{ "path": "/advisors/fl/miami/palm-beach-gardens", "url": "https://advisorcensus.com/advisors/fl/miami/palm-beach-gardens", "page_type": "metro_city", "title": "Financial advisors in Palm Beach Gardens, FL", "filters": {}, "scope_total": 51, "faq": [ { "q": "How many financial advisory firms are there in Palm Beach Gardens, FL?", "a": "AdvisorCensus lists 51 investment advisory firms with a principal office in Palm Beach Gardens, Florida (part of the Miami metro area), from Form ADV filings as of October 2026: 31 SEC-registered, 15 state-registered, and 5 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Palm Beach Gardens, FL?", "a": "9 of the 51 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Palm Beach Gardens, FL offer financial planning?", "a": "22 of the 46 firms in Palm Beach Gardens, FL that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Palm Beach Gardens, FL fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 9 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 51 investment advisory firms with a principal office in Palm Beach Gardens, Florida (part of the Miami metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full Miami metro area, including neighboring cities, is on its own page. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": null, "citation": "AdvisorCensus. Financial advisors in Palm Beach Gardens, FL: 51 firms from Form ADV filings as of October 2026.", "total_firms": 51, "page": 1, "total_pages": 2, "sort": "name", "registration_types": { "sec": 31, "state": 15, "exempt": 5 }, "fee_model_mix": [ { "code": "fee-only", "count": 9 }, { "code": "percentage_of_aum", "count": 43 }, { "code": "hourly", "count": 14 }, { "code": "subscription", "count": 0 }, { "code": "fixed", "count": 20 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 12 }, { "code": "other", "count": 7 }, { "code": "not_reported", "count": 5 } ], "years_registered_distribution": [ { "code": "under_5", "count": 19 }, { "code": "5_to_9", "count": 15 }, { "code": "10_to_19", "count": 10 }, { "code": "20_plus", "count": 7 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 5 }, { "code": "25m_100m", "count": 8 }, { "code": "100m_500m", "count": 14 }, { "code": "500m_1b", "count": 6 }, { "code": "1b_5b", "count": 5 }, { "code": "over_5b", "count": 5 }, { "code": "not_reported", "count": 8 } ], "firms": [ { "crd_number": 337677, "name": "American Ventures IM LLC", "name_as_filed": "AMERICAN VENTURES IM LLC", "url": "https://advisorcensus.com/firm/american-ventures-im-llc-palm-beach-gardens-fl-337677", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 0, "raum_band": "500m_1b", "compensation_types": [ "performance_based" ], "enhanced": false }, { "crd_number": 343815, "name": "American VO IM LLC", "name_as_filed": "AMERICAN VO IM LLC", "url": "https://advisorcensus.com/firm/american-vo-im-llc-palm-beach-gardens-fl-343815", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 296949, "name": "Atticus Wealth Management", "name_as_filed": "ATTICUS WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/atticus-wealth-management-palm-beach-gardens-fl-296949", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 297188, "name": "Blue Line Capital Advisors", "name_as_filed": "BLUE LINE CAPITAL ADVISORS", "url": "https://advisorcensus.com/firm/blue-line-capital-advisors-palm-beach-gardens-fl-297188", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 287710, "name": "Castle Island Wealth", "name_as_filed": "CASTLE ISLAND WEALTH", "url": "https://advisorcensus.com/firm/castle-island-wealth-palm-beach-gardens-fl-287710", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 147981, "name": "Center for Asset Management, LLC", "name_as_filed": "CENTER FOR ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/center-for-asset-management-llc-palm-beach-gardens-fl-147981", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 148472, "name": "Convergence Investment Partners, LLC", "name_as_filed": "CONVERGENCE INVESTMENT PARTNERS, LLC", "url": "https://advisorcensus.com/firm/convergence-investment-partners-llc-palm-beach-gardens-fl-148472", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 17, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 332858, "name": "Craig Burdo LLC", "name_as_filed": "CRAIG BURDO LLC", "url": "https://advisorcensus.com/firm/craig-burdo-llc-palm-beach-gardens-fl-332858", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 297987, "name": "Dakota Wealth, LLC", "name_as_filed": "DAKOTA WEALTH, LLC", "url": "https://advisorcensus.com/firm/dakota-wealth-llc-palm-beach-gardens-fl-297987", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 7, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 294098, "name": "Digital