM–6 PM · Sat–Sun closed
    Address
    1200 N Federal Hwy Suite 300, Boca Raton, FL 33432
  5. Based in Hollywood, 14 mi away

    70/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 5.0★ from 87 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 87 Google reviews
    Hours
    Mon–Sun 8 AM–8 PM
    Address
    4100 N 29th Ave, Hollywood, FL 33020
  6. Based in Fort Lauderdale, 5 mi away

    70/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 4.9★ from 35 Google reviews, listed on Google as “Investment service”.

    • 4.9★ from 35 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    3007 W Commercial Blvd #203, Fort Lauderdale, FL 33309
  7. Based in Boca Raton, 8 mi away

    69/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 24 Google reviews, listed on Google as “Investment company”.

    • 5.0★ from 24 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    7000 W Palmetto Park Rd Suite 210, Boca Raton, FL 33433
  8. Based in Fort Lauderdale, 12 mi away

    69/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 39 Google reviews, listed on Google as “Investment company”.

    • 5.0★ from 39 Google reviews
    Hours
    Mon–Fri 10 AM–6 PM · Sat–Sun closed
    Address
    4101 Ravenswood Rd Ste 315B, Fort Lauderdale, FL 33312
  9. Based in Boca Raton, 9 mi away

    68/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 4.9★ from 19 Google reviews, listed on Google as “Investment service”.

    • 4.9★ from 19 Google reviews
    Hours
    Mon 9 AM–5 PM · Tue 9 AM–7 PM · Wed 9 AM–5 PM · Thu 9 AM–7 PM · Fri 9 AM–5 PM · Sat 10 AM–4 PM · Sun closed
    Address
    1200 N Federal Hwy #200, Boca Raton, FL 33432
  10. Based in Boca Raton, 10 mi away

    67/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 4.4★ from 29 Google reviews, listed on Google as “Investment service”.

    • 4.4★ from 29 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    2701 NW 2nd Ave #105, Boca Raton, FL 33431
  11. Based in Delray Beach, 15 mi away

    66/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 19 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 19 Google reviews
    Hours
    Mon–Sun 9 AM–7 PM
    Address
    14590 S Military Trl Suite E8, Delray Beach, FL 33484
  12. Based in North Lauderdale, 7 mi away

    66/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 5 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 5 Google reviews
    Hours
    Mon–Fri 10:30 AM–4:30 PM · Sat–Sun closed
    Address
    8030 W McNab Rd, North Lauderdale, FL 33068
  13. Based in Hollywood, 16 mi away

    65/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 9 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 9 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2031 Harrison St Ste 101, Hollywood, FL 33020
  14. Based in Boca Raton, 9 mi away

    65/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.0★ from 4 Google reviews, listed on Google as “Investment service”.

    • 4.0★ from 4 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    1825 Corporate Blvd NW #300, Boca Raton, FL 33431

Investment 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 150 ranked investment advisors here; the rest are on their profiles.

investment advisors in Pompano Beach, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Wells Fargo Advisors642.6★ (5)8 mi
27BANK OF AMERICA PLANTATION643.7★ (3)10 mi
28Interactive Brokers642.0★ (4)8 mi
29Levco Real Estate Group634.0★ (4)15 mi
30Feller Financial Services635.0★ (187)9 mi
31Invest Capital Group624.2★ (5)19 mi
32Miami Boat and Auto Pawn625.0★ (960)22 mi
33Trading Academy - Fort Lauderdale624.9★ (309)12 mi
34Wells Fargo Advisors622.3★ (3)15 mi
35Wells Fargo Advisors624.7★ (3)19 mi
36NFSG625.0★ (127)9 mi
37Chris Price Financial Planner615.0★ (42)2 mi
38Purple Tree Funding LLC: Best Business Funding615.0★ (33)2 mi
39Florida Invest613.0★ (8)22 mi
40Desire Financial Group604.8★ (26)In Pompano Beach
41Crystal Capital Partners, LLC603.5★ (4)24 mi
42Secure Wealth Planning Group604.9★ (57)8 mi
43Eagle Harbor Advisors605.0★ (53)10 mi
44Fallenbaum CPA & Advisors LLC604.9★ (93)12 mi
45Advise Financial605.0★ (71)12 mi
46Prosperitus Wealth Advisors605.0★ (39)8 mi
47Scott M Miller - Private Wealth Advisor, Ameriprise Financial Services, LLC604.9★ (68)11 mi
48QuickLiquidity595.0★ (53)12 mi
49Edward Jones - Financial Advisor: Chris Malkin594.9★ (33)7 mi
50American Asset Management Inc594.5★ (4)8 mi

