AdvisorGrade

Financial advisers in West Palm Beach, FL

59 registered investment adviser firms in West Palm Beach managing $381.3B in assets, based on public SEC Form ADV filings.

Elliott Investment Management L.P.

West Palm Beach, FL · Est. 2020

NationalInternational
Fee-only
AUM
$128.6B
Per adviser
$456M
Advisers
282

Sanders Capital, LLC

West Palm Beach, FL · Est. 2009

NationalInternational
Fee-only
AUM
$122.2B
Per adviser
$7.6B
Advisers
16

No reported disclosures

Smartx Advisory Solutions

West Palm Beach, FL · Est. 2018

Regional
Fee-only
AUM
$27.0B
Per adviser
$13.5B
Advisers
2

No reported disclosures

Intech

West Palm Beach, FL · Est. 2002

RegionalInternational
Fee-only
AUM
$15.5B
Per adviser
$1.4B
Advisers
11

No reported disclosures

Comvest Credit Advisors, LLC

West Palm Beach, FL · Est. 2021

RegionalInternational
Fee-only
AUM
$9.3B
Per adviser
$72M
Advisers
128

No reported disclosures

Gramercy Funds Management LLC

West Palm Beach, FL · Est. 2009

RegionalInternational
Fee-only
AUM
$7.4B
Per adviser
$232M
Advisers
32

No reported disclosures

Prospect Capital Management L.P.

