Top advisors in Palm Beach
We’ve curated a list of the best financial advisors in Palm Beach, take a look at it below
Find an advisor in Palm Beach1. Dudley & Shanley, Inc.
Assets under management
$610,775,812
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
General Non-discretionary Investment Advice And Limited Oversight Authority Over Client's Investment Managers.
2. Dock Street Asset Management Inc
Assets under management
$513,436,726
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
3. Harvey Capital Management Inc
Assets under management
$369,114,824
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
4. Genrock Capital Management, Lp
Assets under management
$304,775,813
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
5. Cypress Capital Group
Assets under management
$149,796,631
Fee structure
A percentage of assets under your management
MODEL PORTFOLIO DELIVERY
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Model Portfolio Provider
How we came up with this list
To generate our top financial advisors list in Palm Beach, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Palm Beach. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
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