Top 10 financial advisors in Palm Beach Gardens, FL

We've curated a list of the best financial advisors in Palm Beach Gardens, take a look at it below.

#	Company	Assets under management	Number of advisors
1	Assets under management $2,780,659,201 Number of advisors 16 advisors	$2,780,659,201	16 advisors
2	Assets under management $2,543,353,391 Number of advisors 57 advisors	$2,543,353,391	57 advisors
3	Assets under management $875,365,299 Number of advisors 12 advisors	$875,365,299	12 advisors
4	Assets under management $513,397,123 Number of advisors 9 advisors	$513,397,123	9 advisors
5	Assets under management $214,621,741 Number of advisors 5 advisors	$214,621,741	5 advisors
6	Assets under management $196,841,623 Number of advisors 5 advisors	$196,841,623	5 advisors
7	Assets under management $190,730,733 Number of advisors 6 advisors	$190,730,733	6 advisors
8	Assets under management $183,803,512 Number of advisors 3 advisors	$183,803,512	3 advisors
9	Assets under management $142,444,885 Number of advisors 4 advisors	$142,444,885	4 advisors
10	Assets under management $119,133,529 Number of advisors 4 advisors	$119,133,529	4 advisors

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We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.

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Methodology

To find the top financial advisors in Palm Beach Gardens, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.

Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.

