RESNICK WEALTH ALLIANCE, LLC
Palm Beach Gardens, FL
AUM
$121.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
561-453-1120
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
47 advisers found
CASTLE ISLAND WEALTH
Palm Beach Gardens, FL
AUM
$117.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
561-208-3883
OPTIMIST CAPITAL
Palm Beach Gardens, FL
AUM
$96.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
5617718077
YOUR PLANNING PARTNER LLC
Palm Beach Gardens, FL
AUM
$90.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(561) 301-0008
DIGITAL ASSET INVESTMENT MANAGEMENT
Palm Beach Gardens, FL
AUM
$80.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
949-298-7582
RETIREMENT INCOME STRATEGIES INC.
Palm Beach Gardens, FL
AUM
$73.2M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
561-776-6269
GREY RHODES ADVISORS, LLC
Palm Beach Gardens, FL
AUM
$43.6M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM
561-453-2292
LEATHERBACK ASSET MANAGEMENT, LLC
Palm Beach Gardens, FL
AUM
$35.0M
Team
1 advisors
Clients
—
Fees
Percentage of AUM
561-389-5809
ROLLINGWAVE CAPITAL
Palm Beach Gardens, FL
AUM
$21.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
5615711981
KUYRKENDALL CAPITAL
Palm Beach Gardens, FL
AUM
$4.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(772) 919-5768
ELM WEALTH ADVISORY
Palm Beach Gardens, FL
AUM
—
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(561) 956-7934
KINGDOM CAPITAL MANAGEMENT, INC.
Palm Beach Gardens, FL
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
(561) 847-3597
WEALTH WITH WISDOM ADVISORS, INC.
Palm Beach Gardens, FL
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Hourly charges · Fixed fees +1 more
561-799-9778
PRIDEROCK FUND MANAGEMENT PARTNERS, LLC
Palm Beach Gardens, FL
AUM
$283.6M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
561-653-9332
Full profileNo website
WIN ADVISORS, INC
Palm Beach Gardens, FL
AUM
$266.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
561-472-2000
Full profileNo website
MONTELLO WEALTH MANAGEMENT, INC.
Palm Beach Gardens, FL
AUM
$108.4M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(561) 222-3305
Full profileNo website
BLUE LINE CAPITAL ADVISORS
Palm Beach Gardens, FL
AUM
$46.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
561-385-4131
Full profileNo website
INVESTMENT ADVISORS OF AMERICA, LLC
Palm Beach Gardens, FL
AUM
$13.4M
Wealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
561-694-6660
Full profileNo website
Full profileNo website
Full profileNo website
Full profileNo website
ZACHARY FINANCIAL CONSULTANTS LLC
Palm Beach Gardens, FL
AUM
—
Financial Planning
Team
1 advisors
Clients
11-25
Fees
SOLICITOR FEES
561-508-8446
Full profileNo website
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