Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Delray Beach, FL
Every SEC-registered investment adviser representative at a firm office in Delray Beach, with the firms that employ the most of them.
216 registered advisors work in Delray Beach; the most are at Merrill Lynch, Pierce, Fenner & Smith Incorporated (47). 23 list the CFP designation and 171 are also registered broker representatives.
Firms with the most advisors in Delray Beach
Advisors in Delray Beach, A to Z
CFP advisors in Delray Beach →- Richard A. AbramsUBS Financial Services Inc.
- Marilee AgostinoMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Nicholas AgostinoCetera Investment Advisers LLC · Certified Financial Planner
- Eitan AharonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Nickolas AllevaSutter Capital Partners, LLC
- Thomas J. AltenLPL Financial LLC · Certified Financial Planner
- Maureen O. AmrittMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Phillip AngladeLPL Financial LLC
- Poleth F. ArmasMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Lisa A. ArmbrustNfsg Corporation
- Alexa S. AshiXypn Sapphire
- Paul G. BabijSundial Wealth LLC · Chartered Financial Analyst
- Alice C. BaboushkinCetera Investment Advisers LLC · Certified Financial Planner
- Diane L. BakerMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Richard M. BassOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Analyst
- James E. BeckMomentum Independent Network Inc.
- Mark BentivegnaLPL Financial LLC
- Robert J. BerrinOsaic Wealth, Inc.
- Margaret M. BlackmanHorizon Investment Services, LLC.
- Kayann BlackwoodMerrill Lynch, Pierce, Fenner & Smith Incorporated
- David A. BleznakKestra Advisory Services, LLC
- Andrew R. BodnerDouble Diamond Investment Group, LLC · Certified Financial Planner
- Jarrett E. BondCharles Schwab & Co., Inc.
- Jeffery T. BonifacinoLPL Financial LLC
- Michael A. BookMML Investors Services, LLC · Chartered Financial Consultant
- R N. BourqueMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Mark BozicevicPfs Investments Inc.
- Antoine L. CampbellCharles Schwab & Co., Inc.
- Christina N. CapobiancoCetera Investment Advisers LLC · Certified Financial Planner
- Fernando CardenasMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Pablo CavanaghKeating Investment Counselors Inc. · Chartered Financial Analyst
- Dylan Z. ChappellAmeriprise Financial Services, LLC
- Leevens CherismaPrincipal Advised Services
- Gabriel ChristensenWealth Enhancement Advisory Services, LLC
- Richard M. CieriPfs Investments Inc.
- David S. ColemanUBS Financial Services Inc.
- David P. ConradMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Andrew J. ConstantinidesNeil Jesani Wealth Management · Certified Financial Planner
- Thomas J. CorcoranMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Darrin C. CrabtreePfs Investments Inc.
- Nancy CurtinWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Sandra H. DaltonAtlas Private Wealth Advisors · Chartered Financial Consultant
- Jeffrey P. DanzingerRaymond James & Associates, Inc.
- Matthew J. DellovoBfa Wealth Management
- Angela L. DesormeauxJ.P. Morgan Securities LLC
- Herschel DiazCharles Schwab & Co., Inc.
- James E. DickersonFmsa
- Victoria L. DickersonFmsa
- Dean S. DignotiEquitable Advisors, LLC
- Bradford G. DolginVenture Visionary Partners LLC
- Bruce M. DonerLPL Financial LLC
- Jeffrey J. DrapalaRaymond James Financial Services Advisors, Inc.
- Audrey B. DrossnerSummit Financial, LLC
- Lawrence C. EatonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Mark J. EgidioCommonwealth Financial Network
- Jonathan J. EleserFmsa
- Nicholas ErnstMML Investors Services, LLC
- Marc E. FaulerQ3 Advisors, LLC · Certified Financial Planner
- Ina FelderLPL Financial LLC
- Marc E. FeldmanMorgan Stanley
- Lee S. FineCharles Schwab & Co., Inc.
- Steven E. FreedVision Investment Advisors, LLC
- David B. FriedlanderMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Ivon GalainiJ.P. Morgan Securities LLC
- Joshua B. GeibZuraw Financial · Personal Financial Specialist
- Jonathan GervaisJ.P. Morgan Securities LLC
- Louise W. GloverMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Ross B. GoldsteinGemstone Wealth Management
- Leo A. GotleibLPL Financial LLC · Certified Financial Planner
- Michael B. GotleibLPL Financial LLC
- Mackendy GourdetMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Max GranofskyGranofsky Investment Advisory LLC
- Scott R. GraverNew Edge Wealth · Certified Financial Planner
- Tiffany N. Grayson-TauzinFmsa
- Robert M. HackelR. F. Lafferty & Co., Inc.
