Disclosures & Recognition

GOBankingRates / MoneyLion (2025) 

Recognized as a Top 100 Money Expert of 2025 by GOBankingRates and MoneyLion based on industry metrics, educational contributions, and public reach. No compensation was provided for inclusion. 

See Executive Recognition Profile  and Full Selection Criteria & Methodology

etf.com Leaders List 2024

Ranked among the Top 100 Financial Advisors based on qualitative criteria, including ETF allocation, fiduciary standard, and performance. No application fee was paid.

View Full Selection Criteria & Methodology

Investopedia Top 100 (2023)

Alonso Rodriguez Segarra (CEO) was recognized among the Top 100 Financial Advisors in the U.S. based on qualitative evaluation. No compensation was paid for inclusion.

View Full Selection Criteria & Methodology

BBB Accreditation

Advise Financial LLC has been accredited by the Better Business Bureau (BBB) since October 2025. We pay an annual membership fee to maintain this accreditation. BBB accreditation reflects our adherence to general business standards and customer service practices. It is not a rating, recommendation, or endorsement of our investment advisory services, portfolio management, or financial performance, and it does not indicate compliance with securities regulations.
 

Third-Party Rankings & Recognitions Disclosure

Third-party rankings, ratings, and recognitions from etf.com, Investopedia, Expertise.com, and GOBankingRates (in partnership with MoneyLion) are based on criteria each organization independently determines.
 
 These honors do not guarantee specific results or portfolio performance. They also do not represent an endorsement or testimonial of Advise Financial LLC or its management by any client. Advise Financial LLC and its principal, Alonso Rodriguez Segarra, did not pay any direct or indirect fees to be considered for, evaluated, or included in these rankings.
For full selection criteria and methodology for each specific recognition, please click on the respective award badge or contact us directly.

Trademarks

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Alonso Rodriguez Segarra


CFP®, Founder & CEO of Advise Financial Our retirement planning advisor has been named by Investopedia among the 100 best financial advisors in the United States, with over 27 years of experience.
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