Adviser Record
States
Disclosures
Monthly changes
About the data
Investment advisers in Palm Beach Gardens, FL
31 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01
All advisers in FL
Firm
Assets
Employees
Disclosures
Lighthouse Investment Partners, LLC
$87.38 billion
481
0
Hood River Capital Management LLC
$9.45 billion
20
0
Dsm Capital Partners
$7.56 billion
25
0
Dakota Wealth, LLC
$6.94 billion
91
4
Gladstone Wealth Partners
$5.68 billion
186
3
Gwn Securities Inc.
$4.75 billion
707
3
Money Concepts Advisory Service
$4.07 billion
478
6
Lri Investments
$2.78 billion
35
1
Ram Realty Advisors LLC
$2.14 billion
54
0
Volatility Shares LLC
$2.04 billion
10
0
Martin Investment Management, LLC
$888.1 million
12
0
American Ventures Im LLC
$835.2 million
3
0
Zega Investments, LLC
$614.0 million
10
0
Vine Investment Advisors, LP
$583.5 million
1
0
Atticus Wealth Management
$565.3 million
8
0
Convergence Investment Partners, LLC
$523.6 million
5
0
Global Trust
$450.2 million
12
0
Poinciana Advisors Group, LLC
$396.0 million
2
0
Great Elm Capital Management, LLC
$346.1 million
21
0
Priderock Fund Management Partners, LLC
$283.6 million
10
0
Win Advisors, Inc
$266.8 million
4
0
Raven Music Partners LLC
$265.4 million
23
0
Center for Asset Management, LLC
$257.1 million
6
3
Guiry Capital Management, LLC
$204.2 million
2
0
U.S. Private Wealth, LLC
$200.3 million
3
2
Nexwealth LLC
$172.2 million
6
0
Long Short Advisors, LLC
$154.2 million
4
0
Resnick Wealth Alliance, LLC
$121.1 million
2
0
Castle Island Wealth
$117.2 million
5
0
Montello Wealth Management, Inc.
$108.4 million
1
0
Leatherback Asset Management, LLC
$35.0 million
1
0