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Find Retirement Advisors for Retirement Planning in Palm City, 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 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.
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Top 15 Retirement Planning firms in Palm City, Florida (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | CITADEL ADVISORS LLC Southeast Financial Center, 200 S. Biscayne Blvd., Suite 3300 Miami, FL, 33131 | $339,079,412,155 | 26 | 2823 | A Percentage of AUM, Performance Based, Other (REIMBURSEMENT OF EXPENSES) |
| 2 | RAYMOND JAMES & ASSOCIATES, INC. 880 Carillon Parkway, St. Petersburg, FL, 33716 | $306,121,310,120 | 950978 | 11789 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based |
| 3 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 880 Carillon Parkway, Saint Petersburg, FL, 33716 | $245,249,234,083 | 932793 | 6517 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based, Other (PER PARTICIPANT (ERISA)) |
| 4 | CORIENT 2 S Biscayne Blvd, Suite 3200 Miami, FL, 33131 | $94,617,046,882 | 79738 | 825 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
| 5 | ELLIOTT INVESTMENT MANAGEMENT L.P. 360 S. Rosemary Ave, 18th Floor West Palm Beach, FL, 33401 | $93,207,362,818 | 36 | 535 | A Percentage of AUM, Other (PERFORMANCE-BASED ALLOCATIONS) |
| 6 | DOUBLELINE CAPITAL LP 2002 N. Tampa Street, 2nd Floor Tampa, FL, 33602 | $91,220,415,301 | 151 | 284 | A Percentage of AUM, Fixed Fees, Performance Based |
| 7 | GQG PARTNERS 450 East Las Olas Boulevard, Suite 750 Fort Lauderdale, FL, 33301 | $88,033,541,740 | 101 | 154 | A Percentage of AUM, Performance Based |
| 8 | STARWOOD CAPITAL GROUP MANAGEMENT, L.L.C. 2340 Collins Avenue, Miami Beach, FL, 33139 | $71,329,946,037 | 173 | 502 | Performance Based, Other (ON THE BASIS OF ACTUAL OR ALLOCABLE COSTS) |
| 9 | SANDERS CAPITAL, LLC 777 S. Flagler Drive E. Tower, Suite No. 1100 West Palm Beach, FL, 33401-5153 | $61,660,253,000 | 98 | 24 | A Percentage of AUM, Performance Based |
| 10 | 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) |
| 11 | H.I.G. CAPITAL, LLC 1450 Brickell Avenue, 31st Floor, Miami, FL, 33131 | $54,077,988,036 | 147 | 991 | A Percentage of AUM, Performance Based |
| 12 | I SQUARED CAPITAL ADVISORS (US) LLC 600 Brickell Avenue, Penthouse Miami, FL, 33131-3067 | $47,897,133,982 | 61 | 207 | A Percentage of AUM, Performance Based |
| 13 | BAYVIEW ASSET MANAGEMENT, LLC 4425 Ponce De Leon Blvd., Coral Gables, FL, 33146 | $39,022,162,565 | 51 | 319 | A Percentage of AUM, Performance Based, Other (VARIABLE TRANSACTION, DILIGENCE, ORIGINATION, AND CLOSING FEES) |
| 14 | CIFC ASSET MANAGEMENT LLC 1 Se 3rd Avenue, Suite 1660 Miami, FL, 33131 | $37,246,864,417 | 123 | 206 | A Percentage of AUM, Performance Based |
| 15 | POLEN CAPITAL MANAGEMENT, LLC 1825 Nw Corporate Blvd., Suite 300 Boca Raton, FL, 33431 | $36,045,083,867 | 3515 | 153 | A Percentage of AUM, Performance Based |
Information on Top Retirement Planning firms in Palm City, Florida
QualificationsFirm CRD# 148826
Assets Under Management $339,079,412,155
No. Of Clients26
Clients Per Financial Advisor0
CITADEL ADVISORS LLC is a financial advisory firm situated in Miami, Florida. With a nearly $339B assets under management, the firm specializes in crafting personalized retirement planning solutions for 26 clients. The team consists of 2823 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
QualificationsFirm CRD# 705
Assets Under Management $306,121,310,120
No. Of Clients950978
Clients Per Financial Advisor81
RAYMOND JAMES & ASSOCIATES, INC. is a financial advisory firm situated in St. Petersburg, Florida. With a nearly $306B assets under management, the firm specializes in crafting personalized retirement planning solutions for 950978 clients. The team consists of 11789 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Commission Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 149018
Assets Under Management $245,249,234,083
No. Of Clients932793
Clients Per Financial Advisor143
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC is a financial advisory firm situated in Saint Petersburg, Florida. With a nearly $245B assets under management, the firm specializes in crafting personalized retirement planning solutions for 932793 clients. The team consists of 6517 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Commission Based
- Other (PER PARTICIPANT (ERISA))
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 319448
Assets Under Management $94,617,046,882
No. Of Clients79738
Clients Per Financial Advisor97
CORIENT is a financial advisory firm situated in Miami, Florida. With a nearly $95B assets under management, the firm specializes in crafting personalized retirement planning solutions for 79738 clients. The team consists of 825 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
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 307151
Assets Under Management $93,207,362,818
No. Of Clients36
Clients Per Financial Advisor0
