City
Wealth management firms in North Palm Beach, Florida
As of October 2, 2026, 6 wealth management firms, including broker-dealer firms, with their main office in North Palm Beach, Florida reported $3.8 billion in regulatory assets under management; the largest by assets was Certuity, LLC, with $3.3 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 6
- Regulatory assets under management
- $3.8 billion
- Average per firm
- $634.5 million
- SEC-registered, of those listed
- 3 of 6 (50.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Certuity, LLC | SEC | $3.3 billion | 1,828 |
| 2 | Primoris Wealth Advisors, LLC | SEC | $230.0 million | 552 |
| 3 | Aureum Wealth Management, LLC | SEC | $150.6 million | 248 |
| 4 | Landing Financial Group, Inc. | State | $64.0 million | 197 |
| 5 | Holden Family Office, LLC | State | $39.9 million | 135 |
| 6 | Farrar Wealth Management, LLC | State | $21.1 million | 112 |
Wealth management firms in Florida, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.