Top financial advisors in Lake Worth, FL
We've curated a list of the best financial advisors in Lake Worth, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $163,278,963 Number of advisors 5 advisors | |||
| 2 | Assets under management $20,264,934 Number of advisors 9 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.
Get matched with an advisorMethodology
To find the top financial advisors in Lake Worth, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Mariaca Wealth Management, LLC
Mariaca Wealth Management, LLC is a fee-based investment management firm founded in 2010. They offer asset management services utilizing model asset allocation portfolios tailored to meet specific investment goals. The firm manages client investments on a discretionary basis only, with a focus on building globally diversified portfolios based on academic research. They may also engage Sub-Advisors to manage client assets. The firm provides financial consulting advice in areas such as retirement planning, education funding, and insurance coverage at no additional charge. Mariaca Wealth Management does not have a minimum account size requirement and charges an annual investment advisory fee based on a tiered fee schedule. They do not receive external compensation for the sale of securities to clients and do not use performance-based fees. The firm's investment strategies include fixed income, equity, and balanced portfolios, with a focus on risk management. Clients receive quarterly account statements from the custodian. Mariaca Wealth Management requires discretionary authority for trading and does not vote proxies on client securities. The firm has no disciplinary history and maintains a Code of Ethics to ensure the best interests of clients are prioritized.
$163,278,963 under management
5 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Educational Seminars/workshops
1st Discount Brokerage, Inc.
1st Discount Brokerage, Inc. is a registered investment adviser based in Lake Worth, FL, established in 2002. The firm offers investment supervisory services, individual portfolio management, pension consulting services, manager selection programs, and financial planning. They provide continuous advice based on client needs, manage portfolios on a discretionary or non-discretionary basis, and offer a "Freedom Account" program. The firm also offers pension consulting services, manager selection programs, and financial planning services. They do not charge performance-based fees and provide advisory services to individuals, high net worth individuals, corporations, and
$20,264,934 under management
9 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Commissions
TICKET CHARGES
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Digital Advisory Service
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.
Get matched with an advisorMethodology
To find the top financial advisors in Lake Worth, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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