Skip to content

Investment Advisors in Royal Palm Beach, FL: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Royal Palm Beach: Metals Edge, RFA Score 76/100; 4.9★ from 350 Google reviews.

  2. 18

    Most-reviewed: Feller Financial Services, 187 Google reviews at 5.0★, the most of 87 ranked after Metals Edge; ranked #18.

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

87 Royal Palm Beach investment advisors are ranked here by RFA Score, from eight published factors. 8 open Saturdays and 3 open Sundays, based on posted hours. The median Google rating is 5.0★ across 87 rated firms.

Most of this list also appears on the Investment advisors in West Palm Beach ranking. See Investment advisors in West Palm Beach

Top 10 investment advisors in Royal Palm 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 Royal Palm Beach at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Metals Edge764.9★ (350)Palm Beach Gardens, 11 mi away—Top score
2Online Trading Academy West Palm Beach694.5★ (24)West Palm Beach, 8 mi away——
3Affluent Estate Properties, Auction House695.0★ (12)Wellington, 7 mi away——
4Cypress Bank & Trust685.0★ (4)Royal Palm Beach——
5Kayai Graham - Realtor675.0★ (19)Delray Beach, 18 mi awaySat · Sun · Evenings—
6Comvest Partners664.4★ (7)West Palm Beach, 11 mi away——
7Certuity665.0★ (7)North Palm Beach, 14 mi away——
8David Lerner Associates, Inc.664.7★ (29)Boca Raton, 24 mi away——
9Titan Funding654.4★ (29)Boca Raton, 25 mi away——
10Ram Realty Advisors643.0★ (6)Palm Beach Gardens, 12 mi away——

All 87 investment advisors in Royal Palm 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 Royal Palm Beach

    #1 Metals Edge

    Based in Palm Beach Gardens, 11 mi away

    76/100RFA 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

  4. #4 Cypress Bank & Trust

    Based in Royal Palm Beach

    68/100RFA Score

    Ranked #4 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

  5. #5 Kayai Graham - Realtor

    Based in Delray Beach, 18 mi away

    67/100RFA Score

    Ranked #5 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
    View profile for Kayai Graham - Realtor(561) 305-3417

  6. #6 Comvest Partners

    Based in West Palm Beach, 11 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 Certuity

    Based in North Palm Beach, 14 mi away

    66/100RFA Score

    Ranked #7 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

  9. #9 Titan Funding

    Based in Boca Raton, 25 mi away

    65/100RFA Score

    Ranked #9 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
    View profile for Titan Funding(855) 731-1600

  10. #10 Ram Realty Advisors

    Based in Palm Beach Gardens, 12 mi away

    64/100RFA Score

    Ranked #10 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 American Wealth Builders

    Based in Riviera Beach, 11 mi away

    64/100RFA Score

    Ranked #11 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 ARMR Report

    Based in Jupiter, 18 mi away

    63/100RFA Score

    Ranked #14 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

  16. #16 Guided Financial Advisors

    Based in West Palm Beach, 11 mi away

    62/100RFA Score

    Ranked #16 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

  19. #19 Polen Capital

    Based in Boca Raton, 24 mi away

    61/100RFA Score

    Ranked #19 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
    View profile for Polen Capital(561) 241-2425

  24. #24 Advise Financial

    Based in Boca Raton, 22 mi away

    60/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 71 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 71 Google reviews
    Hours
    Mon–Fri 9 AM–7 PM · Sat 11 AM–7 PM · Sun 11 AM–3 PM
    Address
    10055 Yamato Rd Ste 202, Boca Raton, FL 33498
    View profile for Advise Financial(561) 454-8284

  25. #25 The Kolter Group LLC

    Based in Delray Beach, 20 mi away

    60/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 2.0★ from 23 Google reviews, listed on Google as “Investment service”.

    • 2.0★ from 23 Google reviews
    Hours
    Mon–Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    105 NE 1st St, Delray Beach, FL 33444
    View profile for The Kolter Group LLC(561) 682-9500

How we ranked Royal Palm Beach investment advisors

We scored 87 Royal Palm 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 Royal Palm 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 Royal Palm Beach: frequently asked questions

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

By RFA Score, the highest-ranked investment advisor in Royal Palm Beach, FL is Metals Edge with an RFA Score of 76/100. It has 4.9★ from 350 Google reviews. Online Trading Academy West Palm Beach (#2) and Affluent Estate Properties, Auction House (#3) follow. We ranked 87 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Royal Palm Beach?

RankedFinancialAdvisors ranks 87 investment advisors serving Royal Palm Beach, FL. 1 of them is based in Royal Palm Beach; the rest serve it from nearby towns. Counts are as of November 2026.

Which investment advisors in Royal Palm Beach work on weekends?

8 of 87 ranked investment advisors post Saturday hours and 3 post Sunday hours. The highest-ranked open Saturdays are Kayai Graham - Realtor (#5), South Florida Business Broker | John Diaz (#13) and Guided Financial Advisors (#16). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Royal Palm Beach investment advisors have?

The median Google rating among 87 rated investment advisors in Royal Palm Beach is 5.0★, with a median of 8 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 Royal Palm Beach count in this ranking?

Yes, if they are within 25 mi of the Royal Palm 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 Royal Palm 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 Royal Palm 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 Royal Palm Beach

  1. November 2026: RFA Scores recalculated for 87 investment advisors serving Royal Palm Beach.
  2. November 2026: 1 duplicate listing merged.

More investment advisors and Royal Palm Beach pages