Advisers in Delray Beach, FL

7 advisers in Delray Beach — 7 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

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Double Diamond Investment Group, LLC55 Se 2nd Avenue · Delray Beach, FL 33444 · (973) 296-7955 · % of assets managedCRD 152755 · % of assets · $65.0 million AUMState registeredNo commissions reported Keating Investment Counselors INC101 Se 6th Ave, Suite G · Delray Beach, FL 33483 · (561) 278-7862 · Hourly feesCRD 110134 · % of assets, Hourly charges · $383.1 million AUMSEC registeredNo commissions reported Khelp Financial LLC201 Ne 1st Avenue · Delray Beach, FL 33444 · (561) 699-1398 · % of assets managedCRD 316301 · % of assetsState registeredNo commissions reported Lvr Research, LLC101 Se 6th Ave, Suite G · Delray Beach, FL 33483 · (561) 871-8446 · Financial planningCRD 174438 · % of assets, Hourly charges · $23.9 million AUMState registeredNo commissions reported Maclendon Wealth Management, LLC137 Nw 1st Avenue · Delray Beach, FL 33444 · (561) 293-3520 · Financial planningCRD 157819 · % of assets, Hourly charges, Fixed fees · $129.6 million AUMSEC registeredNo commissions reported Sundial Wealth LLC904 Se 5th Avenue · Delray Beach, FL 33483 · (561) 302-4371 · Financial planningCRD 321900 · % of assets, Hourly charges, Performance-based fees · $125.8 million AUMSEC registeredNo commissions reported Zuraw Financial209 Se 5th Avenue · Delray Beach, FL 33483 · (561) 272-7317 · Financial planningCRD 164527 · % of assets, Hourly charges, Fixed fees · $70.1 million AUMState registeredNo commissions reported

Talking to advisers in Delray Beach? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.