Top 10 advisors in West Palm Beach
We’ve curated a list of the best financial advisors in West Palm Beach, take a look at it below
Find an advisor in West Palm Beach| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $93,207,362,818 | 535 advisors | ||
| 2 | $61,660,253,000 | 24 advisors | ||
| 3 | $17,558,718,783 | 118 advisors | ||
| 4 | $17,143,211,342 | 55 advisors | ||
| 5 | $7,924,227,136 | 105 advisors | ||
| 6 | $5,990,433,827 | 18 advisors | ||
| 7 | $4,342,966,736 | 95 advisors | ||
| 8 | $3,265,371,579 | 8 advisors | ||
| 9 | $3,013,355,733 | 95 advisors | ||
| 10 | $1,872,637,474 | 42 advisors |
How we came up with this list
To generate our top financial advisors list in West 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 West 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. Elliott Investment Management L.p.
Assets under management
$93,207,362,818
Fee structure
A percentage of assets under your management
PERFORMANCE-BASED ALLOCATIONS
Services offered
Portfolio Management For Pooled Investment Vehicles
2. Sanders Capital, LLC
Assets under management
$61,660,253,000
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Investment Companies
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)
Portfolio Management For Chief Investment Officer Of Registrant
3. Smartx Advisory Solutions
Assets under management
$17,558,718,783
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
4. Intech
Assets under management
$17,143,211,342
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Investment Companies
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)
5. Prospect Capital Management L.p.
Assets under management
$7,924,227,136
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Investment Companies
6. Rivernorth Capital Management, LLC
Assets under management
$5,990,433,827
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Investment Companies
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)
- Not sure which one to choose?Use our smart matching tool
7. Comvest Advisors LLC
Assets under management
$4,342,966,736
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
8. Skye Global Management Lp
Assets under management
$3,265,371,579
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
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)
9. Comvest Credit Advisors, LLC
Assets under management
$3,013,355,733
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
10. Wexford Capital Lp
Assets under management
$1,872,637,474
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Your first meeting is free.