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Investment Advisors in Leisure City, FL: 2026 rankings

73 investment advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Leisure City: First Title Group Inc., RFA Score 73/100; 4.9★ from 215 Google reviews.

  2. 32

    Most-reviewed: FundKite, 146 Google reviews at 4.3★, the most of 73 ranked after First Title Group Inc.; ranked #32.

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

73 Leisure City investment advisors are ranked here by RFA Score, from eight published factors. 10 open Saturdays and 6 open Sundays, based on posted hours. The median Google rating is 4.8★ across 73 rated firms.

Top 10 investment advisors in Leisure 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 investment advisors in Leisure City at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1First Title Group Inc.734.9★ (215)Miami, 23 mi away—Top score
27 Ways to Wealth684.8★ (71)Miami, 24 mi away——
3QQ CAPITAL INVESTMENT FUND675.0★ (19)Miami, 15 mi away——
4Sahin Real Estate Investment664.8★ (30)Miami, 22 mi awaySat · Sun—
5Cardinal Advisers LLC665.0★ (10)Miami, 13 mi away——
6Southeast Financial Center664.5★ (44)Miami, 24 mi away——
7IPX1031: Sangeeta Banerjee655.0★ (8)Miami, 15 mi away——
8Liberta Global655.0★ (12)Coconut Grove, 20 mi awayEvenings—
9GMG Asset Management655.0★ (16)Miami, 24 mi away——
10CGI Merchant Group644.5★ (11)Miami, 20 mi away——

All 73 investment advisors in Leisure 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 Leisure City

    #1 First Title Group Inc.

    Based in Miami, 23 mi away

    73/100RFA Score

    Ranked #1 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

  2. #2 7 Ways to Wealth

    Based in Miami, 24 mi away

    68/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 4.8★ from 71 Google reviews, listed on Google as “Investment service”.

    • 4.8★ from 71 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    848 Brickell Ave PH-5, Miami, FL 33131
    View profile for 7 Ways to Wealth(305) 749-9215

  5. #5 Cardinal Advisers LLC

    Based in Miami, 13 mi away

    66/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 5.0★ from 10 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 10 Google reviews
    Hours
    Mon–Fri 9:15 AM–4:30 PM · Sat–Sun closed
    Address
    6250 SW 133rd St, Miami, FL 33156
    View profile for Cardinal Advisers LLC(786) 216-7547

  8. #8 Liberta Global

    Based in Coconut Grove, 20 mi away

    65/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 12 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 12 Google reviews
    Hours
    Mon–Fri 9 AM–6:30 PM · Sat–Sun closed
    Address
    2601 S Bayshore Dr, Coconut Grove, FL 33133
    View profile for Liberta Global

  9. #9 GMG Asset Management

    Based in Miami, 24 mi away

    65/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 16 Google reviews, listed on Google as “Investment company”.

    • 5.0★ from 16 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1100 Brickell Bay Dr, Miami, FL 33131
    View profile for GMG Asset Management(786) 330-2225

  10. #10 CGI Merchant Group

    Based in Miami, 20 mi away

    64/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 4.5★ from 11 Google reviews, listed on Google as “Investment service”.

    • 4.5★ from 11 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    3480 Main Hwy 2nd Floor, Miami, FL 33133
    View profile for CGI Merchant Group(786) 581-4800

  15. #15 Credicorp Capital LLC

    Based in Miami, 24 mi away

    63/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.6★ from 11 Google reviews, listed on Google as “Investment service”.

    • 4.6★ from 11 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    1111 Brickell Ave Ste 2850, Miami, FL 33131
    View profile for Credicorp Capital LLC(305) 455-0970

  16. #16 Boyne Capital Partners

    Based in Miami, 20 mi away

    63/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 6 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 6 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    3350 Virginia St Ste 400, Miami, FL 33133
    View profile for Boyne Capital Partners(305) 856-9500

  17. #17 Como Invierto

    Based in Doral, 23 mi away

    63/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 8 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 8 Google reviews
    Hours
    Mon–Fri 10 AM–5:30 PM · Sat–Sun closed
    Address
    8333 NW 53rd St, Doral, FL 33166
    View profile for Como Invierto(617) 893-7779

  18. #18 Red Point USA

    Based in Miami, 21 mi away

    62/100RFA Score

    Ranked #18 because of its Google rating and review volume: 5.0★ from 135 Google reviews.

    • 5.0★ from 135 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    10887 NW 17th St Unit 206, Miami, FL 33172
    View profile for Red Point USA(305) 224-0403

  20. #20 Trivest Partners

    Based in Coral Gables, 20 mi away

    62/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 3.7★ from 6 Google reviews, listed on Google as “Investment service”.

    • 3.7★ from 6 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2811 Ponce de Leon Blvd #400, Coral Gables, FL 33134
    View profile for Trivest Partners(305) 858-2200

  21. #21 Participant Capital

    Based in Miami, 24 mi away

    61/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 3.8★ from 10 Google reviews, listed on Google as “Investment company”.

