Top Picks · Coral Springs
Best Financial Advisors in Coral Springs, FL
Rated and reviewed by real customers. Compare prices, read reviews, and call the top pros near you — for free.
As of July 2026, RatingsNearMe ranks 16 financial advisors in Coral Springs, FL by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Wealth InsurED with a 5.0-star rating from 127 Google reviews and an RNM Score of 85/100. Also in the top tier: Prosperitus Wealth Advisors and Family Wealth Law. The average rating across all listed financial advisors in Coral Springs is 4.9 stars from 22 reviews per business on average.
Financial advisors in Coral Springs typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Lewis and Palmer Financial Solutions Group-Renee Lewis Financial Advisor
This firm is top-ranked for its comprehensive financial planning and personalized client service in Coral Springs.
Most Reviewed
Edward Jones, Jennifer Cooper, AAMS, Financial Advisor
A high review count indicates broad client experience and established trust in the community.
When choosing a financial advisor, consider your specific needs such as retirement planning or investment management, and verify credentials and fee structures before committing.
Local Market Snapshot
16
Businesses listed
4.9★
Avg rating
22
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Trusted by 127 clients with a perfect 5.0-star rating in Coral Springs.
1801 N University Dr PH A, Coral Springs, FL 33071, USA5.0 stars from 36 Google reviews, consistently praised by clients.
2855 N University Dr #110, Coral Springs, FL 33065, USACoral Springs financial advisor with 29 perfect five-star reviews from clients.
3700 NW 124th Ave STE 106, Coral Springs, FL 33065, USAFinancial Advisors Rankings in Coral Springs, FL
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Wealth InsurED1801 N University Dr PH A, Coral Springs, FL 33071, USA | 5.0★ | 127 |
| #2 | Prosperitus Wealth Advisors2855 N University Dr #110, Coral Springs, FL 33065, USA | 5.0★ | 36 |
| #3 | Family Wealth Law3700 NW 124th Ave STE 106, Coral Springs, FL 33065, USA | 5.0★ | 29 |
| #4 | Lewis and Palmer Financial Solutions Group-Renee Lewis Financial Advisor7522 Wiles Rd B109, Coral Springs, FL 33067, USA | 5.0★ | 1 |
| #5 | Sunshine Financial Solutions of South Florida2855 N University Dr Suite 530, Coral Springs, FL 33065, USA | 5.0★ | 8 |
| #6 | Perri Financial Group9726 W Sample Rd #1, Coral Springs, FL 33065, USA | 4.3★ | 6 |
| #7 | Edward Jones - Financial Advisor: Bruce E Kallor, CFP®|ChFC®|AAMS®6250 Coral Ridge Dr STE 102, Coral Springs, FL 33076, USA | 5.0★ | 1 |
| #8 | Retirement Council, Inc9825 W Sample Rd # 206, Coral Springs, FL 33065, USA | 5.0★ | 11 |
| #9 | Royal Palm Financial Group7501 Wiles Rd STE 206, Coral Springs, FL 33067, USA | — | — |
| #10 | Morgan Stanley Financial Advisors2825 N University Dr Ste 400, Coral Springs, FL 33065, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Coral Springs
A perfect 5.0-star rating from a handful of happy clients in Coral Springs.
7522 Wiles Rd B109, Coral Springs, FL 33067, USA
Exceptional 5.0-star rating from 8 reviews by clients in Coral Springs.
2855 N University Dr Suite 530, Coral Springs, FL 33065, USA
Consistently rated 4.3 stars from 6 Google reviews in Coral Springs.
9726 W Sample Rd #1, Coral Springs, FL 33065, USA
Rated 5.0 stars from one Google review.
6250 Coral Ridge Dr STE 102, Coral Springs, FL 33076, USA
5.0 stars from 11 Google reviews, reflecting exceptional client satisfaction.
9825 W Sample Rd # 206, Coral Springs, FL 33065, USA
A Coral Springs financial advisor with no customer reviews yet on Google.
7501 Wiles Rd STE 206, Coral Springs, FL 33067, USA
A Coral Springs financial advisor with no customer reviews yet to reference.
2825 N University Dr Ste 400, Coral Springs, FL 33065, USA
Exceptional 5.0-star rating from 19 reviews for financial advising in Coral Springs.
11575 Heron Bay Blvd Suite 104, Coral Springs, FL 33076, USA
Financial advisor in Coral Springs with no online customer reviews yet.
12518 W Atlantic Blvd, Coral Springs, FL 33071, USA
Rated 5.0 stars from one Google review, this Coral Springs financial advisor is highly regarded.
3000 N University Dr suite d, Coral Springs, FL 33065, USA
Exceptional 5.0-star rating from early Google reviews in Coral Springs.
9879 W Sample Rd, Coral Springs, FL 33065, USA
This independent financial advisor in Coral Springs has not yet received any Google reviews.
3111 N University Dr, Coral Springs, FL 33065, USA
5.0 stars from 17 reviews, reflecting consistently excellent client satisfaction.
4500 N University Dr Suite 200, Coral Springs, FL 33065, USA
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Financial Advisors in Coral Springs, FL — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Wealth InsurED | 85/100 | 5.0 ★ | 127 |
| 2 | Prosperitus Wealth Advisors | 78/100 | 5.0 ★ | 36 |
| 3 | Family Wealth Law | 77/100 | 5.0 ★ | 29 |
| 4 | Lewis and Palmer Financial Solutions Group-Renee Lewis Financial Advisor | 62/100 | 5.0 ★ | 1 |
| 5 | Sunshine Financial Solutions of South Florida | 70/100 | 5.0 ★ | 8 |
| 6 | Perri Financial Group | 57/100 | 4.3 ★ | 6 |
| 7 | Edward Jones - Financial Advisor: Bruce E Kallor, CFP®|ChFC®|AAMS® | 62/100 | 5.0 ★ | 1 |
| 8 | Retirement Council, Inc | 72/100 | 5.0 ★ | 11 |
| 9 | Royal Palm Financial Group | 3/100 | — | 0 |
| 10 | Morgan Stanley Financial Advisors | 3/100 | — | 0 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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Frequently Asked Questions — Financial Advisors in Coral Springs
What is a fiduciary financial advisor and why does it matter in Coral Springs?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Coral Springs, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Coral Springs?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: July 4, 2026.
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