Top 10 advisors in Palm Beach Gardens
We’ve curated a list of the best financial advisors in Palm Beach Gardens, take a look at it below
Find an advisor in Palm Beach Gardens1. Lighthouse Investment Partners, LLC
Assets under management
$53,496,955,104
Fee structure
A percentage of assets under your management
Performance-based fees
REIMBURSEMENT OF EXPENSES
Services offered
Portfolio Management For Pooled Investment Vehicles
Selection Of Other Advisers
2. Hood River Capital Management LLC
Assets under management
$2,780,659,201
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
3. Dakota Wealth, LLC
Assets under management
$2,543,353,391
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
4. Martin Investment Management, LLC
Assets under management
$875,365,299
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
5. Zega Financial, LLC
Assets under management
$513,397,123
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)
6. Priderock Fund Management Partners, LLC
Assets under management
$322,499,458
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
- Not sure which one to choose?Use our smart matching tool
7. Otter Creek Advisors, LLC
Assets under management
$214,621,741
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)
8. Alpha Beta Gamma Wealth Management
Assets under management
$196,841,623
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
9. Convergence Investment Partners, LLC
Assets under management
$190,730,733
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)
- Not sure which one to choose?Use our smart matching tool
10. Poinciana Advisors Group, LLC
Assets under management
$183,803,512
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
How we came up with this list
To generate our top financial advisors list in Palm Beach Gardens, 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 Gardens. 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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