Adviser Record

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

FirmAssetsEmployeesDisclosures
Lighthouse Investment Partners, LLC$87.38 billion4810
Hood River Capital Management LLC$9.45 billion200
Dsm Capital Partners$7.56 billion250
Dakota Wealth, LLC$6.94 billion914
Gladstone Wealth Partners$5.68 billion1863
Gwn Securities Inc.$4.75 billion7073
Money Concepts Advisory Service$4.07 billion4786
Lri Investments$2.78 billion351
Ram Realty Advisors LLC$2.14 billion540
Volatility Shares LLC$2.04 billion100
Martin Investment Management, LLC$888.1 million120
American Ventures Im LLC$835.2 million30
Zega Investments, LLC$614.0 million100
Vine Investment Advisors, LP$583.5 million10
Atticus Wealth Management$565.3 million80
Convergence Investment Partners, LLC$523.6 million50
Global Trust$450.2 million120
Poinciana Advisors Group, LLC$396.0 million20
Great Elm Capital Management, LLC$346.1 million210
Priderock Fund Management Partners, LLC$283.6 million100
Win Advisors, Inc$266.8 million40
Raven Music Partners LLC$265.4 million230
Center for Asset Management, LLC$257.1 million63
Guiry Capital Management, LLC$204.2 million20
U.S. Private Wealth, LLC$200.3 million32
Nexwealth LLC$172.2 million60
Long Short Advisors, LLC$154.2 million40
Resnick Wealth Alliance, LLC$121.1 million20
Castle Island Wealth$117.2 million50
Montello Wealth Management, Inc.$108.4 million10
Leatherback Asset Management, LLC$35.0 million10