#1 Fr Financial Advisors LLC
FR FINANCIAL ADVISORS LLC
Serves this area from Coral Springs, FL (4 mi)
Call (954) 755-0222 · WebsiteRetirement Plan Advisors in Margate, FL
The top-ranked retirement plan advisors serving Margate, FL are Fr Financial Advisors LLC, Palm Wealth Partners and Sky Alpha Asset Advisors. We list 69 retirement plan advisors serving Margate, FL. 30 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Margate, FL (Broward County). 69 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Margate
#2 Palm Wealth Partners
INVESTMENT ADVISORY SERVICES GROUP LLCServes this area from FLCall (954) 632-2555 · Website#3 Sky Alpha Asset Advisors
SKY ALPHA ASSET ADVISORS LLCServes this area from FLCall (561) 410-7790 · Website#4 One Wealth Investors
ONE WEALTH MANAGEMENT INVESTMENT AND ADVISORY SERVICES, LLCServes this area from Boca Raton, FL (9 mi)Call (561) 289-8105 · Website#5 Palisades Hudson Asset Management, L.P.
PALISADES HUDSON ASSET MANAGEMENT, L.P.Serves this area from Fort Lauderdale, FL (10 mi)Call (954) 524-5552 · Website#6 Singer Wealth Advisors LLC
SINGER WEALTH ADVISORS LLCServes this area from Boca Raton, FL (10 mi)Call (561) 998-9985 · Website#7 Provenance Wealth Advisors
PROVENANCE WEALTH ADVISORS, LLCServes this area from Fort Lauderdale, FL (10 mi)Call (954) 712-8888 · Website#8 Financial Trust Asset Management Chartered
FINANCIAL TRUST ASSET MANAGEMENT CHARTEREDServes this area from FLCall (561) 391-8188 · Website#9 Imz Advisory Inc.
IMZ ADVISORY INC.Serves this area from Boca Raton, FL (10 mi)Call (561) 368-2336 · Website#10 Noesis Capital Management Corp
NOESIS CAPITAL MANAGEMENT CORPServes this area from Boca Raton, FL (10 mi)Call (561) 999-9888 · Website
20 more providers serving this area
- Horowitz & Company, Inc., Fort Lauderdale, FL (11 mi)
- Cmc Advisors, Inc., Boca Raton, FL (11 mi)
- Greenline Wealth Management, Boca Raton, FL (11 mi)
- Reshape Wealth, Boca Raton, FL (11 mi)
- Rwa Advisors, Boca Raton, FL (11 mi)
- Fiori Financial Group, Fort Lauderdale, FL (11 mi)
- Slavic Mutual Funds Management Corp., Boca Raton, FL (12 mi)
- Proathlete Wealth Management LLC, Boca Raton, FL (13 mi)
- Cs Advisors Inc., Boca Raton, FL (15 mi)
- Common Cents Wealth Management, LLC, Pembroke Pines, FL (19 mi)
- Coral Wealth Management, LLC, Aventura, FL (20 mi)
- Materetsky Financial Group, Boynton Beach, FL (20 mi)
- Castle Wealth Management, Boynton Beach, FL (22 mi)
- 1st Discount Brokerage, Inc., FL
- Hudson Value Partners, LLC, Palm Beach, FL (28 mi)
- Mariaca Wealth Management, LLC, Wellington, FL (29 mi)
- Sulzberger Capital Advisors, Inc., Miami, FL (30 mi)
- 1977 Wealth, LLC, Miami, FL (31 mi)
- Galapagos Advisory LLC, Miami, FL (33 mi)
- Barnett Capital Advisors LLC, Miami, FL (33 mi)
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Frequently asked questions
How many retirement plan advisors serve Margate?
We list 69 retirement plan advisors serving Margate, FL: 0 based there and 69 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Margate?
The top-ranked retirement plan advisors serving Margate, FL are Fr Financial Advisors LLC, Palm Wealth Partners, Sky Alpha Asset Advisors, One Wealth Investors and Palisades Hudson Asset Management, L.P.. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Margate are verified against official records?
10 of the top 10 match an active official record: Fr Financial Advisors LLC (U.S. Securities and Exchange Commission), Palm Wealth Partners (U.S. Securities and Exchange Commission), Sky Alpha Asset Advisors (U.S. Securities and Exchange Commission), One Wealth Investors (U.S. Securities and Exchange Commission) and Palisades Hudson Asset Management, L.P. (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .