Licensed · Delray Beach
Licensed & Insured Financial Advisors in Delray Beach, FL
Every financial advisors listed here carries proper licensing and insurance in FL. Protect yourself — always verify credentials before work begins.
As of May 2026, RatingsNearMe ranks 16 financial advisors in Delray Beach, FL by verified customer ratings and review volume. The highest-rated is Weinstein Wealth Insurance Solutions with a 5.0-star rating from 63 verified reviews. Also in the top tier: Merrill Lynch Financial Advisor Jeff Kaplan and Annuity Depot. The average rating across all listed financial advisors in Delray Beach is 4.9 stars from 9 reviews per business on average.
Financial advisors in Delray Beach typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
16
Businesses listed
4.9★
Avg rating
9
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Weinstein Wealth Insurance Solutions
2314 Bloods Grove Cir, Delray Beach, FL 33445, USA
Merrill Lynch Financial Advisor Jeff Kaplan
601 E Atlantic Ave, Delray Beach, FL 33483, USA
Annuity Depot
601 N Congress Ave STE 431, Delray Beach, FL 33445, USA
Financial Advisors Rankings in Delray Beach, FL
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Weinstein Wealth Insurance Solutions2314 Bloods Grove Cir, Delray Beach, FL 33445, USA | 5.0★ | 63 |
| #2 | Merrill Lynch Financial Advisor Jeff Kaplan601 E Atlantic Ave, Delray Beach, FL 33483, USA | 5.0★ | 19 |
| #3 | Annuity Depot601 N Congress Ave STE 431, Delray Beach, FL 33445, USA | 5.0★ | 18 |
| #4 | Merrill Lynch Wealth Management601 E Atlantic Ave, Delray Beach, FL 33483, USA | 3.0★ | 4 |
| #5 | Time Financial Service5300 W Atlantic Ave #404, Delray Beach, FL 33484, USA | 5.0★ | 2 |
| #6 | Randall Woolley - Private Wealth Advisor, Ameriprise Financial Services, LLC241 NE 4th St Ste B, Delray Beach, FL 33444, USA | 5.0★ | 1 |
| #7 | Tompkins Financial Advisors1690 S Congress Ave Suite 100, Delray Beach, FL 33445, USA | — | — |
| #8 | Charles Schwab520 Linton Blvd, Delray Beach, FL 33444, USA | 5.0★ | 2 |
| #9 | Delray Financial Group2255 Glades Rd, Boca Raton, FL 33431, USA | 5.0★ | 1 |
| #10 | Maclendon Wealth Management137 NW 1st Ave, Delray Beach, FL 33444, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Delray Beach
Merrill Lynch Wealth Management
601 E Atlantic Ave, Delray Beach, FL 33483, USA
Time Financial Service
5300 W Atlantic Ave #404, Delray Beach, FL 33484, USA
Randall Woolley - Private Wealth Advisor, Ameriprise Financial Services, LLC
241 NE 4th St Ste B, Delray Beach, FL 33444, USA
Tompkins Financial Advisors
1690 S Congress Ave Suite 100, Delray Beach, FL 33445, USA
Charles Schwab
520 Linton Blvd, Delray Beach, FL 33444, USA
Delray Financial Group
2255 Glades Rd, Boca Raton, FL 33431, USA
Maclendon Wealth Management
137 NW 1st Ave, Delray Beach, FL 33444, USA
Champion Financial TEAM
1615 S Congress Ave Suite 103, Delray Beach, FL 33445, USA
Raymond James Financial Services
15200 Jog Rd c2, Delray Beach, FL 33446, USA
Edward Jones - Financial Advisor: Shannon C Kane, CEPA®|AAMS®
9897 Lake Worth Rd STE 305, Wellington, FL 33467, USA
Pinnacle Retirement Solutions, Inc
601 N Congress Ave STE 434, Delray Beach, FL 33445, USA
Headwall Partners LLC
220 Congress Park Dr Suite 300, Delray Beach, FL 33445, USA
Merrill Lynch Financial Advisor R Bourque
601 E Atlantic Ave, Delray Beach, FL 33483, USA
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Frequently Asked Questions — Financial Advisors in Delray Beach
What is a fiduciary financial advisor and why does it matter in Delray Beach?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Delray Beach, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Delray Beach?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: May 17, 2026.
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