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As of July 2026, RatingsNearMe ranks 19 financial advisors in West Palm Beach, FL by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Guided Financial Advisors with a 4.9-star rating from 75 Google reviews and an RNM Score of 80/100. Also in the top tier: Agnello Financial Group, Inc. and J.Brucker Advisors. The average rating across all listed financial advisors in West Palm Beach is 4.9 stars from 12 reviews per business on average.
Financial advisors in West Palm Beach 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
Edward Jones - Financial Advisor: Jim Smeenge, CFP®|CEPA®
Jim Smeenge holds both CFP® and CEPA® designations, demonstrating advanced expertise in comprehensive financial planning and business exit strategies.
Most Reviewed
Northwestern Mutual
A high review count often reflects a large, established client base and a consistent history of client satisfaction, which can indicate reliability.
When choosing a financial advisor in West Palm Beach, verify their credentials, fee structure, and whether they specialize in areas relevant to your goals (e.g., retirement, estate planning). Always interview multiple advisors to ensure a good fit for your personal financial situation.
Local Market Snapshot
19
Businesses listed
4.9★
Avg rating
12
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
4.9-star average from 75 Google reviews, reflecting strong client trust.
700 S Rosemary Ave #204, West Palm Beach, FL 33401, USAExceptional 4.9-star rating from 38 Google reviews for trusted local financial advice.
712 N Olive Ave, West Palm Beach, FL 33401, USAExceptional 4.9-star rating from 31 local reviews for financial advising in West Palm Beach.
600 S Dixie Hwy, West Palm Beach, FL 33401, USAFinancial Advisors Rankings in West Palm Beach, FL
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Guided Financial Advisors700 S Rosemary Ave #204, West Palm Beach, FL 33401, USA | 4.9★ | 75 |
| #2 | Agnello Financial Group, Inc.712 N Olive Ave, West Palm Beach, FL 33401, USA | 4.9★ | 38 |
| #3 | J.Brucker Advisors600 S Dixie Hwy, West Palm Beach, FL 33401, USA | 4.9★ | 31 |
| #4 | Renew Family Wealth2465 Mercer Ave STE 203, West Palm Beach, FL 33401, USA | 3.7★ | 3 |
| #5 | Palm Beach, FL Private Wealth Management - UBS Financial Services Inc.525 Okeechobee Blvd Suite 1500, West Palm Beach, FL 33401, USA | 5.0★ | 1 |
| #6 | Northwestern Mutual250 S Australian Ave UNIT 1601, West Palm Beach, FL 33401, USA | 5.0★ | 7 |
| #7 | Legacy Financial Partners, LLC.1601 Belvedere Rd tower suite 305-s, West Palm Beach, FL 33406, USA | 4.3★ | 6 |
| #8 | West Palm Beach Financial Advisor - Aaron Brask Capital1005 Lake Ave, Lake Worth Beach, FL 33460, USA | 5.0★ | 5 |
| #9 | Merrill Lynch Wealth Management249 Royal Palm Way, Palm Beach, FL 33480, USA | 5.0★ | 3 |
| #10 | Bernstein Private Wealth Management777 S Flagler Dr UNIT 1601, West Palm Beach, FL 33401, USA | 5.0★ | 2 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in West Palm Beach
3.7 stars from 3 reviews; check recent feedback for more insight.
2465 Mercer Ave STE 203, West Palm Beach, FL 33401, USA
Rated 5.0 stars from 1 Google review, reflecting exceptional client satisfaction.
525 Okeechobee Blvd Suite 1500, West Palm Beach, FL 33401, USA
Praised by clients for exceptional service, this West Palm Beach financial advisor holds a perfect 5.0-star rating from 7 reviews.
250 S Australian Ave UNIT 1601, West Palm Beach, FL 33401, USA
Trusted West Palm Beach financial advisor with a solid 4.3-star rating from 6 reviews.
1601 Belvedere Rd tower suite 305-s, West Palm Beach, FL 33406, USA
Exceptional 5.0-star rating from five Google reviews for West Palm Beach financial guidance.
1005 Lake Ave, Lake Worth Beach, FL 33460, USA
Exceptional 5.0-star rating from three Google reviews for this West Palm Beach advisor.
249 Royal Palm Way, Palm Beach, FL 33480, USA
5.0-star rating from 2 Google reviews for financial advising in West Palm Beach.
777 S Flagler Dr UNIT 1601, West Palm Beach, FL 33401, USA
Rated 5.0 stars based on two Google reviews in West Palm Beach.
120 S Olive Ave Ste 101, West Palm Beach, FL 33401, USA
Exceptional 5.0-star rating from a small number of Google reviews.
250 S Australian Ave, West Palm Beach, FL 33401, USA
Trusted by clients with a perfect 5.0 rating from 2 reviews.
777 S Flagler Dr suite 700 e, West Palm Beach, FL 33401, USA
Consistently earns perfect 5.0-star ratings from its clients in West Palm Beach.
525 Okeechobee Blvd # 1600, West Palm Beach, FL 33401, USA
Exceptional 5.0-star rating from a handful of Google reviews.
701 US-1 #401, North Palm Beach, FL 33408, USA
A 5.0-star financial advisor in West Palm Beach, based on a single review.
1615 Forum Pl STE 1A, West Palm Beach, FL 33401, USA
Rated 5.0 stars by a small number of Google reviewers in West Palm Beach.
140 N County Rd, Palm Beach, FL 33480, USA
Top-rated financial advisor in West Palm Beach with a perfect 5.0 from 18 reviews.
515 N Flagler Dr Suite 350, West Palm Beach, FL 33401, USA
4.9★ from 29 reviews, reflecting exceptional client satisfaction and trust.
4440 PGA Blvd Suite #600, Palm Beach Gardens, FL 33410, USA
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Financial Advisors in West Palm Beach, FL — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Guided Financial Advisors | 80/100 | 4.9 ★ | 75 |
| 2 | Agnello Financial Group, Inc. | 77/100 | 4.9 ★ | 38 |
| 3 | J.Brucker Advisors | 75/100 | 4.9 ★ | 31 |
| 4 | Renew Family Wealth | 44/100 | 3.7 ★ | 3 |
| 5 | Palm Beach, FL Private Wealth Management - UBS Financial Services Inc. | 62/100 | 5.0 ★ | 1 |
| 6 | Northwestern Mutual | 70/100 | 5.0 ★ | 7 |
| 7 | Legacy Financial Partners, LLC. | 57/100 | 4.3 ★ | 6 |
| 8 | West Palm Beach Financial Advisor - Aaron Brask Capital | 68/100 | 5.0 ★ | 5 |
| 9 | Merrill Lynch Wealth Management | 66/100 | 5.0 ★ | 3 |
| 10 | Bernstein Private Wealth Management | 64/100 | 5.0 ★ | 2 |
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 West Palm Beach
What is a fiduciary financial advisor and why does it matter in West Palm Beach?
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 West Palm Beach, 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 West Palm Beach?
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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