Best Financial Advisors in WEST PALM BEACH, Florida

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

59

Registered Firms

0.95%

Median Fee

of assets/year

$842M

Median AUM

59

Firms Listed

in our database

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Top Rated Established Verified59 firms shown

Top-Ranked Advisors in WEST PALM BEACH

Page 1 of 3 · 59 firms

PROSPECT CAPITAL MANAGEMENT L.P.

WEST PALM BEACH, FL · Since 2004

$6.6B AUM44 clientsFee: 0%

FiduciaryFee-Only

ALTAROCK PARTNERS LP

WEST PALM BEACH, FL · Since 2014

$5.7B AUM3 clientsFee: 0%

FiduciaryFee-Only

KRUSEN CAPITAL MANAGEMENT, LLC

WEST PALM BEACH, FL · Since 2009

$256M AUM2 clientsFee: 0%

FiduciaryFee-Only

IBEX WEALTH ADVISORS, LLC

WEST PALM BEACH, FL · Since 2014

$1.3B AUM5 clientsFee: 0%

FiduciaryFee-Only

SMARTX ADVISORY SOLUTIONS

WEST PALM BEACH, FL · Since 2018

$27.0B AUM2 clientsFee: 0%

FiduciaryFee-Only

TREMBLANT ADVISORS LP

WEST PALM BEACH, FL · Since 2024

$3.3B AUM10 clientsFee: 0%

FiduciaryFee-Only

AFFILIATED PRIVATE INVESTORS LLC

WEST PALM BEACH, FL · Since 1995

$534M AUM2 clientsFee: 0%

FiduciaryFee-Only

PRIORITY SENIOR SECURED INCOME MANAGEMENT, LLC

WEST PALM BEACH, FL · Since 2012

$479M AUM9 clientsFee: 0%

FiduciaryFee-Only

PAULSON WEALTH MANAGEMENT INC.

WEST PALM BEACH, FL · Since 2017

$559M AUM5 clientsFee: 0%

FiduciaryFee-Only

HARBOR ADVISORS

WEST PALM BEACH, FL · Since 2021

$852M AUM1 clientsFee: 0%

FiduciaryFee-Only

HOBE MOUNTAIN CAPITAL MANAGEMENT LLC

WEST PALM BEACH, FL · Since 2026

$1.4B AUM3 clientsFee: 0%

FiduciaryFee-Only

HIGHPOST CAPITAL, LLC

WEST PALM BEACH, FL · Since 2020

$657M AUM11 clientsFee: 0%

FiduciaryFee-Only

ANCHOR WEALTH MANAGEMENT GROUP LLC

WEST PALM BEACH, FL · Since 2024

$233M AUM1 clientsFee: 0%

FiduciaryFee-Only

REMEDIUM CAPITAL PARTNERS

WEST PALM BEACH, FL · Since 2026

$319M AUM1 clientsFee: 0%

FiduciaryFee-Only

RIVERNORTH CAPITAL MANAGEMENT, LLC

WEST PALM BEACH, FL · Since 2002

$6.2B AUM10 clientsFee: 0%

FiduciaryFee-Only

GRAMERCY FUNDS MANAGEMENT LLC

WEST PALM BEACH, FL · Since 2009

$7.4B AUM32 clientsFee: 0%

FiduciaryFee-Only

LANDMARK INVESTMENT PARTNERS, L.P.

WEST PALM BEACH, FL · Since 2024

$125M AUM4 clientsFee: 0%

FiduciaryFee-Only

MYRIAD ASSET MANAGEMENT ADVISORS LLC

WEST PALM BEACH, FL · Since 2025

$381M AUM2 clientsFee: 0%

FiduciaryFee-Only

TCG STRATEGIC INCOME ADVISOR LLC

WEST PALM BEACH, FL · Since 2025

$5M AUM9 clientsFee: 0%

FiduciaryFee-Only

PROSPECT CREDIT REIT ADVISOR, LLC

WEST PALM BEACH, FL · Since 2024

$43M AUM9 clientsFee: 0%

FiduciaryFee-Only

WEXFORD CAPITAL LP

WEST PALM BEACH, FL · Since 1997

$1.7B AUM17 clientsFee: 0%

FiduciaryFee-Only

INTECH

WEST PALM BEACH, FL · Since 2002

$15.5B AUM11 clientsFee: 0%

FiduciaryFee-Only

SANDERS CAPITAL, LLC

WEST PALM BEACH, FL · Since 2009

$122.2B AUM16 clientsFee: 0%

FiduciaryFee-Only

SIRIS CAPITAL GROUP, LLC

WEST PALM BEACH, FL · Since 2012

$4.8B AUM15 clientsFee: 0%

FiduciaryFee-Only

STERLING INVESTMENT MANAGEMENT

WEST PALM BEACH, FL · Since 2015

$2.4B AUM48 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 WEST PALM BEACH?

The median advisory fee in WEST PALM BEACH, FL is 0.95% of assets under management per year, based on Form ADV filings from 59 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.