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Find Retirement Advisors for Retirement Planning in Palm Beach, Florida

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

Finding the Best Retirement Planners in Palm Beach, Florida

Last Updated - April 25, 2025

Palm Beach has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 12 non-vetted advisors in your local area. These retirement advisors in Palm Beach, Florida have an average of 30 years of experience.

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List of Qualified Retirement Planning Advisors in Palm Beach, Florida

advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor
vector.svg VERIFIED

Vivienne Schleu
CPA
Alpina Financial Consultants

Qualifications
CRD# 2670443
Firm CRD# 6413
Series 6, 7, 26, 63, 65

Minimum Assets Required
$500,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right

Top 12 Retirement Planning firms in Palm Beach, Florida (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

209 Phipps Plaza,
Palm Beach, FL, 33480
$3,100,714,996925
A percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS)
2

249 Royal Palm Way, Suite 400
Palm Beach, FL, 33480-4334
$2,694,219,7371226
A percentage of AUM, Performance Based
3

2875 South Ocean Blvd, Suite 200-46
Palm Beach, FL, 33480
$732,926,8463556
A percentage of AUM
4

205 Worth Avenue, #311
Palm Beach, FL, 33480-4618
$659,939,975475
A percentage of AUM, Fixed fees
5

250 Royal Palm Way, Suite 304
Palm Beach, FL, 33480
$449,934,73623
A percentage of AUM, Performance Based
6

400 Royal Palm Way, Suite 400
Palm Beach, FL, 33480-4117
$425,840,3691755
A percentage of AUM
7

2875 South Ocean Blvd., Suite 200-26
Palm Beach, FL, 33480
$421,281,3364004
A percentage of AUM, Hourly charges, Subscription fees, Fixed fees
8

440 Royal Palm Way, Suite 300
Palm Beach, FL, 33480
$333,324,07586
A percentage of AUM, Performance Based
9

375 South County Road, Suite 210
Palm Beach, FL, 33480
$308,169,98125
A percentage of AUM, Performance Based
10

2875 South Ocean Blvd, Suite 200-28
Palm Beach, FL, 33480
$192,203,129942
A percentage of AUM
11

251 Royal Palm Way, Suite 500
Palm Beach, FL, 33480
$130,431,1411529
A percentage of AUM, Other (MODEL PORTFOLIO DELIVERY)
12

340 Royal Poinciana Way,
Palm Beach, FL, 33480
$46,251,18523
A percentage of AUM, Performance Based

Information on Top Retirement Planning firms in Palm Beach, Florida

QualificationsFirm CRD# 157442

Assets Under Management $3,100,714,996

No. Of Clients9

Clients Per Financial Advisor0

ARBOR INVESTMENTS MANAGEMENT, LLC is a financial advisory firm situated in Palm Beach, Florida. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 9 clients. The team consists of 25 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based
  • Other (SEE SCHEDULE D - MISCELLANEOUS)

Financial Planning Services

  • Portfolio management for pooled investment vehicles
  • Other (PORTFOLIO COMPANY MANAGEMENT SERVICES)
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QualificationsFirm CRD# 138901

Assets Under Management $2,694,219,737

No. Of Clients12

Clients Per Financial Advisor0

ALPINE ASSOCIATES MANAGEMENT INC. is a financial advisory firm situated in Palm Beach, Florida. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 12 clients. The team consists of 26 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 111163

Assets Under Management $732,926,846

No. Of Clients355

Clients Per Financial Advisor59

DOCK STREET ASSET MANAGEMENT INC is a financial advisory firm situated in Palm Beach, Florida. With a nearly $733M assets under management, the firm specializes in crafting personalized retirement planning solutions for 355 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 157515

Assets Under Management $659,939,975

No. Of Clients47

Clients Per Financial Advisor9

DUDLEY & SHANLEY, INC. is a financial advisory firm situated in Palm Beach, Florida. With a nearly $660M assets under management, the firm specializes in crafting personalized retirement planning solutions for 47 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Other (GENERAL NON-DISCRETIONARY INVESTMENT ADVICE AND LIMITED OVERSIGHT AUTHORITY OVER CLIENT'S INVESTMENT MANAGERS.)
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QualificationsFirm CRD# 167306

Assets Under Management $449,934,736

No. Of Clients2

Clients Per Financial Advisor1

SEGRA CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Palm Beach, Florida. With a nearly $450M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
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QualificationsFirm CRD# 106224

Assets Under Management $425,840,369

No. Of Clients175

Clients Per Financial Advisor35

HARVEY CAPITAL MANAGEMENT INC is a financial advisory firm situated in Palm Beach, Florida. With a nearly $426M assets under management, the firm specializes in crafting personalized retirement planning solutions for 175 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 301325

Assets Under Management $421,281,336

No. Of Clients400

Clients Per Financial Advisor100

HUDSON VALUE PARTNERS, LLC is a financial advisory firm situated in Palm Beach, Florida. With a nearly $421M assets under management, the firm specializes in crafting personalized retirement planning solutions for 400 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Subscription fees
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Publication of periodicals and newsletters
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QualificationsFirm CRD# 163718

Assets Under Management $333,324,075

No. Of Clients8

Clients Per Financial Advisor1

HARLAN CAPITAL PARTNERS LLC is a financial advisory firm situated in Palm Beach, Florida. With a nearly $333M assets under management, the firm specializes in crafting personalized retirement planning solutions for 8 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
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QualificationsFirm CRD# 290265

Assets Under Management $308,169,981

No. Of Clients2

Clients Per Financial Advisor0

GENROCK CAPITAL MANAGEMENT, LP is a financial advisory firm situated in Palm Beach, Florida. With a nearly $308M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
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QualificationsFirm CRD# 330695

Assets Under Management $192,203,129

No. Of Clients94

Clients Per Financial Advisor47

BASSAM WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Palm Beach, Florida. With a nearly $192M assets under management, the firm specializes in crafting personalized retirement planning solutions for 94 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
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QualificationsFirm CRD# 121923

Assets Under Management $130,431,141

No. Of Clients152

Clients Per Financial Advisor17

CYPRESS CAPITAL GROUP is a financial advisory firm situated in Palm Beach, Florida. With a nearly $130M assets under management, the firm specializes in crafting personalized retirement planning solutions for 152 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Other (MODEL PORTFOLIO DELIVERY)

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
  • Other (MODEL PORTFOLIO PROVIDER)
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QualificationsFirm CRD# 287547

Assets Under Management $46,251,185

No. Of Clients2

Clients Per Financial Advisor1

MUIRFIELD CAPITAL GLOBAL ADVISORS LLC is a financial advisory firm situated in Palm Beach, Florida. With a nearly $46M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
View Full Profile

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