Top financial advisors in Wellington, FL
We’ve curated a list of the best financial advisors in Wellington, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$1,536,358,579
Number of advisors
27 advisors
| $1,536,358,579 | 27 advisors | |
| 2 |
Assets under management
$300,000,000
Number of advisors
4 advisors
| $300,000,000 | 4 advisors | |
| 3 |
Assets under management
$96,400,000
Number of advisors
4 advisors
| $96,400,000 | 4 advisors |
Commitment
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.
Methodology
To generate our top financial advisors list in Wellington, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Wellington. 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.
Spearhead Capital Advisors, LLC
Spearhead Capital Advisors, LLC is a financial advisory firm based in Wellington, Florida. It currently has approximately $1,536,358,579 of assets under management and employs about 27 people. Spearhead Capital Advisors, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
$1,536,358,579 under management
27 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Pooled Investment VehiclesSelection Of Other AdvisersXanthos Capital Management Lp
Xanthos Capital Management LP is a financial advisor firm established in 2022 by Hal Lehr, based in Wellington, Florida. The firm specializes in providing discretionary investment advice to a private investment fund with regulatory assets under management of $300,000,000 as of December 31, 2023. Xanthos Capital Management LP negotiates management fees annually with the fund's general partner and receives an annual performance fee based on net trading profits. The firm's investment strategy includes a global macro approach, investing across various sectors and utilizing instruments such as foreign exchange, fixed income, commodities, equities, options, and futures. Xanthos Capital Management LP operates with a focus on risk management, leveraging the expertise of the fund's general partner to monitor trading activities and investment risks. The firm does not have a general fee schedule and bears various fees and expenses related to the fund's activities. Xanthos Capital Management LP does not engage in soft dollars and does not exercise custody over client assets. The firm reviews client accounts daily, does not vote proxies, and has not disclosed any disciplinary information or financial details in the brochure.
$300,000,000 under management
4 advisors
Fee structure
Performance-based fees
ANNUALLY NEGOTIATED MANAGEMENT FEE
Services offered
Portfolio Management For Pooled Investment VehiclesDavis Private Wealth, LLC
Davis Private Wealth, LLC is a Registered Investment Adviser founded in October 2016 and based in Wellington, Florida. The firm offers portfolio management services tailored to individual client goals, risk tolerance, and time horizons. Clients receive Investment Policy Statements outlining their current financial situation. Davis Private Wealth requests discretionary authority from clients to select securities and execute transactions without prior permission. The firm's investment philosophy focuses on long-term trading strategies, aiming to provide fair and equitable allocation of investment opportunities among clients. Davis Private Wealth does not offer wrap programs but provides financial planning/consulting services, including customized valuation reports for dental practices and retainer services for ongoing financial planning needs. The firm charges portfolio management fees based on a tiered structure, with a minimum portfolio value set at $400,000. Financial planning/consulting fees can be fixed or hourly. Clients may terminate the agreement within five business days for a full refund. The firm does not have performance-based fees or side-by-side management. Davis Private Wealth generally serves individuals, high-net-worth individuals, and retirement plans, with a minimum portfolio value of $400,000 for advisory services. The firm's investment strategies include fundamental analysis, modern portfolio theory, quantitative analysis, and technical analysis. Clients' accounts are reviewed quarterly, and the firm provides written reports detailing account information. Davis Private Wealth does not accept compensation for the sale of investment products and has no disciplinary events to report. The firm recommends custodians/broker-dealers based on best execution practices and receives economic benefits from Charles Schwab, Altruist, and Betterment. Clients have the option of granting discretionary authority for investment decisions, and the firm does not accept voting authority for client securities.
$96,400,000 under management
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small Businesses
Commitment
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.
Methodology
To generate our top financial advisors list in Wellington, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Wellington. 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.
Your first meeting is free.