Top 10 financial advisors in West Palm Beach, FL

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

#	Company	Assets under management	Number of advisors
1	Assets under management $17,558,718,783 Number of advisors 118 advisors	$17,558,718,783	118 advisors
2	Assets under management $456,753,849 Number of advisors 13 advisors	$456,753,849	13 advisors
3	Assets under management $409,302,451 Number of advisors 6 advisors	$409,302,451	6 advisors
4	Assets under management $374,591,162 Number of advisors 11 advisors	$374,591,162	11 advisors
5	Assets under management $147,847,107 Number of advisors 2 advisors	$147,847,107	2 advisors
6	Assets under management $115,607,322 Number of advisors 2 advisors	$115,607,322	2 advisors
7	Assets under management $109,611,842 Number of advisors 2 advisors	$109,611,842	2 advisors
8	Assets under management $77,734,451 Number of advisors 3 advisors	$77,734,451	3 advisors
9	Assets under management $72,235,156 Number of advisors 1 advisors	$72,235,156	1 advisors
10	Assets under management $180,000 Number of advisors 2 advisors	$180,000	2 advisors

Just 2 minutes to apply

Free first consultation

No unsolicited calls

Get matched with an advisor

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.

Get matched with an advisor

Methodology

To find the top financial advisors in West Palm Beach, 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.

Smartx Advisory Solutions
SMArtX Advisory Solutions LLC, also known as SMArtX, is an investment management firm specializing in providing investment management and advisory services through other financial services firms. Established in 2018, SMArtX has assets under management totaling $22.9 billion as of February 15, 2024. The firm offers access to various investment strategies and models through its Platforms, allowing advisors to create and manage unified managed accounts (UMAs). Clients can select models provided by SMArtX, traditional asset managers, hedge funds, or index providers, with each model manager providing content and historical performance data. SMArtX offers an Advisor as a Portfolio Manager (APM) feature, allowing clients to direct a portion of their assets within the UMAs. The firm also provides an extension of its platform services called "SMArtY," offering professionally managed models without a platform fee. Additionally, SMArtX offers investment solutions and market research services, including third-party money manager evaluation. The firm charges fees based on a Platform Fee, Model Fee, and Advisor Fee, with fees typically ranging from 0.05% to 2.00% per annum. SMArtX acts as a sub-advisor to other investment advisors and does not charge performance-based fees. Clients are required to have a minimum of $30,000 to open a UMA, which can be waived in certain cases. The firm does not have any disciplinary actions to disclose and maintains a Code of Ethics to ensure compliance with federal securities laws. SMArtX does not have physical custody of assets and provides daily reconciliation of UMAs. The firm does not vote on client securities and has no financial commitments that impair its ability to meet contractual obligations.
$17,558,718,783 under management
118 advisors
Fee structure
A percentage of assets under your management
Fixed fees
OCIO SERVICES
Services offered
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
See full profile
Blue Ocean Capital
Blue Ocean Capital, established on October 13, 1997, is an SEC-registered investment adviser offering investment supervisory services with discretionary assets under management totaling $456,800,000 as of December 31, 2022. The firm's services include investment strategy, asset allocation, risk assessment, and regular portfolio monitoring tailored to individual client goals and risk tolerance levels. Clients' portfolios are primarily managed on a discretionary basis, with the firm selecting investments and executing transactions without prior client approval. Blue Ocean Capital may also offer non-discretionary services based on client needs. The firm invests in various securities such as mutual funds, equities, bonds, ETFs, and others to diversify portfolios. Clients may impose restrictions on certain investments based on personal values. Blue Ocean Capital may recommend third-party money managers and private funds, with a minimum account size requirement of $1 million for investment supervisory services. The firm charges fees based on a tiered structure, with an annual fee ranging from 1.00% to 0.30% based on assets under management. Additionally, Blue Ocean Capital provides family office services, financial planning, tax, and accounting services. The firm operates as a fiduciary, acting in the best interests of clients, and does not accept performance-based fees. Clients include individuals, high-net-worth individuals, pension plans, trusts, estates, charitable organizations, and corporations, with a minimum account size of $1 million. Blue Ocean Capital uses fundamental analysis and modern portfolio theory to construct diversified portfolios, considering clients' financial goals and risk tolerance. The firm has no disciplinary actions to disclose and provides full custody services, with client accounts reviewed quarterly. Clients receive account statements directly from the custodian and are urged to compare them with reports from Blue Ocean Capital for accuracy.
$456,753,849 under management
13 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
Selection Of Other Advisers
See full profile
Affiliated Private Investors LLC
Affiliated Private Investors, LLC is an independent financial advisor firm established in 1995 by managing partner Brian McNally. Specializing in private multi-family office services, the firm caters to affluent individuals and families, offering custom asset allocation, manager selection, private and direct investing, estate planning, and research. API does not follow a one-size-fits-all approach, providing personalized financial planning tailored to each client's circumstances. The firm manages $486 million on a discretionary basis for high-net-worth individuals and entities. API charges a flat fee of 0.5% on assets under management, with full fee transparency and no additional charges unless agreed upon with the client. The firm conducts thorough research and analysis for investment opportunities, focusing on long-term value creation, free cash flow generation, competitive advantages, and management alignment. API offers a range of services including portfolio monitoring, estate planning, and investment education. The firm does not participate in wrap fee programs and does not charge performance-based fees to clients. API's investment strategies encompass various asset classes, with a focus on risk management and client-specific portfolio construction. The firm emphasizes best execution practices, research-driven decision-making, and compliance with a written Code of Ethics. Clients receive quarterly reports, account statements, and annual financial reviews, with the option for discretionary management and proxy voting services.
$409,302,451 under management
6 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 Pooled Investment Vehicles
Selection Of Other Advisers
See full profile
Global Trust
Global Trust Asset Management, LLC, established in 2007, offers investment management, tax planning, estate planning, and retirement planning for individuals, corporations, trusts, and other entities. The firm is fee-only, managing approximately $440,463,318 in client assets as of December 31, 2024, with a focus on individualized asset management services. Global Trust utilizes a variety of investment strategies, including exchange-traded options strategies, with a goal of adding 2 to 4% of additional return. The firm's investment philosophy emphasizes market efficiency, asset allocation, diversification, and low costs. Clients can expect continuous account reviews triggered by various events, annual performance evaluation reports, and ongoing retirement plan consulting and asset management services. Global Trust charges an annual management fee based on assets under management, with negotiable fees and account minimums. The firm does not charge performance-based fees and acts as a fiduciary for clients. Clients have the option to direct brokerage, with the firm using Fidelity and Charles Schwab for transactions. Global Trust does not vote proxies on behalf of clients and has no financial conditions that would impair its ability to meet obligations.
$374,591,162 under management
11 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)
See full profile

