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

Top-Ranked Advisors in PALM BEACH GARDENS

GUIRY CAPITAL MANAGEMENT, LLC

PALM BEACH GARDENS, FL · Since 2002

$204M AUM2 clientsFee: 0%

FiduciaryFee-Only

CENTER FOR ASSET MANAGEMENT, LLC

PALM BEACH GARDENS, FL · Since 2019

$257M AUM2 clientsFee: 0%

FiduciaryFee-Only

CONVERGENCE INVESTMENT PARTNERS, LLC

PALM BEACH GARDENS, FL · Since 2008

$524M AUM4 clientsFee: 0%

FiduciaryFee-Only

LONG SHORT ADVISORS, LLC

PALM BEACH GARDENS, FL · Since 2010

$154M AUM1 clientsFee: 0%

FiduciaryFee-Only

U.S. PRIVATE WEALTH, LLC

PALM BEACH GARDENS, FL · Since 2026

$200M AUM3 clientsFee: 0%

FiduciaryFee-Only

CASTLE ISLAND WEALTH

PALM BEACH GARDENS, FL · Since 2018

$117M AUM3 clientsFee: 0%

FiduciaryFee-Only

WIN ADVISORS, INC

PALM BEACH GARDENS, FL · Since 2019

$267M AUM4 clientsFee: 0%

FiduciaryFee-Only

LEATHERBACK ASSET MANAGEMENT, LLC

PALM BEACH GARDENS, FL · Since 2020

$35M AUM1 clientsFee: 0%

FiduciaryFee-Only

NEXWEALTH LLC

PALM BEACH GARDENS, FL · Since 2021

$172M AUM5 clientsFee: 0%

FiduciaryFee-Only

RESNICK WEALTH ALLIANCE, LLC

PALM BEACH GARDENS, FL · Since 2022

$121M AUM2 clientsFee: 0%

FiduciaryFee-Only

LRI INVESTMENTS

PALM BEACH GARDENS, FL · Since 2024

$2.8B AUM31 clientsFee: 0%

FiduciaryFee-Only

ZEGA INVESTMENTS, LLC

PALM BEACH GARDENS, FL · Since 2024

$614M AUM10 clientsFee: 0%

FiduciaryFee-Only

RAVEN MUSIC PARTNERS LLC

PALM BEACH GARDENS, FL · Since 2024

$265M AUM11 clientsFee: 0%

FiduciaryFee-Only

VOLATILITY SHARES LLC

PALM BEACH GARDENS, FL · Since 2022

$2.0B AUM10 clientsFee: 0%

FiduciaryFee-Only

MARTIN INVESTMENT MANAGEMENT, LLC

PALM BEACH GARDENS, FL · Since 1988

$888M AUM8 clientsFee: 0%

FiduciaryFee-Only

DSM CAPITAL PARTNERS

PALM BEACH GARDENS, FL · Since 2001

$7.6B AUM11 clientsFee: 0%

FiduciaryFee-Only

LIGHTHOUSE INVESTMENT PARTNERS, LLC

PALM BEACH GARDENS, FL · Since 2005

$87.4B AUM206 clientsFee: 0%

FiduciaryFee-Only

POINCIANA ADVISORS GROUP, LLC

PALM BEACH GARDENS, FL · Since 2020

$396M AUM1 clientsFee: 0%

FiduciaryFee-Only

GLOBAL TRUST

PALM BEACH GARDENS, FL · Since 2008

$385M AUM7 clientsFee: 0%

FiduciaryFee-Only

VINE INVESTMENT ADVISORS, LP

PALM BEACH GARDENS, FL · Since 2012

$583M AUM1 clientsFee: 0%

FiduciaryFee-Only

RAM REALTY ADVISORS LLC

PALM BEACH GARDENS, FL · Since 2012

$2.1B AUM32 clientsFee: 0%

FiduciaryFee-Only

HOOD RIVER CAPITAL MANAGEMENT LLC

PALM BEACH GARDENS, FL · Since 2013

$9.5B AUM20 clientsFee: 0%

FiduciaryFee-Only

GREAT ELM CAPITAL MANAGEMENT, LLC

PALM BEACH GARDENS, FL · Since 2016

$346M AUM6 clientsFee: 0%

FiduciaryFee-Only

ATTICUS WEALTH MANAGEMENT

PALM BEACH GARDENS, FL · Since 2018

$565M AUM7 clientsFee: 0%

FiduciaryFee-Only

PRIDEROCK FUND MANAGEMENT PARTNERS, LLC

PALM BEACH GARDENS, FL · Since 2018

$284M AUM1 clientsFee: 0%

FiduciaryFee-Only

GWN SECURITIES INC.

PALM BEACH GARDENS, FL · Since 2004

$4.8B AUM448 clientsFee: 0%

Broker-Dealer1 complaint

DAKOTA WEALTH, LLC

PALM BEACH GARDENS, FL · Since 2018

$6.9B AUM61 clientsFee: 0%

FiduciaryFee-Only

MONEY CONCEPTS ADVISORY SERVICE

PALM BEACH GARDENS, FL · Since 1991

$4.1B AUM375 clientsFee: 0%

Broker-Dealer2 complaints

GLADSTONE WEALTH PARTNERS

PALM BEACH GARDENS, FL · Since 2015

$5.7B AUM104 clientsFee: 0%

FiduciaryFee-Only7 complaints

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 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.