West Palm Beach, FL · Est. 2004

RegionalInternational
Fee-only
AUM
$6.6B
Per adviser
$151M
Advisers
44

No reported disclosures

Rivernorth Capital Management, LLC

West Palm Beach, FL · Est. 2002

RegionalInternational
Fee-only
AUM
$6.2B
Per adviser
$617M
Advisers
10

No reported disclosures

Facet

West Palm Beach, FL · Est. 2016

National
Fee-based
AUM
$6.0B
Per adviser
$110M
Advisers
55

No reported disclosures

Altarock Partners LP

West Palm Beach, FL · Est. 2014

RegionalInternational
Fee-only
AUM
$5.7B
Per adviser
$1.9B
Advisers
3

No reported disclosures

Skye Global Management LP

West Palm Beach, FL · Est. 2016

RegionalInternational
Fee-only
AUM
$5.2B
Per adviser
$1.7B
Advisers
3

No reported disclosures

Siris Capital Group, LLC

West Palm Beach, FL · Est. 2012

RegionalInternational
Fee-only
AUM
$4.8B
Per adviser
$321M
Advisers
15

No reported disclosures

Tremblant Advisors LP

West Palm Beach, FL · Est. 2024

Regional
Fee-only
AUM
$3.3B
Per adviser
$327M
Advisers
10

No reported disclosures

Comvest Advisors LLC

West Palm Beach, FL · Est. 2012

RegionalInternational
Fee-only
AUM
$2.4B
Per adviser
$19M
Advisers
128

No reported disclosures

Sterling Investment Management

West Palm Beach, FL · Est. 2015

Regional
Fee-only
AUM
$2.4B
Per adviser
$50M
Advisers
48

No reported disclosures

Cip Advisors, LLC

West Palm Beach, FL · Est. 2025

Local
Fee-only
AUM
$1.9B
Per adviser
$101M
Advisers
19

No reported disclosures

A&M Private Wealth Partners, LLC

West Palm Beach, FL · Est. 2024

Regional
Fee-based
AUM
$1.8B
Per adviser
$80M
Advisers
23

No reported disclosures

Commonwealth Credit Advisors, LLC

West Palm Beach, FL · Est. 2021

Regional
Fee-only
AUM
$1.7B
Per adviser
$14M
Advisers
128

No reported disclosures

Wexford Capital LP

West Palm Beach, FL · Est. 1997

LocalInternational
Fee-only
AUM
$1.7B
Per adviser
$101M
Advisers
17

No reported disclosures

Blue Sea Capital LLC

West Palm Beach, FL · Est. 2013

Local
Fee-only
AUM
$1.7B
Per adviser
$83M
Advisers
20

No reported disclosures

Triartisan Capital Advisors LLC

West Palm Beach, FL · Est. 2023

Local
Fee-only
AUM
$1.6B
Per adviser
$260M
Advisers
6

No reported disclosures

Serengeti Asset Management LP

West Palm Beach, FL · Est. 2012

LocalInternational
Fee-only
AUM
$1.5B
Per adviser
$148M
Advisers
10

No reported disclosures

Hobe Mountain Capital Management LLC

West Palm Beach, FL · Est. 2026

Local
Fee-only
AUM
$1.4B
Per adviser
$451M
Advisers
3

No reported disclosures

Rizvi Traverse Management, LLC

West Palm Beach, FL · Est. 2012

Regional
Fee-only
AUM
$1.3B
Per adviser
$214M
Advisers
6

No reported disclosures

Ibex Wealth Advisors, LLC

West Palm Beach, FL · Est. 2014

Local
Fee-based
AUM
$1.3B
Per adviser
$257M
Advisers
5

No reported disclosures

Whalerock Point Partners, LLC

West Palm Beach, FL · Est. 2006

LocalInternational
Fee-based
AUM
$1.0B
Per adviser
$260M
Advisers
4

No reported disclosures

Palm Beach Capital Management III, LLC

West Palm Beach, FL · Est. 2012

Local
Fee-based
AUM
$999M
Per adviser
$143M
Advisers
7

No reported disclosures

Comvest Credit Managers, LLC

West Palm Beach, FL · Est. 2022

Regional
Fee-only
AUM
$957M
Per adviser
$7M
Advisers
128

No reported disclosures

Harbor Advisors

West Palm Beach, FL · Est. 2021

LocalInternational
Fee-based
AUM
$852M
Per adviser
$852M
Advisers
1

No reported disclosures

Aua Private Equity Partners, LLC

West Palm Beach, FL · Est. 2014

Local
Fee-only
AUM
$842M
Per adviser
$84M
Advisers
10

No reported disclosures

Tremblant Capital Group

West Palm Beach, FL · Est. 2010

LocalInternational
Fee-only
AUM
$745M
Per adviser
$74M
Advisers
10

No reported disclosures

Highpost Capital, LLC

West Palm Beach, FL · Est. 2020

LocalInternational
Fee-only
AUM
$657M
Per adviser
$60M
Advisers
11

No reported disclosures

Blue Ocean Capital

West Palm Beach, FL · Est. 2000

Local
Fee-based
AUM
$619M
Per adviser
$124M
Advisers
5

No reported disclosures

Paulson Wealth Management INC.

West Palm Beach, FL · Est. 2017

Local
Fee-based
AUM
$559M
Per adviser
$112M
Advisers
5

Affiliated Private Investors LLC

West Palm Beach, FL · Est. 1995

Local
Fee-based
AUM
$534M
Per adviser
$267M
Advisers
2

No reported disclosures

Priority Senior Secured Income Management, LLC

West Palm Beach, FL · Est. 2012

Local
Fee-only
AUM
$479M
Per adviser
$53M
Advisers
9

No reported disclosures

Ardan Equity Partners, LLC

West Palm Beach, FL · Est. 2024

Local
Fee-only
AUM
$441M
Per adviser
$74M
Advisers
6

No reported disclosures

Myriad Asset Management Advisors LLC

West Palm Beach, FL · Est. 2025

Local
Fee-only
AUM
$381M
Per adviser
$190M
Advisers
2

No reported disclosures

Agnello Financial Group, INC.

West Palm Beach, FL · Est. 2017

Local
Fee-based
AUM
$379M
Per adviser
$126M
Advisers
3

No reported disclosures

Remedium Capital Partners

West Palm Beach, FL · Est. 2026

Local
Fee-only
AUM
$319M
Per adviser
$319M
Advisers
1

No reported disclosures

Sunrise Manager LLC

West Palm Beach, FL · Est. 2024

Local
Fee-only
AUM
$312M
Per adviser
$35M
Advisers
9

No reported disclosures

Storr Group

West Palm Beach, FL · Est. 2026

Local
Fee-only
AUM
$310M
Per adviser
$62M
Advisers
5

No reported disclosures

Afc Management, LLC

West Palm Beach, FL · Est. 2021

Local
Fee-only
AUM
$276M
Per adviser
$25M
Advisers
11

No reported disclosures

Krusen Capital Management, LLC

West Palm Beach, FL · Est. 2009

LocalInternational
Fee-based
AUM
$256M
Per adviser
$128M
Advisers
2

No reported disclosures

Anchor Wealth Management Group LLC

West Palm Beach, FL · Est. 2024

Local
Fee-based
AUM
$233M
Per adviser
$233M
Advisers
1

No reported disclosures

Velvet Sea Ventures

West Palm Beach, FL · Est. 2022

Regional
Fee-only
AUM
$229M
Per adviser
$33M
Advisers
7

No reported disclosures

Global Trust Wealth Management LLC

West Palm Beach, FL · Est. 2024

LocalInternational
Fee-only
AUM
$214M
Per adviser
$71M
Advisers
3

No reported disclosures

Srt Group LLC

West Palm Beach, FL · Est. 2024

Local
Fee-only
AUM
$206M
Per adviser
$23M
Advisers
9

No reported disclosures

Gip Investment Adviser LLC

West Palm Beach, FL · Est. 2022

Local
Fee-only
AUM
$198M
Per adviser
$50M
Advisers
4

No reported disclosures

Lightview Capital, LLC

West Palm Beach, FL · Est. 2022

Local
Fee-only
AUM
$158M
Per adviser
$13M
Advisers
12

No reported disclosures

Ruggiero Investments

West Palm Beach, FL · Est. 2025

Regional
Fee-based
AUM
$138M
Per adviser
$34M
Advisers
4

Gordon Asset Management LLC

West Palm Beach, FL · Est. 2024

Local
Fee-only
AUM
$129M
Per adviser
$64M
Advisers
2

No reported disclosures

Mar Wealth Management Services, LLC

West Palm Beach, FL · Est. 2026

Regional
Fee-based
AUM
$125M
Per adviser
$42M
Advisers
3

Landmark Investment Partners, L.P.

West Palm Beach, FL · Est. 2024

Local
Fee-only
AUM
$125M
Per adviser
$31M
Advisers
4

No reported disclosures

Center Lake Capital Management, LLC

West Palm Beach, FL · Est. 2025

LocalInternational
Fee-only
AUM
$78M
Per adviser
$78M
Advisers
1

No reported disclosures

Prospect Credit Reit Advisor, LLC

West Palm Beach, FL · Est. 2024

Local
Fee-only
AUM
$43M
Per adviser
$5M
Advisers
9

No reported disclosures

Prospect Enhanced Yield Management, LLC

West Palm Beach, FL · Est. 2025

Local
Fee-only
AUM
$32M
Per adviser
$4M
Advisers
9

No reported disclosures

Flatiron Fund Management LP

West Palm Beach, FL · Est. 2026

LocalInternational
Fee-only
AUM
$27M
Per adviser
$14M
Advisers
2

No reported disclosures

Tcg Strategic Income Advisor LLC

West Palm Beach, FL · Est. 2025

Local
Fee-only
AUM
$5M
Per adviser
$571,254
Advisers
9

No reported disclosures