National Retirement Planning Experts

National Coverage
Local Professionals

Compare 2-3 financial advisors near you
matched to your specific needs
Free match service |
No obligation to hire

Personalized advice for Portfolio
Size of 100K and above

FINRA/SEC Registered Advisors

Find Retirement Advisors for Retirement Planning in West 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 West Palm Beach, Florida

Last Updated - April 25, 2025

West Palm Beach has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 45 non-vetted advisors in your local area. These retirement advisors in West Palm Beach, Florida have an average of 25 years of experience.

I want to start planning.
HELP ME FIND MY PLANNER

Your Information is Safe and Secure

List of Qualified Retirement Planning Advisors in West Palm Beach, Florida

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
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
vector.svg VERIFIED

Russell 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

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 15 Retirement Planning firms in West Palm Beach, Florida (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

360 S. Rosemary Ave, 18th Floor
West Palm Beach, FL, 33401
$97,371,716,80438578
A percentage of AUM, Other (PERFORMANCE-BASED ALLOCATIONS)
2

777 S. Flagler Drive E. Tower, Suite No. 1100
West Palm Beach, FL, 33401-5153
$82,252,391,00010225
A percentage of AUM, Performance Based
3

105 S. Narcissus Avenue, Suite 701
West Palm Beach, FL, 33401
$22,914,329,4566091
A percentage of AUM, Subscription fees, Fixed fees, Other (OCIO SERVICES)
4

250 S. Australian Ave, Suite 1700
West Palm Beach, FL, 33401
$8,803,055,0834748
A percentage of AUM, Performance Based
5

700 S. Rosemary Ave., Suite 204
West Palm Beach, FL, 33401
$7,819,638,8654124
A percentage of AUM, Performance Based
6

250 South Australian Avenue,
West Palm Beach, FL, 33401
$7,074,339,0055260
A percentage of AUM, Performance Based
7

360 S. Rosemary Ave, Suite 1420
West Palm Beach, FL, 33401
$6,811,694,5793018
A percentage of AUM, Performance Based
8

360 S. Rosemary, Suite 1700
West Palm Beach, FL, 33401-6351
$4,825,995,05111111
A percentage of AUM, Performance Based
9

205 Datura Street, Suite 410
West Palm Beach, FL, 33401
$4,622,059,00028
A percentage of AUM, Performance Based
10

360 S. Rosemary, Suite 1700
West Palm Beach, FL, 33401
$4,257,124,90819111
A percentage of AUM, Performance Based
11

777 South Flagler Drive, Phillips Point, West Tower, Suite 1405
West Palm Beach, FL, 33401
$3,836,241,68447
A percentage of AUM, Performance Based
12

302 Datura Street, Suite 100
West Palm Beach, FL, 33401-5481
$1,953,202,0751246
A percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS)
13

777 South Flagler Drive, Suite 602 East
West Palm Beach, FL, 33401-6122
$1,741,434,7121939
A percentage of AUM, Performance Based
14

222 Lakeview Avenue, Suite 1700
West Palm Beach, FL, 33401-6150
$1,526,875,458624
A percentage of AUM, Performance Based
15

360 S. Rosemary, Suite 1700
West Palm Beach, FL, 33401-6351
$1,204,678,4302111
A percentage of AUM, Performance Based

Information on Top Retirement Planning firms in West Palm Beach, Florida

QualificationsFirm CRD# 307151

Assets Under Management $97,371,716,804

No. Of Clients38

Clients Per Financial Advisor0

ELLIOTT INVESTMENT MANAGEMENT L.P. is a financial advisory firm situated in West Palm Beach, Florida. With a nearly $100B assets under management, the firm specializes in crafting personalized retirement planning solutions for 38 clients. The team consists of 578 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 vehicles
View Full Profile

QualificationsFirm CRD# 151480

Assets Under Management $82,252,391,000

No. Of Clients102

Clients Per Financial Advisor4

SANDERS CAPITAL, LLC is a financial advisory firm situated in West Palm Beach, Florida. With a nearly $82B assets under management, the firm specializes in crafting personalized retirement planning solutions for 102 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

