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Top 3 financial advisor firms in Delray Beach

3 SEC-registered financial advisor firms are headquartered in Delray Beach, FL, with $638M in combined regulatory assets under management. The largest by assets are Keating Investment Counselors ($383M), Maclendon Wealth Management ($130M) and Sundial Wealth ($126M).

3
Financial advisor firms
$638M
Their combined AUM
$130M
Median firm AUM
248
Clients of the top 3

The 3 largest by assets

  1. 1
    Keating Investment Counselors

    RIA

    $383M

  2. 2
    Maclendon Wealth Management

    RIA

    $130M

  3. 3
    Sundial Wealth

    RIA

    $126M

Profiles of the top 3

No. 1 · RIA

Keating Investment Counselors

Keating Investment Counselors is an investment adviser based in Delray Beach, FL, registered with the SEC since 1983. It provides investment management. Its clients include high-net-worth individuals, investment companies, and pension and profit-sharing plans. Its regulatory assets under management total $383 million, as filed on 7 April 2026.

Keating Investment Counselors charges 0.60%–1.25% a year for its Investment Supervisory Services.

Regulatory AUM
$383M
Clients
157
Advisory staff
2
Fee schedule
0.60% to 1.25% a year
Minimum account
$1,000,000
Custodians
Charles Schwab, Morgan Stanley
Headquarters
101 Se 6th Ave, Suite G, Delray Beach, FL 33483
Phone
561-278-7862
Website
keatinginvestment.com

No. 2 · RIA

Maclendon Wealth Management

Maclendon Wealth Management is an investment adviser based in Delray Beach, FL, registered with the SEC since 2011. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $130 million, as filed on 30 July 2026.

Maclendon Wealth Management charges 0.90%–2.00% a year for its Investment Management Fee.

Regulatory AUM
$130M
Clients
33
Advisory staff
2
Fee schedule
0.90% to 2.00% a year
Custodians
Charles Schwab
Headquarters
137 NW 1st Avenue, Delray Beach, FL 33444
Phone
561-293-3520
Website
maclendon.com

No. 3 · RIA

Sundial Wealth

Sundial Wealth is an investment adviser based in Delray Beach, FL, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $126 million, as filed on 1 July 2026.

Regulatory AUM
$126M
Clients
58
Advisory staff
1
Custodians
Charles Schwab
Headquarters
904 Se 5th Avenue, Delray Beach, FL 33483
Phone
561-302-4371
Website
sundialwealth.com

Questions about financial advisors in Delray Beach

How many financial advisor firms are headquartered in Delray Beach?

3 SEC-registered financial advisor firms report their principal office in Delray Beach, FL, managing $638M in regulatory assets between them. The other 2 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Delray Beach?

Keating Investment Counselors, with $383M in regulatory assets under management on its latest Form ADV. The next largest are Maclendon Wealth Management ($130M) and Sundial Wealth ($126M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Delray Beach?

The median firm manages $130M in regulatory assets. That is the midpoint of the 3 firms headquartered in Delray Beach.

Source: Form ADV Part 1A, Item 5.F

How can I check a financial advisor's record in Delray Beach?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

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