    • 3.8★ from 10 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    Wells Fargo Center, 333 SE 2nd Ave Ste 3000, Miami, FL 33131
    View profile for Participant Capital(800) 581-7227

  24. #24 GenTrust, LLC

    Based in Miami, 23 mi away

    60/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Fri 8:30 AM–6 PM · Sat–Sun closed
    Address
    1450 Brickell Ave Ste 3050, Miami, FL 33131
    View profile for GenTrust, LLC(305) 677-6688

  25. #25 Lyon Bern LLC

    Based in Miami, 24 mi away

    60/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 3 Google reviews
    Address
    1000 Brickell Ave #335, Miami, FL 33131
    View profile for Lyon Bern LLC(787) 395-7325

Investment advisors 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 73 ranked investment advisors here; the rest are on their profiles.

investment advisors in Leisure City, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Wells Fargo Advisors602.3★ (3)19 mi
27Erez Law, PLLC594.9★ (89)24 mi
28Johnson Buys595.0★ (32)16 mi
29USA Gestiones595.0★ (64)25 mi
30MANNA WEALTH MANAGEMENT585.0★ (53)24 mi
31Amerant Bank584.2★ (45)14 mi
32FundKite574.3★ (146)24 mi
33Amerant Bank574.5★ (44)19 mi
34Dream Cap Financial575.0★ (33)23 mi
35Glynis Banhan - Edelman Financial Engines575.0★ (23)21 mi
36JS7 Management564.7★ (30)21 mi
37Global Resource Broker, INC.565.0★ (13)15 mi
38Pro Growth Team565.0★ (24)22 mi
39CameronDowning565.0★ (26)25 mi
40Car Wash Advisory564.7★ (31)24 mi
41Amerant Bank564.1★ (64)22 mi
42Global Business Int'l | Consultoría de negocios e inversiones555.0★ (21)23 mi
43Olive Branch Financial Group554.5★ (11)14 mi
44Real Estate & Relating Expert Services Iden Nazario P.A555.0★ (3)6 mi
45Meira Wealth554.8★ (16)21 mi
46American Prime Group544.6★ (15)22 mi
47Merrill Lynch Wealth Management543.6★ (8)12 mi
48Amerant Bank543.8★ (52)22 mi
49Edelman Financial Engines545.0★ (9)21 mi
50Bayshore Investment Partners535.0★ (8)21 mi

Also serving Leisure City

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

Unranked investment advisors serving Leisure City
BusinessGoogle ratingDistance
Barry Brosius - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (2)10 mi
Bessemer Trust Private Wealth Management Miami FL5.0★ (2)24 mi
Caleb Horvat - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (2)10 mi
Edward Jones - Financial Advisor: Nicolas Eterovic4.5★ (2)21 mi
EM Financial Services, Llc.5.0★ (2)13 mi
Fontaine Retirement Group4.5★ (2)17 mi
GAR Capital3.0★ (2)12 mi
Genesis Wealth Management Inc.5.0★ (2)21 mi
GUGGENHEIM PARTNERS LATIN AMERICA, INC.5.0★ (2)24 mi
Henrique Rodrigues - Morgan Stanley5.0★ (2)24 mi
Hiram Hernandez Financial Services5.0★ (2)21 mi
JTC - Miami3.0★ (2)24 mi
MMBG Investment Advisors Co.3.0★ (2)24 mi
Private Equity Solutions (PES)5.0★ (2)24 mi
Rosemary Cortes PA3.0★ (2)20 mi
Seastone Wealth - Ameriprise Financial Services, LLC4.0★ (2)15 mi
Summer Berman Diaz - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)16 mi
The Starr Blum Group - Ameriprise Financial Services, LLC5.0★ (2)15 mi
Wells Fargo Advisors2.5★ (2)17 mi
Wells Fargo Advisors3.0★ (2)22 mi

How we ranked Leisure City investment advisors

We scored 73 Leisure City investment 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 Leisure 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 an investment advisor

  1. Confirm the investment 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 an investment 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 investment 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.

Investment advisors in Leisure City: frequently asked questions

Which investment advisor has the highest RFA Score in Leisure City?

By RFA Score, the highest-ranked investment advisor in Leisure City, FL is First Title Group Inc. with an RFA Score of 73/100. It has 4.9★ from 215 Google reviews. 7 Ways to Wealth (#2) and QQ CAPITAL INVESTMENT FUND (#3) follow. We ranked 73 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Leisure City?

RankedFinancialAdvisors ranks 73 investment advisors serving Leisure City, FL. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which investment advisors in Leisure City work on weekends?

10 of 73 ranked investment advisors post Saturday hours and 6 post Sunday hours. The highest-ranked open Saturdays are Sahin Real Estate Investment (#4), The Rivero Aguila Group at Luxe Properties (#13) and Primerica Financial Services (#14). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Leisure City investment advisors have?

The median Google rating among 73 rated investment advisors in Leisure City is 4.8★, with a median of 11 reviews. First Title Group Inc. has the most, 215 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank investment advisors?

Each investment 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 investment advisors outside Leisure City count in this ranking?

Yes, if they are within 25 mi of the Leisure City city center, our service radius for investment 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 investment 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 an investment advisor do?

Investment advisors manage portfolios and give advice about securities for a fee. In the US, firms register with the SEC or a state securities regulator and file a Form ADV brochure; in Canada, portfolio managers and dealers register with the provincial securities regulator.

How are investment advisors in Leisure City ranked?

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

How do I check an investment 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 investment advisor in Leisure 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 investment 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 Leisure City

  1. November 2026: RFA Scores recalculated for 73 investment advisors serving Leisure City.

More investment advisors and Leisure City pages