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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 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.

Finding the Best Retirement Planners in West Palm Beach, Florida

Last Updated - April 12, 2024

West Palm Beach has 4 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 26 years of experience.

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

advisor-photo
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Dock Street Asset Management
CAIA®, CFA®

Qualifications
Firm CRD# 111163

Minimum Assets Required
$500,000

Advisory Services:

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.

Compensation/Fee

Fee-Only

advisor-photo
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Charles Helme
BH Asset Management, LLC

Qualifications
CRD# 712007
Firm CRD# 152117
Series 65

Minimum Assets Required
$500,000

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Only

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Jimmy Gonzalez
CRPC®
Anthem Advisors

Qualifications
CRD# 4271692
Firm CRD# 143440
Series 63, 65

Minimum Assets Required
$500,000

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
ELLIOTT INVESTMENT MANAGEMENT L.P.
360 S. Rosemary Ave, 18th Floor
West Palm Beach, FL, 33401
$93,207,362,81836535
A Percentage of AUM, Other (PERFORMANCE-BASED ALLOCATIONS)
2
SANDERS CAPITAL, LLC
777 S. Flagler Drive E. Tower, Suite No. 1100
West Palm Beach, FL, 33401-5153
$61,660,253,0009824
A Percentage of AUM, Performance Based
3
SMARTX ADVISORY SOLUTIONS
105 S. Narcissus Avenue, Suite 701
West Palm Beach, FL, 33401
$17,558,718,78360118
A Percentage of AUM, Fixed Fees, Other (OCIO SERVICES)
4
INTECH
250 S. Australian Ave, Suite 1800
West Palm Beach, FL, 33401
$17,143,211,3427455
A Percentage of AUM, Performance Based
5
PROSPECT CAPITAL MANAGEMENT L.P.
700 S. Rosemary Ave., Suite 204
West Palm Beach, FL, 33401
$7,924,227,1362105
A Percentage of AUM, Performance Based
6
RIVERNORTH CAPITAL MANAGEMENT, LLC
360 S. Rosemary Ave, Suite 1420
West Palm Beach, FL, 33401
$5,990,433,8272318
A Percentage of AUM, Performance Based
7
COMVEST ADVISORS LLC
360 S. Rosemary, Suite 1700
West Palm Beach, FL, 33401
$4,342,966,7361895
A Percentage of AUM, Performance Based
8
SKYE GLOBAL MANAGEMENT LP
777 South Flagler Drive, Phillips Point, West Tower, Suite 1405
West Palm Beach, FL, 33401
$3,265,371,57948
A Percentage of AUM, Performance Based
9
COMVEST CREDIT ADVISORS, LLC
360 S. Rosemary, Suite 1700
West Palm Beach, FL, 33401-6351
$3,013,355,733795
A Percentage of AUM, Performance Based
10
WEXFORD CAPITAL LP
777 South Flagler Drive, Suite 602 East
West Palm Beach, FL, 33401-6122
$1,872,637,4741942
A Percentage of AUM, Performance Based
11
STERLING INVESTMENT MANAGEMENT
302 Datura Street, Suite 100
West Palm Beach, FL, 33401-5481
$1,861,264,5391241
A Percentage of AUM, Performance Based
12
COMMONWEALTH CREDIT ADVISORS, LLC
360 S. Rosemary, Suite 1700
West Palm Beach, FL, 33401-6351
$1,161,222,065295
A Percentage of AUM, Performance Based
13
IRONSHORE FINANCIAL
862 Marginal Road,
West Palm Beach, FL, 33411
$930,485,504231
A Percentage of AUM, Fixed Fees
14
PRIORITY SENIOR SECURED INCOME MANAGEMENT, LLC
700 S. Rosemary Ave., Suite 204
West Palm Beach, FL, 33401
$901,785,8991107
A Percentage of AUM, Performance Based
15
BLUE SEA CAPITAL LLC
222 Lakeview Avenue, Suite 1700
West Palm Beach, FL, 33401-6150
$784,270,339424
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
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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
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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
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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
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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
View Full Profile

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
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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
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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
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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
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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
View Full Profile

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
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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
View Full Profile

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
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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
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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
View Full Profile

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