ELLIOTT INVESTMENT MANAGEMENT L.P. is a financial advisory firm situated in West Palm Beach, Florida. With a nearly $93B assets under management, the firm specializes in crafting personalized retirement planning solutions for 36 clients. The team consists of 535 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Other (PERFORMANCE-BASED ALLOCATIONS)
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 152606
Assets Under Management $91,220,415,301
No. Of Clients151
Clients Per Financial Advisor1
DOUBLELINE CAPITAL LP is a financial advisory firm situated in Tampa, Florida. With a nearly $91B assets under management, the firm specializes in crafting personalized retirement planning solutions for 151 clients. The team consists of 284 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Performance Based
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 283720
Assets Under Management $88,033,541,740
No. Of Clients101
Clients Per Financial Advisor1
GQG PARTNERS is a financial advisory firm situated in Fort Lauderdale, Florida. With a nearly $88B assets under management, the firm specializes in crafting personalized retirement planning solutions for 101 clients. The team consists of 154 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 Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 110148
Assets Under Management $71,329,946,037
No. Of Clients173
Clients Per Financial Advisor0
STARWOOD CAPITAL GROUP MANAGEMENT, L.L.C. is a financial advisory firm situated in Miami Beach, Florida. With a nearly $71B assets under management, the firm specializes in crafting personalized retirement planning solutions for 173 clients. The team consists of 502 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Performance Based
- Other (ON THE BASIS OF ACTUAL OR ALLOCABLE COSTS)
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 151480
Assets Under Management $61,660,253,000
No. Of Clients98
Clients Per Financial Advisor4
SANDERS CAPITAL, LLC is a financial advisory firm situated in West Palm Beach, Florida. With a nearly $62B assets under management, the firm specializes in crafting personalized retirement planning solutions for 98 clients. The team consists of 24 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 Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
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.
Fee Structure
- A Percentage of AUM
- Performance Based
- Other (REIMBURSEMENT OF EXPENSES)
Financial Planning Services
- Portfolio Management for pooled Investment
- Selection of Other Advisors
QualificationsFirm CRD# 160711
Assets Under Management $54,077,988,036
No. Of Clients147
Clients Per Financial Advisor0
H.I.G. CAPITAL, LLC is a financial advisory firm situated in Miami, Florida. With a nearly $54B assets under management, the firm specializes in crafting personalized retirement planning solutions for 147 clients. The team consists of 991 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
- Portfolio Management for Business
QualificationsFirm CRD# 168339
Assets Under Management $47,897,133,982
No. Of Clients61
Clients Per Financial Advisor0
I SQUARED CAPITAL ADVISORS (US) LLC is a financial advisory firm situated in Miami, Florida. With a nearly $48B assets under management, the firm specializes in crafting personalized retirement planning solutions for 61 clients. The team consists of 207 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
QualificationsFirm CRD# 157053
Assets Under Management $39,022,162,565
No. Of Clients51
Clients Per Financial Advisor0
BAYVIEW ASSET MANAGEMENT, LLC is a financial advisory firm situated in Coral Gables, Florida. With a nearly $39B assets under management, the firm specializes in crafting personalized retirement planning solutions for 51 clients. The team consists of 319 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
- Other (VARIABLE TRANSACTION
- DILIGENCE
- ORIGINATION
- AND CLOSING FEES)
Financial Planning Services
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 159172
Assets Under Management $37,246,864,417
No. Of Clients123
Clients Per Financial Advisor1
CIFC ASSET MANAGEMENT LLC is a financial advisory firm situated in Miami, Florida. With a nearly $37B assets under management, the firm specializes in crafting personalized retirement planning solutions for 123 clients. The team consists of 206 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
- Portfolio Management for Business
QualificationsFirm CRD# 106093
Assets Under Management $36,045,083,867
No. Of Clients3515
Clients Per Financial Advisor23
POLEN CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Boca Raton, Florida. With a nearly $36B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3515 clients. The team consists of 153 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
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
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Looking for more choices? Use our free match service to compare retirement planners serving your area.