Asset Investment Management", "name_as_filed": "DIGITAL ASSET INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/digital-asset-investment-management-palm-beach-gardens-fl-294098", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 324549, "name": "Divergent Capital Asset Management LLC", "name_as_filed": "DIVERGENT CAPITAL ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/divergent-capital-asset-management-llc-palm-beach-gardens-fl-324549", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 113609, "name": "DSM Capital Partners", "name_as_filed": "DSM CAPITAL PARTNERS", "url": "https://advisorcensus.com/firm/dsm-capital-partners-palm-beach-gardens-fl-113609", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 25, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 129491, "name": "Dwojeski, John J", "name_as_filed": "DWOJESKI, JOHN J", "url": "https://advisorcensus.com/firm/dwojeski-john-j-palm-beach-gardens-fl-129491", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 22, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 339476, "name": "Elm Wealth Advisory", "name_as_filed": "ELM WEALTH ADVISORY", "url": "https://advisorcensus.com/firm/elm-wealth-advisory-palm-beach-gardens-fl-339476", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 250787, "name": "Gladstone Wealth Partners", "name_as_filed": "GLADSTONE WEALTH PARTNERS", "url": "https://advisorcensus.com/firm/gladstone-wealth-partners-palm-beach-gardens-fl-250787", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 11, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 143120, "name": "Global Trust", "name_as_filed": "GLOBAL TRUST", "url": "https://advisorcensus.com/firm/global-trust-palm-beach-gardens-fl-143120", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 18, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 341499, "name": "Graysbrook Investment Partners", "name_as_filed": "GRAYSBROOK INVESTMENT PARTNERS", "url": "https://advisorcensus.com/firm/graysbrook-investment-partners-palm-beach-gardens-fl-341499", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 284304, "name": "Great Elm Capital Management, LLC", "name_as_filed": "GREAT ELM CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/great-elm-capital-management-llc-palm-beach-gardens-fl-284304", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 311491, "name": "Grey Rhodes Advisors, LLC", "name_as_filed": "GREY RHODES ADVISORS, LLC", "url": "https://advisorcensus.com/firm/grey-rhodes-advisors-llc-palm-beach-gardens-fl-311491", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 122056, "name": "Guiry Capital Management, LLC", "name_as_filed": "GUIRY CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/guiry-capital-management-llc-palm-beach-gardens-fl-122056", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 24, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 128929, "name": "GWN Securities Inc.", "name_as_filed": "GWN SECURITIES INC.", "url": "https://advisorcensus.com/firm/gwn-securities-inc-palm-beach-gardens-fl-128929", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 22, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 166089, "name": "Hood River Capital Management LLC", "name_as_filed": "HOOD RIVER CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/hood-river-capital-management-llc-palm-beach-gardens-fl-166089", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 13, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 322441, "name": "Investment Advisors of America, LLC", "name_as_filed": "INVESTMENT ADVISORS OF AMERICA, LLC", "url": "https://advisorcensus.com/firm/investment-advisors-of-america-llc-palm-beach-gardens-fl-322441", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 269899, "name": "Kingdom Capital Management, Inc.", "name_as_filed": "KINGDOM CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/kingdom-capital-management-inc-palm-beach-gardens-fl-269899", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 342420, "name": "Kutumb Investments LLC", "name_as_filed": "KUTUMB INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/kutumb-investments-llc-palm-beach-gardens-fl-342420", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 337776, "name": "Kuyrkendall Capital", "name_as_filed": "KUYRKENDALL CAPITAL", "url": "https://advisorcensus.com/firm/kuyrkendall-capital-palm-beach-gardens-fl-337776", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 310252, "name": "Leatherback Asset Management, LLC", "name_as_filed": "LEATHERBACK ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/leatherback-asset-management-llc-palm-beach-gardens-fl-310252", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 136591, "name": "Lighthouse Investment