Top financial advisors in Delray Beach, FL
We’ve curated a list of the best financial advisors in Delray Beach, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$317,682,459
Number of advisors
4 advisors
| $317,682,459 | 4 advisors | |
| 2 |
Assets under management
$88,142,728
Number of advisors
13 advisors
| $88,142,728 | 13 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Delray Beach, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Delray Beach. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Keating Investment Counselors Inc
Keating Investment Counselors Inc is a financial advisory firm based in Delray Beach, Florida. It currently has approximately $317,682,459 of assets under management and employs about 4 people. Keating Investment Counselors Inc uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$317,682,459 under management
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small BusinessesHourly Consulting ServicesLaw Finance Group Management Company
Law Finance Group Management Company, based in Delray Beach, FL, is a registered investment adviser specializing in providing innovative funding solutions for plaintiffs and attorneys. Established in 1994 as Law Finance Group, Inc., the firm manages approximately $101 million in Fund assets, with investments in civil money judgments, advances on receivables, and law-related assets. The firm's investment strategy focuses on originating, diligencing, financing, servicing, and collecting interests in various law-related assets. Law Finance Group Management Company acts as a fiduciary, allocating investment opportunities fairly among Funds to avoid systematic disadvantages. The firm charges Management Fees based on total capital commitments and receives Carried Interest Distributions based on net profits. Clients must meet certain suitability criteria, with a minimum investment requirement of $1,000,000 for new investors. The firm discloses no material disciplinary events in the last ten years and has implemented a Code of Ethics to ensure compliance with securities laws and ethical standards. Law Finance Group Management Company has full discretion over investments and provides periodic reports to investors. The firm adheres to the Custody Rule and has no financial conditions impairing its ability to meet commitments.
$88,142,728 under management
13 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Delray Beach, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Delray Beach. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Your first meeting is free.