Hood River Capital Management LLC
Hood River Capital Management LLC is a financial advisor firm located in Palm Beach Gardens, FL. The firm was co-founded in 2013 by Brian P. Smoluch, David G. Swank, Rohan B. Kumar, and Lance R. Cannon. Brian Smoluch, David Swank, Rohan Kumar, and Lance Cannon serve as portfolio managers/analysts at the firm. Brian Smoluch received his Bachelor of Science degree in Commerce from the University of Virginia and his Master’s degree in Business Administration from Harvard Business School. David Swank holds a Bachelor of Science degree in Commerce from the University of Virginia and a Master’s degree in Business Administration from the Tuck School of Business at Dartmouth College. Rohan Kumar has a Bachelor of Technology in electrical engineering from the Indian Institute of Technology, a Master's from Harvard’s Kennedy School, and an M.B.A. from The Wharton School at the University of Pennsylvania. Lance Cannon earned his Bachelor of Science degree in business management from Brigham Young University and his M.B.A from The Anderson School of Management at the University of California, Los Angeles. The firm does not disclose any disciplinary information for the advisors. They do not engage in any other outside business activities or receive additional compensation from third parties for providing advisory services. The Board of Directors supervises the advisors at Hood River Capital Management LLC.
$2,780,659,201 under management
16 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Collective Investment Trust
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Dakota Wealth, LLC
Dakota Wealth, LLC is a financial advisory firm based in Palm Beach Gardens, Florida. It currently has approximately $2,543,353,391 of assets under management and employs about 57 people. Dakota Wealth, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
$2,543,353,391 under management
57 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Pension Consulting Services
Selection Of Other Advisers
Outsourced Investment Advisory Services For Other Advisers
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Martin Investment Management, LLC
Martin Investment Management, LLC is an independent investment adviser registered with the SEC, succeeding Martin & Co. established in March 1989. The firm specializes in equity-oriented investments, focusing on fundamental investing. Their strategies include long-term equity investments, Eco-Investing, Tortue Capital™ for international investments, and Martin Signature for companies supporting women in leadership. The firm manages over $879.37 million in client assets, primarily on a discretionary basis. Fees are typically 1.5% of assets under management, subject to negotiation. Performance-based fees may apply, with potential conflicts managed through a Code of Ethics. Clients include individuals, high net worth individuals, trusts, and institutions, with a minimum account size of $500,000. Investment strategies involve fundamental and technical analysis, with a focus on quality and growth. The firm does not receive commissions from recommended products and discloses potential risks associated with each investment strategy. Clients have investment discretion, and the firm does not serve as a custodian. Martin Investment Management does not have any disciplinary history and maintains a Code of Ethics to ensure client interests are prioritized. They conduct quarterly account reviews and may vote proxies on behalf of clients upon request. The firm has no financial impairments affecting client commitments.
$875,365,299 under management
12 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
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
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Zega Financial, LLC
ZEGA Financial, LLC is a registered investment adviser established in 2011, with its primary place of business in West Palm Beach, Florida. The firm offers Portfolio Management Services tailored to individual clients and Sub-Advisor Services for other registered investment advisors. ZEGA Financial sponsors a wrap-fee program providing asset management and brokerage services for a single, all-inclusive fee. Clients grant discretionary authority for account management, allowing the firm to make investment decisions on their behalf. The firm charges an annual wrap fee ranging from 1.75% to 2.50%, with negotiable fees based on individual circumstances. Assets are held at Charles Schwab & Co., Inc., the custodian and executing broker/dealer for program accounts. ZEGA Financial primarily advises on broad market and sector ETFs, equities, and index futures, along with options for hedging strategies. The firm offers discretionary and non-discretionary portfolio management services, conducting ongoing account reviews and providing regular reports to clients. ZEGA Financial does not accept performance-based fees in the wrap account but may do so for qualified clients in standard portfolio management services, engaging in side-by-side management. The firm employs various investment strategies, including charting analysis, technical analysis, fundamental analysis, cyclical analysis, risk analysis, and probability pricing analysis. Clients are advised to consult with a tax professional due to potential tax implications of investment strategies. ZEGA Financial maintains a Code of Ethics, ensuring compliance with securities laws and safeguarding client interests. The firm discloses its privacy policy, client referral compensation arrangements, and trade error policies. Additionally, ZEGA Financial does not determine eligibility for class action lawsuits or participate in litigation on behalf of clients.
$513,397,123 under management
9 advisors
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)
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Otter Creek Advisors, LLC
Otter Creek Advisors, LLC is a registered investment adviser based in Palm Beach Gardens, Florida, established in 2014. The firm's principal owners are Tyler C. Walling, Gordon T. Williams, Cory Reed, and Justin Beals. Otter Creek Advisors offers investment management services for a registered mutual fund, the Otter Creek Long/Short Opportunity Fund, and separately managed accounts. The firm employs a long/short investment strategy to seek long-term capital appreciation. For the Mutual Fund, the management fee is 1.35% based on average daily net assets. For separately managed accounts, fees are negotiable based on factors such as account size and complexity. The firm requires discretionary authority to manage client accounts, allowing them to make investment decisions without prior client approval. Otter Creek Advisors primarily invests in U.S. securities, including common stocks, preferred stocks, ADRs, and corporate debt. As of December 31, 2024, the firm manages $158,624,336 in net assets. The firm does not charge performance-based fees and acts as a fiduciary, aiming to act in the best interests of clients. Clients receive account statements from independent custodians quarterly. Otter Creek Advisors exercises limited custody over client funds, and client securities are held with qualified custodians. The firm does not have any reportable disciplinary information and has no financial commitments impairing its ability to meet obligations.
$214,621,741 under management
5 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
See full profile
Alpha Beta Gamma Wealth Management
Alpha Beta Gamma Wealth Management is a Limited Liability Company established in November 2005 by Curtis Lee Lyman. The firm offers portfolio management services tailored to individual client goals, risk tolerance, and time horizons. Services include investment strategy, asset allocation, and regular portfolio monitoring. Clients are granted discretionary authority for trading, allowing ABG Wealth to make investment decisions on their behalf. The firm operates as a fiduciary, prioritizing client interests and avoiding practices that may advantage or disadvantage certain portfolios. ABG Wealth specializes in mutual funds, fixed income securities, equities, ETFs, and other investments, with a minimum account size of $100,000. Fees are based on a tiered structure, ranging from 1.00% to 0.55% of assets under management. Clients may be charged a minimum platform fee of $75 per quarter per account. ABG Wealth does not participate in wrap fee programs and does not accept performance-based fees. The firm's investment strategies include long-term trading, margin transactions, and options trading, with a focus on risk management and client education on potential investment risks. ABG Wealth's methods of analysis encompass charting, cyclical, fundamental, quantitative, and technical analysis to inform investment decisions. The firm does not vote on proxies for client securities and does not require prepayment of fees exceeding $1,200 per client.
$196,841,623 under management
5 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Educational Seminars/workshops
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Convergence Investment Partners, LLC
Convergence Investment Partners, LLC, located in Palm Beach Gardens, FL, is led by David Abitz, CFA®, who serves as the Chief Investment Officer. With a Master of Business Administration from the University of Wisconsin –Madison and a Bachelor of Finance from the University of Wisconsin -Oshkosh, Abitz has been in his current role since December 2008. As a Chartered Financial Analyst®, he upholds the CFA Institute's Code of Ethics and Standards of Professional Conduct. Abitz is responsible for investment decisions and performance at Convergence, where he oversees all investment advisory activities. Clients can reach him directly at (561) 494-8001. The firm does not disclose any disciplinary information, other business activities, or additional compensation related to Abitz. Clients can access more information about him on the SEC's website. Convergence Investment Partners, LLC, under Abitz's leadership, operates with a focus on providing investment advice in line with compliance policies and procedures.
$190,730,733 under management
6 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
See full profile
Poinciana Advisors Group, LLC
Poinciana Advisors Group (PAG) is a registered investment adviser based in Palm Beach Gardens, FL, established in 2006. The firm manages investment portfolios for individuals, retirement plans, corporations, and small businesses. PAG offers discretionary and nondiscretionary portfolio management services, utilizing a mix of no-load mutual funds, ETFs, closed-end interval funds, and individual equity securities. The firm's investment strategy is rooted in Modern Portfolio Theory, emphasizing diversified portfolios and long-term asset allocation decisions over market timing. PAG charges fees based on a percentage of assets under management, with annual fees ranging from 1.25% to 0.30%. The minimum account size for investment management services is generally $1,000,000, but negotiable under certain circumstances. PAG also provides advisory services for employee retirement benefit plans and offers a Securities Based Lending Program through Fidelity. The firm does not charge performance-based fees and acts as a fiduciary, prioritizing clients' best interests. PAG does not vote proxies on behalf of clients and has no disciplinary information to report. Clients receive quarterly performance reports and statements from the custodian holding their assets. PAG has no financial commitments impairing its ability to meet client obligations.
$183,803,512 under management
3 advisors
Fee structure
A percentage of assets under your management
Fixed fees
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)
Pension Consulting Services
Selection Of Other Advisers
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Pursuit Wealth Managment LLC
Pursuit Wealth Management, LLC is a registered investment adviser founded in 2020 by Christian D. Searcy, Jr. and Melanie Martinez McDonald. The firm offers personalized investment management and financial advisory services to individual and institutional investors. Pursuit Wealth Management operates under a fiduciary standard of care and provides portfolio management services through a wrap fee program. The maximum annual advisory fee is 1.75% based on assets under management, payable quarterly in advance. Clients may incur additional fees from custodians, brokers, and third parties. The firm offers a variety of advisory services, including investment and wealth management, financial planning, and fiduciary services for plan sponsors. Pursuit Wealth Management manages client portfolios on a discretionary basis and may utilize third-party money managers. The firm's investment strategies involve a combination of active and passive strategies tailored to individual client needs and risk profiles. Pursuit Wealth Management does not charge performance-based fees or engage in side-by-side management. Clients have the flexibility to impose reasonable restrictions on account management. The firm also provides financial planning and consulting services, including business planning, risk management, and retirement plan consulting. Pursuit Wealth Management discloses potential conflicts of interest related to affiliated entities and employee personal trading activities. The firm conducts periodic reviews of client accounts and provides regular performance reports. Pursuit Wealth Management does not pay referral fees and maintains a sound financial condition without any impairments to client commitments.
$142,444,885 under management
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
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)
Pension Consulting Services
See full profile
Nexwealth LLC
NexWealth, LLC is an SEC-registered investment advisor based in Florida, established in 2020. The firm offers investment management services tailored to individual objectives, risk tolerance, and liquidity needs. Clients can engage NexWealth on a discretionary basis, allowing the firm to manage assets in equities, fixed income, mutual funds, ETFs, and more. Financial planning services, including estate planning, are provided at no additional cost. As of the most recent fiscal year, NexWealth actively manages approximately $132 million of client assets. The firm operates on a fee-only basis, with fees calculated quarterly based on a percentage of assets under management. NexWealth may invest in affiliated mutual funds, with fees paid to the affiliate. The firm does not engage in performance-based fees and acts in a fiduciary capacity. Clients receive regular reports and have the option to request changes to their investment strategy. NexWealth does not vote client securities and does not accept authority to do so. The firm maintains a Code of Ethics and does not participate in principal trades or agency cross transactions. Clients are encouraged to review custodial statements for accuracy.
$119,133,529 under management
4 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
See full profile

