City
Wealth management firms in Delray Beach, Florida
As of October 2, 2026, 21 wealth management firms, including broker-dealer firms, with their main office in Delray Beach, Florida reported $988.1 million in regulatory assets under management; the largest by assets was Fmsa, with $216.4 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 21
- Regulatory assets under management
- $988.1 million
- Average per firm
- $47.1 million
- SEC-registered, of those listed
- 4 of 21 (19.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Fmsa | SEC | $216.4 million | 1,784 |
| 2 | Northstar Financial Advisors, Inc. | SEC | $195.3 million | 135 |
| 3 | Maclendon Wealth Management, LLC | SEC | $129.6 million | 34 |
| 4 | Sundial Wealth LLC | SEC | $125.8 million | 113 |
| 5 | Pawleys Investment Advisors, LLC | State | $100.7 million | 309 |
| 6 | Zuraw Financial | State | $70.1 million | 168 |
| 7 | Double Diamond Investment Group, LLC | State | $65.0 million | 142 |
| 8 | Pip Capital & Consulting, LLC | State | $30.1 million | 62 |
| 9 | LVR Research, LLC | State | $23.9 million | 14 |
| 10 | Bfa Wealth Management | State | $14.9 million | 57 |
| 11 | Gemstone Wealth Management | State | $11.2 million | 16 |
| 12 | Windmills Capital Inc. | State | $5.3 million | 15 |
| 13 | Atlas Capital Advisory LLC | State | $7,356 | 3 |
| 14 | Granofsky Investment Advisory LLC | State | $0 | 0 |
| 15 | HNW Synergy Advisors, LLC | State | $0 | 0 |
| 16 | Indian River Financial Group, Inc. | State | $0 | 0 |
| 17 | Khelp Financial LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $0 | 0 |
| 18 | Roath Capital Advisory | State | $0 | 0 |
| 19 | Stillpoint Wealth | State | $0 | 0 |
| 20 | Tolida Enterprises, LLC | State | $0 | 0 |
| 21 | Wealth Group, Inc. | 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.