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Financial Planners in Florida City, FL: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Florida City: Benworth Capital, RFA Score 71/100; 4.7★ from 2,077 Google reviews.

  2. 12

    Most-reviewed: Guerra Wealth Advisors - Miami Financial Advisors, 870 Google reviews at 4.9★, the most of 62 ranked after Benworth Capital; ranked #12.

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

62 Florida City financial planners are ranked here by RFA Score, from eight published factors. 18 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 4.0★ across 62 rated firms.

Top 10 financial planners in Florida City 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 Florida City at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Benworth Capital714.7★ (2,077)Coral Gables, 25 mi away—Top score
2Financial Designs695.0★ (328)Miami, 25 mi away——
3First Horizon Bank - Homestead, FL - N Krome Ave694.3★ (135)Homestead, 2 mi awaySat—
4Stewards of Capital & Company685.0★ (173)South Miami, 21 mi away——
5United Community644.7★ (79)South Miami, 21 mi away——
6Space Coast Credit Union | Homestead, FL643.9★ (27)Homestead, 3 mi away——
7Strategic Investment Services644.9★ (35)Miami, 18 mi away——
8Elaine King635.0★ (41)Coral Gables, 24 mi away——
9First Horizon Bank - Key Largo, FL - Ocean Reef Dr635.0★ (20)Key Largo, 15 mi away——
10All About Credit Repair635.0★ (32)Miami, 22 mi awaySat—

All 62 financial planners in Florida City, 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.

  1. Ranked #1 in Florida City

    #1 Benworth Capital

    Based in Coral Gables, 25 mi away

    71/100RFA Score

    Ranked #1 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

  2. #2 Financial Designs

    Based in Miami, 25 mi away

    69/100RFA Score

    Ranked #2 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 United Community

    Based in South Miami, 21 mi away

    64/100RFA Score

    Ranked #5 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

  8. #8 Elaine King

    Based in Coral Gables, 24 mi away

    63/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 41 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 41 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    4531 Ponce de Leon Blvd Ste 200, Coral Gables, FL 33146
    View profile for Elaine King(305) 432-3000

  10. #10 All About Credit Repair

    Based in Miami, 22 mi away

    63/100RFA Score

    Ranked #10 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

  14. #14 Amerant Bank

    Based in Miami, 18 mi away

    62/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 4.2★ from 45 Google reviews, listed on Google as “Financial planner”.

    • 4.2★ from 45 Google reviews
    Hours
    Mon–Tue 9 AM–4 PM · Wed closed · Thu 9 AM–4 PM · Fri 9 AM–6 PM · Sat–Sun closed
    Address
    11633 N Kendall Dr, Miami, FL 33176
    View profile for Amerant Bank(305) 908-8738

  15. #15 Bankers Life

    Based in Miami, 15 mi away

    62/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.6★ from 17 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 17 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    13400 SW 120th St Ste 300D, Miami, FL 33186
    View profile for Bankers Life(305) 529-4767

  16. #16 Amerant Bank

    Based in Miami, 23 mi away

    61/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 4.5★ from 44 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 44 Google reviews
    Hours
    Mon–Tue 9 AM–4 PM · Wed closed · Thu 9 AM–4 PM · Fri 9 AM–6 PM · Sat–Sun closed
    Address
    7010 Coral Wy, Miami, FL 33155
    View profile for Amerant Bank(786) 437-3099

  17. #17 United Community

    Based in Miami, 16 mi away

    61/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.9★ from 15 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 15 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
    8941 SW 136th St, Miami, FL 33176
    View profile for United Community(305) 278-5700

  20. #20 Amerant Bank

    Based in Pinecrest, 19 mi away

    61/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.6★ from 23 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 23 Google reviews
    Hours
    Mon–Tue 9 AM–4 PM · Wed closed · Thu 9 AM–4 PM · Fri 9 AM–6 PM · Sat–Sun closed
    Address
    9350 S Dixie Hwy Suite 100, Pinecrest, FL 33156
    View profile for Amerant Bank(305) 909-2601

  22. #22 Lincoln Heritage Life Insurance / Family Protect Insurance Final Expense, South Florida, Miami

    Based in Miami, 24 mi away

    61/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.8★ from 25 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 25 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    12750 NW 17th St Ste 218, Miami, FL 33182
    View profile for Lincoln Heritage Life Insurance / Family Protect Insurance Final Expense, South Florida, Miami(689) 777-4912

