SEC-registered investment advisers in Palm Beach
13 SEC-registered investment advisers are headquartered in Palm Beach, FL, with $13.2B in combined regulatory assets under management. 5 are financial advisor firms; the rest are broker-dealers, other kinds of wealth firm, or fund and institutional managers.
- 13
- Investment advisers
- $13.2B
- Combined regulatory AUM
- 5
- Financial advisor firms
All 13 advisers
By regulatory assets under management.
| Firm | Type | Regulatory AUM |
|---|---|---|
| Arbor Investments Management | Private funds | $3.48B |
| 1789 Capital Management | Private funds | $2.73B |
| Alpine Associates Management | Private funds | $2.09B |
| Dock Street Asset Management | RIA | $1.11B |
| Segra Capital Management | Private funds | $821M |
| Dudley & Shanley | RIA | $747M |
| Hudson Value Partners | RIA | $678M |
| Harvey Capital Management | RIA | $579M |
| Harlan Capital Partners | Private funds | $281M |
| GenRock Capital Management | Private funds | $258M |
| Bassam Wealth Management | RIA | $241M |
| Alphabond | Asset manager | $123M |
| Muirfield Capital Global Advisors | Private funds | $110M |
- Type
- Private funds
1789 Capital Management$2.73B
- Type
- Private funds
- Type
- Private funds
- Type
- RIA
- Type
- Private funds
Dudley & Shanley$747M
- Type
- RIA
- Type
- RIA
- Type
- RIA
- Type
- Private funds
- Type
- Private funds
- Type
- RIA
Alphabond$123M
- Type
- Asset manager
- Type
- Private funds
Palm Beach at a glance
Advisers headquartered here, by type
13
advisers
- Financial advisor firms (RIAs)$3.36B regulatory AUM5 (38%)
- Private fund managers$9.77B regulatory AUM7 (54%)
- Institutional managers$123M regulatory AUM1 (8%)
Other cities in Florida
- Miami195
- Tampa68
- Boca Raton61
- West Palm Beach54
- Coral Gables47
- Naples32
- Orlando30
- Palm Beach Gardens30
- Sarasota30
- Jacksonville28
- Fort Lauderdale27
- Miami Beach25