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Find Retirement Advisors for Retirement Planning in Palm Beach Gardens, 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 Gardens, Florida
Last Updated - April 25, 2025Palm Beach Gardens has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 31 non-vetted advisors in your local area. These retirement advisors in Palm Beach Gardens, Florida have an average of 25 years of experience.
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List of Qualified Retirement Planning Advisors in Palm Beach Gardens, Florida
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDVivienne 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
VERIFIEDRussell Stout
Excelsior Wealth Partners
Qualifications
CRD# 4525503
Firm CRD# 23131
Series 7, 26, 66
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Palm Beach Gardens, Florida (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 3801 Pga Blvd., Suite 604 Palm Beach Gardens, FL, 33410 | $74,147,147,934 | 137 | 413 | A percentage of AUM, Performance Based, Other (REIMBURSEMENT OF EXPENSES) |
| 2 | 7111 Fairway Drive, Suite 350, Palm Beach Gardens, FL, 33418 | $7,149,640,000 | 2189 | 23 | A percentage of AUM, Performance Based |
| 3 | 11376 N. Jog Road, Suite 101 Palm Beach Gardens, FL, 33418-1752 | $6,122,964,202 | 9080 | 84 | A percentage of AUM, Fixed fees |
| 4 | 2000 Pga Blvd., Suite 4440 Palm Beach Gardens, FL, 33408 | $4,003,875,594 | 15270 | 104 | A percentage of AUM, Fixed fees |
| 5 | 2373 Pga Boulevard, Suite 200 Palm Beach Gardens, FL, 33410 | $3,702,254,198 | 41 | 17 | A percentage of AUM, Performance Based |
| 6 | 11440 North Jog Road, Palm Beach Gardens, FL, 33418-3764 | $3,079,617,915 | 62656 | 755 | A percentage of AUM, Hourly charges, Fixed fees, Other (IN LIEU OF HOURLY FEE, IA CAN CHARGE A FLAT FEE) |
| 7 | 11440 Jog Road, Palm Beach Gardens, FL, 33418 | $2,904,017,021 | 14363 | 407 | A percentage of AUM, Hourly charges, Fixed fees, Other (SOLICITOR FEE) |
| 8 | 4801 Pga Boulevard, Palm Beach Gardens, FL, 33418 | $1,196,423,459 | 7 | 50 | A percentage of AUM, Performance Based |
| 9 | 3825 Pga Blvd, Suite 303 Palm Beach Gardens, FL, 33410 | $1,132,278,720 | 1250 | 37 | A percentage of AUM, Fixed fees |
| 10 | 2000 Pga Blvd, Suite 4440 Palm Beach Gardens, FL, 33408-2738 | $850,250,251 | 269 | 11 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
| 11 | 2000 Pga Blvd., Suite 4440, Palm Beach Gardens, FL, 33408-2738 | $538,280,491 | 5 | 5 | A percentage of AUM |
| 12 | 3801 Pga Boulevard, Suite 600 Palm Beach Gardens, FL, 33410 | $508,065,847 | 1678 | 10 | A percentage of AUM |
| 13 | 11300 U.S. Highway 1, Suite 600 Palm Beach Gardens, FL, 33408 | $440,463,318 | 759 | 9 | A percentage of AUM |
| 14 | 11380 Prosperity Farms Road, Suite 201 Palm Beach Gardens, FL, 33410 | $370,105,562 | 697 | 7 | A percentage of AUM, Hourly charges, Fixed fees |
| 15 | 10455 Riverside Drive, Suite 200 Palm Beach Gardens, FL, 33410 | $343,357,136 | 16 | 9 | A percentage of AUM, Performance Based |
Information on Top Retirement Planning firms in Palm Beach Gardens, Florida
QualificationsFirm CRD# 136591
Assets Under Management $74,147,147,934
No. Of Clients137
Clients Per Financial Advisor0
LIGHTHOUSE INVESTMENT PARTNERS, LLC is a financial advisory firm situated in Palm Beach Gardens, Florida. With a nearly $74B assets under management, the firm specializes in crafting personalized retirement planning solutions for 137 clients. The team consists of 413 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
- Other (REIMBURSEMENT OF EXPENSES)
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Selection for other advisors
QualificationsFirm CRD# 113609
Assets Under Management $7,149,640,000
No. Of Clients2189
Clients Per Financial Advisor95
DSM CAPITAL PARTNERS is a financial advisory firm situated in Palm Beach Gardens, Florida. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2189 clients. The team consists of 23 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 individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 297987
Assets Under Management $6,122,964,202
No. Of Clients9080
Clients Per Financial Advisor108
DAKOTA WEALTH, LLC is a financial advisory firm situated in Palm Beach Gardens, Florida. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 9080 clients. The team consists of 84 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
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Pesnsion consulting services
- Selection for other advisors
- Other (OUTSOURCED INVESTMENT ADVISORY SERVICES FOR OTHER ADVISERS; TAX PREPARATION/FILING)
QualificationsFirm CRD# 250787
Assets Under Management $4,003,875,594
No. Of Clients15270
Clients Per Financial Advisor147
GLADSTONE WEALTH PARTNERS is a financial advisory firm situated in Palm Beach Gardens, Florida. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 15270 clients. The team consists of 104 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
