Skip to content

Financial Planners in Davie, FL: 2026 rankings

409 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Davie: Credit Supreme - Credit Repair Miami - Fix Credit Fast Miami FL, RFA Score 73/100; 4.8★ from 1,119 Google reviews; open evenings.

  2. 3

    Most-reviewed: Benworth Capital, 2,077 Google reviews at 4.7★, the most of 409 ranked; ranked #3.

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

409 Davie financial planners are ranked here by RFA Score, from eight published factors. 95 open Saturdays and 19 open Sundays, based on posted hours. The median Google rating is 4.7★ across 409 rated firms.

Top 10 financial planners in Davie 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 planners in Davie at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Credit Supreme - Credit Repair Miami - Fix Credit Fast Miami FL734.8★ (1,119)Miami, 17 mi awayEveningsTop score
2Joorney725.0★ (535)Miami Beach, 20 mi away——
3Benworth Capital724.7★ (2,077)Coral Gables, 22 mi away—Most reviews
4Paramount Tax & Accounting CPAs Weston725.0★ (174)Weston, 9 mi away——
5NA INCOMETAX PROFESSIONAL CORP714.9★ (517)Miami, 20 mi away——
6All Accounting Services714.8★ (97)DavieSat—
7Global Wealth Management714.9★ (144)Fort Lauderdale, 8 mi away——
8Corey & Associates Accountant Advisor714.8★ (309)Hialeah, 14 mi away——
9Pinnacle Financial Group, Inc.705.0★ (127)Weston, 9 mi awaySat—
10Financial Designs705.0★ (328)Miami, 21 mi away——

All 409 financial planners in Davie, 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 Joorney

    Based in Miami Beach, 20 mi away

    72/100RFA Score

    Ranked #2 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

  3. #3 Benworth Capital

    Based in Coral Gables, 22 mi away

    72/100RFA Score

    Ranked #3 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

  6. #6 All Accounting Services

    Based in Davie

    71/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 4.8★ from 97 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 97 Google reviews
    Hours
    Mon–Thu 9:30 AM–6 PM · Fri 9:30 AM–5 PM · Sat 10 AM–2 PM · Sun closed
    Address
    6907 Stirling Rd, Davie, FL 33314
    View profile for All Accounting Services(954) 318-0800

  7. #7 Global Wealth Management

    Based in Fort Lauderdale, 8 mi away

    71/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.9★ from 144 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 144 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1301 E Broward Blvd #200, Fort Lauderdale, FL 33301
    View profile for Global Wealth Management(954) 533-7144

  10. #10 Financial Designs

    Based in Miami, 21 mi away

    70/100RFA Score

    Ranked #10 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

  12. #12 Coral Wealth Management

    Based in Miami, 9 mi away

    70/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 5.0★ from 103 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 103 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    20801 Biscayne Blvd STE 403, Miami, FL 33180
    View profile for Coral Wealth Management(305) 671-3915

  19. #19 Mutual of Omaha Mortgage

    Based in Fort Lauderdale, 12 mi away

    68/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.9★ from 87 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 87 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    6750 N Andrews Ave Ste 200, Office 2110, Fort Lauderdale, FL 33309
    View profile for Mutual of Omaha Mortgage(314) 681-4591

  21. #21 Palm Wealth Partners

    Based in Boca Raton, 20 mi away

    67/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 129 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 129 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    7100 W Camino Real Ste 302-1/44, Boca Raton, FL 33433
    View profile for Palm Wealth Partners(954) 632-2555

Financial planners ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 409 ranked financial planners here; the rest are on their profiles.

