Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
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.
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Vivienne Schleu
CPA
Alpina Financial Consultants
Qualifications
CRD# 2670443
Firm CRD# 6413
Series 6, 7, 26, 63, 65
Minimum Assets Required
$500,000
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
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 209 Phipps Plaza, Palm Beach, FL, 33480 | $3,100,714,996 | 9 | 25 | A percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS) |
2 | 249 Royal Palm Way, Suite 400 Palm Beach, FL, 33480-4334 | $2,694,219,737 | 12 | 26 | A percentage of AUM, Performance Based |
3 | 2875 South Ocean Blvd, Suite 200-46 Palm Beach, FL, 33480 | $732,926,846 | 355 | 6 | A percentage of AUM |
4 | 205 Worth Avenue, #311 Palm Beach, FL, 33480-4618 | $659,939,975 | 47 | 5 | A percentage of AUM, Fixed fees |
5 | 250 Royal Palm Way, Suite 304 Palm Beach, FL, 33480 | $449,934,736 | 2 | 3 | A percentage of AUM, Performance Based |
6 | 400 Royal Palm Way, Suite 400 Palm Beach, FL, 33480-4117 | $425,840,369 | 175 | 5 | A percentage of AUM |
7 | 2875 South Ocean Blvd., Suite 200-26 Palm Beach, FL, 33480 | $421,281,336 | 400 | 4 | A percentage of AUM, Hourly charges, Subscription fees, Fixed fees |
8 | 440 Royal Palm Way, Suite 300 Palm Beach, FL, 33480 | $333,324,075 | 8 | 6 | A percentage of AUM, Performance Based |
9 | 375 South County Road, Suite 210 Palm Beach, FL, 33480 | $308,169,981 | 2 | 5 | A percentage of AUM, Performance Based |
10 | 2875 South Ocean Blvd, Suite 200-28 Palm Beach, FL, 33480 | $192,203,129 | 94 | 2 | A percentage of AUM |
11 | 251 Royal Palm Way, Suite 500 Palm Beach, FL, 33480 | $130,431,141 | 152 | 9 | A percentage of AUM, Other (MODEL PORTFOLIO DELIVERY) |
12 | 340 Royal Poinciana Way, Palm Beach, FL, 33480 | $46,251,185 | 2 | 3 | A percentage of AUM, Performance Based |
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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