AdvisorRanked

Best Financial Advisors in PALM BEACH GARDENS, Florida

Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.

29
Registered Firms
0.95%
Median Fee
of assets/year
$524M
Median AUM
29
Firms Listed
in our database

Loading map...

Top Rated Established Verified29 firms shown

Top-Ranked Advisors in PALM BEACH GARDENS

Page 1 of 2 · 29 firms

#1
89

VOLATILITY SHARES LLC

PALM BEACH GARDENS, FL · Since 2022

$2.0B AUM10 clientsFee: 0%
FiduciaryFee-Only
#2
88

CONVERGENCE INVESTMENT PARTNERS, LLC

PALM BEACH GARDENS, FL · Since 2008

$524M AUM4 clientsFee: 0%
FiduciaryFee-Only
#3
88

LRI INVESTMENTS

PALM BEACH GARDENS, FL · Since 2024

$2.8B AUM31 clientsFee: 0%
FiduciaryFee-Only
#4
87

GUIRY CAPITAL MANAGEMENT, LLC

PALM BEACH GARDENS, FL · Since 2002

$204M AUM2 clientsFee: 0%
FiduciaryFee-Only
#5
87

LONG SHORT ADVISORS, LLC

PALM BEACH GARDENS, FL · Since 2010

$154M AUM1 clientsFee: 0%
FiduciaryFee-Only
#6
85

CENTER FOR ASSET MANAGEMENT, LLC

PALM BEACH GARDENS, FL · Since 2019

$257M AUM2 clientsFee: 0%
FiduciaryFee-Only
#7
85

CASTLE ISLAND WEALTH

PALM BEACH GARDENS, FL · Since 2018

$117M AUM3 clientsFee: 0%
FiduciaryFee-Only
#8
85

NEXWEALTH LLC

PALM BEACH GARDENS, FL · Since 2021

$172M AUM5 clientsFee: 0%
FiduciaryFee-Only
#9
85

RESNICK WEALTH ALLIANCE, LLC

PALM BEACH GARDENS, FL · Since 2022

$121M AUM2 clientsFee: 0%
FiduciaryFee-Only
#10
84

LIGHTHOUSE INVESTMENT PARTNERS, LLC

PALM BEACH GARDENS, FL · Since 2005

$87.4B AUM206 clientsFee: 0%
FiduciaryFee-Only
#11
84

WIN ADVISORS, INC

PALM BEACH GARDENS, FL · Since 2019

$267M AUM4 clientsFee: 0%
FiduciaryFee-Only
#12
84

LEATHERBACK ASSET MANAGEMENT, LLC

PALM BEACH GARDENS, FL · Since 2020

$35M AUM1 clientsFee: 0%
FiduciaryFee-Only
#13
84

ZEGA INVESTMENTS, LLC

PALM BEACH GARDENS, FL · Since 2024

$614M AUM10 clientsFee: 0%
FiduciaryFee-Only
#14
84

RAVEN MUSIC PARTNERS LLC

PALM BEACH GARDENS, FL · Since 2024

$265M AUM11 clientsFee: 0%
FiduciaryFee-Only
#15
83

RAM REALTY ADVISORS LLC

PALM BEACH GARDENS, FL · Since 2012

$2.1B AUM32 clientsFee: 0%
FiduciaryFee-Only
#16
83

U.S. PRIVATE WEALTH, LLC

PALM BEACH GARDENS, FL · Since 2026

$200M AUM3 clientsFee: 0%
FiduciaryFee-Only
#17
82

DSM CAPITAL PARTNERS

PALM BEACH GARDENS, FL · Since 2001

$7.6B AUM11 clientsFee: 0%
FiduciaryFee-Only
#18
81

HOOD RIVER CAPITAL MANAGEMENT LLC

PALM BEACH GARDENS, FL · Since 2013

$9.5B AUM20 clientsFee: 0%
FiduciaryFee-Only
#19
80

MARTIN INVESTMENT MANAGEMENT, LLC

PALM BEACH GARDENS, FL · Since 1988

$888M AUM8 clientsFee: 0%
FiduciaryFee-Only
#20
79

GLOBAL TRUST

PALM BEACH GARDENS, FL · Since 2008

$385M AUM7 clientsFee: 0%
FiduciaryFee-Only
#21
79

VINE INVESTMENT ADVISORS, LP

PALM BEACH GARDENS, FL · Since 2012

$583M AUM1 clientsFee: 0%
FiduciaryFee-Only
#22
78

ATTICUS WEALTH MANAGEMENT

PALM BEACH GARDENS, FL · Since 2018

$565M AUM7 clientsFee: 0%
FiduciaryFee-Only
#23
78

PRIDEROCK FUND MANAGEMENT PARTNERS, LLC

PALM BEACH GARDENS, FL · Since 2018

$284M AUM1 clientsFee: 0%
FiduciaryFee-Only
#24
77

POINCIANA ADVISORS GROUP, LLC

PALM BEACH GARDENS, FL · Since 2020

$396M AUM1 clientsFee: 0%
FiduciaryFee-Only
#25
76

GREAT ELM CAPITAL MANAGEMENT, LLC

PALM BEACH GARDENS, FL · Since 2016

$346M AUM6 clientsFee: 0%
FiduciaryFee-Only

Frequently Asked Questions

How are advisors ranked?

We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.

What's the average financial advisor fee in PALM BEACH GARDENS?

The median advisory fee in PALM BEACH GARDENS, FL is 0.95% of assets under management per year, based on Form ADV filings from 29 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.