Top advisors in Palm Beach

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 Beach
# Financial advisor Assets under management Number of advisors
1 $610,775,812 5 advisors
2 $513,436,726 6 advisors
3 $369,114,824 5 advisors
4 $304,775,813 4 advisors
5 $149,796,631 8 advisors

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.

  • 1. 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.

    See full profile

  • 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)

    See full profile

  • 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)

    See full profile

  • 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

    See full profile

  • 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

    See full profile
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Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].
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