IBEX WEALTH ADVISORS, LLC
West Palm Beach, FL
AUM
$1.28B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
908-849-4800
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
83 advisers found
WHALEROCK POINT PARTNERS, LLC
West Palm Beach, FL
AUM
$1.04B
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
401-228-7799
PALM BEACH CAPITAL MANAGEMENT III, LLC
West Palm Beach, FL
AUM
$998.8M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Performance-based fees; FEES FROM PORTFOLIO COPANIES
561-659-9022
COMVEST CREDIT MANAGERS, LLC
West Palm Beach, FL
AUM
$956.8M
Wealth MgmtInstitutional
Team
128 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(561) 727-2000
AUA PRIVATE EQUITY PARTNERS, LLC
West Palm Beach, FL
AUM
$841.8M
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
561-851-9500
TREMBLANT CAPITAL GROUP
West Palm Beach, FL
AUM
$744.6M
Wealth MgmtInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-303-7373
HIGHPOST CAPITAL, LLC
West Palm Beach, FL
AUM
$657.2M
Wealth MgmtTrusts & Estates
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-634-3305
BLUE OCEAN CAPITAL
West Palm Beach, FL
AUM
$619.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
561-659-3301
PAULSON WEALTH MANAGEMENT INC.
West Palm Beach, FL
AUM
$558.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
407-957-0074
ARDAN EQUITY PARTNERS, LLC
West Palm Beach, FL
AUM
$441.4M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
917-304-7294
MYRIAD ASSET MANAGEMENT ADVISORS LLC
West Palm Beach, FL
AUM
$380.9M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(561) 823-0896
AGNELLO FINANCIAL GROUP, INC.
West Palm Beach, FL
AUM
$378.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
561-833-7080
REMEDIUM CAPITAL PARTNERS
West Palm Beach, FL
AUM
$319.0M
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
305.851.6223
SUNRISE MANAGER LLC
West Palm Beach, FL
AUM
$311.8M
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
561-530-3315
STORR GROUP
West Palm Beach, FL
AUM
$309.5M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; 1) % OF PORTFOLIO COMPANY EBITDA 2) CARRIED INTEREST
737-330-1980
AFC MANAGEMENT, LLC
West Palm Beach, FL
AUM
$275.8M
Wealth Mgmt
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
561-510-2390
KRUSEN CAPITAL MANAGEMENT, LLC
West Palm Beach, FL
AUM
$255.7M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
561-370-7439
ANCHOR WEALTH MANAGEMENT GROUP LLC
West Palm Beach, FL
AUM
$233.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(561) 228-8688
VELVET SEA VENTURES
West Palm Beach, FL
AUM
$229.1M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
248-594-4751
GLOBAL TRUST WEALTH MANAGEMENT LLC
West Palm Beach, FL
AUM
$213.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
561-207-9696
SRT GROUP LLC
West Palm Beach, FL
AUM
$205.6M
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
561-510-1919
GIP INVESTMENT ADVISER LLC
West Palm Beach, FL
AUM
$198.0M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
561-567-9220
LIGHTVIEW CAPITAL, LLC
West Palm Beach, FL
AUM
$157.6M
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
561-858-1500
RUGGIERO INVESTMENTS
West Palm Beach, FL
AUM
$137.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(800) 777-4726