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 July 2026, RatingsNearMe ranks 16 financial advisors in Delray Beach, FL by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Weinstein Wealth Insurance Solutions with a 5.0-star rating from 63 Google reviews and an RNM Score of 81/100. 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 July 4, 2026 · RNM Score = 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
Jul 4, 2026
Last updated
Top Rated Financial Advisors
5.0 stars from 63 reviews, reflecting exceptional client trust in Delray Beach.
2314 Bloods Grove Cir, Delray Beach, FL 33445, USAExceptional 5.0-star rating from over a dozen local client reviews in Delray Beach.
601 E Atlantic Ave, Delray Beach, FL 33483, USAExceptional 5.0-star rating from 18 Google reviews for financial advising in Delray Beach.
601 N Congress Ave STE 431, Delray Beach, FL 33445, USAFinancial 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 | Charles Schwab520 Linton Blvd, Delray Beach, FL 33444, USA | 5.0★ | 2 |
| #7 | Randall Woolley - Private Wealth Advisor, Ameriprise Financial Services, LLC241 NE 4th St Ste B, Delray Beach, FL 33444, USA | 5.0★ | 1 |
| #8 | Delray Financial Group2255 Glades Rd, Boca Raton, FL 33431, USA | 5.0★ | 1 |
| #9 | Raymond James Financial Services15200 Jog Rd c2, Delray Beach, FL 33446, 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 July 2026
All Financial Advisors in Delray Beach
A Delray Beach financial advisor with a 3.0-star rating from 4 Google reviews.
601 E Atlantic Ave, Delray Beach, FL 33483, USA
Exceptional 5.0-star rating from a small number of Google reviews.
5300 W Atlantic Ave #404, Delray Beach, FL 33484, USA
Rated 5.0 stars from 2 Google reviews, this Delray Beach financial advisor is highly regarded.
520 Linton Blvd, Delray Beach, FL 33444, USA
Exceptional 5.0-star rating from multiple positive client reviews.
241 NE 4th St Ste B, Delray Beach, FL 33444, USA
Exceptional 5.0-star rating based on a small number of client reviews.
2255 Glades Rd, Boca Raton, FL 33431, USA
Exceptional 5.0-star rating based on initial client feedback.
15200 Jog Rd c2, Delray Beach, FL 33446, USA
Exceptional 5.0-star rating from their clients on Google.
137 NW 1st Ave, Delray Beach, FL 33444, USA
This financial advisor in Delray Beach currently has no online reviews or ratings.
1690 S Congress Ave Suite 100, Delray Beach, FL 33445, USA
Rated 5.0 stars from six Google reviews, a trusted local financial advisor.
601 N Congress Ave STE 434, Delray Beach, FL 33445, USA
Earns a perfect 5.0-star rating from a small number of Google reviews.
220 Congress Park Dr Suite 300, Delray Beach, FL 33445, USA
Rated 5.0 stars from several Google reviews for financial guidance in Delray Beach.
9897 Lake Worth Rd STE 305, Wellington, FL 33467, USA
A local financial advisor in Delray Beach with no customer reviews yet.
601 E Atlantic Ave, Delray Beach, FL 33483, USA
Exceptional 5.0-star rating based on a few Google reviews in Delray Beach.
1615 S Congress Ave Suite 103, Delray Beach, FL 33445, USA
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Financial Advisors in Delray Beach, FL — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Weinstein Wealth Insurance Solutions | 81/100 | 5.0 ★ | 63 |
| 2 | Merrill Lynch Financial Advisor Jeff Kaplan | 75/100 | 5.0 ★ | 19 |
| 3 | Annuity Depot | 74/100 | 5.0 ★ | 18 |
| 4 | Merrill Lynch Wealth Management | 33/100 | 3.0 ★ | 4 |
| 5 | Time Financial Service | 64/100 | 5.0 ★ | 2 |
| 6 | Charles Schwab | 64/100 | 5.0 ★ | 2 |
| 7 | Randall Woolley - Private Wealth Advisor, Ameriprise Financial Services, LLC | 62/100 | 5.0 ★ | 1 |
| 8 | Delray Financial Group | 62/100 | 5.0 ★ | 1 |
| 9 | Raymond James Financial Services | 62/100 | 5.0 ★ | 1 |
| 10 | Maclendon Wealth Management | 62/100 | 5.0 ★ | 1 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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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: July 4, 2026.
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