Florida · 26 advisers
Financial Advisors in Palm Beach, Florida
Looking for a financial advisor in Palm Beach, Florida? Falists indexes 26 SEC-registered and state-registered investment advisers in Palm Beach — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 20 firms list a website you can visit directly. Firms in this directory manage up to $3.48B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
26
With website
20
Largest AUM
$3.48B
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Palm Beach
Ranked by AUM · Fees, team & specialties at a glance
ARBOR INVESTMENTS MANAGEMENT, LLC
Palm Beach, FL
AUM
$3.48B
Team
28 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
312-981-3770
1789 CAPITAL MANAGEMENT
Palm Beach, FL
AUM
$2.73B
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
561-223-9937
ALPINE ASSOCIATES MANAGEMENT INC.
Palm Beach, FL
AUM
$2.09B
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
561-834-6550
DOCK STREET ASSET MANAGEMENT INC
Palm Beach, FL
AUM
$1.11B
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM
203-532-9470
SEGRA CAPITAL MANAGEMENT, LLC
Palm Beach, FL
AUM
$820.7M
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
561-890-9127
DUDLEY & SHANLEY, INC.
Palm Beach, FL
AUM
$746.8M
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
561-855-4742
HUDSON VALUE PARTNERS, LLC
Palm Beach, FL
AUM
$678.3M
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
646-343-9772
HARVEY CAPITAL MANAGEMENT INC
Palm Beach, FL
AUM
$579.4M
Team
3 advisors
Clients
0
Fees
Percentage of AUM
561-804-9181
HARLAN CAPITAL PARTNERS LLC
Palm Beach, FL
AUM
$280.8M
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
561-467-5400
GENROCK CAPITAL MANAGEMENT, LP
Palm Beach, FL
AUM
$257.6M
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-301-0770
BASSAM WEALTH MANAGEMENT, LLC
Palm Beach, FL
AUM
$241.0M
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(561) 494-6391
MUIRFIELD CAPITAL GLOBAL ADVISORS LLC
Palm Beach, FL
AUM
$110.2M
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-332-2500
KLOCKE CAPITAL GROUP, LLC
Palm Beach, FL
AUM
$98.5M
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(877) 991-7161
SNOWPOINT VENTURES MANAGEMENT, LLC
Palm Beach, FL
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
(650) 438-3656
ALPHABOND LLC
Palm Beach, FL
AUM
$122.6M
Team
1 advisors
Clients
—
Fees
Performance-based fees
561-948-3414
CYPRESS CAPITAL GROUP
Palm Beach, FL
AUM
$63.2M
Team
2 advisors
Clients
—
Fees
Percentage of AUM
561-659-5889
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Common questions
- How many financial advisors are in Palm Beach, Florida?
- 26 registered investment advisers are listed in our Palm Beach directory, sourced from public SEC filings.
- What types of advisors are in Palm Beach?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Palm Beach?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.