Fiduciary advisors in Palm Beach, FL

13 registered advisers

Palm Beach is one of America's most concentrated pockets of dynastic wealth, where estate planning and intergenerational transfer dominate advisory practice, and 13 SEC-registered fiduciary firms serve local investors. Fee-only firms account for 13 of the 13 registered practices, or about 100% of the local market. All data is sourced from SEC Form ADV filings and updated as new disclosures become available.

1789 CAPITAL MANAGEMENT

Fee-OnlyAlso Compensated via Product Sales
Palm Beach, FloridaCRD #335007
Typical Fee--
AUM$861M
Minimum--
Clients16

ALPHABOND LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Palm Beach, FloridaCRD #336339
Typical Fee--
AUM$243M
Minimum--
Clients2

ALPINE ASSOCIATES MANAGEMENT INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Palm Beach, FloridaCRD #138901
Typical Fee--
AUM$2.4B
Minimum--
Clients11

ARBOR INVESTMENTS MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Palm Beach, FloridaCRD #157442
Typical Fee--
AUM$4.0B
Minimum--
Clients11

BASSAM WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Palm Beach, FloridaCRD #330695
Typical Fee--
AUM$222M
Minimum--
Clients94

DOCK STREET ASSET MANAGEMENT INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Palm Beach, FloridaCRD #111163
Typical Fee--
AUM$906M
Minimum--
Clients398

DUDLEY & SHANLEY, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Palm Beach, FloridaCRD #157515
Typical Fee--
AUM$713M
Minimum--
Clients49

GENROCK CAPITAL MANAGEMENT, LP

Fee-Only, No ConflictsClean Record
Palm Beach, FloridaCRD #290265
Typical Fee--
AUM$248M
Minimum--
Clients2

HARLAN CAPITAL PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Palm Beach, FloridaCRD #163718
Typical Fee--
AUM$324M
Minimum--
Clients7

HARVEY CAPITAL MANAGEMENT INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Palm Beach, FloridaCRD #106224
Typical Fee--
AUM$523M
Minimum--
Clients173

HUDSON VALUE PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Palm Beach, FloridaCRD #301325
Typical Fee--
AUM$531M
Minimum--
Clients477

MUIRFIELD CAPITAL GLOBAL ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Palm Beach, FloridaCRD #287547
Typical Fee--
AUM$89M
Minimum--
Clients2

SEGRA CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Palm Beach, FloridaCRD #167306
Typical Fee--
AUM$533M
Minimum--
Clients3
Fiduciary Advisors in Palm Beach, Florida | FiduciaryListings