{ "path": "/advisors/fl/miami/palm-beach", "url": "https://advisorcensus.com/advisors/fl/miami/palm-beach", "page_type": "metro_city", "title": "Financial advisors in Palm Beach, FL", "filters": {}, "scope_total": 28, "faq": [ { "q": "How many financial advisory firms are there in Palm Beach, FL?", "a": "AdvisorCensus lists 28 investment advisory firms with a principal office in Palm Beach, Florida (part of the Miami metro area), from Form ADV filings as of October 2026: 14 SEC-registered, 3 state-registered, and 11 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, FL?", "a": "5 of the 28 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, FL offer financial planning?", "a": "2 of the 17 firms in Palm Beach, 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, 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 5 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 28 investment advisory firms with a principal office in Palm Beach, 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, FL: 28 firms from Form ADV filings as of October 2026.", "total_firms": 28, "page": 1, "total_pages": 1, "sort": "name", "registration_types": { "sec": 14, "state": 3, "exempt": 11 }, "fee_model_mix": [ { "code": "fee-only", "count": 5 }, { "code": "percentage_of_aum", "count": 16 }, { "code": "hourly", "count": 1 }, { "code": "subscription", "count": 0 }, { "code": "fixed", "count": 2 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 8 }, { "code": "other", "count": 2 }, { "code": "not_reported", "count": 11 } ], "years_registered_distribution": [ { "code": "under_5", "count": 14 }, { "code": "5_to_9", "count": 7 }, { "code": "10_to_19", "count": 4 }, { "code": "20_plus", "count": 3 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 0 }, { "code": "25m_100m", "count": 3 }, { "code": "100m_500m", "count": 6 }, { "code": "500m_1b", "count": 4 }, { "code": "1b_5b", "count": 4 }, { "code": "over_5b", "count": 0 }, { "code": "not_reported", "count": 11 } ], "firms": [ { "crd_number": 335007, "name": "1789 Capital Management", "name_as_filed": "1789 CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/1789-capital-management-palm-beach-fl-335007", "city": "Palm Beach", "state": "FL", "years_registered": 1, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 336339, "name": "Alphabond LLC", "name_as_filed": "ALPHABOND LLC", "url": "https://advisorcensus.com/firm/alphabond-llc-palm-beach-fl-336339", "city": "Palm Beach", "state": "FL", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "performance_based" ], "enhanced": false }, { "crd_number": 138901, "name": "Alpine Associates Management Inc.", "name_as_filed": "ALPINE ASSOCIATES MANAGEMENT INC.", "url": "https://advisorcensus.com/firm/alpine-associates-management-inc-palm-beach-fl-138901", "city": "Palm Beach", "state": "FL", "years_registered": 20, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 157442, "name": "Arbor Investments Management, LLC", "name_as_filed": "ARBOR INVESTMENTS MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/arbor-investments-management-llc-palm-beach-fl-157442", "city": "Palm Beach", "state": "FL", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 330695, "name": "Bassam Wealth Management, LLC", "name_as_filed": "BASSAM WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/bassam-wealth-management-llc-palm-beach-fl-330695", "city": "Palm Beach", "state": "FL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 285740, "name": "Bluegrass Capital Partners LP", "name_as_filed": "BLUEGRASS CAPITAL PARTNERS LP", "url": "https://advisorcensus.com/firm/bluegrass-capital-partners-lp-palm-beach-fl-285740", "city": "Palm Beach", "state": "FL", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 333072, "name": "Clifton First LLC", "name_as_filed": "CLIFTON FIRST LLC", "url": "https://advisorcensus.com/firm/clifton-first-llc-palm-beach-fl-333072", "city": "Palm Beach", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 121923, "name": "Cypress Capital Group", "name_as_filed": "CYPRESS CAPITAL