Financial planner in Boca Raton, FL
Boca Raton, FL has 209 financial planner businesses. The average customer rating is 4.4 out of 5 stars. The top-rated business is Levanti Wealth with 5.0 stars and 6 reviews. 93% have websites, 29% list phone numbers, 58% provide email contacts.
Compare ratings, access verified contact information, and find the right financial planner for your needs.
Market Insights
Everything you need to know about this market at a glance
209
in this area
4.4
Typical: 5.0 stars
3
per business (204 reviewed)
3 months
New MarketHow to Reach Them
What contact info is available for these businesses
Most businesses are easy to reach through multiple digital channels.
Customer Ratings
How customers rate these businesses and who gets the most attention
This shows what percentage of businesses fall into each rating range. Green means highly rated, red means below average.
Just a few popular businesses get most of the customer attention. Many others are barely visible online.
Highest Rated Business
Levanti Wealth
There's a big gap between the best and worst businesses. Some are outstanding, but others have poor ratings - choose carefully.
Competition Level
How competitive is this market and who controls it
100% = completely spread out, no one dominates. 0% = one business controls everything.
One business has built significant market presence. Competing with them will require a strong strategy.
A healthy mix of established businesses and newer ones still building their reputation. The market is active and evolving.
Market Maturity
How old are these businesses and is the market growing?
Average time since businesses were listed
Most businesses here are relatively new. This is an emerging market with lots of fresh competition.
New businesses in the last 90 days
Very few new businesses are opening. The market has settled and existing players have established positions.
Location & Data
Where businesses are located and how complete the data is
Most businesses are concentrated in specific areas or neighborhoods. Location matters a lot in this market.
How many businesses have complete info (name, phone, address, website, email).
Business Attributes
Special characteristics that businesses in this market have self-reported
These are self-reported tags from business profiles. For example, "Wheelchair Accessible" means the business has marked itself as accessible. Use these to filter or target specific business types.
Financial planner Market Overview in Boca Raton, FL
There are 209 financial planner serving Boca Raton, FL. The average rating is 4.4 stars based on 204 reviewed businesses. Reviewed businesses have an average of 3 reviews. 93% have websites and 58% list email contact and 29% have phone numbers. The highest-rated is Levanti Wealth with 5 stars from 6 reviews.
Financial planner Statistics in Boca Raton, Florida
Real-time market data for financial planner businesses in Boca Raton. Updated from verified public sources.
- -There are 209 Financial planner in Boca Raton, Florida.
- -Average rating: 4.4 (below the state average of 4.5).
- -93% have a website, 30% have Google reviews.
- -ZIP code 33487 is the top-rated area for Financial planner in Boca Raton (5.0 avg rating).
Total Businesses
209
Financial planner in Boca Raton
Average Rating
4.4
From 613 total reviews
Have a Website
93%
State avg: 87%
Have Google Reviews
30%
Avg 2.9 reviews each
Rating Comparison: Boca Raton vs Florida
Digital Presence of Financial planner in Boca Raton
Top-Rated ZIP Codes for Financial planner in Boca Raton
| ZIP Code | Businesses | Avg Rating | Website % |
|---|---|---|---|
| 33487Top | 11 | 5.0 | 82% |
| 33486 | 59 | 5.0 | 98% |
| 33433 | 13 | 5.0 | 85% |
| 33431 | 70 | 4.8 | 96% |
| 33432 | 46 | 3.8 | 96% |
| 33498 | 3 | 1.0 | 100% |
| 33496 | 3 | 1.0 | 33% |
| 33434 | 4 | - | 50% |
Financial planner in Nearby Cities
| City | Businesses | Avg Rating | Website % |
|---|---|---|---|
| Boca RatonCurrent | 209 | 4.4 | 93% |
| Palm Beach Gardens | 52 | 4.7 | 98% |
| West Palm Beach | 43 | 4.2 | 88% |
| Boynton Beach | 23 | 4.3 | 91% |
| Palm Beach | 21 | 5.0 | 76% |
| Wellington | 19 | 4.8 | 84% |
| Delray Beach | 13 | 5.0 | 85% |
Top-Rated Financial planner in Boca Raton, FL
Ranked by customer rating and review volume. Data from verified public sources.
