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 you 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 registrations check. 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 Gardens has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 27 non-vetted advisors in your local area. These retirement advisors in Palm Beach Gardens, Florida have an average of 26 years of experience.
Dock Street Asset Management
CAIA®, CFA®
Qualifications
Firm CRD# 111163
Minimum Assets Required
$500,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts.
Fee-Only
Charles Helme
BH Asset Management, LLC
Qualifications
CRD# 712007
Firm CRD# 152117
Series 65
Minimum Assets Required
$500,000
Not Specified.
Fee-Only
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | LIGHTHOUSE INVESTMENT PARTNERS, LLC 3801 Pga Blvd., Suite 604 Palm Beach Gardens, FL, 33410 | $55,827,194,383 | 151 | 286 | A Percentage of AUM, Performance Based, Other (REIMBURSEMENT OF EXPENSES) |
2 | DSM CAPITAL PARTNERS 7111 Fairway Drive, Suite 350, Palm Beach Gardens, FL, 33418 | $6,698,300,000 | 2374 | 24 | A Percentage of AUM, Performance Based |
3 | GWN SECURITIES INC. 11440 North Jog Road, Palm Beach Gardens, FL, 33418-3764 | $2,838,916,178 | 58177 | 755 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (IN LIEU OF HOURLY FEE, IA CAN CHARGE A FLAT FEE) |
4 | HOOD RIVER CAPITAL MANAGEMENT LLC 2373 Pga Boulevard, Suite 200 Palm Beach Gardens, FL, 33410 | $2,780,659,201 | 40 | 16 | A Percentage of AUM, Performance Based |
5 | MONEY CONCEPTS ADVISORY SERVICE 11440 North Jog Road, Palm Beach Gardens, FL, 33418-3764 | $2,644,047,829 | 14957 | 429 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (SOLICITOR FEE) |
6 | DAKOTA WEALTH, LLC 11376 N. Jog Road, Suite 101 Palm Beach Gardens, FL, 33418-1752 | $2,548,153,882 | 4748 | 57 | A Percentage of AUM, Fixed Fees |
7 | RAM REALTY ADVISORS LLC 4801 Pga Boulevard, Palm Beach Gardens, FL, 33418 | $1,040,073,113 | 3 | 48 | A Percentage of AUM, Performance Based |
8 | MARTIN INVESTMENT MANAGEMENT, LLC 2000 Pga Blvd, Suite 4440 Palm Beach Gardens, FL, 33408-2738 | $879,710,333 | 292 | 12 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
9 | ZEGA FINANCIAL, LLC 3801 Pga Boulevard, Suite 600 Palm Beach Gardens, FL, 33410 | $513,397,123 | 270 | 9 | A Percentage of AUM |
10 | IMPERIAL CAPITAL ASSET MANAGEMENT LLC 3801 Pga Boulevard, Suite 603, Palm Beach Gardens, FL, 33410 | $393,743,621 | 3 | 13 | A Percentage of AUM, Subscription Fees, Performance Based, Other (OPTIONAL PAYMENT FOR DEBT AND EQUITY RESEARCH REPORTS TO CLIENTS) |
11 | PRIDEROCK FUND MANAGEMENT PARTNERS, LLC 10455 Riverside Drive, Suite 200 Palm Beach Gardens, FL, 33410 | $322,499,458 | 14 | 9 | A Percentage of AUM, Performance Based |
12 | GREAT ELM CAPITAL MANAGEMENT, INC. 3801 Pga Boulevard, Suite 603 Palm Beach Gardens, FL, 33410 | $309,379,970 | 4 | 24 | A Percentage of AUM, Performance Based, Other (REIMBURSEMENT OF ADMINISTRATION COSTS AND OVERHEAD) |
13 | WIN ADVISORS, INC 11440 North Jog Rd, Palm Beach Gardens, FL, 33418-3764 | $300,148,600 | 3181 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
14 | GUIRY CAPITAL MANAGEMENT, LLC 3801 Pga Blvd., Suite 600 Palm Beach Gardens, FL, 33410 | $243,244,000 | 72 | 2 | A Percentage of AUM, Fixed Fees |
15 | OTTER CREEK ADVISORS, LLC 11300 Us Highway 1, Suite 500 Palm Beach Gardens, FL, 33408 | $214,621,741 | 14 | 5 | A Percentage of AUM |
QualificationsFirm CRD# 136591
Assets Under Management $55,827,194,383
No. Of Clients151
Clients Per Financial Advisor1
LIGHTHOUSE INVESTMENT PARTNERS, LLC is a financial advisory firm situated in Palm Beach Gardens, Florida. With a nearly $56B assets under management, the firm specializes in crafting personalized retirement planning solutions for 151 clients. The team consists of 286 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 113609
Assets Under Management $6,698,300,000
No. Of Clients2374
Clients Per Financial Advisor99
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 2374 clients. The team consists of 24 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 128929
