Financial advisers in Palm Beach, FL
13 registered investment adviser firms in Palm Beach managing $13.2B in assets, based on public SEC Form ADV filings.
Arbor Investments Management, LLC
Palm Beach, FL · Est. 2012
- AUM
- $3.5B
- Per adviser
- $124M
- Advisers
- 28
No reported disclosures
1789 Capital Management
Palm Beach, FL · Est. 2025
- AUM
- $2.7B
- Per adviser
- $210M
- Advisers
- 13
No reported disclosures
Alpine Associates Management INC.
Palm Beach, FL · Est. 2006
- AUM
- $2.1B
- Per adviser
- $161M
- Advisers
- 13
No reported disclosures
Dock Street Asset Management INC
Palm Beach, FL · Est. 1993
- AUM
- $1.1B
- Per adviser
- $278M
- Advisers
- 4
No reported disclosures
Segra Capital Management, LLC
Palm Beach, FL · Est. 2022
- AUM
- $821M
- Per adviser
- $274M
- Advisers
- 3
No reported disclosures
Dudley & Shanley, INC.
Palm Beach, FL · Est. 2011
- AUM
- $747M
- Per adviser
- $249M
- Advisers
- 3
No reported disclosures
Hudson Value Partners, LLC
Palm Beach, FL · Est. 2019
- AUM
- $678M
- Per adviser
- $170M
- Advisers
- 4
No reported disclosures
Harvey Capital Management INC
Palm Beach, FL · Est. 1996
- AUM
- $579M
- Per adviser
- $193M
- Advisers
- 3
No reported disclosures
Harlan Capital Partners LLC
Palm Beach, FL · Est. 2017
- AUM
- $281M
- Per adviser
- $47M
- Advisers
- 6
No reported disclosures
Genrock Capital Management, LP
Palm Beach, FL · Est. 2019
- AUM
- $258M
- Per adviser
- $86M
- Advisers
- 3
No reported disclosures
Bassam Wealth Management, LLC
Palm Beach, FL · Est. 2024
- AUM
- $241M
- Per adviser
- $241M
- Advisers
- 1
No reported disclosures
Alphabond LLC
Palm Beach, FL · Est. 2025
- AUM
- $123M
- Per adviser
- $123M
- Advisers
- 1
No reported disclosures
Muirfield Capital Global Advisors LLC
Palm Beach, FL · Est. 2017
- AUM
- $110M
- Per adviser
- $37M
- Advisers
- 3
No reported disclosures