| Rank | Business Name | Rating | Reviews | Location | Profile |
|---|---|---|---|---|---|
| 1 | Levanti Wealth | 5.0 | 6 | Boca Raton, FL | View |
| 2 | Buckman, Buckman and Reid, Inc. | 5.0 | 1 | Boca Raton, FL | View |
| 3 | Ted Bernstein - Life Cycle Planners | 1.0 | 1 | Boca Raton, FL | View |
Financial planner Locations in Boca Raton, FL
Top 15 shownGet Financial planner Leads
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Financial planner in Boca Raton, FL
Browse 209 verified businesses with contact details
Showing 15 of 209 businesses
| Business | Location | Rating | Action |
|---|---|---|---|
1515 S Federal Hwy #208, Boca Raton, FL, 33432 | No reviews | View | |
150 E Palmetto Park Rd #800, Boca Raton, FL, 33432 | No reviews | View | |
101 N Federal Hwy # 700, Boca Raton, FL, 33432 | No reviews | View | |
197 S Federal Hwy #200, Boca Raton, FL, 33432 | 5.0(6) | View | |
980 N Federal Hwy Ste 442, Boca Raton, FL, 33432 | No reviews | View | |
433 Plaza Real Suite 275, Boca Raton, FL, 33432 | No reviews | View | |
433 Plaza Real suite 275, Boca Raton, FL, 33432 | No reviews | View | |
1877 Federal Hwy UNIT 210, Boca Raton, FL, 33432 | No reviews | View | |
980 N Federal Hwy Ste 442, Boca Raton, FL, 33432 | No reviews | View | |
200 E Palmetto Park Rd APT 712, Boca Raton, FL, 33432 | 1.0(1) | View | |
980 N Federal Hwy Ste 442, Boca Raton, FL, 33432 | No reviews | View | |
433 Plaza Real suite 275, Boca Raton, FL, 33432 | No reviews | View | |
1515 Federal Hwy #208, Boca Raton, FL, 33432 | No reviews | View | |
150 E Palmetto Park Rd, Boca Raton, FL, 33432 | 5.0(1) | View | |
1700 S Dixie Hwy UNIT 508, Boca Raton, FL, 33432 | No reviews | View |
15 of 209 businesses
Financial planner Market Analysis in Boca Raton, FL
Comprehensive market data for financial planner businesses in Boca Raton, FL, based on 209 verified listings.
Market Size & Competition
The financial planner market in Boca Raton, FL consists of 209 businesses competing for local customers. This represents a moderately competitive market with enough providers to offer consumers meaningful choice while still allowing businesses to differentiate themselves.
Customer Satisfaction
Customer satisfaction among financial planner in Boca Raton, FL shows strong levels, with an average rating of 4.4 stars. About 82% of businesses maintain a 4-star or higher rating, indicating that most customers report positive experiences. However, 16% of businesses have ratings below 3 stars. The top 10% of businesses by review volume account for 67% of all reviews, indicating that customer engagement varies significantly across the market.
Digital Presence & Online Visibility
Digital adoption among financial planner in Boca Raton, FL varies significantly. With 93% of businesses maintaining websites, the market shows strong digital maturity. Most businesses recognize the importance of online presence for customer acquisition.
Contact Accessibility
Reaching financial planner in Boca Raton, FL is possible through multiple channels. Phone numbers are available for 29% of businesses. Email outreach is viable with 58% email availability, though phone contact remains more universally accessible.
How We Compile This Data
This market analysis is compiled from 209 verified financial planner business listings in Boca Raton, FL. Rankings are based on aggregated customer ratings and review volume from public review platforms. Contact information and digital presence data are verified through automated and manual checks. Data is updated regularly to reflect current market conditions. RangeLead does not endorse or recommend specific businesses; rankings reflect publicly available customer feedback.
Frequently Asked Questions
Common questions about financial planner in Boca Raton, FL, answered with real data.
Data reflects current listings on RangeLead and is updated regularly.
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Helpful guides for financial planner outreach
Practical tips to help you connect with financial planner businesses in Boca Raton, FL.
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How Filters Work (Internals Explained Simply)
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