financial planners in Davie, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26The Saffer Financial Group, Inc.675.0★ (34)3 mi
27Bank of America (with Drive-thru ATM)674.9★ (44)6 mi
28First Horizon Bank - Miami, FL - NW 7th Ave674.9★ (110)19 mi
29First Command Financial Advisor - Santiago Cruz, MBA675.0★ (24)In Davie
30Level Mortgage- Lamas Loans - Mortgage Broker665.0★ (54)12 mi
31Bank of America Financial Center664.0★ (247)8 mi
32PCS Investments665.0★ (48)12 mi
33Two Hundred Global Financial Solutions665.0★ (20)In Davie
34First Horizon Bank - Hialeah, FL - W 49th St664.7★ (82)14 mi
35Singer Wealth665.0★ (85)21 mi
36Chris Price Financial Planner665.0★ (42)12 mi
37First Horizon Bank - Aventura, FL - NE 29th St664.5★ (66)10 mi
38MANNA WEALTH MANAGEMENT655.0★ (77)21 mi
39Linde Legal | Elder Law & Medicaid Planning655.0★ (80)22 mi
40Fuster Financial Group655.0★ (40)12 mi
41Space Coast Credit Union | East Miramar, FL654.1★ (78)5 mi
42Space Coast Credit Union | Pine Island | Davie, FL653.9★ (62)In Davie
43Bank of America (with Drive-thru ATM)654.0★ (150)8 mi
44Paramount Tax & Accounting Pembroke Pines / Miramar654.8★ (37)9 mi
45First Command Financial Advisor - Monica McKenna, RICP®654.8★ (18)In Davie
46Jahmokas Financial Services Inc655.0★ (25)6 mi
47EMB Lenders, LLC | NMLS ID 2422827655.0★ (15)In Davie
48NR CPAs & Business Advisors | Miami, FL Accountant655.0★ (62)20 mi
49Ksenia Lutfullina - Financial Advisor - Northwestern Mutual655.0★ (34)11 mi
50Amerant Bank654.3★ (65)9 mi

Also serving Davie

20 more financial planners within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial planners serving Davie
BusinessGoogle ratingDistance
A G Financial Services, Abraham Grungold, Owner5.0★ (7)In Davie
A&M Consultant Services5.0★ (2)In Davie
Bank of America (with Drive-thru ATM)In Davie
Cathy Alexander - TD Wealth Relationship ManagerIn Davie
Clearlake Financial Corporation3.0★ (2)In Davie
D&N Professional Services5.0★ (11)In Davie
Edward Jones - Financial Advisor: Daniel Seghi, CEPA®|AAMS®5.0★ (3)In Davie
Fiduciary Financial Advisor by Best5.0★ (2)In Davie
First CommandIn Davie
First Command Financial Advisor - Michael BrownIn Davie
Kyle Join Corp5.0★ (2)In Davie
Mats Financial ServicesIn Davie
Moore Financial Service Group5.0★ (2)In Davie
Pedro J Escobar - Financial Advisor, Ameriprise Financial Services, LLCIn Davie
Prestige Services Group5.0★ (28)In Davie
PRH Financial5.0★ (1)In Davie
Valere Mukubu - TD Wealth Financial AdvisorIn Davie
Wells Fargo AdvisorsIn Davie
Wells Fargo AdvisorsIn Davie
Y & C Truck Capital4.6★ (9)In Davie

How we ranked Davie financial planners

We scored 409 Davie financial planners 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 Davie 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 planner

  1. Confirm the financial planner 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 planner

  • 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 planner?
  • 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 planners in Davie: frequently asked questions

Which financial planner has the highest RFA Score in Davie?

By RFA Score, the highest-ranked financial planner in Davie, FL is Credit Supreme - Credit Repair Miami - Fix Credit Fast Miami FL with an RFA Score of 73/100. It has 4.8★ from 1,119 Google reviews. It is open evenings. Joorney (#2) and Benworth Capital (#3) follow. We ranked 409 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Davie?

RankedFinancialAdvisors ranks 409 financial planners serving Davie, FL. 6 of them are based in Davie; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Davie work on weekends?

95 of 409 ranked financial planners post Saturday hours and 19 post Sunday hours. The highest-ranked open Saturdays are All Accounting Services (#6), Pinnacle Financial Group, Inc. (#9) and DurhamLoyal Wealth Management (#14). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Davie financial planners have?

The median Google rating among 409 rated financial planners in Davie is 4.7★, with a median of 22 reviews. Benworth Capital has the most, 2,077 reviews, and ranks #3. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner 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 planners outside Davie count in this ranking?

Yes, if they are within 25 mi of the Davie city center, our service radius for financial planners. 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 planners 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 planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Davie ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning 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 planner’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 planner in Davie 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 planners 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 Davie

  1. November 2026: RFA Scores recalculated for 409 financial planners serving Davie.
  2. November 2026: 4 duplicate listings merged.

More financial planners and Davie pages