City
Wealth management firms in Boynton Beach, Florida
As of October 2, 2026, 10 wealth management firms, including broker-dealer firms, with their main office in Boynton Beach, Florida reported $1.4 billion in regulatory assets under management; the largest by assets was Materetsky Financial Group, with $720.8 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 10
- Regulatory assets under management
- $1.4 billion
- Average per firm
- $144.2 million
- SEC-registered, of those listed
- 3 of 10 (30.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Materetsky Financial Group | SEC | $720.8 million | 2,309 |
| 2 | Castle Wealth Management | SEC | $430.1 million | 917 |
| 3 | Lewinter Wealth Advisors, LLC | SEC | $162.5 million | 261 |
| 4 | Leslie Gale Advisors, LLC | State | $73.2 million | 106 |
| 5 | Brightpath Financial, Inc. | State | $47.9 million | 133 |
| 6 | Greenberg Financial Group | State | $5.1 million | 31 |
| 7 | Emk Investment Advisors, LLC | State | $1.4 million | 3 |
| 8 | Fresh Lake Wealth Management LLC | State | $860,200 | 7 |
| 9 | Achilles Wealth Management, LLC | State | $353,000 | 2 |
| 10 | Jacobs Investment Management, LLC | State | $0 | 0 |
Wealth management firms in Florida, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.