Investment advisers in Delray Beach, FL
7 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Keating Investment Counselors Inc | $383.1 million | 3 | 4 |
| Forman Capital, LLC | $350.5 million | 14 | 0 |
| Trellus Management Company, LLC | $156.3 million | 5 | 0 |
| Maclendon Wealth Management, LLC | $129.6 million | 3 | 0 |
| Sundial Wealth LLC | $125.8 million | 3 | 0 |
| Golden Eagle Strategies, LLC | $50.5 million | 7 | 0 |
| Alpha Growth Management LLC | $19.6 million | 4 | 0 |