- Lawrence W. HallMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Christopher G. HappelLPL Financial LLC
- Eric P. HarborTolida Enterprises, LLC
- David J. HarrisStifel, Nicolaus & Company, Incorporated
- Neil L. Hassett Jr.LPL Financial LLC
- Robert J. HeegMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Charles L. Heekin IIMillennial Wealth Advisors
- Christopher G. HeffernanPfs Investments Inc.
- Walker S. HendersonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Timothy P. HillMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Joanna A. HodgeJ.P. Morgan Securities LLC
- Alexander P. HykelMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Nicolas IslasJ.P. Morgan Securities LLC
- Garrett JacksonAmeriprise Financial Services, LLC
- Brian C. Johnston Jr.MML Investors Services, LLC
- Patrick W. JordanFmsa
- Harris M. Katz Jr.Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Ronald H. KeeblerCetera Investment Advisers LLC
- Terri E. KruegerPrivate Advisor Group, LLC · Chartered Financial Consultant
- Kristine K. LampertRaymond James & Associates, Inc.
- David E. LeveeEagle Strategies LLC
- Roy A. LipsonPfs Investments Inc.
- Marcia Z. LisboaMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Frank J. LucianoLPL Financial LLC
- Stephen M. LynchWellington Consulting Services Inc.
- James L. Mackey Jr.Hnw Synergy Advisors, LLC
- Maria N. MaloneyNew Edge Wealth
- John J. MalzoneMain Street Financial Solutions, LLC · Certified Financial Planner
- Tracy J. MartinLPL Enterprise, LLC
- Kyle J. MarzecOsaic Wealth, Inc.
- Justin R. MasseyMML Investors Services, LLC
- Terrell H. MatthewsPfs Investments Inc.
- Arno O. MayerFinancial Trust Asset Management Chartered · Certified Financial Planner, Chartered Financial Analyst
- David M. Mc CorisonIndependent Financial Group, LLC
- Diane McClungNew Edge Wealth
- Brian P. McKennaMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Elias J. MellulJ.P. Morgan Securities LLC
- David S. MessinaCharles Schwab & Co., Inc.
- Clifford M. MigdalMorgan Stanley
- Paul B. MillerIndian River Financial Group, Inc. · Certified Financial Planner
- Blaine M. MintonNew Edge Wealth
- Vanessa M. MirandaMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Robert M. MirskyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Frank D. MithunWells Fargo Clearing Services, LLC
- Jason D. MooreOsaic Wealth, Inc.
- Joseph P. MooreOsaic Wealth, Inc. · Chartered Financial Consultant
- Christian MoralesJ.P. Morgan Securities LLC
- John Z. MurphyMML Investors Services, LLC
- Edward G. NabhanMerrill Lynch, Pierce, Fenner & Smith Incorporated
- John NaccarelliTotal Alignment Wealth Advisors, LLC
- Santiago R. NalbandianMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jeremy S. OfficeMaclendon Wealth Management, LLC · Certified Financial Planner, Chartered Financial Consultant
- William D. OwensPfs Investments Inc.
- Carlos R. PalomoWells Fargo Clearing Services, LLC
- Amy A. PascholdMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Kenneth R. PattersonPfs Investments Inc.
- Evelyn PerezWells Fargo Clearing Services, LLC
- Brian T. PetersonStillpoint Wealth · Certified Financial Planner, Chartered Financial Consultant
- Jeffrey P. Phipps IIMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Reid A. PiersonFmsa
- I D. PlazaMerrill Lynch, Pierce, Fenner & Smith Incorporated
- James E. PodgornyWellington Consulting Services Inc.
- Ronald PortnoiWells Fargo Advisors Financial Network, LLC
- Kevin PowellMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Laura M. PricerJ.P. Morgan Securities LLC
- Cameron PurtonRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Karamat A. QadriAtlas Capital Advisory LLC
- Michael R. QuerciaAmeriprise Financial Services, LLC
- Ronald J. RadnerRaymond James Financial Services Advisors, Inc.
- Antonio RamirezMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Kerstin E. RamstromIntegrated Advisors Network LLC · Certified Financial Planner, Chartered Financial Analyst
- Denise P. RasicotUBS Financial Services Inc.
- Juan P. RiondaMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Thaddeus K. RipaPfs Investments Inc.
- Alejandro RiquezesWindmills Capital Inc.
- Louis C. RiveraPfs Investments Inc.
- Suzette RiveraPfs Investments Inc.
