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Wealth Managers in Westchester, FL: 2026 rankings

52 wealth managers ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Westchester: Guerra Wealth Advisors - Miami Financial Advisors, RFA Score 73/100; 4.9★ from 870 Google reviews.

  2. 8

    Most-reviewed: Global Wealth Management, 144 Google reviews at 4.9★, the most of 52 ranked after Guerra Wealth Advisors - Miami Financial Advisors; ranked #8.

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

52 Westchester wealth managers are ranked here by RFA Score, from eight published factors. 10 open Saturdays and 5 open Sundays, based on posted hours. The median Google rating is 5.0★ across 52 rated firms.

Most of this list also appears on the Wealth managers in Miami ranking. See Wealth managers in Miami

Top 10 wealth managers in Westchester 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 wealth managers in Westchester at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Guerra Wealth Advisors - Miami Financial Advisors734.9★ (870)Miami, 3 mi away—Top score
2MANNA WEALTH MANAGEMENT675.0★ (77)Miami Beach, 12 mi awaySat · Sun · Evenings—
3MANNA WEALTH MANAGEMENT665.0★ (53)Miami, 9 mi awaySat · Sun · Evenings—
4Coral Wealth Management665.0★ (103)Miami, 19 mi away——
57 Ways to Wealth664.8★ (71)Miami, 9 mi away——
6DurhamLoyal Wealth Management655.0★ (77)Pembroke Pines, 19 mi awaySat—
7DGM Financial Services /DGM Wealth/ DGM Credit 800 Guru654.9★ (73)Miramar, 16 mi awaySat · Evenings—
8Global Wealth Management654.9★ (144)Fort Lauderdale, 28 mi away—Most reviews
9Wealth InsurED645.0★ (134)Coral Springs, 35 mi awaySat · Evenings—
10V&T Wealth Strategies644.8★ (18)Coral Gables, 4 mi awaySat · Evenings—

All 52 wealth managers in Westchester, 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.

  4. #4 Coral Wealth Management

    Based in Miami, 19 mi away

    66/100RFA Score

    Ranked #4 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

  5. #5 7 Ways to Wealth

    Based in Miami, 9 mi away

    66/100RFA Score

    Ranked #5 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

  8. #8 Global Wealth Management

    Based in Fort Lauderdale, 28 mi away

    65/100RFA Score

    Ranked #8 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

  9. #9 Wealth InsurED

    Based in Coral Springs, 35 mi away

    64/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 134 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 134 Google reviews
    Hours
    Mon–Fri 8 AM–8 PM · Sat 10 AM–3 PM · Sun closed
    Address
    1801 N University Dr PH A, Coral Springs, FL 33071
    View profile for Wealth InsurED(888) 434-4575

  10. #10 V&T Wealth Strategies

    Based in Coral Gables, 4 mi away

    64/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 4.8★ from 18 Google reviews, listed on Google as “Financial consultant”.

    • 4.8★ from 18 Google reviews
    Hours
    Mon–Fri 7 AM–7 PM · Sat 7 AM–12 PM · Sun closed
    Address
    2100 Ponce de Leon Blvd STE 600, Coral Gables, FL 33134
    View profile for V&T Wealth Strategies(786) 223-3462

  11. #11 Meira Wealth

    Based in Coral Gables, 4 mi away

    64/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.8★ from 16 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 16 Google reviews
    Hours
    Mon–Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    121 Alhambra Plz #1000, Coral Gables, FL 33134
    View profile for Meira Wealth(305) 670-4440

  14. #14 Imperio Wealth Advisors

    Based in Miramar, 15 mi away

    62/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 15 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 15 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    3350 SW 148th Ave Suit 110, Miramar, FL 33027
    View profile for Imperio Wealth Advisors(754) 610-3994

  15. #15 Ananta Wealth

    Based in Miami, 9 mi away

    62/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 7 Google reviews, listed on Google as “Business management consultant”.

    • 5.0★ from 7 Google reviews
    Hours
    Mon–Fri 10 AM–5 PM · Sat–Sun closed
    Address
    1501 Biscayne Blvd Ste 501, Miami, FL 33132
    View profile for Ananta Wealth(305) 907-0021

  16. #16 Financial 1 Wealth

    Based in Aventura, 18 mi away

    62/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 14 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 14 Google reviews
    Hours
    Mon–Fri 10 AM–5 PM · Sat–Sun closed
    Address
    One Turnberry Place, 19495 Biscayne Blvd Ste 410, Aventura, FL 33180
    View profile for Financial 1 Wealth(954) 892-6020

  21. #21 Prosperitus Wealth Advisors

    Based in Coral Springs, 36 mi away

    61/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 39 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 39 Google reviews
    Hours
    Mon–Wed 9 AM–4:30 PM · Thu closed · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    2855 N University Dr #110, Coral Springs, FL 33065
    View profile for Prosperitus Wealth Advisors(954) 400-1470

  23. #23 Merited Wealth

    Based in Allapattah, 13 mi away

    61/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 6 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 6 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    1666 79th Street Causeway #501, North Bay Village, FL 33141
    View profile for Merited Wealth(305) 722-0091

  25. #25 Wealth USA, LLC

    Based in Miami, 9 mi away

    61/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 4 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 4 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1221 Brickell Ave Suite 900, Miami, FL 33131
    View profile for Wealth USA, LLC(305) 396-9104

How we ranked Westchester wealth managers

We scored 52 Westchester wealth managers 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 Westchester 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 wealth manager

  1. Confirm the wealth manager 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 wealth manager

  • 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 wealth manager?
  • 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.

Wealth managers in Westchester: frequently asked questions

Which wealth manager has the highest RFA Score in Westchester?

By RFA Score, the highest-ranked wealth manager in Westchester, FL is Guerra Wealth Advisors - Miami Financial Advisors with an RFA Score of 73/100. It has 4.9★ from 870 Google reviews. MANNA WEALTH MANAGEMENT (#2) and MANNA WEALTH MANAGEMENT (#3) follow. We ranked 52 wealth managers on eight factors, last updated November 9, 2026.

Which wealth managers in Westchester work on weekends?

10 of 52 ranked wealth managers post Saturday hours and 5 post Sunday hours. The highest-ranked open Saturdays are MANNA WEALTH MANAGEMENT (#2), MANNA WEALTH MANAGEMENT (#3) and DurhamLoyal Wealth Management (#6). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Westchester wealth managers have?

The median Google rating among 52 rated wealth managers in Westchester is 5.0★, with a median of 8 reviews. Guerra Wealth Advisors - Miami Financial Advisors has the most, 870 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank wealth managers?

Each wealth manager 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 wealth managers outside Westchester count in this ranking?

Yes, if they are within 40 mi of the Westchester city center, our service radius for wealth managers. 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 wealth managers 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 wealth manager do?

Wealth managers combine investment management with planning, tax and estate coordination, usually for households with larger portfolios. Most charge a yearly percentage of the assets they manage and many set an account minimum.

How are wealth managers in Westchester ranked?

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

How do I check a wealth manager’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 wealth manager in Westchester 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 wealth managers 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 Westchester

  1. November 2026: RFA Scores recalculated for 52 wealth managers serving Westchester.
  2. November 2026: 2 duplicate listings merged.

More wealth managers and Westchester pages