Best Financial Advisors in PALM BEACH, Florida
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in PALM BEACH
HARVEY CAPITAL MANAGEMENT INC
PALM BEACH, FL · Since 1996
MUIRFIELD CAPITAL GLOBAL ADVISORS LLC
PALM BEACH, FL · Since 2017
GENROCK CAPITAL MANAGEMENT, LP
PALM BEACH, FL · Since 2019
ALPHABOND LLC
PALM BEACH, FL · Since 2025
DOCK STREET ASSET MANAGEMENT INC
PALM BEACH, FL · Since 1993
ALPINE ASSOCIATES MANAGEMENT INC.
PALM BEACH, FL · Since 2006
ARBOR INVESTMENTS MANAGEMENT, LLC
PALM BEACH, FL · Since 2012
DUDLEY & SHANLEY, INC.
PALM BEACH, FL · Since 2011
HARLAN CAPITAL PARTNERS LLC
PALM BEACH, FL · Since 2017
SEGRA CAPITAL MANAGEMENT, LLC
PALM BEACH, FL · Since 2022
HUDSON VALUE PARTNERS, LLC
PALM BEACH, FL · Since 2019
BASSAM WEALTH MANAGEMENT, LLC
PALM BEACH, FL · Since 2024
1789 CAPITAL MANAGEMENT
PALM BEACH, FL · Since 2025
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 PALM BEACH?
The median advisory fee in PALM BEACH, FL is 0.95% of assets under management per year, based on Form ADV filings from 13 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.