Firms by city
Registered investment advisers in West Palm Beach, FL
4 SEC-registered advisers headquartered in West Palm Beach, listed by regulatory assets under management as reported on Form ADV.
4 firms listed
| Firm | Headquarters | Regulatory AUM | Advisory staff | Clients |
|---|---|---|---|---|
| Elliott Investment ManagementCRD 307151 | West Palm Beach, FL | $128.62B | 282 | 48 |
| Sanders CapitalCRD 151480 | West Palm Beach, FL | $122.18B | 16 | 101 |
| Smartx Advisory SolutionsCRD 297680 | West Palm Beach, FL | $26.99B | 2 | 61 |
| Intech Investment ManagementCRD 119232 | West Palm Beach, FL | $15.47B | 11 | 26 |
Elliott Investment ManagementCRD 307151$128.62B
- Headquarters
- West Palm Beach, FL
- Advisory staff
- 282
- Clients
- 48
Sanders CapitalCRD 151480$122.18B
- Headquarters
- West Palm Beach, FL
- Advisory staff
- 16
- Clients
- 101
Smartx Advisory SolutionsCRD 297680$26.99B
- Headquarters
- West Palm Beach, FL
- Advisory staff
- 2
- Clients
- 61
Intech Investment ManagementCRD 119232$15.47B
- Headquarters
- West Palm Beach, FL
- Advisory staff
- 11
- Clients
- 26
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in West Palm Beach on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see every firm with an office in Florida.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.