Top Financial Advisors in Palm Beach Gardens, Florida
Finding the right financial advisor in Palm Beach Gardens is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Palm Beach Gardens, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Palm Beach Gardens, FL.
Find the Best Financial Advisor Firms in Palm Beach Gardens:
GWN SECURITIES INC.
CRD#: 128929
Address: 11440 North Jog Road, Palm Beach Gardens, FL 33418-3764
Clients: 30,342
In Business for: 27 Years
Average Clients per Advisor: 66
AUM: $ 2.8B
Disclosures: 2
MONEY CONCEPTS CAPITAL CORP
CRD#: 12963
Address: 11440 North Jog Road, Palm Beach Gardens, FL 33418-3764
Clients: 14,502
In Business for: 44 Years
Average Clients per Advisor: 33
AUM: $ 2.6B
Disclosures: 11
DAKOTA WEALTH, LLC
CRD#: 297987
Address: 11376 N. Jog Road Suite 101, Palm Beach Gardens, FL 33418-1752
Clients: 1,246
Average Clients per Advisor: 32
AUM: $ 2.5B
ALPHA BETA GAMMA WEALTH MANAGEMENT
CRD#: 286579
Address: 3801 Pga Blvd. Suite 600, Palm Beach Gardens, FL 33410
Clients: 74
Average Clients per Advisor: 24
AUM: $ 197M
CENTER FOR ASSET MANAGEMENT, LLC
CRD#: 147981
Address: 3399 Pga Boulevard, Ste 320, Palm Beach Gardens, FL 33410
Clients: 206
Average Clients per Advisor: 103
AUM: $ 174M
PURSUIT WEALTH MANAGMENT LLC
CRD#: 308969
Address: 4500 Pga Boulevard Suit 304a, Palm Beach Gardens, FL 33418
Clients: 67
Average Clients per Advisor: 22
AUM: $ 146M
How We Chose the Top Financial Advisors in Palm Beach Gardens, Florida
To create this list of top financial advisor firms in Palm Beach Gardens, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Palm Beach Gardens has to offer.
Search Financial Advisors in Palm Beach Gardens, Florida
William Craig Miller
Registered Affiliation(s):VALMARK ADVISERS, INC.
Patricia Lee Rosendahl
Registered Affiliation(s):EDWARD JONES
Roger Steven Kalina
Registered Affiliation(s):BENCHMARK FINANCIAL WEALTH ADVISORS LLC
Jonathan B Cohen
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Morry Arthur Zolet
Registered Affiliation(s):MORGAN STANLEY
Zain Naqi
Registered Affiliation(s):NEUBERGER BERMAN BD LLC
Deborah Diane Montaperto
Registered Affiliation(s):MORGAN STANLEY
Terry Alan Whitmore
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Jon Edward Drinkwater
Registered Affiliation(s):LPL FINANCIAL LLC
Fermin Dan Ruybal
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
John William Shea
Registered Affiliation(s):GENESIS WEALTH MANAGEMENT, INC.
Bryan Keith Shevak
Registered Affiliation(s):LPL FINANCIAL LLC
Gregory James O'hare
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Marina Nicole Galli
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Vittorio Bertuzzelli
Registered Affiliation(s):EDWARD JONES
Frank Joseph Lockwood
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Carrie Jean Cunningham Combes
Registered Affiliation(s):EDWARD JONES
Claire Elizabeth Schrotenboer
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Daniel P Roddy
Registered Affiliation(s):EDWARD JONES
Alisa Bachana Jaffe
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
James Justin Smeenge
Registered Affiliation(s):EDWARD JONES
Bret Lance Chernow
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Robert K. Torrington
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Ted Andrew Scharch
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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