GROUP", "url": "https://advisorcensus.com/firm/cypress-capital-group-palm-beach-fl-121923", "city": "Palm Beach", "state": "FL", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 305894, "name": "Delgatto Capital Group LLC", "name_as_filed": "DELGATTO CAPITAL GROUP LLC", "url": "https://advisorcensus.com/firm/delgatto-capital-group-llc-palm-beach-fl-305894", "city": "Palm Beach", "state": "FL", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 111163, "name": "Dock Street Asset Management Inc", "name_as_filed": "DOCK STREET ASSET MANAGEMENT INC", "url": "https://advisorcensus.com/firm/dock-street-asset-management-inc-palm-beach-fl-111163", "city": "Palm Beach", "state": "FL", "years_registered": 33, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 157515, "name": "Dudley & Shanley, Inc.", "name_as_filed": "DUDLEY & SHANLEY, INC.", "url": "https://advisorcensus.com/firm/dudley-and-shanley-inc-palm-beach-fl-157515", "city": "Palm Beach", "state": "FL", "years_registered": 15, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 305114, "name": "Flank Fund Manager, LLC", "name_as_filed": "FLANK FUND MANAGER, LLC", "url": "https://advisorcensus.com/firm/flank-fund-manager-llc-palm-beach-fl-305114", "city": "Palm Beach", "state": "FL", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 290265, "name": "Genrock Capital Management, LP", "name_as_filed": "GENROCK CAPITAL MANAGEMENT, LP", "url": "https://advisorcensus.com/firm/genrock-capital-management-lp-palm-beach-fl-290265", "city": "Palm Beach", "state": "FL", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 325422, "name": "Goudy Park Management, LLC", "name_as_filed": "GOUDY PARK MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/goudy-park-management-llc-palm-beach-fl-325422", "city": "Palm Beach", "state": "FL", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 105848, "name": "Harder Management Company, Inc.", "name_as_filed": "HARDER MANAGEMENT COMPANY, INC.", "url": "https://advisorcensus.com/firm/harder-management-company-inc-palm-beach-fl-105848", "city": "Palm Beach", "state": "FL", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 163718, "name": "Harlan Capital Partners LLC", "name_as_filed": "HARLAN CAPITAL PARTNERS LLC", "url": "https://advisorcensus.com/firm/harlan-capital-partners-llc-palm-beach-fl-163718", "city": "Palm Beach", "state": "FL", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 106224, "name": "Harvey Capital Management Inc", "name_as_filed": "HARVEY CAPITAL MANAGEMENT INC", "url": "https://advisorcensus.com/firm/harvey-capital-management-inc-palm-beach-fl-106224", "city": "Palm Beach", "state": "FL", "years_registered": 30, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 301325, "name": "Hudson Value Partners, LLC", "name_as_filed": "HUDSON VALUE PARTNERS, LLC", "url": "https://advisorcensus.com/firm/hudson-value-partners-llc-palm-beach-fl-301325", "city": "Palm Beach", "state": "FL", "years_registered": 7, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 156160, "name": "Klocke Capital Group, LLC", "name_as_filed": "KLOCKE CAPITAL GROUP, LLC", "url": "https://advisorcensus.com/firm/klocke-capital-group-llc-palm-beach-fl-156160", "city": "Palm Beach", "state": "FL", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 335653, "name": "Mistral Equity Partners", "name_as_filed": "MISTRAL EQUITY PARTNERS", "url": "https://advisorcensus.com/firm/mistral-equity-partners-palm-beach-fl-335653", "city": "Palm Beach", "state": "FL", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 287547, "name": "Muirfield Capital Global Advisors LLC", "name_as_filed": "MUIRFIELD CAPITAL GLOBAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/muirfield-capital-global-advisors-llc-palm-beach-fl-287547", "city": "Palm Beach", "state": "FL", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 284283, "name": "SAF Advisors LLC", "name_as_filed": "SAF ADVISORS LLC", "url": "https://advisorcensus.com/firm/saf-advisors-llc-palm-beach-fl-284283", "city": "Palm Beach", "state": "FL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 