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Find The Best Financial Advisors in Palm Beach Gardens, Florida
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 Gardens is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Palm Beach Gardens & pick the one as per your needs
How To Find The Best Financial Advisors in Palm Beach Gardens, Florida
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Palm Beach Gardens, Florida, FinancialAdvisor.net is a useful resource. We've compiled a list of the 4 vetted financial advisors and 31 non-vetted financial advisors in Palm Beach Gardens, Florida, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Palm Beach Gardens, Florida have an average of 25 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 Gardens, Florida
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Top Financial Advisor Firms in Palm Beach Gardens, Florida (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| LIGHTHOUSE INVESTMENT PARTNERS, LLC 3801 Pga Blvd., Suite 604 Palm Beach Gardens, FL, 33410 | 136591 | $74,147,147,934 | 137 | A percentage of AUM, Performance Based, Other (REIMBURSEMENT OF EXPENSES) |
| DSM CAPITAL PARTNERS 7111 Fairway Drive, Suite 350, Palm Beach Gardens, FL, 33418 | 113609 | $7,149,640,000 | 2189 | A percentage of AUM, Performance Based |
| DAKOTA WEALTH, LLC 11376 N. Jog Road, Suite 101 Palm Beach Gardens, FL, 33418-1752 | 297987 | $6,122,964,202 | 9080 | A percentage of AUM, Fixed fees |
| GLADSTONE WEALTH PARTNERS 2000 Pga Blvd., Suite 4440 Palm Beach Gardens, FL, 33408 | 250787 | $4,003,875,594 | 15270 | A percentage of AUM, Fixed fees |
| HOOD RIVER CAPITAL MANAGEMENT LLC 2373 Pga Boulevard, Suite 200 Palm Beach Gardens, FL, 33410 | 166089 | $3,702,254,198 | 41 | A percentage of AUM, Performance Based |
| GWN SECURITIES INC. 11440 North Jog Road, Palm Beach Gardens, FL, 33418-3764 | 128929 | $3,079,617,915 | 62656 | A percentage of AUM, Hourly charges, Fixed fees, Other (IN LIEU OF HOURLY FEE, IA CAN CHARGE A FLAT FEE) |
| MONEY CONCEPTS ADVISORY SERVICE 11440 Jog Road, Palm Beach Gardens, FL, 33418 | 12963 | $2,904,017,021 | 14363 | A percentage of AUM, Hourly charges, Fixed fees, Other (SOLICITOR FEE) |
| RAM REALTY ADVISORS LLC 4801 Pga Boulevard, Palm Beach Gardens, FL, 33418 | 160238 | $1,196,423,459 | 7 | A percentage of AUM, Performance Based |
| LRI INVESTMENTS 3825 Pga Blvd, Suite 303 Palm Beach Gardens, FL, 33410 | 323556 | $1,132,278,720 | 1250 | A percentage of AUM, Fixed fees |
| MARTIN INVESTMENT MANAGEMENT, LLC 2000 Pga Blvd, Suite 4440 Palm Beach Gardens, FL, 33408-2738 | 105381 | $850,250,251 | 269 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
| VOLATILITY SHARES LLC 2000 Pga Blvd., Suite 4440, Palm Beach Gardens, FL, 33408-2738 | 321955 | $538,280,491 | 5 | A percentage of AUM |
| ZEGA INVESTMENTS 3801 Pga Boulevard, Suite 600 Palm Beach Gardens, FL, 33410 | 330428 | $508,065,847 | 1678 | A percentage of AUM |
| GLOBAL TRUST 11300 U.S. Highway 1, Suite 600 Palm Beach Gardens, FL, 33408 | 143120 | $440,463,318 | 759 | A percentage of AUM |
| ATTICUS WEALTH MANAGEMENT 11380 Prosperity Farms Road, Suite 201 Palm Beach Gardens, FL, 33410 | 296949 | $370,105,562 | 697 | A percentage of AUM, Hourly charges, Fixed fees |
| PRIDEROCK FUND MANAGEMENT PARTNERS, LLC 10455 Riverside Drive, Suite 200 Palm Beach Gardens, FL, 33410 | 297635 | $343,357,136 | 16 | A percentage of AUM, Performance Based |
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