AdvisorRanked

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

Top-Ranked Advisors in WEST PALM BEACH

#1
100

PAULSON WEALTH MANAGEMENT INC.

WEST PALM BEACH, FL · Since 2017

$559M AUM5 clientsFee: 0%
FiduciaryFee-Only
#2
100

KRUSEN CAPITAL MANAGEMENT, LLC

WEST PALM BEACH, FL · Since 2009

$256M AUM2 clientsFee: 0%
FiduciaryFee-Only
#3
100

ALTAROCK PARTNERS LP

WEST PALM BEACH, FL · Since 2014

$5.7B AUM3 clientsFee: 0%
FiduciaryFee-Only
#4
100

IBEX WEALTH ADVISORS, LLC

WEST PALM BEACH, FL · Since 2014

$1.3B AUM5 clientsFee: 0%
FiduciaryFee-Only
#5
100

SMARTX ADVISORY SOLUTIONS

WEST PALM BEACH, FL · Since 2018

$27.0B AUM2 clientsFee: 0%
FiduciaryFee-Only
#6
100

HIGHPOST CAPITAL, LLC

WEST PALM BEACH, FL · Since 2020

$657M AUM11 clientsFee: 0%
FiduciaryFee-Only
#7
100

HARBOR ADVISORS

WEST PALM BEACH, FL · Since 2021

$852M AUM1 clientsFee: 0%
FiduciaryFee-Only
#8
100

ANCHOR WEALTH MANAGEMENT GROUP LLC

WEST PALM BEACH, FL · Since 2024

$233M AUM1 clientsFee: 0%
FiduciaryFee-Only
#9
100

LANDMARK INVESTMENT PARTNERS, L.P.

WEST PALM BEACH, FL · Since 2024

$125M AUM4 clientsFee: 0%
FiduciaryFee-Only
#10
100

TREMBLANT ADVISORS LP

WEST PALM BEACH, FL · Since 2024

$3.3B AUM10 clientsFee: 0%
FiduciaryFee-Only
#11
100

MYRIAD ASSET MANAGEMENT ADVISORS LLC

WEST PALM BEACH, FL · Since 2025

$381M AUM2 clientsFee: 0%
FiduciaryFee-Only
#12
100

TCG STRATEGIC INCOME ADVISOR LLC

WEST PALM BEACH, FL · Since 2025

$5M AUM9 clientsFee: 0%
FiduciaryFee-Only
#13
100

HOBE MOUNTAIN CAPITAL MANAGEMENT LLC

WEST PALM BEACH, FL · Since 2026

$1.4B AUM3 clientsFee: 0%
FiduciaryFee-Only
#14
100

PROSPECT CAPITAL MANAGEMENT L.P.

WEST PALM BEACH, FL · Since 2004

$6.6B AUM44 clientsFee: 0%
FiduciaryFee-Only
#15
100

PRIORITY SENIOR SECURED INCOME MANAGEMENT, LLC

WEST PALM BEACH, FL · Since 2012

$479M AUM9 clientsFee: 0%
FiduciaryFee-Only
#16
100

PROSPECT CREDIT REIT ADVISOR, LLC

WEST PALM BEACH, FL · Since 2024

$43M AUM9 clientsFee: 0%
FiduciaryFee-Only
#17
100

PROSPECT ENHANCED YIELD MANAGEMENT, LLC

WEST PALM BEACH, FL · Since 2025

$32M AUM9 clientsFee: 0%
FiduciaryFee-Only
#18
100

REMEDIUM CAPITAL PARTNERS

WEST PALM BEACH, FL · Since 2026

$319M AUM1 clientsFee: 0%
FiduciaryFee-Only
#19
100

AFFILIATED PRIVATE INVESTORS LLC

WEST PALM BEACH, FL · Since 1995

$534M AUM2 clientsFee: 0%
FiduciaryFee-Only
#20
95

BLUE OCEAN CAPITAL

WEST PALM BEACH, FL · Since 2000

$619M AUM5 clientsFee: 0%
FiduciaryFee-Only
#21
95

WEXFORD CAPITAL LP

WEST PALM BEACH, FL · Since 1997

$1.7B AUM17 clientsFee: 0%
FiduciaryFee-Only
#22
95

INTECH

WEST PALM BEACH, FL · Since 2002

$15.5B AUM11 clientsFee: 0%
FiduciaryFee-Only
#23
95

RIVERNORTH CAPITAL MANAGEMENT, LLC

WEST PALM BEACH, FL · Since 2002

$6.2B AUM10 clientsFee: 0%
FiduciaryFee-Only
#24
95

GORDON ASSET MANAGEMENT LLC

WEST PALM BEACH, FL · Since 2024

$129M AUM2 clientsFee: 0%
FiduciaryFee-Only
#25
95

TREMBLANT CAPITAL GROUP

WEST PALM BEACH, FL · Since 2010

$745M AUM10 clientsFee: 0%
FiduciaryFee-Only
#26
95

WHALEROCK POINT PARTNERS, LLC

WEST PALM BEACH, FL · Since 2006

$1.0B AUM4 clientsFee: 0%
FiduciaryFee-Only
#27
95

AGNELLO FINANCIAL GROUP, INC.