167306, "name": "Segra Capital Management, LLC", "name_as_filed": "SEGRA CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/segra-capital-management-llc-palm-beach-fl-167306", "city": "Palm Beach", "state": "FL", "years_registered": 4, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 325382, "name": "Snowpoint Ventures Management, LLC", "name_as_filed": "SNOWPOINT VENTURES MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/snowpoint-ventures-management-llc-palm-beach-fl-325382", "city": "Palm Beach", "state": "FL", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 324727, "name": "Tidal Fund Manager LLC", "name_as_filed": "TIDAL FUND MANAGER LLC", "url": "https://advisorcensus.com/firm/tidal-fund-manager-llc-palm-beach-fl-324727", "city": "Palm Beach", "state": "FL", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 330722, "name": "Trestle Partners", "name_as_filed": "TRESTLE PARTNERS", "url": "https://advisorcensus.com/firm/trestle-partners-palm-beach-fl-330722", "city": "Palm Beach", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 330947, "name": "Trestle Partners", "name_as_filed": "TRESTLE PARTNERS", "url": "https://advisorcensus.com/firm/trestle-partners-palm-beach-fl-330947", "city": "Palm Beach", "state": "FL", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 338741, "name": "Triquetra Capital LLC", "name_as_filed": "TRIQUETRA CAPITAL LLC", "url": "https://advisorcensus.com/firm/triquetra-capital-llc-palm-beach-fl-338741", "city": "Palm Beach", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false } ], "states": [], "metros": [], "siblings": { "national": "/advisors", "state": { "path": "/advisors/fl", "label": "Financial advisors in Florida" }, "metro": { "path": "/advisors/fl/miami", "label": "Financial advisors in Miami, FL" }, "city_pages": [ { "path": "/advisors/fl/miami/boca-raton", "label": "Financial advisors in Boca Raton, FL", "firm_count": 114 }, { "path": "/advisors/fl/miami/coral-gables", "label": "Financial advisors in Coral Gables, FL", "firm_count": 89 }, { "path": "/advisors/fl/miami/west-palm-beach", "label": "Financial advisors in West Palm Beach, FL", "firm_count": 84 }, { "path": "/advisors/fl/miami/miami-beach", "label": "Financial advisors in Miami Beach, FL", "firm_count": 60 }, { "path": "/advisors/fl/miami/palm-beach-gardens", "label": "Financial advisors in Palm Beach Gardens, FL", "firm_count": 51 }, { "path": "/advisors/fl/miami/fort-lauderdale", "label": "Financial advisors in Fort Lauderdale, FL", "firm_count": 47 }, { "path": "/advisors/fl/miami/jupiter", "label": "Financial advisors in Jupiter, FL", "firm_count": 26 }, { "path": "/advisors/fl/miami/aventura", "label": "Financial advisors in Aventura, FL", "firm_count": 24 }, { "path": "/advisors/fl/miami/delray-beach", "label": "Financial advisors in Delray Beach, FL", "firm_count": 16 }, { "path": "/advisors/fl/miami/plantation", "label": "Financial advisors in Plantation, FL", "firm_count": 14 }, { "path": "/advisors/fl/miami/ft-lauderdale", "label": "Financial advisors in Ft. Lauderdale, FL", "firm_count": 13 }, { "path": "/advisors/fl/miami/coconut-grove", "label": "Financial advisors in Coconut Grove, FL", "firm_count": 10 } ], "fee_pages": [ { "path": "/advisors/fl/miami/fee-only", "label": "Fee-only financial advisors in Miami, FL", "firm_count": 178 }, { "path": "/advisors/fl/miami/flat-fee", "label": "Flat-fee financial advisors in Miami, FL", "firm_count": 343 }, { "path": "/advisors/fl/miami/hourly", "label": "Hourly financial advisors in Miami, FL", "firm_count": 221 } ], "niche_pages": [ { "path": "/advisors/fl/miami/business-owners", "firm_count": 1, "label": "Financial advisors for business owners in Miami, FL" }, { "path": "/advisors/fl/miami/families-with-special-needs", "firm_count": 1, "label": "Financial advisors for families with special needs in Miami, FL" }, { "path": "/advisors/fl/miami/real-estate-investors", "firm_count": 1, "label": "Financial advisors for real estate investors in Miami, FL" } ] }, "csv": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }