Fiduciary advisors in West Palm Beach, FL

55 registered advisers

West Palm Beach is part of South Florida's wealth corridor, serving high-net-worth retirees and seasonal residents alongside year-round professionals. Of those, 54 are fee-only practices that do not earn commissions from financial product sales.

A&M PRIVATE WEALTH PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Palm Beach, FloridaCRD #331478
Typical Fee1.00%
AUM$1.6B
Minimum--
Clients150

AFC MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Palm Beach, FloridaCRD #311281
Typical Fee--
AUM$402M
Minimum--
Clients1

AFFILIATED PRIVATE INVESTORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Palm Beach, FloridaCRD #111545
Typical Fee--
AUM$486M
Minimum--
Clients62

AFT, FORSYTH AND COMPANY, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Palm Beach, FloridaCRD #137404
Typical Fee--
AUM$233M
Minimum--
Clients179

AGNELLO FINANCIAL GROUP, INC.

Fee-OnlyAlso Compensated via Product Sales
West Palm Beach, FloridaCRD #141522
Typical Fee--
AUM$379M
Minimum--
Clients465

ALTAROCK PARTNERS LP

Fee-Only, No ConflictsClean Record
West Palm Beach, FloridaCRD #161005
Typical Fee--
AUM$5.4B
Minimum--
Clients2

ANCHOR WEALTH MANAGEMENT GROUP LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Palm Beach, FloridaCRD #329286
Typical Fee--
AUM$205M
Minimum--
Clients617

AUA PRIVATE EQUITY PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Palm Beach, FloridaCRD #170597
Typical Fee--
AUM$885M
Minimum--
Clients16

BLUE OCEAN CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Palm Beach, FloridaCRD #107833
Typical Fee--
AUM$619M
Minimum--
Clients491

BLUE SEA CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Palm Beach, FloridaCRD #169023
Typical Fee--
AUM$1.5B
Minimum--
Clients6

CENTER LAKE CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Palm Beach, FloridaCRD #174311
Typical Fee--
AUM$71M
Minimum--
Clients3

COMMONWEALTH CREDIT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Palm Beach, FloridaCRD #312541
Typical Fee--
AUM$1.9B
Minimum--
Clients2

COMVEST ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Palm Beach, FloridaCRD #160753
Typical Fee--
AUM$2.7B
Minimum--
Clients10

COMVEST CREDIT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Palm Beach, FloridaCRD #311663
Typical Fee--
AUM$7.6B
Minimum--
Clients12

COMVEST CREDIT MANAGERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Palm Beach, FloridaCRD #322342
Typical Fee--
AUM$974M
Minimum--
Clients2

COMVEST PE ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Palm Beach, FloridaCRD #338119
Typical Fee--
AUM$2.2B
Minimum--
Clients10

ELLIOTT INVESTMENT MANAGEMENT L.P.

Fee-Only, No Conflicts
West Palm Beach, FloridaCRD #307151
Typical Fee--
AUM$117.3B
Minimum--
Clients38

FACET

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Palm Beach, FloridaCRD #285961
Typical Fee2.00%
AUM$6.0B
Minimum--
Clients39,720

GIP INVESTMENT ADVISER LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Palm Beach, FloridaCRD #300541
Typical Fee--
AUM$445M
Minimum--
Clients6

GLOBAL TRUST WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Palm Beach, FloridaCRD #333458
Typical Fee--
AUM$214M
Minimum--
Clients292

GOANNA CAPITAL MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
West Palm Beach, FloridaCRD #314952
Typical Fee--
AUM$597M
Minimum--
Clients43

GORDON ASSET MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Palm Beach, FloridaCRD #137136
Typical Fee--
AUM$129M
Minimum--
Clients40

GRAMERCY FUNDS MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
West Palm Beach, FloridaCRD #152209
Typical Fee--
AUM$7.4B
Minimum--
Clients50

HARBOR ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Palm Beach, FloridaCRD #312432
Typical Fee--
AUM$852M
Minimum--
Clients10

HIGHPOST CAPITAL, LLC

Fee-Only, No ConflictsClean Record
West Palm Beach, FloridaCRD #307798
Typical Fee--
AUM$671M
Minimum--
Clients19

INTECH

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Palm Beach, FloridaCRD #119232
Typical Fee--
AUM$13.4B
Minimum--
Clients36

KRUSEN CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Palm Beach, FloridaCRD #150754
Typical Fee--
AUM$218M
Minimum--
Clients134

LANDMARK INVESTMENT PARTNERS, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Palm Beach, FloridaCRD #329543
Typical Fee--
AUM$511M
Minimum--
Clients3

LIGHTVIEW CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Palm Beach, FloridaCRD #306106
Typical Fee--
AUM$126M
Minimum--
Clients1

MYRIAD ASSET MANAGEMENT ADVISORS LLC

Fee-Only, No ConflictsClean Record
West Palm Beach, FloridaCRD #335546
Typical Fee--
AUM$381M
Minimum--
Clients1

PALM BEACH CAPITAL MANAGEMENT III, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Palm Beach, FloridaCRD #159611
Typical Fee--
AUM$935M
Minimum--
Clients15

PAULSON WEALTH MANAGEMENT INC.

