City
Wealth management firms in Palm Beach Gardens, Florida
As of October 2, 2026, 39 wealth management firms, including broker-dealer firms, with their main office in Palm Beach Gardens, Florida reported $27.8 billion in regulatory assets under management; the largest by assets was Dakota Wealth, LLC, with $6.9 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 39
- Regulatory assets under management
- $27.8 billion
- Average per firm
- $713.9 million
- SEC-registered, of those listed
- 17 of 39 (43.6%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Dakota Wealth, LLC | SEC | $6.9 billion | 11,161 |
| 2 | Gladstone Wealth Partners Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $5.7 billion | 18,794 |
| 3 | GWN Securities Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $4.8 billion | 66,025 |
| 4 | Money Concepts Advisory Service Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $4.1 billion | 17,032 |
| 5 | Lri Investments | SEC | $2.8 billion | 1,542 |
| 6 | Atticus Wealth Management | SEC | $565.3 million | 1,105 |
| 7 | Global Trust | SEC | $450.2 million | 799 |
| 8 | Poinciana Advisors Group, LLC | SEC | $396.0 million | 309 |
| 9 | Udine Wealth Management Inc. | SEC | $273.9 million | 611 |
| 10 | Win Advisors, Inc Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $266.8 million | 1,941 |
| 11 | Center for Asset Management, LLC | SEC | $257.1 million | 939 |
| 12 | Guiry Capital Management, LLC | SEC | $204.3 million | 56 |
| 13 | Nexwealth LLC | SEC | $172.2 million | 172 |
| 14 | Resnick Wealth Alliance, LLC | SEC | $121.1 million | 110 |
| 15 | Castle Island Wealth | SEC | $117.2 million | 233 |
| 16 | Montello Wealth Management, Inc. | SEC | $108.4 million | 502 |
| 17 | Optimist Capital | State | $96.7 million | 70 |
| 18 | Your Planning Partner LLC | State | $90.7 million | 260 |
| 19 | Digital Asset Investment Management | State | $80.0 million | 255 |
| 20 | Retirement Income Strategies Inc. | State | $73.2 million | 189 |
| 21 | Stamberger Capital Management, LLC | State | $65.8 million | 33 |
| 22 | Divergent Capital Asset Management LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $50.1 million | 69 |
| 23 | Blue Line Capital Advisors | State | $46.2 million | 88 |
| 24 | Grey Rhodes Advisors, LLC | State | $43.6 million | 110 |
| 25 | Registered Investment Advisors, LLC | State | $39.7 million | 50 |
| 26 | Springtru, LLC | State | $28.9 million | 111 |
| 27 | Rollingwave Capital | State | $21.0 million | 88 |
| 28 | Wellth Financial Planning | State | $12.2 million | 96 |
| 29 | Featherstone Investment Advisory | State | $11.1 million | 55 |
| 30 | Investment Advisors of America, LLC | State | $8.8 million | 16 |
| 31 | Conservation Capital, LLC | State | $8.6 million | 7 |
| 32 | Kuyrkendall Capital | State | $4.5 million | 36 |
| 33 | Bellerive Capital, LLC | SEC | $0 | 0 |
| 34 | Elm Wealth Advisory | State | $0 | 0 |
| 35 | Graysbrook Investment Partners | State | $0 | 0 |
| 36 | Spalding, Steven | State | $0 | 0 |
| 37 | The Grimm Group | State | $0 | 0 |
| 38 | Wealth with Wisdom Advisors, Inc. | State | $0 | 0 |
| 39 | Zachary Financial Consultants LLC | State | $0 | 0 |
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.