Not sure which one to choose?

Get matched with an advisor

Aft, Forsyth And Company, Inc.
Aft, Forsyth and Company, Inc. is a financial advisory firm based in West Palm Beach, FL, established in September 2005. The firm specializes in providing discretionary portfolio management services customized to clients' investment objectives, risk tolerance, and financial needs. As of December 31, 2024, the firm managed total discretionary assets of $232,784,780. For portfolio management services, fees are billed monthly based on the asset value at month-end, with rates ranging from 0.12% to 0.07% depending on the portfolio size. The firm may aggregate accounts within the same household to meet minimum account size requirements. Clients have the option to terminate the agreement within five days of execution without penalty. Aft, Forsyth and Company utilizes fundamental, technical, and economic analysis for security selection and investment strategies. The firm primarily invests in cash, equities, and fixed income securities, with strategies tailored to market conditions and client circumstances. The firm acts as a fiduciary, emphasizing client interests and maintaining a Code of Ethics to ensure transparency and integrity in client transactions. Larry N. Aft, the President and Chief Compliance Officer, oversees the firm's compliance with regulations and ethical standards. Aft, Forsyth and Company does not engage in soft dollar arrangements, directed brokerage, or receive compensation for client referrals. The firm holds custody of client assets at Charles Schwab, a qualified custodian, and provides annual account reviews to ensure alignment with client needs. Clients have the option to review the firm's full Code of Ethics upon request.
$147,847,107 under management
2 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
See full profile
Sea Hunter Capital
Castle Island Wealth, a registered investment adviser based in Palm Beach Gardens, Florida, has been providing investment advisory services since January 2018. The firm offers discretionary and non-discretionary portfolio management services tailored to meet clients' needs and investment objectives. Clients can choose to have their assets managed using a predefined strategy or model portfolios developed by the firm. Castle Island Wealth may also use sub-advisers to manage a portion of client accounts on a discretionary basis. The firm provides financial planning services, financial consulting services, and pension consulting services to employee benefit plans. Clients must have a minimum of $1,000,000 to open and maintain an advisory account, although this minimum may be waived under certain circumstances. The firm charges an annual fee based on a percentage of assets under management, with fees negotiable depending on individual circumstances. Castle Island Wealth does not accept performance-based fees or participate in side-by-side management. The firm does not have any disciplinary information to report. Clients have the option to grant discretionary authority to manage their accounts, and the firm does not vote proxies on behalf of clients. Castle Island Wealth uses Charles Schwab & Co., Inc. as the custodian for client accounts and does not have custody of client funds or securities. The firm does not receive compensation for client referrals and does not engage in directed brokerage. Clients receive ongoing account monitoring and reviews, and the firm does not vote proxies on behalf of clients. Castle Island Wealth prioritizes client privacy and has policies in place to protect personal information. The firm does not vote proxies on behalf of clients and does not participate in class action lawsuits on behalf of clients. Clients are advised on IRA rollover considerations and trade errors are promptly addressed by the firm.
$115,607,322 under management
2 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Advisory Consulting
See full profile

Not sure which one to choose?