Fee-OnlyAlso Compensated via Product Sales
West Palm Beach, FloridaCRD #150374
Typical Fee--
AUM$504M
Minimum--
Clients1,616

PRIORITY SENIOR SECURED INCOME MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
West Palm Beach, FloridaCRD #165500
Typical Fee--
AUM$916M
Minimum--
Clients1

PROSPECT CAPITAL MANAGEMENT L.P.

Fee-Only, No ConflictsClean Record
West Palm Beach, FloridaCRD #131018
Typical Fee--
AUM$7.2B
Minimum--
Clients4

PROSPECT CREDIT REIT ADVISOR, LLC

Fee-Only, No ConflictsClean Record
West Palm Beach, FloridaCRD #331345
Typical Fee--
AUM$3M
Minimum--
Clients1

PROSPECT ENHANCED YIELD MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
West Palm Beach, FloridaCRD #335748
Typical Fee--
AUM--
Minimum--
Clients--

RIVERNORTH CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Palm Beach, FloridaCRD #122020
Typical Fee--
AUM$6.2B
Minimum--
Clients30

RIZVI TRAVERSE MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Palm Beach, FloridaCRD #160733
Typical Fee--
AUM$522M
Minimum--
Clients32

RUGGIERO INVESTMENTS

Also Compensated via Brokerage
West Palm Beach, FloridaCRD #169180
Typical Fee--
AUM$114M
Minimum--
Clients742

SANDERS CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Palm Beach, FloridaCRD #151480
Typical Fee--
AUM$100.2B
Minimum--
Clients111

SERENGETI ASSET MANAGEMENT LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Palm Beach, FloridaCRD #156366
Typical Fee--
AUM$1.1B
Minimum--
Clients46

SIRIS CAPITAL GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Palm Beach, FloridaCRD #157798
Typical Fee--
AUM$5.4B
Minimum--
Clients12

SKYE GLOBAL MANAGEMENT LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Palm Beach, FloridaCRD #283493
Typical Fee--
AUM$5.1B
Minimum--
Clients4

SMARTX ADVISORY SOLUTIONS

Fee-Only, No ConflictsClean Record
West Palm Beach, FloridaCRD #297680
Typical Fee0.70%
AUM$26.5B
Minimum--
Clients51

SRT GROUP LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Palm Beach, FloridaCRD #330219
Typical Fee--
AUM$145M
Minimum--
Clients1

STERLING INVESTMENT MANAGEMENT

Fee-Only, No ConflictsClean Record
West Palm Beach, FloridaCRD #174707
Typical Fee--
AUM$2.3B
Minimum--
Clients13

STORR GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Palm Beach, FloridaCRD #324212
Typical Fee--
AUM$310M
Minimum--
Clients4

SUNRISE MANAGER LLC

Fee-Only, No ConflictsClean Record
West Palm Beach, FloridaCRD #330704
Typical Fee--
AUM$319M
Minimum--
Clients1

TCG STRATEGIC INCOME ADVISOR LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Palm Beach, FloridaCRD #336718
Typical Fee--
AUM--
Minimum--
Clients--

TREMBLANT CAPITAL GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Palm Beach, FloridaCRD #138743
Typical Fee--
AUM$894M
Minimum--
Clients12

TREMBLANT CAPITAL GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Palm Beach, FloridaCRD #330605
Typical Fee--
AUM$147M
Minimum--
Clients1

TRIARTISAN CAPITAL ADVISORS LLC

Fee-Only, No ConflictsClean Record
West Palm Beach, FloridaCRD #324138
Typical Fee--
AUM$1.3B
Minimum--
Clients11

VELVET SEA VENTURES

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Palm Beach, FloridaCRD #317632
Typical Fee--
AUM$204M
Minimum--
Clients8

WEXFORD CAPITAL LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Palm Beach, FloridaCRD #108726
Typical Fee--
AUM$1.3B
Minimum--
Clients17

WHALEROCK POINT PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Palm Beach, FloridaCRD #140781
Typical Fee--
AUM$1.0B
Minimum--
Clients345
Fiduciary Advisors in West Palm Beach, Florida | FiduciaryListings