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Other (WRAP FEE ACCOUNTS, RETIREMENT PLANNING CONSULTING SERVICES, GENERAL CONSULTING SERVICES, AND REFERRAL SERVICES)
QualificationsFirm CRD# 166089
Assets Under Management $3,702,254,198
No. Of Clients41
Clients Per Financial Advisor2
HOOD RIVER CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Palm Beach Gardens, Florida. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 41 clients. The team consists of 17 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 individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Other (COLLECTIVE INVESTMENT TRUST)
QualificationsFirm CRD# 128929
Assets Under Management $3,079,617,915
No. Of Clients62656
Clients Per Financial Advisor83
GWN SECURITIES INC. is a financial advisory firm situated in Palm Beach Gardens, Florida. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 62656 clients. The team consists of 755 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (IN LIEU OF HOURLY FEE
- IA CAN CHARGE A FLAT FEE)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Market timing services
QualificationsFirm CRD# 12963
Assets Under Management $2,904,017,021
No. Of Clients14363
Clients Per Financial Advisor35
MONEY CONCEPTS ADVISORY SERVICE is a financial advisory firm situated in Palm Beach Gardens, Florida. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 14363 clients. The team consists of 407 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (SOLICITOR FEE)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other (GENERAL CONSULTING SERVICES)
QualificationsFirm CRD# 160238
Assets Under Management $1,196,423,459
No. Of Clients7
Clients Per Financial Advisor0
RAM REALTY ADVISORS LLC is a financial advisory firm situated in Palm Beach Gardens, Florida. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 clients. The team consists of 50 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
QualificationsFirm CRD# 323556
Assets Under Management $1,132,278,720
No. Of Clients1250
Clients Per Financial Advisor34
LRI INVESTMENTS is a financial advisory firm situated in Palm Beach Gardens, Florida. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1250 clients. The team consists of 37 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
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
QualificationsFirm CRD# 105381
Assets Under Management $850,250,251
No. Of Clients269
Clients Per Financial Advisor24
MARTIN INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Palm Beach Gardens, Florida. With a nearly $850M assets under management, the firm specializes in crafting personalized retirement planning solutions for 269 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 321955
Assets Under Management $538,280,491
No. Of Clients5
Clients Per Financial Advisor1
VOLATILITY SHARES LLC is a financial advisory firm situated in Palm Beach Gardens, Florida. With a nearly $538M assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 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 investment companies
- Other (COMMODITY POOL OPERATOR)
QualificationsFirm CRD# 330428
Assets Under Management $508,065,847
No. Of Clients1678
Clients Per Financial Advisor168
ZEGA INVESTMENTS is a financial advisory firm situated in Palm Beach Gardens, Florida. With a nearly $508M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1678 clients. The team consists of 10 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
QualificationsFirm CRD# 143120
Assets Under Management $440,463,318
No. Of Clients759
Clients Per Financial Advisor84
GLOBAL TRUST is a financial advisory firm situated in Palm Beach Gardens, Florida. With a nearly $440M assets under management, the firm specializes in crafting personalized retirement planning solutions for 759 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
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 296949
Assets Under Management $370,105,562
No. Of Clients697
Clients Per Financial Advisor100
ATTICUS WEALTH MANAGEMENT is a financial advisory firm situated in Palm Beach Gardens, Florida. With a nearly $370M assets under management, the firm specializes in crafting personalized retirement planning solutions for 697 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Education seminars/workshops
QualificationsFirm CRD# 297635
Assets Under Management $343,357,136
No. Of Clients16
Clients Per Financial Advisor2
PRIDEROCK FUND MANAGEMENT PARTNERS, LLC is a financial advisory firm situated in Palm Beach Gardens, Florida. With a nearly $343M assets under management, the firm specializes in crafting personalized retirement planning solutions for 16 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
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
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Looking for more choices? Use our free match service to compare retirement planners serving your area.