Get matched with an advisor

Financial Planning Concepts Of America, Inc.
Financial Planning Concepts of America, Inc. is a registered investment adviser located in West Palm Beach, FL. The firm specializes in creating and managing client investment portfolios tailored to individual needs, objectives, and risk tolerance. Established by Joseph R. Marchese, CFP, the firm was acquired by World on February 1, 2019. FPCA offers financial planning services covering areas such as portfolio review, retirement planning, estate planning, and investment tax planning. The firm manages $138,000,214 in discretionary assets and $17,480,794 in non-discretionary assets as of December 31, 2024. Fees are based on a percentage of assets under management, ranging from 0.45% to 1.4% annually, with a one-time set-up fee of up to 1% of total assets. FPCA primarily custodies assets at Fidelity Investments. The firm's investment strategy focuses on long-term investments diversified across various asset classes, including equities, income-producing investments, and alternative assets. FPCA does not charge performance-based fees and provides portfolio management services to individuals, high net worth individuals, and small-business retirement plans. Clients have the option to grant FPCA full discretion over their accounts, with reviews conducted at least annually to ensure alignment with investment objectives.
$109,611,842 under management
2 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
See full profile
Carl Domino Inc.
Carl Domino Inc. is a registered investment advisor based in West Palm Beach, Florida, established in August 2004. The firm offers discretionary and non-discretionary investment management services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. Clients have the option to grant full discretion to the firm to manage their accounts, including determining securities to be bought/sold, broker dealers to be used, and commission rates to be paid. The firm tailors investment advice to meet clients' needs and objectives, providing continuous supervision and portfolio re-optimization. The investment strategy focuses on large-cap value stocks with a dividend yield of over 1.8% and may include bonds when deemed appropriate. Carl Domino Inc. charges an annual fee of 1.00% of the market value of assets under management, billed quarterly in arrears. The firm does not participate in wrap fee programs and requires a minimum account size preference of $100,000. Clients may receive complimentary financial planning services. The firm is a fiduciary and does not have any material disciplinary events or conflicts of interest. Clients have the option to grant discretionary authority for trading securities, and the firm assists with proxy voting and class action lawsuits related to client securities. Mason Domino, an Investment Adviser Representative, assists in providing these services under the supervision of Carl Domino.
$77,734,451 under management
3 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)
Advisory Consulting
See full profile

Not sure which one to choose?

Get matched with an advisor

Krusen Capital Management, LLC
Krusen Capital Management LLC, established in 2009 by Charles B. Krusen, offers investment supervisory services to pooled investment vehicles and advisory clients investing in hedge funds, private credit funds, and drawdown funds. The firm may recommend third-party managers and allows clients to impose restrictions on investments based on their values. The minimum account size is $100,000, potentially waived based on client needs. Fees, ranging from 0% to 1% annually, are negotiable and billed quarterly in advance. Clients are responsible for third-party fees and underlying fund expenses. KCM employs fundamental and quantitative analysis, monitoring investments monthly or quarterly. Investment strategies include long-term investing, short sales, margin transactions, and options trading. Risks involve market fluctuations, illiquidity, and specific security risks. KCM acts as a fiduciary, with no disciplinary events, and does not accept performance-based fees. The firm does not have custody of client funds, provides regular reports, and does not accept economic benefits for advice. KCM has discretionary authority for pooled investment vehicles but not for advisory clients. Clients retain voting rights for their securities, and KCM does not solicit prepayment of fees or have financial conditions impairing client commitments. No bankruptcy petitions have been filed in the last ten years.
$72,235,156 under management
1 advisor
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
Selection Of Other Advisers
See full profile
Boggess Asset Management
David M. Boggess is the Managing Partner and Chief Investment Officer of Boggess Asset Management, LLC, established in May 2021. He also serves as the Managing Partner of Boggess Advisory Group, LLC, a consulting firm offering General Management services to Fortune 1000 clients. David holds an MBA in Advanced Finance from Columbia University and the London School of Economics. He does not engage in any other investment-related business activities. As an Investment Adviser Representative, David does not receive compensation from any entity other than Boggess Asset Management, LLC for providing advisory services. He is subject to the firm's compliance policies and procedures, ensuring adherence to fiduciary obligations. Clients' investments are monitored to maintain consistency with fiduciary duties. David has no disciplinary history or involvement in events that could impact his suitability as an advisor. Clients can contact Rex Taylor, the Chief Compliance Officer, for any compliance-related inquiries. David Boggess has a clean record and is committed to providing transparent and ethical investment advisory services.
$180,000 under management
2 advisors
Fee structure
A percentage of assets under your management
Hourly charges
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)
Advisory, E.g., Portfolio Analysis
See full profile

Commitment

Get matched with an advisor

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 Beach Gardens 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 Winter Haven Winter Park W. Palm Beach

It's quick and easy to find the right financial advisor for you

Visit Unbiased.com — your resource to find independent financial advice focused on your needs

Answer a few questions about your needs.

Match with an advisor

Connect with your perfectly matched financial advisor.
Your first meeting is free.

Frequently asked questions