Top Financial Advisors in West Palm Beach, Florida
Finding the right financial advisor in West Palm Beach 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 West Palm Beach, 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 West Palm Beach, FL.
Find the Best Financial Advisor Firms in West Palm Beach:
BLUE OCEAN CAPITAL
CRD#: 107833
Address: 501 South Flagler Drive Suite 220, West Palm Beach, FL 33401
Clients: 78
Average Clients per Advisor: 19
AUM: $ 457M
AFFILIATED PRIVATE INVESTORS LLC
CRD#: 111545
Address: 4512 N. Flagler Drive Suite 201, West Palm Beach, FL 33407
Clients: 28
Average Clients per Advisor: 14
AUM: $ 421M
CASTLE WEALTH MANAGEMENT
CRD#: 118364
Address: 201 Arkona Ct, West Palm Beach, FL 33401-7116
Clients: 105
Average Clients per Advisor: 13
AUM: $ 354M
AGNELLO FINANCIAL GROUP, INC.
CRD#: 141522
Address: 712 North Olive Avenue, West Palm Beach, FL 33401-4015
Clients: 122
Average Clients per Advisor: 40
AUM: $ 228M
THE CAPITAL GROUP FIDUCIARY ADVISORS, LLC
CRD#: 295193
Address: West Palm Beach, FL
Clients: 237
Average Clients per Advisor: 237
AUM: $ 134M
SEA HUNTER CAPITAL
CRD#: 287710
Address: 1253 Old Okeechobee Road Suite B6, West Palm Beach, FL 33401
Clients: 38
Average Clients per Advisor: 38
AUM: $ 116M
How We Chose the Top Financial Advisors in West Palm Beach, Florida
To create this list of top financial advisor firms in West Palm Beach, 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 West Palm Beach has to offer.
Search Financial Advisors in West Palm Beach, Florida
Nicole Cindy Lee
Registered Affiliation(s):MORGAN STANLEY
Eileen Patricia Tetteris
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Adam Scott Weiner
Registered Affiliation(s):CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Jan Louis Grobstein
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Todd Jarred Smiler
Registered Affiliation(s):GREAT VALLEY ADVISOR GROUP, INC.
Melissa Ann Barnes
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Christian Brandt Bliska
Registered Affiliation(s):NOBLE CAPITAL MARKETS, INC.
Vincent James Fisk
Registered Affiliation(s):SECUREVEST FINANCIAL GROUP
Paul Allen Crosta
Registered Affiliation(s):INTERCOASTAL CAPITAL MARKETS, INC.
Michael John Wier
Registered Affiliation(s):LOOP CAPITAL MARKETS LLC
Kathleen Anne Grace
Registered Affiliation(s):GOLDMAN SACHS PERSONAL FINANCIAL MANAGEMENT
Brian Lum
Registered Affiliation(s):MORGAN STANLEY
Patricia Lynn Messner
Registered Affiliation(s):MORGAN STANLEY
Jennifer M Dorfman
Registered Affiliation(s):DAWSON JAMES ASSET MANAGEMENT, INC.
Caryn Faith Robbins
Registered Affiliation(s):MORGAN STANLEY
Kristina Marie Clark
Registered Affiliation(s):THRIVENT INVESTMENT MANAGEMENT INC.
Kiley Dean Schmit
Registered Affiliation(s):TD AMERITRADE, INC.
Joanne Novie
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Alfredo Armando Rosas
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Susan Marcia Rosenberg
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Patricia L Cain
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Meryl A Charnow
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Sammie Jo Kreindel
Registered Affiliation(s):PNC INVESTMENTS
Patrick Hugh Sreenan
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
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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