DIRECTORY OF REGISTERED ADVISORS

National Coverage
Local Professionals

Home > Financial Advisors > florida > palm beach

Find The Best Financial Advisors in Palm Beach, Florida

Q: Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

Q: How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

Q: What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

Q: How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

Q: What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Palm Beach is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Palm Beach & pick the one as per your needs

How To Find The Best Financial Advisors in Palm Beach, Florida
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Palm Beach, Florida, FinancialAdvisor.net is a useful resource. We've compiled a list of the 3 vetted financial advisors and 12 non-vetted financial advisors in Palm Beach, Florida, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Palm Beach, Florida have an average of 30 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Palm Beach, Florida

Edelman Financial Engines, LLC

877-208-7414

Address

7900 Glades Road,
Suite 310,
Boca Raton, FL 33434 See Details

Vivienne Schleu

Alpina Financial Consultants

561-843-6004

Address

4171 W Hillsboro Blvd,
Suite 4,
Coconut Creek, FL 33073 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

1200 South Pine Island Road,
Suite 400,
Plantation, FL 33324 See Details

Top Financial Advisor Firms in Palm Beach, Florida (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
ARBOR INVESTMENTS MANAGEMENT, LLC 209 Phipps Plaza, Palm Beach, FL, 33480	157442	$3,100,714,996	9	A percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS)
ALPINE ASSOCIATES MANAGEMENT INC. 249 Royal Palm Way, Suite 400 Palm Beach, FL, 33480-4334	138901	$2,694,219,737	12	A percentage of AUM, Performance Based
DOCK STREET ASSET MANAGEMENT INC 2875 South Ocean Blvd, Suite 200-46 Palm Beach, FL, 33480	111163	$732,926,846	355	A percentage of AUM
DUDLEY & SHANLEY, INC. 205 Worth Avenue, #311 Palm Beach, FL, 33480-4618	157515	$659,939,975	47	A percentage of AUM, Fixed fees
SEGRA CAPITAL MANAGEMENT, LLC 250 Royal Palm Way, Suite 304 Palm Beach, FL, 33480	167306	$449,934,736	2	A percentage of AUM, Performance Based
HARVEY CAPITAL MANAGEMENT INC 400 Royal Palm Way, Suite 400 Palm Beach, FL, 33480-4117	106224	$425,840,369	175	A percentage of AUM
HUDSON VALUE PARTNERS, LLC 2875 South Ocean Blvd., Suite 200-26 Palm Beach, FL, 33480	301325	$421,281,336	400	A percentage of AUM, Hourly charges, Subscription fees, Fixed fees
HARLAN CAPITAL PARTNERS LLC 440 Royal Palm Way, Suite 300 Palm Beach, FL, 33480	163718	$333,324,075	8	A percentage of AUM, Performance Based
GENROCK CAPITAL MANAGEMENT, LP 375 South County Road, Suite 210 Palm Beach, FL, 33480	290265	$308,169,981	2	A percentage of AUM, Performance Based
BASSAM WEALTH MANAGEMENT, LLC 2875 South Ocean Blvd, Suite 200-28 Palm Beach, FL, 33480	330695	$192,203,129	94	A percentage of AUM
CYPRESS CAPITAL GROUP 251 Royal Palm Way, Suite 500 Palm Beach, FL, 33480	121923	$130,431,141	152	A percentage of AUM, Other (MODEL PORTFOLIO DELIVERY)
MUIRFIELD CAPITAL GLOBAL ADVISORS LLC 340 Royal Poinciana Way, Palm Beach, FL, 33480	287547	$46,251,185	2	A percentage of AUM, Performance Based

Select other cities around Palm Beach, Florida to broaden your search for a financial advisor

Frequently Asked Questions

Find an Advisor
It's Fast, Free & Easy

Your Information is Safe and Secure

Since 1998

FIND AND COMPARE
TOP FINACIAL
ADVISORS MATCHED
TO YOUR NEEDS

A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR

Get Matched With Advisors

FinancialAdvisor.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. FinancialAdvisor.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. FinancialAdvisor.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Find The Best Financial Advisors in Palm Beach, Florida

How To Find The Best Financial Advisors in Palm Beach, FloridaLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Palm Beach, Florida

Edelman Financial Engines, LLC

Address

Vivienne Schleu

Alpina Financial Consultants

Address

Edelman Financial Engines, LLC

Address

Top Financial Advisor Firms in Palm Beach, Florida (Ranked by AUM)

Select other cities around Palm Beach, Florida to broaden your search for a financial advisor

Frequently Asked Questions

Find an AdvisorIt's Fast, Free & Easy

How To Find The Best Financial Advisors in Palm Beach, Florida
Last Updated - 13-Jun-2023

Find an Advisor
It's Fast, Free & Easy