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Financial Planners in Miramar, FL: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Miramar: Credit Supreme - Credit Repair Miami - Fix Credit Fast Miami FL, RFA Score 74/100; 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 373 ranked; ranked #3.

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

373 Miramar financial planners are ranked here by RFA Score, from eight published factors. 98 open Saturdays and 18 open Sundays, based on posted hours. The median Google rating is 4.5★ across 373 rated firms.

Top 10 financial planners in Miramar 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 Miramar at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Credit Supreme - Credit Repair Miami - Fix Credit Fast Miami FL744.8★ (1,119)Miami, 12 mi awayEveningsTop score
2Joorney735.0★ (535)Miami Beach, 15 mi away——
3Benworth Capital734.7★ (2,077)Coral Gables, 17 mi away—Most reviews
4NA INCOMETAX PROFESSIONAL CORP724.9★ (517)Miami, 14 mi away——
5Corey & Associates Accountant Advisor724.8★ (309)Hialeah, 9 mi away——
6Financial Designs715.0★ (328)Miami, 16 mi away——
7Paramount Tax & Accounting CPAs Weston715.0★ (174)Weston, 11 mi away——
8Coral Wealth Management705.0★ (103)Miami, 6 mi away——
9Pinnacle Financial Group, Inc.705.0★ (127)Weston, 11 mi awaySat—
10All Accounting Services704.8★ (97)Davie, 4 mi awaySat—

All 373 financial planners in Miramar, 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, 15 mi away

    73/100RFA 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, 17 mi away

    73/100RFA 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 Financial Designs

    Based in Miami, 16 mi away

    71/100RFA Score

    Ranked #6 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

  8. #8 Coral Wealth Management

    Based in Miami, 6 mi away

    70/100RFA Score

    Ranked #8 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

  10. #10 All Accounting Services

    Based in Davie, 4 mi away

    70/100RFA Score

    Ranked #10 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

  11. #11 Global Wealth Management

    Based in Fort Lauderdale, 11 mi away

    70/100RFA Score

    Ranked #11 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

  22. #22 PCS Investments

    Based in Miami Lakes, 7 mi away

    67/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 48 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 48 Google reviews
    Hours
    Mon–Sat 9 AM–6 PM · Sun closed
    Address
    6625 Miami Lakes Dr, Miami Lakes, FL 33014
    View profile for PCS Investments(305) 741-6120

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

financial planners in Miramar, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Linde Legal | Elder Law & Medicaid Planning675.0★ (80)16 mi
27Mutual of Omaha Mortgage674.9★ (87)16 mi
28Seekh Tax & More and Trusted Tax674.9★ (95)17 mi
29Space Coast Credit Union | East Miramar, FL674.1★ (78)In Miramar
30Global Wealth Management675.0★ (54)11 mi
31Fuster Financial Group675.0★ (40)7 mi
32First Horizon Bank - Aventura, FL - NE 29th St664.5★ (66)6 mi
33Accubis Inc664.5★ (35)In Miramar
34Builder To Contributor LLC665.0★ (71)16 mi
35NR CPAs & Business Advisors | Miami, FL Accountant665.0★ (62)15 mi
36Space Coast Credit Union | Miramar, FL664.3★ (43)In Miramar
37Ksenia Lutfullina - Financial Advisor - Northwestern Mutual665.0★ (34)7 mi
38AP Financial Contingency Group Inc665.0★ (49)13 mi
39The Saffer Financial Group, Inc.665.0★ (34)8 mi
40Bank of America (with Drive-thru ATM)664.9★ (44)11 mi
41MANNA WEALTH MANAGEMENT655.0★ (53)16 mi
42Paramount Tax & Accounting Pembroke Pines / Miramar654.8★ (37)8 mi
43Multitaskpro Business655.0★ (32)10 mi
44First Horizon Bank - Miami, FL - NW 87th Ave654.6★ (73)14 mi
45Bank of America Financial Center654.0★ (247)12 mi
46Imperio Wealth Advisors655.0★ (15)In Miramar
47Cusi Consulting, Inc.655.0★ (39)13 mi
48First Horizon Bank - Miami, FL - S Biscayne Blvd654.7★ (63)15 mi
49Bank of America Financial Center654.6★ (31)6 mi
50Vital Funding Solutions654.8★ (25)6 mi

Also serving Miramar

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 Miramar
BusinessGoogle ratingDistance
Ameriprise FinancialIn Miramar
Bernie Mena: Primerica - Financial Services5.0★ (3)In Miramar
Berris Group, LLCIn Miramar
DGM Financial Services /DGM Wealth/ DGM Credit 800 Guru4.9★ (73)In Miramar
Ed Realty & Financial LLC1.0★ (1)In Miramar
Edward Jones - Financial Advisor: Al Quintana5.0★ (1)In Miramar
Edwin Aldana: Primerica - Financial Services5.0★ (1)In Miramar
Fabro Investment ManagementIn Miramar
Faith Financial Services LLCIn Miramar
Honorio Martinez: Primerica - Financial Services1.0★ (1)In Miramar
Immacula Derane: Primerica - Financial ServicesIn Miramar
Inproaval y AsociadosIn Miramar
Luis Adolfo Sager: Primerica - Financial Services4.7★ (14)In Miramar
Max Sanchez: Primerica - Financial Services5.0★ (72)In Miramar
Redd Financial ServicesIn Miramar
Royalty Financial Services4.2★ (29)In Miramar
Strategies & T.E.A.5.0★ (30)In Miramar
Western & Southern Life4.5★ (17)In Miramar
Wilmard Pierre-Louis: Primerica - Financial Services5.0★ (3)In Miramar
Your Solutions SolvedIn Miramar

How we ranked Miramar financial planners

We scored 373 Miramar 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 Miramar 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 Miramar: frequently asked questions

Which financial planner has the highest RFA Score in Miramar?

By RFA Score, the highest-ranked financial planner in Miramar, FL is Credit Supreme - Credit Repair Miami - Fix Credit Fast Miami FL with an RFA Score of 74/100. It has 4.8★ from 1,119 Google reviews. It is open evenings. Joorney (#2) and Benworth Capital (#3) follow. We ranked 373 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Miramar?

RankedFinancialAdvisors ranks 373 financial planners serving Miramar, FL. 5 of them are based in Miramar; 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 Miramar work on weekends?

98 of 373 ranked financial planners post Saturday hours and 18 post Sunday hours. The highest-ranked open Saturdays are Pinnacle Financial Group, Inc. (#9), All Accounting Services (#10) and DurhamLoyal Wealth Management (#12). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Miramar financial planners have?

The median Google rating among 373 rated financial planners in Miramar is 4.5★, with a median of 26 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 Miramar count in this ranking?

Yes, if they are within 25 mi of the Miramar 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 Miramar 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 Miramar 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 Miramar

  1. November 2026: RFA Scores recalculated for 373 financial planners serving Miramar.
  2. November 2026: 3 duplicate listings merged.

More financial planners and Miramar pages