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
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 4 vetted financial advisors and 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 26 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.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
ALPINE ASSOCIATES MANAGEMENT INC. 249 Royal Palm Way, Suite 400 Palm Beach, FL, 33480-4334 | 138901 | $2,973,538,382 | 12 | A Percentage of AUM, Performance Based |
ARBOR INVESTMENTS MANAGEMENT, LLC 209 Phipps Plaza, Palm Beach, FL, 33480 | 157442 | $2,622,160,905 | 9 | A Percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS) |
DUDLEY & SHANLEY, INC. 205 Worth Avenue, #311 Palm Beach, FL, 33480-4618 | 157515 | $610,775,812 | 47 | A Percentage of AUM, Fixed Fees |
DOCK STREET ASSET MANAGEMENT INC 2875 South Ocean Blvd, Suite 200-46 Palm Beach, FL, 33480 | 111163 | $514,638,875 | 330 | A Percentage of AUM |
HARVEY CAPITAL MANAGEMENT INC 400 Royal Palm Way, Suite 400 Palm Beach, FL, 33480-4117 | 106224 | $369,114,824 | 177 | A Percentage of AUM |
HARLAN CAPITAL PARTNERS LLC 440 Royal Palm Way, Suite 300 Palm Beach, FL, 33480 | 163718 | $306,332,600 | 6 | A Percentage of AUM, Performance Based |
GENROCK CAPITAL MANAGEMENT, LP 214 Brazilian Avenue, Suite 212 Palm Beach, FL, 33480 | 290265 | $304,775,813 | 2 | A Percentage of AUM, Performance Based |
ODIN CAPITAL MANAGEMENT 145 Woodbridge Road, Palm Beach, FL, 33480 | 167404 | $238,057,180 | 7 | A Percentage of AUM, Performance Based |
CYPRESS CAPITAL GROUP 251 Royal Palm Way, Suite 500 Palm Beach, FL, 33480 | 121923 | $150,051,100 | 165 | A Percentage of AUM, Other (MODEL PORTFOLIO DELIVERY) |
MUIRFIELD CAPITAL GLOBAL ADVISORS LLC 340 Royal Poinciana Way, Palm Beach, FL, 33480 | 287547 | $29,226,428 | 2 | A Percentage of AUM, Performance Based |
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