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Financial Advisors in Olympia Heights, FL: 2026 rankings

533 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Olympia Heights: Guerra Wealth Advisors - Miami Financial Advisors, RFA Score 76/100; 4.9★ from 870 Google reviews.

  2. 5

    Most-reviewed: Cardone Capital, 2,942 Google reviews at 4.9★, the most of 533 ranked; ranked #5.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

533 Olympia Heights financial advisors are ranked here by RFA Score, from eight published factors. 152 open Saturdays and 44 open Sundays, based on posted hours. The median Google rating is 4.8★ across 533 rated firms.

Most of this list also appears on the Financial advisors in Miami ranking. See Financial advisors in Miami

Top 10 financial advisors in Olympia Heights at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Olympia Heights at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Guerra Wealth Advisors - Miami Financial Advisors764.9★ (870)Miami, 2 mi away—Top score
2Benworth Capital754.7★ (2,077)Coral Gables, 6 mi away——
3Financial Designs745.0★ (328)Miami, 4 mi away——
4Credit Supreme - Credit Repair Miami - Fix Credit Fast Miami FL744.8★ (1,119)Miami, 8 mi awayEvenings—
5Cardone Capital734.9★ (2,942)Aventura, 20 mi awaySat · SunMost reviews
6NA INCOMETAX PROFESSIONAL CORP734.9★ (517)Miami, 9 mi away——
7The World Changers735.0★ (195)Miami, 4 mi away——
8Madison Monroe and Associates734.9★ (740)Miami Lakes, 13 mi away——
9Stewards of Capital & Company735.0★ (173)South Miami, 5 mi away——
10Joorney725.0★ (535)Miami Beach, 14 mi away——

All 533 financial advisors in Olympia Heights, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  2. #2 Benworth Capital

    Based in Coral Gables, 6 mi away

    75/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 4.7★ from 2,077 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 2,077 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    The David William Hotel, 700 Biltmore Way C-1, Coral Gables, FL 33134
    View profile for Benworth Capital(305) 444-9730

  3. #3 Financial Designs

    Based in Miami, 4 mi away

    74/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 328 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 328 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    8000 NW 7th St #201, Miami, FL 33126
    View profile for Financial Designs(786) 388-0030

  5. #5 Cardone Capital

    Based in Aventura, 20 mi away

    73/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.9★ from 2,942 Google reviews, listed on Google as “Investment service”.

    • 4.9★ from 2,942 Google reviews
    Hours
    Mon–Sun 8 AM–6 PM
    Address
    18851 NE 29th Ave Ste 1000, Aventura, FL 33180
    View profile for Cardone Capital(305) 407-0276

  7. #7 The World Changers

    Based in Miami, 4 mi away

    73/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 195 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 195 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    7700 N Kendall Dr #509, Miami, FL 33156
    View profile for The World Changers(212) 797-1600

  10. #10 Joorney

    Based in Miami Beach, 14 mi away

    72/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 535 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 535 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    1688 Meridian Ave STE 700, Miami Beach, FL 33139
    View profile for Joorney(844) 566-7639

  11. #11 First Title Group Inc.

    Based in Miami, 7 mi away

    72/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.9★ from 215 Google reviews, listed on Google as “Investment service”.

    • 4.9★ from 215 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    7791 NW 46th St Ste 206 & 207, Miami, FL 33166
    View profile for First Title Group Inc.(786) 409-2812

  14. #14 Skyline Financial

    Based in Miami, 11 mi away

    70/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 4.9★ from 198 Google reviews, listed on Google as “Financial consultant”.

    • 4.9★ from 198 Google reviews
    Hours
    Mon–Thu 10 AM–8 PM · Fri 10 AM–4 PM · Sat–Sun closed
    Address
    1501 Biscayne Blvd FL5, Miami, FL 33132
    View profile for Skyline Financial(888) 650-1777

  16. #16 Credit Karla

    Based in Doral, 5 mi away

    70/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 78 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 78 Google reviews
    Hours
    Mon–Fri 10 AM–6 PM · Sat–Sun closed
    Address
    7500 NW 25th St Ste 237, Doral, FL 33172
    View profile for Credit Karla(844) 939-2629

  20. #20 Clv Group

    Based in Miami Lakes, 12 mi away

    70/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 111 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 111 Google reviews
    Hours
    Mon–Sun 12 AM–12 AM
    Address
    8600 NW South River Dr Ste 206, Medley, FL 33166
    View profile for Clv Group(954) 248-9050

  24. #24 United Community

    Based in South Miami, 5 mi away

    69/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.7★ from 79 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 79 Google reviews
    Hours
    Mon–Tue 9 AM–4 PM · Wed closed · Thu 9 AM–4 PM · Fri 9 AM–5 PM · Sat–Sun closed
    Address
    5880 Sunset Dr, South Miami, FL 33143
    View profile for United Community(305) 667-5511

  25. #25 All About Credit Repair

    Based in Miami, 2 mi away

    69/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 32 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 32 Google reviews
    Hours
    Mon–Fri 10 AM–6 PM · Sat 10 AM–1 PM · Sun closed
    Address
    8345 SW 41st Terrace, Miami, FL 33155
    View profile for All About Credit Repair(786) 326-3767

How we ranked Olympia Heights financial advisors

We scored 533 Olympia Heights financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Olympia Heights data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Olympia Heights: frequently asked questions

Which financial advisor has the highest RFA Score in Olympia Heights?

By RFA Score, the highest-ranked financial advisor in Olympia Heights, FL is Guerra Wealth Advisors - Miami Financial Advisors with an RFA Score of 76/100. It has 4.9★ from 870 Google reviews. Benworth Capital (#2) and Financial Designs (#3) follow. We ranked 533 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Olympia Heights?

RankedFinancialAdvisors ranks 533 financial advisors serving Olympia Heights, FL. Counts are as of November 2026.

Which financial advisors in Olympia Heights work on weekends?

152 of 533 ranked financial advisors post Saturday hours and 44 post Sunday hours. The highest-ranked open Saturdays are Cardone Capital (#5), Accurate Financial Solutions (#17) and Clv Group (#20). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Olympia Heights financial advisors have?

The median Google rating among 533 rated financial advisors in Olympia Heights is 4.8★, with a median of 18 reviews. Cardone Capital has the most, 2,942 reviews, and ranks #5. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Olympia Heights count in this ranking?

Yes, if they are within 25 mi of the Olympia Heights city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Olympia Heights ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Olympia Heights a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Olympia Heights

  1. November 2026: RFA Scores recalculated for 533 financial advisors serving Olympia Heights.
  2. November 2026: 10 duplicate listings merged.

More financial advisors and Olympia Heights pages