Firms by city
Registered investment advisers in Delray Beach, FL
5 SEC-registered advisers headquartered in Delray Beach, listed by regulatory assets under management as reported on Form ADV.
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5 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Keating Investment Counselors | Delray Beach, FL | $383M |
| Forman Capital | Delray Beach, FL | $351M |
| Trellus Management | Delray Beach, FL | $156M |
| Maclendon Wealth Management | Delray Beach, FL | $130M |
| Sundial Wealth | Delray Beach, FL | $126M |
- Headquarters
- Delray Beach, FL
- Regulatory AUM
- $383M
- Headquarters
- Delray Beach, FL
- Regulatory AUM
- $351M
- Headquarters
- Delray Beach, FL
- Regulatory AUM
- $156M
- Headquarters
- Delray Beach, FL
- Regulatory AUM
- $130M
- Headquarters
- Delray Beach, FL
- Regulatory AUM
- $126M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Delray Beach on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Florida.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.