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Best Financial Planners in Boca Raton, Florida

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Claimed listings first, then by BizScore. How we score

5Financial Planners scored in Boca Raton
58Average BizScore
71Top BizScore
40%AI Visibility 50 or higher
73Average SEO score
5.0Average Google rating (5 rated)

Top Financial Planners in Boca Raton

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Showing 1-5 of 5 Financial Planners listings in Boca Raton, FL · page 1 of 1

#1Feller Financial Services of Boca Raton

5.0 Google rating

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Feller Financial Services of Boca Raton website

Score breakdown

AI Visibility66
AI Ready-
SEO79
Freshness-
  • Financial Planner
  • Boca Raton, Florida
  • (561) 314-1800
  • fellers.com

Feller Financial Services of Boca Raton: Feller Financial Services is a Financial Planner in Boca Raton, FL. The business maintains a 5.00 rating. Since 1986, Fellers has served as a reliable source for customers and installers across the United States. The company specializes in providing signs and...

Category rank by BizScore: #1 of 10 Financial Planner listings in Boca RatonScores updated Jul 3, 2026
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Marmorstein Wealth Management - Financial Advisor in Boca Raton website

Score breakdown

AI Visibility66
AI Ready-
SEO75
Freshness-
  • Financial Planner
  • Boca Raton, Florida
  • (561) 270-3006
  • marmorsteinwealth.com
Category rank by BizScore: #2 of 10 Financial Planner listings in Boca RatonScores updated Jun 7, 2026

#3Wealthcare Financial of Boca Raton

5.0 Google rating

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Wealthcare Financial of Boca Raton website

Score breakdown

AI Visibility36
AI Ready10
SEO74
Freshness100
  • Financial Planner
  • Boca Raton, Florida
  • (561) 705-2005
  • wealthcare.com

Wealthcare Financial of Boca Raton: Wealthcare Financial is a financial planner in Boca Raton, FL, specializing in health savings accounts (HSAs) and personalized financial guidance for individuals and families. The firm helps clients manage healthcare spending and saving through interactive...

Category rank by BizScore: #6 of 10 Financial Planner listings in Boca RatonScores updated Oct 24, 2026

#4Stonebrook Wealth Partners of Boca Raton

5.0 Google rating

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Stonebrook Wealth Partners of Boca Raton website

Score breakdown

AI Visibility35
AI Ready20
SEO67
Freshness15
  • Financial Planner
  • Boca Raton, Florida
  • (561) 599-5600
  • stonebrook-golf.com

Stonebrook Wealth Partners of Boca Raton: Stonebrook Wealth Partners is a Financial Planner in Boca Raton, FL. It holds a rating of 5.00 based on 0 customer reviews. The source material provided for this business is technically blocked or irrelevant to the entity in question. The website title, meta...

Category rank by BizScore: #7 of 10 Financial Planner listings in Boca RatonScores updated Oct 23, 2026

#5Wealth Enhancement Group of Boca Raton

5.0 Google rating · 1 review

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Wealth Enhancement Group of Boca Raton website

Score breakdown

AI Visibility30
AI Ready-
SEO71
Freshness-
  • Financial Planner
  • Boca Raton, Florida
  • (561) 680-6625
  • wealthenhancement.com

Wealth Enhancement Group of Boca Raton is a Financial Planner in Boca Raton, FL. The business focuses on household net worth and wealth as a defining factor of economic well-being, helping clients understand how assets can serve as an additional source of...

Category rank by BizScore: #8 of 10 Financial Planner listings in Boca RatonScores updated Sep 17, 2026
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What the Data Shows for Financial Planners in Boca Raton

40% of the 5 financial planners we measured in Boca Raton reach an AI Visibility score of 50 or higher. Their average AI Visibility score is 47, compared with an average SEO score of 73.

The average Google rating across 5 rated financial planners is 5.0, and the median listing has 1 review.

None of the 5 financial planners has been claimed by its owner yet.

Figures from BizScoreAI's stored scans, latest score update Oct 23, 2026. What each score measures: How We Score.

BizScoreAI compares 5 financial planners in Boca Raton, Florida by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. Open any profile for its full breakdown, and claim your free listing if it is your business.

Frequently Asked Questions

How are financial planners in Boca Raton ordered on BizScoreAI?

Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. BizScore is a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness; the How We Score page explains what each part measures.

How many financial planners in Boca Raton, Florida does BizScoreAI track?

5 financial planners in Boca Raton currently meet the profile-quality bar for this page, with an average BizScore of 58 and a top score of 71.

What does AI Visibility mean for a financial planner?

It measures whether AI assistants and AI-powered search can find, read and cite the business's website: structured data, crawlability, clear entity information and content that answers questions. 40% of measured financial planners in Boca Raton score 50 or higher.

Is being listed free?

Yes. Every financial planner in Boca Raton is listed and scored for free, and claiming a listing is free too.