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David Lerner Associates, Inc.Financial advisor in Boca Raton, FL

David Lerner Associates, Inc. is a financial advisor at 568 Yamato Rd, Boca Raton, FL 33431, ranked #36 of 482 financial advisors in Boca Raton and rated 4.7 from 29 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Boca Raton, FLUpdated 0 paid placements in any rankingHow we rank

Call (561) 226-4500Website ↗

Key facts

Key facts about David Lerner Associates, Inc.
Address568 Yamato Rd, Boca Raton, FL 33431Get directions
Phone(561) 226-4500
Websitedavidlerner.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating4.7 from 29 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Boca Raton and 11 towns within 25 miles: Delray Beach, Kings Point, Deerfield Beach, Boca Del Mar, Sandalfoot Cove, Lighthouse Point, Boynton Beach, Pompano Beach, Parkland, Coconut Creek and Margate.

Based in Boca Raton, FLView on map

Opening hours

Opening hours for David Lerner Associates, Inc.
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about David Lerner Associates, Inc.

How is David Lerner Associates, Inc. ranked in Boca Raton?

David Lerner Associates, Inc. is ranked #36 of 482 financial advisors in Boca Raton by RFA Score, with 68 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are David Lerner Associates, Inc.’s hours?

David Lerner Associates, Inc. is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does David Lerner Associates, Inc. serve?

Serves Boca Raton and 11 towns within 25 miles: Delray Beach, Kings Point, Deerfield Beach, Boca Del Mar, Sandalfoot Cove, Lighthouse Point, Boynton Beach, Pompano Beach, Parkland, Coconut Creek and Margate. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about David Lerner Associates, Inc.?

David Lerner Associates, Inc. has a rating of 4.7 from 29 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact David Lerner Associates, Inc.?

Call David Lerner Associates, Inc. on (561) 226-4500. The business is at 568 Yamato Rd, Boca Raton, FL 33431. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

David Lerner Associates, Inc. compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
David Lerner Associates, Inc. (this business)—684.7 (29)NoNo
KG Tax & Consulting, Inc.#34685.0 (64)NoNo8.6 mi
American Annuity Funding#35685.0 (21)NoNo1.7 mi
First Horizon Bank - Delray Beach, FL - SE 6th Ave#37684.9 (45)NoNo3.8 mi

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