Local Pros · Miramar
Local Financial Advisors in Miramar, FL
Locally owned and operated financial advisors serving Miramar and the surrounding area. Supporting local businesses means faster response and accountability.
As of June 2026, RatingsNearMe ranks 9 financial advisors in Miramar, FL by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Fuster Financial Group with a 5.0-star rating from 40 Google reviews and an RNM Score of 78/100. Also in the top tier: Angela Basden-Williams Miramar Financial Academy and FamilyVest at Farther — Todd Sensing, CFP®, CFA®. The average rating across all listed financial advisors in Miramar is 4.9 stars from 17 reviews per business on average.
Financial advisors in Miramar typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 10, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Miramar, FL is home to a variety of financial advisor services, including investment management, retirement planning, and tax strategy. Consumers in the area should look for advisors with relevant certifications and experience to help meet their unique financial goals.
- ✓Financial advisors in Miramar offer investment management, retirement planning, and tax strategy services
- ✓Advisors may have certifications such as CFP®, CFA®, and CEPA®
- ✓Consumers should research an advisor's qualifications and experience to find the right fit for their needs
Best Overall
Stein Financial
Stein Financial stands out as the top-ranked advisor in Miramar due to its strong reputation for personalized financial planning and client satisfaction.
Most Reviewed
Edward Jones - Financial Advisor: Wyn Yelin, CEPA®|AAMS®
A high review count indicates broad client experience and trust, which can help you gauge service consistency and reliability.
When choosing a financial advisor in Miramar, consider both the advisor's credentials and the number of client reviews to ensure a good fit for your specific financial goals. Always verify their fiduciary status and fee structure before committing.
How to Choose a Financial Advisor in Miramar
What to look for
- • Certified Financial Planner (CFP) or other relevant financial certifications
- • Experience working with clients in the Miramar, FL area
- • A focus on your specific financial goals and needs
- • Transparent fee structure and no hidden costs
Questions to ask
- • What is your investment philosophy and approach?
- • How will you communicate with me and provide updates on my financial plan?
- • Can you provide references from other Miramar, FL clients?
Red flags
- ⚠ Pressure to invest in specific products or services
- ⚠ Lack of clear explanation of fees and costs
- ⚠ Unwillingness to discuss your unique financial situation
In Florida, financial advisors must be registered with the Florida Office of Financial Regulation and hold the appropriate licenses, such as a Series 65 or Series 66 license. It's important to verify an advisor's credentials and licensing before engaging their services.
Local Market Snapshot
9
Businesses listed
4.9★
Avg rating
17
Avg reviews
Jun 10, 2026
Last updated
Top Rated Financial Advisors
Exceptional 5.0-star rating from 40 Google reviews in Miramar, FL.
6625 Miami Lakes Dr Suite 493, Miami Lakes, FL 33014, USA5.0 stars from 23 reviews, reflecting highly trusted financial guidance in Miramar.
7951 Riviera Blvd #202, Miramar, FL 33023, USATop-rated Miramar financial advisor with a perfect 5.0-star rating from 19 reviews.
4300 Legendary Dr UNIT 226, Destin, FL 32541, USAFinancial Advisors Rankings in Miramar, FL
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Fuster Financial Group6625 Miami Lakes Dr Suite 493, Miami Lakes, FL 33014, USA | 5.0★ | 40 |
| #2 | Angela Basden-Williams Miramar Financial Academy7951 Riviera Blvd #202, Miramar, FL 33023, USA | 5.0★ | 23 |
| #3 | FamilyVest at Farther — Todd Sensing, CFP®, CFA®4300 Legendary Dr UNIT 226, Destin, FL 32541, USA | 5.0★ | 19 |
| #4 | Mariner13330 Emerald Coast Pkwy W, Miramar Beach, FL 32550, USA | 5.0★ | 2 |
| #5 | Royalty Financial Services11820 Miramar Pkwy #311, Miramar, FL 33025, USA | 4.1★ | 27 |
| #6 | Luis Adolfo Sager: Primerica - Financial Services6151 Miramar Pkwy STE 207, Miramar, FL 33023, USA | 4.8★ | 16 |
| #7 | Stein Financial495 Grand Blvd #206, Miramar Beach, FL 32550, USA | 5.0★ | 4 |
| #8 | BW&T Tax and Business Strategist Advisors2750 SW 145th Ave suite 307, Miramar, FL 33027, USA | 5.0★ | 11 |
| #9 | Edward Jones - Financial Advisor: Wyn Yelin, CEPA®|AAMS®1880 N Congress Ave Suite 316, Boynton Beach, FL 33426, USA | 5.0★ | 7 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Miramar
Exceptional 5.0-star rating from a small number of Google reviews.
13330 Emerald Coast Pkwy W, Miramar Beach, FL 32550, USA
Trusted by clients, with a solid 4.1-star rating from 27 reviews.
11820 Miramar Pkwy #311, Miramar, FL 33025, USA
Rated 4.8 stars from 16 Google reviews, this Miramar financial advisor is highly trusted.
6151 Miramar Pkwy STE 207, Miramar, FL 33023, USA
5.0 stars from 4 Google reviews, reflecting exceptional client satisfaction.
495 Grand Blvd #206, Miramar Beach, FL 32550, USA
Exceptional 5.0-star rating from 11 Google reviews for Miramar financial guidance.
2750 SW 145th Ave suite 307, Miramar, FL 33027, USA
Exceptional 5.0-star rating from 7 Google reviews in Miramar, FL.
1880 N Congress Ave Suite 316, Boynton Beach, FL 33426, USA
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Financial Advisors in Miramar, FL — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Fuster Financial Group | 78/100 | 5.0 ★ | 40 |
| 2 | Angela Basden-Williams Miramar Financial Academy | 76/100 | 5.0 ★ | 23 |
| 3 | FamilyVest at Farther — Todd Sensing, CFP®, CFA® | 75/100 | 5.0 ★ | 19 |
| 4 | Mariner | 64/100 | 5.0 ★ | 2 |
| 5 | Royalty Financial Services | 61/100 | 4.1 ★ | 27 |
| 6 | Luis Adolfo Sager: Primerica - Financial Services | 70/100 | 4.8 ★ | 16 |
| 7 | Stein Financial | 67/100 | 5.0 ★ | 4 |
| 8 | BW&T Tax and Business Strategist Advisors | 72/100 | 5.0 ★ | 11 |
| 9 | Edward Jones - Financial Advisor: Wyn Yelin, CEPA®|AAMS® | 70/100 | 5.0 ★ | 7 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
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Frequently Asked Questions — Financial Advisors in Miramar
What is a fiduciary financial advisor and why does it matter in Miramar?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Miramar, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Miramar?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: June 10, 2026.
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