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Best Financial Planners in Wellington, Florida

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Rankings use the published BizScore formulas. How we score

7Financial Planners scored in Wellington
51Average BizScore
68Top BizScore
29%AI Visibility 50 or higher
69Average SEO score
3.5Average Google rating (6 rated)

Top Financial Planners in Wellington

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Showing 1-7 of 7 Financial Planners listings in Wellington, FL · page 1 of 1

#1Boris Niko - Financial Advisor, Ameriprise Financial Services, LLC

4.6 Google rating · 368 reviews

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Boris Niko - Financial Advisor, Ameriprise Financial Services, LLC website

Score breakdown

AI Visibility62
SEO78
Freshness-
AI Ready-
  • Financial Planner
  • Wellington, Florida
  • (305) 419-4920
  • ameripriseadvisors.com

Boris Niko - Financial Advisor, Ameriprise Financial Services, LLC is a Financial Planner in Wellington, FL. Boris specializes in offering comprehensive financial planning services to individuals and families seeking guidance on retirement, investment...

Ranked #1 of 8 Financial Planner listings in WellingtonScores updated Jun 7, 2026

#2One Call Financial

1.0 Google rating · 1 review

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One Call Financial website

Score breakdown

AI Visibility54
SEO76
Freshness-
AI Ready-
  • Financial Planner
  • Wellington, Florida
  • (561) 762-9955
  • onecallfinancial.org

One Call Financial is a Financial Planner in Wellington, FL. The firm provides tax preparation, accounting, audit, and review services to individuals, families, and businesses nationwide. It specializes in serving small business owners, self-employed...

Ranked #2 of 8 Financial Planner listings in WellingtonScores updated Jun 7, 2026

#3Dunamis Capital Consulting, Llc

1.9 Google rating · 21 reviews

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Dunamis Capital Consulting, Llc website

Score breakdown

AI Visibility40
SEO73
Freshness-
AI Ready-
  • Financial Planner
  • Wellington, Florida
  • (561) 318-8730
  • bibleinfo.com

Dunamis Capital Consulting, Llc is a financial planner in Wellington, FL. The business maintains well-documented information available online for those seeking their services. Located on Forest Hill Blvd, the office is a short drive from the Wellington Mall...

Ranked #3 of 8 Financial Planner listings in WellingtonScores updated Jun 7, 2026
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Bostwick Walters Wealth Partners website

Score breakdown

AI Visibility38
SEO65
Freshness-
AI Ready-
  • Financial Planner
  • Wellington, Florida
  • (561) 363-5860
  • ibu.bostwick-braun.com
Ranked #4 of 8 Financial Planner listings in WellingtonScores updated Jun 7, 2026

#5Boynton Financial Group, Inc.

3.7 Google rating · 3 reviews

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Boynton Financial Group, Inc. website

Score breakdown

AI Visibility24
SEO71
Freshness-
AI Ready-
  • Financial Planner
  • Wellington, Florida
  • (561) 795-9156
  • boynton.umn.edu
Ranked #5 of 8 Financial Planner listings in WellingtonScores updated Jul 3, 2026

#6King Financial Group

5.0 Google rating

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King Financial Group website

Score breakdown

AI Visibility20
SEO68
Freshness-
AI Ready-
  • Financial Planner
  • Wellington, Florida
  • (561) 319-3320
  • community.king.com

King Financial Group: Join the King Community, connect with players worldwide, get help, and talk Candy Crush Saga, Candy Crush Solitaire, Farm Heroes Saga & more.

Ranked #6 of 8 Financial Planner listings in WellingtonScores updated Jul 3, 2026

#7Edward Jones - Financial Advisor: Lou LoFranco

5.0 Google rating

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Edward Jones - Financial Advisor: Lou LoFranco website

Score breakdown

AI Visibility0
SEO51
Freshness-
AI Ready-
  • Financial Planner
  • Wellington, Florida
  • (561) 798-4106
  • edwardjones.com
Ranked #8 of 8 Financial Planner listings in WellingtonScores updated Sep 27, 2026
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BizScoreAI ranks 7 financial planners in Wellington, Florida by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. Rankings come from the scores, never from paid placement. 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 Wellington ranked on BizScoreAI?

By BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. No listing pays for position; the formulas are published on the How We Score page.

How many financial planners in Wellington, Florida does BizScoreAI track?

7 financial planners in Wellington currently meet the profile-quality bar for this page, with an average BizScore of 51 and a top score of 68.

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. 29% of measured financial planners in Wellington score 50 or higher.

Is being listed free?

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