Rialytix insights

Top RIA Firms in Delray Beach, Florida

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Delray Beach, Florida. This hub covers 7 matching firms with $1.2B in total reported AUM and median AUM of $129.6M.

Firms

7

Matching current profiles

Total AUM

$1.2B

Reported regulatory AUM

Median AUM

$129.6M

Across firms with AUM

Largest firm

$383.1M

Keating Investment Counselors INC

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

FirmLocationCurrent AUM1YR AUM3YR AUM5YR AUMTotal AUMEmployee SignalAccount Signal
1. Keating Investment Counselors INC
CRD 110134 · Corporation
DELRAY BEACH, FL$383.1M
Apr 2026
+$39.6M+11.5%+$61.0M+18.9%+$113.7M+42.2%+$200.3M+109.5%0 employees+0.0% over 3Y+39 accounts+11.9% over 3Y
2. Forman Capital, LLC
CRD 329537 · Limited Liability Company
DELRAY BEACH, FL$350.5M
Mar 2026
+$226.8M+183.3%+$226.8M+183.3%+6 employees+75.0% over 1Y0 accounts+0.0% over 1Y
3. Trellus Management Company, LLC
CRD 137537 · Limited Liability Company
DELRAY BEACH, FL$156.3M
Apr 2026
+$58.2M+59.3%+$58.2M+59.3%+$58.2M+59.3%-$118.5M-43.1%0 employees+0.0% over 3Y0 accounts+0.0% over 3Y
4. Maclendon Wealth Management, LLC
CRD 157819 · Limited Liability Company
DELRAY BEACH, FL$129.6M
Jul 2026
-$147.4K-0.1%+$13.7M+11.8%-$43.3M-25.1%-$15.4M-10.6%0 employees+0.0% over 3Y-123 accounts-78.3% over 3Y
5. Sundial Wealth LLC
CRD 321900 · Limited Liability Company
DELRAY BEACH, FL$125.8M
Jul 2026
-$13.3M-9.5%0 employees+0.0% over Total0 accounts+0.0% over Total
6. Golden Eagle Strategies, LLC
CRD 169362 · Limited Liability Company
DELRAY BEACH, FL$50.5M
Mar 2026
+$10.0M+24.5%+1 employees+16.7% over Total+1 accounts+33.3% over Total
7. Alpha Growth Management LLC
CRD 316760 · Limited Liability Company
DELRAY BEACH, FL$19.6M
May 2026
+$1.1M+6.1%+$14.9M+319.8%0 employees+0.0% over 3Y0 accounts+0.0% over 3Y

Methodology

Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth.Metrics may show a dash where sufficient historical filing data is unavailable for the lookback period.