- Jack R. RoathRoath Capital Advisory
- M. Joseph RobinsonAlliancebernstein L.P.
- Bianca RodriguesdeoliveiraMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Alberto Rodriguez Jr.Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Junior RondeauCetera Investment Advisers LLC
- Barry E. RubinMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Bradley J. RubinUBS Financial Services Inc.
- Gary V. RussellMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Marc L. RussellMariner · Chartered Financial Analyst
- Priscilla SabatesUBS Financial Services Inc.
- Mark D. SamsonXml Financial Group
- Lisa A. SamuelsInternational Assets Investment Management, LLC
- David B. SchaumCetera Investment Advisers LLC
- Justin S. SchecknerLPL Financial LLC · Certified Financial Planner
- David SchneiderMorgan Stanley
- Kyle M. SchollMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Austin J. SchrockCalton & Associates, Inc.
- Kathryn E. SchwartzPawleys Investment Advisors, LLC
- Bruce R. SearingMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Ian SheekeyStrategic Advisers LLC
- Addison M. ShermanMerrill Lynch, Pierce, Fenner & Smith Incorporated
- David T. ShoemakeCharles Schwab & Co., Inc. · Certified Financial Planner
- Brett D. ShofnerOsaic Advisory Services, LLC
- Seth SigelMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Robert B. SloanPenserra Wealth Management
- Jacqueline G. SlyeMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Bradford S. SmithFmsa · Chartered Financial Analyst
- John A. Solis-CohenWells Fargo Clearing Services, LLC
- Jacques A. SonnierFmsa
- Michael StarrRBC Capital Markets, LLC
- Barry F. SteinmanOoda Quantum Capital, LLC
- Matthew B. StewartMma Securities LLC
- Claude SturlaStrategic Advisers LLC
- Charles J. SullivanFarther · Certified Financial Planner
- Craig H. SullivanFarther
- Zachary T. SwartoutMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Glenn M. TardiffPfs Investments Inc.
- Mario L. TateMillennial Wealth Advisors
- John TaveiraJ.P. Morgan Securities LLC
- Donna W. TimmermanEquitable Advisors, LLC
- Mitchell M. TordjmanMorgan Stanley
- Terrence M. TormeyOsaic Wealth, Inc. · Chartered Financial Consultant
- Jeannette H. TrevinoMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Kirsten A. TuzzoNew Edge Wealth
- Devin L. VaidesPfs Investments Inc.
- Benjamin E. VanderpoolMerrill Lynch, Pierce, Fenner & Smith Incorporated
- David W. VelaFmsa
- Nicholas V. Ventura Jr.Ventura Wealth Management
- Marco B. VidalSundial Wealth LLC
- Richard W. Weeks IVHightower Advisors, LLC
- Peter C. WeisbergMoney Concepts Capital Corp. · Certified Financial Planner
- Eric WertheimEmpower Advisory Group, LLC
- Terry A. WhitmoreMerrill Lynch, Pierce, Fenner & Smith Incorporated
- David M. WilsonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Joseph R. WilsonUBS Financial Services Inc.
- Andrew D. WinakerJ.P. Morgan Securities LLC
- Randall G. WoolleyRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Gregory T. WorkmanMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Frederick H. YankeeOsaic Wealth, Inc.
- Robert S. ZaidmanLPL Financial LLC
- Ryan A. ZangenehStrategic Advisers LLC
- Joshua ZillmerCetera Investment Advisers LLC
- Allan B. ZuckerPrincipal Securities, Inc.
- Edward A. Zuraw Jr.Zuraw Financial
Other cities in Florida
All of Florida →Miami 3,102Tampa 2,957Jacksonville 2,374Boca Raton 1,575Orlando 1,379Palm Beach Gardens 1,206Naples 1,123St. Petersburg 1,065Sarasota 935Coral Gables 921Fort Lauderdale 695Winter Park 455West Palm Beach 440Clearwater 418Fort Myers 399Ponte Vedra Beach 387Ft. Lauderdale 310Pensacola 280Jupiter 270Melbourne 268Bradenton 267Aventura 265Stuart 265Vero Beach 250
Questions
How many financial advisors are in Delray Beach, FL?
216 investment adviser representatives are registered at firm offices in Delray Beach, Florida, according to the SEC's Investment Adviser Public Disclosure records. 171 of them are also registered as broker representatives, and 23 list the CFP designation.
Which firm has the most financial advisors in Delray Beach?
Merrill Lynch, Pierce, Fenner & Smith Incorporated, with 47 registered advisors in Delray Beach, followed by LPL Financial LLC with 13.
How do I check a financial advisor in Delray Beach?
Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.