#1Mariaca Wealth Management, LLC
MARIACA WEALTH MANAGEMENT, LLC
Serves this area from Wellington, FL (3 mi)
Retirement Plan Advisors in Royal Palm Beach, FL
The top-ranked retirement plan advisors serving Royal Palm Beach, FL are Mariaca Wealth Management, LLC, Asset Planning Corporation and 1st Discount Brokerage, Inc.. We list 44 retirement plan advisors serving Royal Palm Beach, FL. 30 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Royal Palm Beach, FL (Palm Beach County). 44 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Royal Palm Beach
#2Asset Planning Corporation
ASSET PLANNING CORPORATIONServes this area from West Palm Beach, FL (9 mi)#31st Discount Brokerage, Inc.
1ST DISCOUNT BROKERAGE, INC.Serves this area from FL#4Ibex Wealth Advisors, LLC
IBEX WEALTH ADVISORS, LLCServes this area from West Palm Beach, FL (10 mi)#5Ruggiero Investments
RUGGIERO INVESTMENTS, INC.Serves this area from West Palm Beach, FL (10 mi)#6Whalerock Point Partners, LLC
WHALEROCK POINT PARTNERS, LLCServes this area from West Palm Beach, FL (11 mi)#7Dakota Wealth, LLC
DAKOTA WEALTH, LLCServes this area from Palm Beach Gardens, FL (12 mi)#8Hudson Value Partners, LLC
HUDSON VALUE PARTNERS, LLCServes this area from Palm Beach, FL (13 mi)#9Lri Investments
LRI INVESTMENTS, LLCServes this area from Palm Beach Gardens, FL (13 mi)#10Poinciana Advisors Group, LLC
POINCIANA ADVISORS GROUP, LLCServes this area from Palm Beach Gardens, FL (13 mi)
20 more providers serving this area
- Castle Wealth Management, Boynton Beach, FL (14 mi)
- Atticus Wealth Management, Palm Beach Gardens, FL (14 mi)
- Montello Wealth Management, Inc., Palm Beach Gardens, FL (14 mi)
- Castle Island Wealth, Palm Beach Gardens, FL (14 mi)
- Aureum Wealth Management, LLC, FL
- Certuity, LLC, FL
- Core Wealth Management, Inc., Jupiter, FL (15 mi)
- Materetsky Financial Group, Boynton Beach, FL (15 mi)
- Stillwater Wealth Management Group LLC, Juno Beach, FL (17 mi)
- Financial Trust Asset Management Chartered, FL
- Cs Advisors Inc., Boca Raton, FL (21 mi)
- Daher Capital Group, LLC, FL
- Slavic Mutual Funds Management Corp., Boca Raton, FL (22 mi)
- Noesis Capital Management Corp, Boca Raton, FL (23 mi)
- Proathlete Wealth Management LLC, Boca Raton, FL (23 mi)
- Greenline Wealth Management, Boca Raton, FL (24 mi)
- Sky Alpha Asset Advisors, FL
- Palm Wealth Partners, FL
- Reshape Wealth, Boca Raton, FL (25 mi)
- Rwa Advisors, Boca Raton, FL (25 mi)
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Frequently asked questions
How many retirement plan advisors serve Royal Palm Beach?
We list 44 retirement plan advisors serving Royal Palm Beach, FL: 0 based there and 44 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Royal Palm Beach?
The top-ranked retirement plan advisors serving Royal Palm Beach, FL are Mariaca Wealth Management, LLC, Asset Planning Corporation, 1st Discount Brokerage, Inc., Ibex Wealth Advisors, LLC and Ruggiero Investments. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Royal Palm Beach are verified against official records?
10 of the top 10 match an active official record: Mariaca Wealth Management, LLC (U.S. Securities and Exchange Commission), Asset Planning Corporation (U.S. Securities and Exchange Commission), 1st Discount Brokerage, Inc. (U.S. Securities and Exchange Commission), Ibex Wealth Advisors, LLC (U.S. Securities and Exchange Commission) and Ruggiero Investments (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .