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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 - March 17, 2025West Palm Beach has 5 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 35 non-vetted advisors in your local area. These retirement advisors in West Palm Beach, Florida have an average of 28 years of experience.
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List of Qualified Retirement Planning Advisors in West Palm Beach, 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
VERIFIEDJames M Luongo
CLU®, ChFC®
Luongo Wealth Management
Qualifications
CRD# 2176077
Firm CRD# 6413
Series 6, 7, 63, 66
Minimum Assets Required
$250,000
Advisory Services:
Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Investment Advice & Management, 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 West Palm Beach, Florida (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 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) |
| 2 | 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 |
| 3 | 105 S. Narcissus Avenue, Suite 701 West Palm Beach, FL, 33401 | $17,558,718,783 | 60 | 118 | A Percentage of AUM, Fixed Fees, Other (OCIO SERVICES) |
| 4 | 250 S. Australian Ave, Suite 1800 West Palm Beach, FL, 33401 | $17,143,211,342 | 74 | 55 | A Percentage of AUM, Performance Based |
| 5 | 700 S. Rosemary Ave., Suite 204 West Palm Beach, FL, 33401 | $7,924,227,136 | 2 | 105 | A Percentage of AUM, Performance Based |
| 6 | 360 S. Rosemary Ave, Suite 1420 West Palm Beach, FL, 33401 | $5,990,433,827 | 23 | 18 | A Percentage of AUM, Performance Based |
| 7 | 360 S. Rosemary, Suite 1700 West Palm Beach, FL, 33401 | $4,342,966,736 | 18 | 95 | A Percentage of AUM, Performance Based |
| 8 | 777 South Flagler Drive, Phillips Point, West Tower, Suite 1405 West Palm Beach, FL, 33401 | $3,265,371,579 | 4 | 8 | A Percentage of AUM, Performance Based |
| 9 | 360 S. Rosemary, Suite 1700 West Palm Beach, FL, 33401-6351 | $3,013,355,733 | 7 | 95 | A Percentage of AUM, Performance Based |
| 10 | 777 South Flagler Drive, Suite 602 East West Palm Beach, FL, 33401-6122 | $1,872,637,474 | 19 | 42 | A Percentage of AUM, Performance Based |
| 11 | 302 Datura Street, Suite 100 West Palm Beach, FL, 33401-5481 | $1,861,264,539 | 12 | 41 | A Percentage of AUM, Performance Based |
| 12 | 360 S. Rosemary, Suite 1700 West Palm Beach, FL, 33401-6351 | $1,161,222,065 | 2 | 95 | A Percentage of AUM, Performance Based |
| 13 | 862 Marginal Road, West Palm Beach, FL, 33411 | $930,485,504 | 23 | 1 | A Percentage of AUM, Fixed Fees |
| 14 | 700 S. Rosemary Ave., Suite 204 West Palm Beach, FL, 33401 | $901,785,899 | 1 | 107 | A Percentage of AUM, Performance Based |
| 15 | 222 Lakeview Avenue, Suite 1700 West Palm Beach, FL, 33401-6150 | $784,270,339 | 4 | 24 | A Percentage of AUM, Performance Based |
Information on Top Retirement Planning firms in West Palm Beach, Florida
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# 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# 297680
Assets Under Management $17,558,718,783
No. Of Clients60
Clients Per Financial Advisor1
SMARTX ADVISORY SOLUTIONS is a financial advisory firm situated in West Palm Beach, Florida. With a nearly $18B assets under management, the firm specializes in crafting personalized retirement planning solutions for 60 clients. The team consists of 118 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Other (OCIO SERVICES)
Financial Planning Services
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 119232
Assets Under Management $17,143,211,342
No. Of Clients74
Clients Per Financial Advisor1
INTECH is a financial advisory firm situated in West Palm Beach, Florida. With a nearly $17B assets under management, the firm specializes in crafting personalized retirement planning solutions for 74 clients. The team consists of 55 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# 131018
Assets Under Management $7,924,227,136
No. Of Clients2
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 2 clients. The team consists of 105 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
QualificationsFirm CRD# 122020
Assets Under Management $5,990,433,827
No. Of Clients23
Clients Per Financial Advisor1
RIVERNORTH CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in West Palm Beach, Florida. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 23 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
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 160753
Assets Under Management $4,342,966,736
No. Of Clients18
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 18 clients. The team consists of 95 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# 283493
Assets Under Management $3,265,371,579
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 $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 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
- Portfolio Management for Business
QualificationsFirm CRD# 311663
Assets Under Management $3,013,355,733
No. Of Clients7
Clients Per Financial Advisor0
COMVEST CREDIT ADVISORS, LLC is a financial advisory firm situated in West Palm Beach, Florida. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 clients. The team consists of 95 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# 108726
Assets Under Management $1,872,637,474
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 42 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# 174707
Assets Under Management $1,861,264,539
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 41 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# 312541
Assets Under Management $1,161,222,065
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 95 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 Business
QualificationsFirm CRD# 294053
Assets Under Management $930,485,504
No. Of Clients23
Clients Per Financial Advisor23
IRONSHORE FINANCIAL is a financial advisory firm situated in West Palm Beach, Florida. With a nearly $930M assets under management, the firm specializes in crafting personalized retirement planning solutions for 23 clients. The team consists of 1 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
- Portfolio Management for Business
- Pension Consulting Services
QualificationsFirm CRD# 165500
Assets Under Management $901,785,899
No. Of Clients1
Clients Per Financial Advisor0
PRIORITY SENIOR SECURED INCOME MANAGEMENT, LLC is a financial advisory firm situated in West Palm Beach, Florida. With a nearly $902M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 107 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
QualificationsFirm CRD# 169023
Assets Under Management $784,270,339
No. Of Clients4
Clients Per Financial Advisor0
BLUE SEA CAPITAL LLC is a financial advisory firm situated in West Palm Beach, Florida. With a nearly $784M 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.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Boca Raton, Florida
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Looking for more choices? Use our free match service to compare retirement planners serving your area.