Also serving Pompano Beach

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 Pompano Beach
BusinessGoogle ratingDistance
AmericavestIn Pompano Beach
Atlantic Executive PlazaIn Pompano Beach
Avodah Wealth Advisors, LLCIn Pompano Beach
Bank of America (with Drive-thru ATM)3.0★ (92)In Pompano Beach
Bank of America (with Drive-thru ATM)2.3★ (76)In Pompano Beach
CAC3.0★ (2)In Pompano Beach
Christian Morales - TD Wealth Financial AdvisorIn Pompano Beach
Dackmar Multi-Services Inc4.9★ (12)In Pompano Beach
David Brenelus: Primerica - Financial Services5.0★ (11)In Pompano Beach
David Searles - Raymond JamesIn Pompano Beach
Jax Capital InvestmentsIn Pompano Beach
Kyle Stroud - Program Manager, Ameriprise Financial Services, LLCIn Pompano Beach
LDL Benefit Options5.0★ (17)In Pompano Beach
New England Funds5.0★ (6)In Pompano Beach
Philip Tyson Huyler: Primerica - Financial Services4.3★ (3)In Pompano Beach
Primerica Financial Services5.0★ (3)In Pompano Beach
Sean C Dawkins: Primerica - Financial Services5.0★ (1)In Pompano Beach
Strategic Asset ManagementIn Pompano Beach
United One Solutions IncIn Pompano Beach
Wells Fargo AdvisorsIn Pompano Beach

How we ranked Pompano Beach investment advisors

We scored 150 Pompano Beach 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 Pompano Beach 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 Pompano Beach: frequently asked questions

Which investment advisor has the highest RFA Score in Pompano Beach?

By RFA Score, the highest-ranked investment advisor in Pompano Beach, FL is BPM REIA - Broward- Palm Beach - Miami Real Estate Investor Association with an RFA Score of 74/100. It has 5.0★ from 438 Google reviews. Cardone Capital (#2) and Seana Abdelmajid & Katie Lemieux ~ The Homeowner's Agent Brokered by La Rosa Realty Beaches (#3) follow. We ranked 150 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Pompano Beach?

RankedFinancialAdvisors ranks 150 investment advisors serving Pompano Beach, FL. 3 of them are based in Pompano Beach; 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 Pompano Beach work on weekends?

21 of 150 ranked investment advisors post Saturday hours and 16 post Sunday hours. The highest-ranked open Saturdays are Cardone Capital (#2), Seana Abdelmajid & Katie Lemieux ~ The Homeowner's Agent Brokered by La Rosa Realty Beaches (#3) and Harry Berry Realty (#5). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Pompano Beach investment advisors have?

The median Google rating among 150 rated investment advisors in Pompano Beach is 5.0★, with a median of 10 reviews. Cardone Capital has the most, 2,942 reviews, and ranks #2. 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 Pompano Beach count in this ranking?

Yes, if they are within 25 mi of the Pompano Beach 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 Pompano Beach 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 Pompano Beach 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 Pompano Beach

  1. November 2026: RFA Scores recalculated for 150 investment advisors serving Pompano Beach.
  2. November 2026: 2 duplicate listings merged.