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 62 ranked financial planners here; the rest are on their profiles.

financial planners in Florida City, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Bank of America Financial Center593.7★ (29)18 mi
27Bank of America (with Drive-thru ATM)593.6★ (71)20 mi
28Alber Tax Accountant595.0★ (10)21 mi
29Bank of America Financial Center593.2★ (143)13 mi
30Executive Tax & Accounting Services Inc.594.4★ (13)20 mi
31NDI Financial595.0★ (5)15 mi
32Bank of America Financial Center594.0★ (9)15 mi
33Bank of America (with Drive-thru ATM)593.3★ (69)15 mi
34Medigaptoday LLC594.3★ (6)15 mi
35Bank of America (with Drive-thru ATM)593.6★ (9)16 mi
36First Horizon Bank - Key Largo, FL - Overseas Hwy583.9★ (33)25 mi
37Bank of America (with Drive-thru ATM)583.3★ (67)18 mi
38Merrill Lynch Wealth Management583.6★ (8)16 mi
39Bank of America Financial Center582.9★ (46)13 mi
40Bank of America Financial Center583.3★ (64)19 mi
41Bank of America Financial Center583.4★ (15)20 mi
42Bank of America (with Drive-thru ATM)583.3★ (69)21 mi
43Keith Berman - Thrivent574.3★ (3)18 mi
44Samlut & Company574.5★ (8)25 mi
45Blue Management Group571.0★ (3)13 mi
46Bank of America Financial Center573.4★ (33)24 mi
47Bank of America (with Drive-thru ATM)572.8★ (71)16 mi
48RPC Advisory Group .575.0★ (5)25 mi
49AXA Advisors562.6★ (5)19 mi
50Bank of America (with Drive-thru ATM)562.3★ (133)5 mi

Also serving Florida City

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 Florida City
BusinessGoogle ratingDistance
A&M Consultant Services5.0★ (2)13 mi
ANS Invest Advisors5.0★ (29)In Florida City
Associated Medical Managers5.0★ (2)15 mi
Autonation One Financial Corporation3.0★ (2)14 mi
Barry Brosius - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (2)15 mi
Caleb Horvat - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (2)15 mi
Capital Financial Services Inc5.0★ (2)20 mi
Consumer Casualty Corporation5.0★ (2)19 mi
Eastern Financial Florida CU5.0★ (1)2 mi
Edward Wenger - Raymond James5.0★ (2)16 mi
EM Financial Services, Llc.5.0★ (2)17 mi
Family First Communtiy Development CorporationIn Florida City
Fontaine Retirement Group4.5★ (2)21 mi
Ladin Tax & Financial Group - Coral Gables & Miami Financial Advisors5.0★ (2)25 mi
Legacy Lane Consulting, LLCIn Florida City
Medi Financial Services LLC5.0★ (2)22 mi
Seastone Wealth - Ameriprise Financial Services, LLC4.0★ (2)19 mi
Summer Berman Diaz - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)20 mi
The Starr Blum Group - Ameriprise Financial Services, LLC5.0★ (2)19 mi
United Way Center For Financial StabilityIn Florida City

How we ranked Florida City financial planners

We scored 62 Florida City 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 Florida City 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 Florida City: frequently asked questions

Which financial planner has the highest RFA Score in Florida City?

By RFA Score, the highest-ranked financial planner in Florida City, FL is Benworth Capital with an RFA Score of 71/100. It has 4.7★ from 2,077 Google reviews. Financial Designs (#2) and First Horizon Bank - Homestead, FL - N Krome Ave (#3) follow. We ranked 62 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Florida City?

RankedFinancialAdvisors ranks 62 financial planners serving Florida City, FL. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Florida City work on weekends?

18 of 62 ranked financial planners post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are First Horizon Bank - Homestead, FL - N Krome Ave (#3), All About Credit Repair (#10) and Bank of America (with Drive-thru ATM) (#24). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Florida City financial planners have?

The median Google rating among 62 rated financial planners in Florida City is 4.0★, with a median of 35 reviews. Benworth Capital has the most, 2,077 reviews, and ranks #1. 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 Florida City count in this ranking?

Yes, if they are within 25 mi of the Florida City 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 Florida City 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 Florida City 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 Florida City

  1. November 2026: RFA Scores recalculated for 62 financial planners serving Florida City.

More financial planners and Florida City pages