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Methodology

Top advisors in Florida

Altamonte Springs,Aventura Bay Harbor Islands Bellair Bluffs Boca Raton Bonita Springs Boynton Beach Bradenton Casselberry Clearwater Clermont Cocoa Beach Coconut Grove Coral Cables Coral Gables Coral Springs Davie Deerfield Beach Delray Beach Destin Doral Estero Fleming Island Fort Lauderdale Fort Myers Ft. Lauderdale Gainesville Hallandale Beach Holly Hill Hollywood Jacksonville Jacksonville Beach Jupiter Key Biscayne Key Largo Lake City Lakeland Lake Mary Lake Worth Largo Longboat Key Longwood Lutz Maitland Melbourne Miami Miami Beach Naples Neptune Beach New Port Richey North Bay Village North Miami North Miami Beach North Palm Beach Ocala Orlando Palm Beach Palm Coast Palmetto Bay Pensacola Pensacola Beach Plantation Pompano Beach Ponte Vedra Beach Port Orange Rockledge Rosemary Beach Safety Harbor Saint Augustine Saint Petersburg Sarasota Satellite Beach Seminole South Miami St Petersburg Stuart Sunny Isles Beach Tallahassee Tampa The Villages Venice Vero Beach Wellington Weston West Palm Beach Winter Haven Winter Park W. Palm Beach

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