Partners, LLC", "name_as_filed": "LIGHTHOUSE INVESTMENT PARTNERS, LLC", "url": "https://advisorcensus.com/firm/lighthouse-investment-partners-llc-palm-beach-gardens-fl-136591", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 20, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 153632, "name": "Long Short Advisors, LLC", "name_as_filed": "LONG SHORT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/long-short-advisors-llc-palm-beach-gardens-fl-153632", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 16, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 323556, "name": "LRI Investments", "name_as_filed": "LRI INVESTMENTS", "url": "https://advisorcensus.com/firm/lri-investments-palm-beach-gardens-fl-323556", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 2, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 105381, "name": "Martin Investment Management, LLC", "name_as_filed": "MARTIN INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/martin-investment-management-llc-palm-beach-gardens-fl-105381", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 38, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 12963, "name": "Money Concepts Advisory Service", "name_as_filed": "MONEY CONCEPTS ADVISORY SERVICE", "url": "https://advisorcensus.com/firm/money-concepts-advisory-service-palm-beach-gardens-fl-12963", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 34, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 151058, "name": "Montello Wealth Management, Inc.", "name_as_filed": "MONTELLO WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/montello-wealth-management-inc-palm-beach-gardens-fl-151058", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 311424, "name": "Nexwealth LLC", "name_as_filed": "NEXWEALTH LLC", "url": "https://advisorcensus.com/firm/nexwealth-llc-palm-beach-gardens-fl-311424", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 292023, "name": "Optimist Capital", "name_as_filed": "OPTIMIST CAPITAL", "url": "https://advisorcensus.com/firm/optimist-capital-palm-beach-gardens-fl-292023", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 137423, "name": "Poinciana Advisors Group, LLC", "name_as_filed": "POINCIANA ADVISORS GROUP, LLC", "url": "https://advisorcensus.com/firm/poinciana-advisors-group-llc-palm-beach-gardens-fl-137423", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 297635, "name": "Priderock Fund Management Partners, LLC", "name_as_filed": "PRIDEROCK FUND MANAGEMENT PARTNERS, LLC", "url": "https://advisorcensus.com/firm/priderock-fund-management-partners-llc-palm-beach-gardens-fl-297635", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 160238, "name": "RAM Realty Advisors LLC", "name_as_filed": "RAM REALTY ADVISORS LLC", "url": "https://advisorcensus.com/firm/ram-realty-advisors-llc-palm-beach-gardens-fl-160238", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 332058, "name": "Raven Music Partners LLC", "name_as_filed": "RAVEN MUSIC PARTNERS LLC", "url": "https://advisorcensus.com/firm/raven-music-partners-llc-palm-beach-gardens-fl-332058", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 316188, "name": "Resnick Wealth Alliance, LLC", "name_as_filed": "RESNICK WEALTH ALLIANCE, LLC", "url": "https://advisorcensus.com/firm/resnick-wealth-alliance-llc-palm-beach-gardens-fl-316188", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 320737, "name": "Retirement Income Strategies Inc.", "name_as_filed": "RETIREMENT INCOME STRATEGIES INC.", "url": "https://advisorcensus.com/firm/retirement-income-strategies-inc-palm-beach-gardens-fl-320737", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 306453, "name": "Rollingwave Capital", "name_as_filed": "ROLLINGWAVE CAPITAL", "url": "https://advisorcensus.com/firm/rollingwave-capital-palm-beach-gardens-fl-306453", 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"https://advisorcensus.com/firm/vine-investment-advisors-lp-palm-beach-gardens-fl-157341", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 14, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 321955, "name": "Volatility Shares LLC", "name_as_filed": "VOLATILITY SHARES LLC", "url": "https://advisorcensus.com/firm/volatility-shares-llc-palm-beach-gardens-fl-321955", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 4, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 171071, "name": "Wealth With Wisdom Advisors, Inc.", "name_as_filed": "WEALTH WITH WISDOM ADVISORS, INC.", "url": "https://advisorcensus.com/firm/wealth-with-wisdom-advisors-inc-palm-beach-gardens-fl-171071", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 12, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", 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