Best Financial Advisors in NORTH PALM BEACH, Florida
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
3
Registered Firms
0.95%
Median Fee
of assets/year
$230M
Median AUM
3
Firms Listed
in our database
Top-Ranked Advisors in NORTH PALM BEACH
#1
100
PRIMORIS WEALTH ADVISORS, LLC
NORTH PALM BEACH, FL · Since 2020
$230M AUM7 clientsFee: 0%
FiduciaryFee-Only
#2
100
AUREUM WEALTH MANAGEMENT, LLC
NORTH PALM BEACH, FL · Since 2024
$151M AUM3 clientsFee: 0%
FiduciaryFee-Only
#3
95
CERTUITY, LLC
NORTH PALM BEACH, FL · Since 2004
$3.3B AUM15 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in NORTH PALM BEACH?
The median advisory fee in NORTH PALM BEACH, FL is 0.95% of assets under management per year, based on Form ADV filings from 3 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.