City
Independent RIAs in Palm Beach, Florida
As of October 2, 2026, 8 independent wealth management RIAs with their main office in Palm Beach, Florida reported $3.7 billion in regulatory assets under management; the largest by assets was Dock Street Asset Management Inc, with $1.1 billion.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 8
- Regulatory assets under management
- $3.7 billion
- Average per firm
- $457.1 million
- SEC-registered, of those listed
- 6 of 8 (75.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Dock Street Asset Management Inc | SEC | $1.1 billion | 437 |
| 2 | Dudley & Shanley, Inc. | SEC | $746.8 million | 51 |
| 3 | Hudson Value Partners, LLC | SEC | $678.3 million | 547 |
| 4 | Harvey Capital Management Inc | SEC | $579.4 million | 172 |
| 5 | Bassam Wealth Management, LLC | SEC | $241.0 million | 176 |
| 6 | Lane Generational LLC | SEC | $139.3 million | 86 |
| 7 | Klocke Capital Group, LLC | State | $98.5 million | 221 |
| 8 | Cypress Capital Group | State | $63.2 million | 47 |
Independent RIAs 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.