Top advisors in Lake Worth
We’ve curated a list of the best financial advisors in Lake Worth, take a look at it below
Find an advisor in Lake Worth| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $163,278,963 | 5 advisors | ||
| 2 | $20,264,934 | 9 advisors |
How we came up with this list
To generate our top financial advisors list in Lake Worth, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Lake Worth. 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. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Mariaca Wealth Management, LLC
Assets under management
$163,278,963
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
2. 1st Discount Brokerage, Inc.
Assets under management
$20,264,934
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
Your first meeting is free.