City
Wealth management firms in West Palm Beach, Florida
As of October 2, 2026, 42 wealth management firms, including broker-dealer firms, with their main office in West Palm Beach, Florida reported $15.8 billion in regulatory assets under management; the largest by assets was Facet, with $7.6 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 42
- Regulatory assets under management
- $15.8 billion
- Average per firm
- $376.3 million
- SEC-registered, of those listed
- 16 of 42 (38.1%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Facet | SEC | $7.6 billion | 43,934 |
| 2 | A&M Private Wealth Partners, LLC | SEC | $1.8 billion | 250 |
| 3 | Ibex Wealth Advisors, LLC | SEC | $1.3 billion | 892 |
| 4 | Whalerock Point Partners, LLC | SEC | $1.0 billion | 345 |
| 5 | Blue Ocean Capital | SEC | $619.2 million | 491 |
| 6 | Paulson Wealth Management Inc. | SEC | $558.9 million | 1,493 |
| 7 | Affiliated Private Investors LLC | SEC | $533.7 million | 54 |
| 8 | Agnello Financial Group, Inc. | SEC | $378.6 million | 465 |
| 9 | Anchor Wealth Management Group LLC | SEC | $233.0 million | 630 |
| 10 | Elevation Wealth Partners LLC | SEC | $219.6 million | 269 |
| 11 | Global Trust Wealth Management LLC | SEC | $213.7 million | 292 |
| 12 | The Capital Group Fiduciary Advisors, LLC | SEC | $191.5 million | 722 |
| 13 | Ruggiero Investments | SEC | $137.6 million | 767 |
| 14 | Gordon Asset Management LLC | SEC | $128.9 million | 40 |
| 15 | Mar Wealth Management Services, LLC | SEC | $125.1 million | 133 |
| 16 | Riverside Wealth Management, Inc. | State | $106.3 million | 69 |
| 17 | Remote Financial Planner, LLC | State | $82.2 million | 252 |
| 18 | Carl Domino Inc. | State | $66.7 million | 55 |
| 19 | Coastal Way Financial Group, LLC | State | $66.2 million | 85 |
| 20 | Isgam US LLC | State | $66.2 million | 52 |
| 21 | Moreno Capital | State | $41.6 million | 26 |
| 22 | Harder Management Company, Inc. | State | $40.5 million | 9 |
| 23 | Strategic Wealth Partners Inc. | State | $40.0 million | 85 |
| 24 | ALES29 Advisors, Inc | State | $39.8 million | 16 |
| 25 | Capital Asset Management Group, Inc. | State | $26.8 million | 70 |
| 26 | Young Financial Services | State | $22.4 million | 88 |
| 27 | Integrated Retirement Advisors, LLC | State | $17.0 million | 19 |
| 28 | Aperture Advisors LLC | SEC | $16.0 million | 5 |
| 29 | Cratus Capital, LLC | State | $15.1 million | 53 |
| 30 | Melchior Investments LLC | State | $14.3 million | 10 |
| 31 | Retirement Capital Advisors | State | $11.3 million | 138 |
| 32 | Plan Ahead Advisors | State | $7.1 million | 11 |
| 33 | Blue Marlin Advisors, LLC | State | $5.7 million | 19 |
| 34 | Pearson Asset Management Company | State | $5.7 million | 35 |
| 35 | WEALTHADVISOR365 | State | $5.0 million | 15 |
| 36 | Fleschner Investments | State | $4.9 million | 15 |
| 37 | Wintrice Money Advisors, LLC | State | $2.6 million | 11 |
| 38 | Kfi Advisors | State | $2.2 million | 4 |
| 39 | Saber Asset Management | State | $867,704 | 9 |
| 40 | Alan & Company, 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 | $0 | 0 |
| 41 | Long Crest Capital | State | $0 | 0 |
| 42 | Orange Street Fund Advisors 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.