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
Kathy Yomaira Santana
Registered Affiliation(s):TD AMERITRADE INVESTMENT MANAGEMENT, LLC
Andrew Joseph Palumbo
Registered Affiliation(s):DAWSON JAMES SECURITIES, INC.
Alvin David Vermut
Registered Affiliation(s):MORGAN STANLEY
Sandeep Sharma
Registered Affiliation(s):SYNTAX RESEARCH, INC.
Fredrik Magnus Virgin
Registered Affiliation(s):MORGAN STANLEY
Sharon Shara Mohan
Registered Affiliation(s):TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
Theodora Leondis
Registered Affiliation(s):MORGAN STANLEY
Patrick Lee Baird
Registered Affiliation(s):NEWBRIDGE FINANCIAL SERVICES GROUP, INC.
Troy M Mailloux
Registered Affiliation(s):TD AMERITRADE, INC.
Cindy Gail Schwartz
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Justin S Lumiere
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Robert Brian Sklar
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Douglas Alan Burns
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Jodi Rosenthal
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Thomas Alan Plaut
Registered Affiliation(s):PFS INVESTMENTS INC.
Evan Scott Cohen
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
David Rolf Bossert
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Rosalia Lydia Layne
Registered Affiliation(s):MORGAN STANLEY
James Paul Ambrose
Registered Affiliation(s):MORGAN STANLEY
David G Kuffner
Registered Affiliation(s):MORGAN STANLEY
Karen Warner Lemay
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Richard William Walesch
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Tracy Ann Newman
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Renee Suzanne Post
Registered Affiliation(s):ASSET PLANNING CORPORATION
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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