WEST PALM BEACH, FL · Since 2017

$379M AUM3 clientsFee: 0%
FiduciaryFee-Only
#28
95

SANDERS CAPITAL, LLC

WEST PALM BEACH, FL · Since 2009

$122.2B AUM16 clientsFee: 0%
FiduciaryFee-Only
#29
95

GRAMERCY FUNDS MANAGEMENT LLC

WEST PALM BEACH, FL · Since 2009

$7.4B AUM32 clientsFee: 0%
FiduciaryFee-Only
#30
95

SERENGETI ASSET MANAGEMENT LP

WEST PALM BEACH, FL · Since 2012

$1.5B AUM10 clientsFee: 0%
FiduciaryFee-Only
#31
95

SIRIS CAPITAL GROUP, LLC

WEST PALM BEACH, FL · Since 2012

$4.8B AUM15 clientsFee: 0%
FiduciaryFee-Only
#32
95

PALM BEACH CAPITAL MANAGEMENT III, LLC

WEST PALM BEACH, FL · Since 2012

$999M AUM7 clientsFee: 0%
FiduciaryFee-Only
#33
95

RIZVI TRAVERSE MANAGEMENT, LLC

WEST PALM BEACH, FL · Since 2012

$1.3B AUM6 clientsFee: 0%
FiduciaryFee-Only
#34
95

MAR WEALTH MANAGEMENT SERVICES, LLC

WEST PALM BEACH, FL · Since 2026

$125M AUM3 clientsFee: 0%
FiduciaryFee-Only
#35
95

BLUE SEA CAPITAL LLC

WEST PALM BEACH, FL · Since 2013

$1.7B AUM20 clientsFee: 0%
FiduciaryFee-Only
#36
95

RUGGIERO INVESTMENTS

WEST PALM BEACH, FL · Since 2025

$138M AUM4 clientsFee: 0%
FiduciaryFee-Only
#37
95

AUA PRIVATE EQUITY PARTNERS, LLC

WEST PALM BEACH, FL · Since 2014

$842M AUM10 clientsFee: 0%
FiduciaryFee-Only
#38
95

CENTER LAKE CAPITAL MANAGEMENT, LLC

WEST PALM BEACH, FL · Since 2025

$78M AUM1 clientsFee: 0%
FiduciaryFee-Only
#39
95

STERLING INVESTMENT MANAGEMENT

WEST PALM BEACH, FL · Since 2015

$2.4B AUM48 clientsFee: 0%
FiduciaryFee-Only
#40
95

SKYE GLOBAL MANAGEMENT LP

WEST PALM BEACH, FL · Since 2016

$5.2B AUM3 clientsFee: 0%
FiduciaryFee-Only
#41
95

FACET

WEST PALM BEACH, FL · Since 2016

$6.0B AUM55 clientsFee: 0%
FiduciaryFee-Only
#42
95

GIP INVESTMENT ADVISER LLC

WEST PALM BEACH, FL · Since 2022

$198M AUM4 clientsFee: 0%
FiduciaryFee-Only
#43
95

LIGHTVIEW CAPITAL, LLC

WEST PALM BEACH, FL · Since 2022

$158M AUM12 clientsFee: 0%
FiduciaryFee-Only
#44
95

ELLIOTT INVESTMENT MANAGEMENT L.P.

WEST PALM BEACH, FL · Since 2020

$128.6B AUM282 clientsFee: 0%
FiduciaryFee-Only
#45
95

AFC MANAGEMENT, LLC

WEST PALM BEACH, FL · Since 2021

$276M AUM11 clientsFee: 0%
FiduciaryFee-Only
#46
95

ARDAN EQUITY PARTNERS, LLC

WEST PALM BEACH, FL · Since 2024

$441M AUM6 clientsFee: 0%
FiduciaryFee-Only
#47
95

VELVET SEA VENTURES

WEST PALM BEACH, FL · Since 2022

$229M AUM7 clientsFee: 0%
FiduciaryFee-Only
#48
95

TRIARTISAN CAPITAL ADVISORS LLC

WEST PALM BEACH, FL · Since 2023

$1.6B AUM6 clientsFee: 0%
FiduciaryFee-Only
#49
95

STORR GROUP

WEST PALM BEACH, FL · Since 2026

$310M AUM5 clientsFee: 0%
FiduciaryFee-Only
#50
95

SRT GROUP LLC

WEST PALM BEACH, FL · Since 2024

$206M AUM9 clientsFee: 0%
FiduciaryFee-Only
#51
95

SUNRISE MANAGER LLC

WEST PALM BEACH, FL · Since 2024

$312M AUM9 clientsFee: 0%
FiduciaryFee-Only
#52
95

A&M PRIVATE WEALTH PARTNERS, LLC

WEST PALM BEACH, FL · Since 2024

$1.8B AUM23 clientsFee: 0%
FiduciaryFee-Only
#53
95

FLATIRON FUND MANAGEMENT LP

WEST PALM BEACH, FL · Since 2026

$27M AUM2 clientsFee: 0%
FiduciaryFee-Only
#54
95

GLOBAL TRUST WEALTH MANAGEMENT LLC

WEST PALM BEACH, FL · Since 2024

$214M AUM3 clientsFee: 0%
FiduciaryFee-Only
#55
95

COMVEST PE ADVISORS, LLC

WEST PALM BEACH, FL · Since 2025

$1.9B AUM19 clientsFee: 0%
FiduciaryFee-Only
#56
85

COMVEST ADVISORS LLC

WEST PALM BEACH, FL · Since 2012

$2.4B AUM128 clientsFee: 0%
FiduciaryFee-Only
#57
85

COMVEST CREDIT ADVISORS, LLC

WEST PALM BEACH, FL · Since 2021

$9.3B AUM128 clientsFee: 0%
FiduciaryFee-Only
#58
85

COMMONWEALTH CREDIT ADVISORS, LLC

WEST PALM BEACH, FL · Since 2021

$1.7B AUM128 clientsFee: 0%
FiduciaryFee-Only
#59
85

COMVEST CREDIT MANAGERS, LLC

WEST PALM BEACH, FL · Since 2022

$957M AUM128 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 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.