Assets Under Management $2,838,916,178
No. Of Clients58177
Clients Per Financial Advisor77
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 58177 clients. The team consists of 755 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 166089
Assets Under Management $2,780,659,201
No. Of Clients40
Clients Per Financial Advisor3
HOOD RIVER CAPITAL MANAGEMENT LLC 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 40 clients. The team consists of 16 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 12963
Assets Under Management $2,644,047,829
No. Of Clients14957
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 14957 clients. The team consists of 429 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 297987
Assets Under Management $2,548,153,882
No. Of Clients4748
Clients Per Financial Advisor83
DAKOTA WEALTH, LLC 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 4748 clients. The team consists of 57 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 160238
Assets Under Management $1,040,073,113
No. Of Clients3
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 3 clients. The team consists of 48 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 105381
Assets Under Management $879,710,333
No. Of Clients292
Clients Per Financial Advisor24
MARTIN INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Palm Beach Gardens, Florida. With a nearly $880M assets under management, the firm specializes in crafting personalized retirement planning solutions for 292 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 156803
Assets Under Management $513,397,123
No. Of Clients270
Clients Per Financial Advisor30
ZEGA FINANCIAL, LLC is a financial advisory firm situated in Palm Beach Gardens, Florida. With a nearly $513M assets under management, the firm specializes in crafting personalized retirement planning solutions for 270 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 108258
Assets Under Management $393,743,621
No. Of Clients3
Clients Per Financial Advisor0
IMPERIAL CAPITAL ASSET MANAGEMENT LLC is a financial advisory firm situated in Palm Beach Gardens, Florida. With a nearly $394M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 297635
Assets Under Management $322,499,458
No. Of Clients14
Clients Per Financial Advisor2
PRIDEROCK FUND MANAGEMENT PARTNERS, LLC is a financial advisory firm situated in Palm Beach Gardens, Florida. With a nearly $322M assets under management, the firm specializes in crafting personalized retirement planning solutions for 14 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 284304
Assets Under Management $309,379,970
No. Of Clients4
Clients Per Financial Advisor0
GREAT ELM CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Palm Beach Gardens, Florida. With a nearly $309M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 24 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 300351
Assets Under Management $300,148,600
No. Of Clients3181
Clients Per Financial Advisor795
WIN ADVISORS, INC is a financial advisory firm situated in Palm Beach Gardens, Florida. With a nearly $300M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3181 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 122056
Assets Under Management $243,244,000
No. Of Clients72
Clients Per Financial Advisor36
GUIRY CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Palm Beach Gardens, Florida. With a nearly $243M assets under management, the firm specializes in crafting personalized retirement planning solutions for 72 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 171402
Assets Under Management $214,621,741
No. Of Clients14
Clients Per Financial Advisor3
OTTER CREEK ADVISORS, LLC is a financial advisory firm situated in Palm Beach Gardens, Florida. With a nearly $215M assets under management, the firm specializes in crafting personalized retirement planning solutions for 14 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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