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    FL County

    Financial planner in Miami-Dade, FL

    Miami-Dade, FL has 257 financial planner businesses. The average customer rating is 4.4 out of 5 stars. The top-rated business is Merited Wealth with 5.0 stars and 4 reviews. 78% have websites, 26% list phone numbers, 39% provide email contacts.

    Compare ratings, access verified contact information, and find the right financial planner for your needs.

    Market Insights

    Everything you need to know about this market at a glance

    Total Businesses

    257

    in this area

    Avg Rating

    4.4

    Typical: 5.0 stars

    Avg Reviews

    5

    (250 reviewed)

    Avg Age

    3 months

    New Market
    Data Quality
    A
    Good
    Market Type
    Many Small Players

    How to Reach Them

    Moderate

    What contact info is available for these businesses

    Website
    78%
    Email
    39%
    Phone
    26%
    Social
    35%
    Avg contact methods1.4 / 3

    A reasonable number of businesses have websites and emails available.

    Customer Ratings

    Wide Quality Gap

    How customers rate these businesses and who gets the most attention

    4.5-5.0: 75%
    4.0-4.49: 7%
    3.5-3.99: 4%
    Below 3.5: 14%

    This shows what percentage of businesses fall into each rating range. Green means highly rated, red means below average.

    Top 10% of businesses get73% of all reviews

    Just a few popular businesses get most of the customer attention. Many others are barely visible online.

    Highest Rated Business

    Merited Wealth

    5(4)

    There's a big gap between the best and worst businesses. Some are outstanding, but others have poor ratings - choose carefully.

    Competition Level

    How competitive is this market and who controls it

    How spread out is the market?85%

    100% = completely spread out, no one dominates. 0% = one business controls everything.

    Top player's market share36.7%
    Dominant Player

    One business controls a large chunk of this market. You'll need a clear differentiator to compete effectively.

    New or small businesses40%

    A healthy mix of established businesses and newer ones still building their reputation. The market is active and evolving.

    Market Maturity

    How old are these businesses and is the market growing?

    Average time since businesses were listed

    3 monthsNew Market

    Most businesses here are relatively new. This is an emerging market with lots of fresh competition.

    New businesses in the last 90 days

    0%Stable

    Very few new businesses are opening. The market has settled and existing players have established positions.

    Location & Data

    A

    Where businesses are located and how complete the data is

    Geographic spread14% clustered
    Spread Out

    Businesses are scattered across the entire area with no clear center. You may need to cover a wide territory.

    Avg distance from center85 km
    Can be shown on map100%
    Profile completeness73%

    How many businesses have complete info (name, phone, address, website, email).

    Unique addresses92%

    Business Attributes

    Special characteristics that businesses in this market have self-reported

    Wheelchair Accessible233(91%)
    Claimed184(72%)
    LGBTQ+ Friendly35(14%)
    Black-Owned26(10%)
    Women-Owned6(2%)
    Permanently Closed3(1%)
    Asian-Owned1(0%)
    Transgender Safe Space1(0%)

    These are self-reported tags from business profiles. For example, "Wheelchair Accessible" means the business has marked itself as accessible. Use these to filter or target specific business types.

    Financial planner Market Overview in Miami-Dade, FL

    There are 257 financial planner serving Miami-Dade, FL. The average rating is 4.4 stars based on 250 reviewed businesses. Reviewed businesses have an average of 5 reviews. 78% have websites and 39% list email contact and 26% have phone numbers. The highest-rated is Merited Wealth with 5 stars from 4 reviews.

    Top-Rated Financial planner in Miami-Dade, FL

    Ranked by customer rating and review volume. Data from verified public sources.

    Financial planner Locations in Miami-Dade, FL

    Top 15 shown
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    Top Businesses

    Financial planner in Miami-Dade, FL

    Browse 257 verified businesses with contact details

    View All 257

    15 of 257 businesses

    801 Brickell Ave Suite 2100
    2
    Guardian Global GroupFinancial planner
    20801 Biscayne Blvd STE 303
    No reviewsView Details
    9130 S Dadeland Blvd Suite 1903
    No reviewsView Details
    4
    Merited WealthFinancial planner
    1666 79th Street Causeway #501
    5
    Financial ServicesFinancial planner
    5723 NW 7th Ave
    No reviewsView Details
    6
    Frye Financial CenterFinancial planner
    20900 W Dixie Hwy
    7
    Southeast Financial GroupFinancial planner
    19610 SW 86th Ave
    No reviewsView Details
    16181 SW 78th St
    No reviewsView Details
    9
    800 Brickell Ave #903
    10
    United Financial PartnersFinancial planner
    200 S Biscayne Blvd Suite 2790
    No reviewsView Details
    2525 Ponce de Leon Suite 300
    No reviewsView Details
    9130 S Dadeland Blvd Suite 1903
    No reviewsView Details
    13
    Hernan Perez - ThriventFinancial planner
    11020 N Kendall Dr Ste 108
    No reviewsView Details
    14
    AXA AdvisorsFinancial planner
    9130 S Dadeland Blvd # 1400
    15
    Winthrop PartnersFinancial planner
    8200 NW 41st St STE 318
    No reviewsView Details

    Financial planner Market Analysis in Miami-Dade, FL

    Comprehensive market data for financial planner businesses in Miami-Dade, FL, based on 257 verified listings.

    257
    Total Businesses
    4.4
    Avg. Rating
    78%
    Have Websites
    Moderate
    Competition

    Market Size & Competition

    The financial planner market in Miami-Dade, FL consists of 257 businesses competing for local customers. This represents a moderately competitive market with enough providers to offer consumers meaningful choice while still allowing businesses to differentiate themselves.

    Active businesses257
    Avg. reviews per business5
    Businesses with reviews97%

    Customer Satisfaction

    Customer satisfaction among financial planner in Miami-Dade, FL shows strong levels, with an average rating of 4.4 stars. About 82% of businesses maintain a 4-star or higher rating, indicating that most customers report positive experiences. However, 14% of businesses have ratings below 3 stars. The top 10% of businesses by review volume account for 73% of all reviews, indicating that customer engagement varies significantly across the market.

    Highest Rated
    Merited Wealth
    5.0
    4 reviews
    Most Reviewed
    Frye Financial Center
    7
    4.4 stars

    Digital Presence & Online Visibility

    Digital adoption among financial planner in Miami-Dade, FL varies significantly. With 78% of businesses maintaining websites, the market shows strong digital maturity. Most businesses recognize the importance of online presence for customer acquisition.

    Website Presence78%
    Phone Listings26%
    Email Contact39%
    Social Media35%

    Contact Accessibility

    Reaching financial planner in Miami-Dade, FL is possible through multiple channels. Phone numbers are available for 26% of businesses. Email outreach is viable with 39% email availability, though phone contact remains more universally accessible.

    26%
    Phone
    39%
    Email
    78%
    Website
    35%
    Social

    How We Compile This Data

    This market analysis is compiled from 257 verified financial planner business listings in Miami-Dade, FL. Rankings are based on aggregated customer ratings and review volume from public review platforms. Contact information and digital presence data are verified through automated and manual checks. Data is updated regularly to reflect current market conditions. RangeLead does not endorse or recommend specific businesses; rankings reflect publicly available customer feedback.

    Frequently Asked Questions

    Common questions about financial planner in Miami-Dade, FL, answered with real data.

    Data reflects current listings on RangeLead and is updated regularly.

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