Adviser Record

Investment advisers in West Palm Beach, FL

59 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in FL

FirmAssetsEmployeesDisclosures
Elliott Investment Management L.P.$128.62 billion6654
Sanders Capital, LLC$122.18 billion260
Smartx Advisory Solutions$26.99 billion960
Intech$15.47 billion410
Comvest Credit Advisors, LLC$9.25 billion1504
Facet$7.60 billion2380
Gramercy Funds Management LLC$7.42 billion750
Prospect Capital Management L.P.$6.64 billion1430
Rivernorth Capital Management, LLC$6.17 billion200
Altarock Partners LP$5.66 billion70
Skye Global Management LP$5.21 billion70
Siris Capital Group, LLC$4.81 billion240
Tremblant Advisors LP$3.27 billion190
Comvest Advisors LLC$2.43 billion1504
Sterling Investment Management$2.41 billion520
Cip Pe Advisors, LLC$1.92 billion230
A&m Private Wealth Partners, LLC$1.83 billion280
Commonwealth Credit Advisors, LLC$1.73 billion1504
Wexford Capital LP$1.72 billion390
Blue Sea Capital LLC$1.65 billion240
Triartisan Capital Advisors LLC$1.56 billion70
Serengeti Asset Management LP$1.48 billion290
Hobe Mountain Capital Management LLC$1.35 billion60
Rizvi Traverse Management, LLC$1.29 billion90
Ibex Wealth Advisors, LLC$1.28 billion100
Whalerock Point Partners, LLC$1.04 billion60
Palm Beach Capital Management Iii, LLC$998.8 million110
Comvest Credit Managers, LLC$956.8 million1504
Harbor Advisors$851.7 million10
Aua Private Equity Partners, LLC$841.8 million110
Tremblant Capital Group$744.6 million190
Highpost Capital, LLC$657.2 million140
Blue Ocean Capital$619.2 million110
Paulson Wealth Management Inc.$558.9 million112
Affiliated Private Investors LLC$533.7 million60
Priority Senior Secured Income Management, LLC$479.1 million6610
Ardan Equity Partners, LLC$441.4 million60
Myriad Asset Management Advisors LLC$380.9 million50
Agnello Financial Group, Inc.$378.6 million41
Remedium Capital Partners$319.0 million10
Sunrise Manager LLC$311.8 million280
Storr Group$309.5 million80
Afc Management, LLC$275.8 million320
Krusen Capital Management, LLC$255.7 million20
Anchor Wealth Management Group LLC$233.0 million10
Velvet Sea Ventures$229.1 million90
Global Trust Wealth Management LLC$213.7 million50
Srt Group LLC$205.6 million280
Gip Investment Adviser LLC$198.0 million50
Lightview Capital, LLC$157.6 million120
Ruggiero Investments$137.6 million51
Gordon Asset Management LLC$128.9 million30
Mar Wealth Management Services, LLC$125.1 million32
Landmark Investment Partners, L.P.$124.9 million50
Asset Planning Corporation$104.4 million50
Center Lake Capital Management, LLC$77.9 million10
Prospect Credit REIT Advisor, LLC$42.6 million590
Prospect Enhanced Yield Management, LLC$31.7 million610
Tcg Strategic Income Advisor LLC$5.1 million290