Florida · 83 advisers
Financial Advisors in West Palm Beach, Florida
Looking for a financial advisor in West Palm Beach, Florida? Falists indexes 83 SEC-registered and state-registered investment advisers in West Palm Beach — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 74 firms list a website you can visit directly. Firms in this directory manage up to $128.62B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
83
With website
74
Largest AUM
$128.62B
Financial planning
19
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in West Palm Beach
Ranked by AUM · Fees, team & specialties at a glance
ELLIOTT INVESTMENT MANAGEMENT L.P.
West Palm Beach, FL
AUM
$128.62B
Team
282 advisors
Clients
—
Fees
Percentage of AUM; PERFORMANCE-BASED ALLOCATIONS
(561) 584-8800
SANDERS CAPITAL, LLC
West Palm Beach, FL
AUM
$122.18B
Team
16 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-291-7900
SMARTX ADVISORY SOLUTIONS
West Palm Beach, FL
AUM
$26.99B
Team
2 advisors
Clients
—
Fees
Percentage of AUM; OCIO SERVICES
561-835-8690
INTECH
West Palm Beach, FL
AUM
$15.47B
Team
11 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
(561) 775-1100
COMVEST CREDIT ADVISORS, LLC
West Palm Beach, FL
AUM
$9.25B
Team
128 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
561-727-2000
GRAMERCY FUNDS MANAGEMENT LLC
West Palm Beach, FL
AUM
$7.42B
Team
32 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
203-552-1900
PROSPECT CAPITAL MANAGEMENT L.P.
West Palm Beach, FL
AUM
$6.64B
Team
44 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
561-285-4044
RIVERNORTH CAPITAL MANAGEMENT, LLC
West Palm Beach, FL
AUM
$6.17B
Team
10 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
561-484-7185
FACET
West Palm Beach, FL
AUM
$6.04B
Team
55 advisors
Clients
More than 500
Fees
Fixed fees
(443)376-6222
ALTAROCK PARTNERS LP
West Palm Beach, FL
AUM
$5.66B
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(561) 200-1300
SKYE GLOBAL MANAGEMENT LP
West Palm Beach, FL
AUM
$5.21B
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-256-8923
SIRIS CAPITAL GROUP, LLC
West Palm Beach, FL
AUM
$4.81B
Team
15 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
212-231-0095
TREMBLANT ADVISORS LP
West Palm Beach, FL
AUM
$3.27B
Team
10 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
212-303-7373
COMVEST ADVISORS LLC
West Palm Beach, FL
AUM
$2.43B
Team
128 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
561-727-2000
STERLING INVESTMENT MANAGEMENT
West Palm Beach, FL
AUM
$2.41B
Team
48 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
561-835-1810
CIP ADVISORS, LLC
West Palm Beach, FL
AUM
$1.92B
Team
19 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
561-727-2000
A&M PRIVATE WEALTH PARTNERS, LLC
West Palm Beach, FL
AUM
$1.83B
Team
23 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
561-268-0900
COMMONWEALTH CREDIT ADVISORS, LLC
West Palm Beach, FL
AUM
$1.73B
Team
128 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
561-727-2000
WEXFORD CAPITAL LP
West Palm Beach, FL
AUM
$1.72B
Team
17 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
561-273-8600
BLUE SEA CAPITAL LLC
West Palm Beach, FL
AUM
$1.65B
Team
20 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
561-655-8400
TRIARTISAN CAPITAL ADVISORS LLC
West Palm Beach, FL
AUM
$1.56B
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
(561) 295-3485
SERENGETI ASSET MANAGEMENT LP
West Palm Beach, FL
AUM
$1.48B
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-672-2220
HOBE MOUNTAIN CAPITAL MANAGEMENT LLC
West Palm Beach, FL
AUM
$1.35B
Team
3 advisors
Clients
—
Fees
Percentage of AUM
728-300-6754
RIZVI TRAVERSE MANAGEMENT, LLC
West Palm Beach, FL
AUM
$1.29B
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
248-594-4751
More cities in Florida
Common questions
- How many financial advisors are in West Palm Beach, Florida?
- 83 registered investment advisers are listed in our West Palm Beach directory, sourced from public SEC filings.
- What types of advisors are in West Palm Beach?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in West Palm Beach?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.