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Best Financial Advisors near Coconut Creek, Florida


To help Americans find the best financial advisors in Coconut Creek, Florida, we started with over 7,000 advisor firms that are regulated by the U.S. Securities and Exchange Commission (SEC). Next, we used our proprietary Trust Algorithm to rate firms based on their regulatory disclosures and disciplinary history. Here are top financial advisor firms in Coconut Creek, Florida.


1. Syntax Research
   (855) 796-8296
150 East Palmetto Park Road, Suite 800. Boca Raton, FL

Syntax Research, registered in 2012, manages $159.2 million for 136 clients.

2. Investment Advisory Professionals
   (561) 391-4477
400 S Dixie Hwy, Suite 322. Boca Raton, FL

Investment Advisory Professionals, registered in 1999, manages $224.3 million for 138 clients.

3. Cardinal Point Capital Management
   (866) 213-2036
2255 Glades Road, Suite 324a, Boca Raton, Florida

Cardinal Point Capital Management, registered in 2006, manages $308.8 million for 336 clients.

4. Heritage Investment Group
   (954) 785-5400
Multiple Locations

Heritage Investment Group, registered in 2001, manages $1.4 billion for 754 clients.

5. Compass Financial Group
   (954) 481-2607
665 S.e. 10th Street, Suite 202. Deerfield Beach, FL

Compass Financial Group, registered in 2003, manages $340.9 million for 113 clients.

6. Piermont Wealth Management
   (561) 237-4717
2255 Glades Road Ste. 324a - 49, Boca Raton, Florida

Piermont Wealth Management, registered in 2002, manages $220.3 million for 188 clients.

7. Fusion Analytics Investment Partners
   (954) 345-2888
Multiple Locations

Fusion Analytics Investment Partners, registered in 2010, manages $50.0 million for 500 clients.

8. Rezny Wealth Management
   (800) 618-8577
2385 Nw Executive Center Drive Suite 100, Boca Raton, Florida

Rezny Wealth Management, registered in 2014, manages $203.4 million for 243 clients.

9. Strategic Asset Management Group Advisors
   (954) 473-1110
6451 North Federal Highway, Ste. 409. FT. Lauderdale, FL

Strategic Asset Management Group Advisors, registered in 2008, manages $267.8 million for 168 clients.

10. Perigon Wealth Management
   (561) 899-0808
5355 Town Center Road Suite 204, Boca Raton, Florida

Perigon Wealth Management, registered in 2004, manages $1.8 billion for 850 clients.

11. Hightower Advisors
   (954) 809-6363
Multiple Locations

Hightower Advisors, registered in 2008, manages $57.0 billion for 103,695 clients.

12. Polen Capital Management
   (561) 241-2425
1825 NW Corporate Blvd., Suite 300. Boca Raton, FL

Polen Capital Management, registered in 1980, manages $27.3 billion for 2,064 clients.

13. Advisory Alpha
   (954) 366-5189
550 Sw 3rd Street, Pompano Beach, Florida

Advisory Alpha, registered in 2011, manages $800.7 million for 3,403 clients.

14. Financial Management Services
   (214) 505-1170
333 Ne 21st Ave. Ste 1510 P.o. Box 1102, Deerfield Beach, Florida

Financial Management Services, registered in 2001, manages $191.5 million for 95 clients.

15. Financial Engines Advisors
   (888) 752-6742
7900 Glades Road Suite 310, Boca Raton, Florida

Financial Engines Advisors, registered in 1998, manages $229.0 billion for 1,241,210 clients.

16. Belpointe Asset Management
   (480) 646-3504
7301 W. Palmetto Park Road #203a, Boca Raton, Florida

Belpointe Asset Management, registered in 2008, manages $1.7 billion for 5,003 clients.

17. Virtue Capital Management
   (615) 340-0801
Multiple Locations

Virtue Capital Management, registered in 2014, manages $529.3 million for 3,133 clients.

18. Personal Asset Strategies
   (516) 248-8811
2255 Glades Road One Boca Place, Boca Raton, Florida

Personal Asset Strategies, registered in 2004, manages $31.8 million for 59 clients.

19. TD Ameritrade Investment Management
   (561) 989-2557
Towne Plaza, 2301 Glades Road, Ste. 500, Boca Raton, Florida

TD Ameritrade Investment Management, registered in 1998, manages $21.2 billion for 167,233 clients.

20. TD Ameritrade Investment Management
   (561) 989-2557
Multiple Locations

TD Ameritrade Investment Management, registered in 1998, manages $21.2 billion for 167,233 clients.



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Mercer Global Advisors
   (888) 565-1681

Mercer Global Advisors, registered in 2008, manages $15.8 billion for 10,134 clients.

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Heron Wealth
   (347) 580-5280

Heron Wealth, registered in 2008, manages $342.4 million for 162 clients.

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Dowling & Yahnke
   (858) 509-9500

Dowling & Yahnke, registered in 1987, manages $4.7 billion for 1,271 clients.

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Corda Investment Management
   (713) 439-0665

Corda Investment Management, registered in 1999, manages $1.2 billion for 1,236 clients.

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Top Cities for Florida


Boca Raton, Florida Coconut Creek, Florida Coral Gables, Florida Deerfield Beach, Florida Hialeah, Florida Key Biscayne, Florida Lighthouse Point, Florida Miami Beach, Florida Miami, Florida Pompano Beach, Florida

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