Financial Planning Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other (PORTFOLIO MANAGEMENT FOR CHIEF INVESTMENT OFFICER OF REGISTRANT)
View Full Profile

QualificationsFirm CRD# 297680

Assets Under Management $22,914,329,456

No. Of Clients60

Clients Per Financial Advisor1

SMARTX ADVISORY SOLUTIONS is a financial advisory firm situated in West Palm Beach, Florida. With a nearly $23B assets under management, the firm specializes in crafting personalized retirement planning solutions for 60 clients. The team consists of 91 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Subscription fees
  • Fixed fees
  • Other (OCIO SERVICES)

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 119232

Assets Under Management $8,803,055,083

No. Of Clients47

Clients Per Financial Advisor1

INTECH is a financial advisory firm situated in West Palm Beach, Florida. With a nearly $9B assets under management, the firm specializes in crafting personalized retirement planning solutions for 47 clients. The team consists of 48 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 companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
View Full Profile

QualificationsFirm CRD# 131018

Assets Under Management $7,819,638,865

No. Of Clients4

Clients Per Financial Advisor0

PROSPECT CAPITAL MANAGEMENT L.P. is a financial advisory firm situated in West Palm Beach, Florida. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 124 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 companies
  • Portfolio management for pooled investment vehicles
View Full Profile

QualificationsFirm CRD# 152209

Assets Under Management $7,074,339,005

No. Of Clients52

Clients Per Financial Advisor1

GRAMERCY FUNDS MANAGEMENT LLC is a financial advisory firm situated in West Palm Beach, Florida. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 52 clients. The team consists of 60 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
View Full Profile

QualificationsFirm CRD# 122020

Assets Under Management $6,811,694,579

No. Of Clients30

Clients Per Financial Advisor2

RIVERNORTH CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in West Palm Beach, Florida. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 30 clients. The team consists of 18 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 companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
View Full Profile

QualificationsFirm CRD# 311663

Assets Under Management $4,825,995,051

No. Of Clients11

Clients Per Financial Advisor0

COMVEST CREDIT ADVISORS, LLC is a financial advisory firm situated in West Palm Beach, Florida. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 11 clients. The team consists of 111 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

QualificationsFirm CRD# 161005

Assets Under Management $4,622,059,000

No. Of Clients2

Clients Per Financial Advisor0

ALTAROCK PARTNERS LP is a financial advisory firm situated in West Palm Beach, Florida. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 8 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

QualificationsFirm CRD# 160753

Assets Under Management $4,257,124,908

No. Of Clients19

Clients Per Financial Advisor0

COMVEST ADVISORS LLC is a financial advisory firm situated in West Palm Beach, Florida. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 19 clients. The team consists of 111 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

QualificationsFirm CRD# 283493

Assets Under Management $3,836,241,684

No. Of Clients4

Clients Per Financial Advisor1

SKYE GLOBAL MANAGEMENT LP is a financial advisory firm situated in West Palm Beach, Florida. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 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
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
View Full Profile

QualificationsFirm CRD# 174707

Assets Under Management $1,953,202,075

No. Of Clients12

Clients Per Financial Advisor0

STERLING INVESTMENT MANAGEMENT is a financial advisory firm situated in West Palm Beach, Florida. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 12 clients. The team consists of 46 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
View Full Profile

QualificationsFirm CRD# 108726

Assets Under Management $1,741,434,712

No. Of Clients19

Clients Per Financial Advisor0

WEXFORD CAPITAL LP is a financial advisory firm situated in West Palm Beach, Florida. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 19 clients. The team consists of 39 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

QualificationsFirm CRD# 169023

Assets Under Management $1,526,875,458

No. Of Clients6

Clients Per Financial Advisor0

BLUE SEA CAPITAL LLC is a financial advisory firm situated in West Palm Beach, Florida. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 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 pooled investment vehicles
View Full Profile

QualificationsFirm CRD# 312541

Assets Under Management $1,204,678,430

No. Of Clients2

Clients Per Financial Advisor0

COMMONWEALTH CREDIT ADVISORS, LLC is a financial advisory firm situated in West Palm Beach, Florida. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 111 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 companies
  • Portfolio management for businesses or institutional clients
View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Get Matched With Planners