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Top 3 financial advisor firms in North Palm Beach

3 SEC-registered financial advisor firms are headquartered in North Palm Beach, FL, with $3.68B in combined regulatory assets under management. The largest by assets are Certuity ($3.3B), Primoris Wealth Advisors ($230M) and Aureum Wealth Management ($151M).

3
Financial advisor firms
$3.68B
Their combined AUM
$230M
Median firm AUM
1,040
Clients of the top 3

The 3 largest by assets

  1. 1
    Certuity

    RIA

    $3.3B

  2. 2
    Primoris Wealth Advisors

    RIA

    $230M

  3. 3
    Aureum Wealth Management

    RIA

    $151M

Profiles of the top 3

No. 1 · RIA

Certuity

Certuity is an investment adviser based in North Palm Beach, FL, registered with the SEC since 2004. It provides financial planning and investment management. Its clients include high-net-worth individuals, pooled investment vehicles, and corporations and other businesses. Its regulatory assets under management total $3.3 billion, as filed on 30 April 2026.

Certuity charges 0.30%–1.50% a year for its Standard asset-based fee.

Regulatory AUM
$3.3B
Clients
520
Advisory staff
15
Fee schedule
0.30% to 1.50% a year
Custodians
Charles Schwab
Headquarters
1295 US Highway One, Third Floor, North Palm Beach, FL 33408
Phone
561-693-3255
Website
certuity.com

No. 2 · RIA

Primoris Wealth Advisors

Primoris Wealth Advisors is an investment adviser based in North Palm Beach, FL, registered with the SEC since 2020. It provides investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $230 million, as filed on 10 March 2026.

Primoris Wealth Advisors charges 0.75%–1.75% a year for its Advisory Services.

Regulatory AUM
$230M
Clients
429
Advisory staff
7
Fee schedule
0.75% to 1.75% a year
Custodians
Fidelity
Headquarters
9250 Alternate A1a, Suite A, North Palm Beach, FL 33403
Phone
561-296-0796
Website
primoriswealthadvisors.com

No. 3 · RIA

Aureum Wealth Management

Aureum Wealth Management is an investment adviser based in North Palm Beach, FL, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $151 million, as filed on 17 April 2026.

Aureum Wealth Management charges 1.00%–1.90% a year for its Portfolio Management Services.

Regulatory AUM
$151M
Clients
91
Advisory staff
3
Fee schedule
1.00% to 1.90% a year
Custodians
Charles Schwab
Headquarters
772 US Highway One, Ste 100, North Palm Beach, FL 33408
Phone
561-209-1120
Website
aureumwealthmanagement.com

Questions about financial advisors in North Palm Beach

How many financial advisor firms are headquartered in North Palm Beach?

3 SEC-registered financial advisor firms report their principal office in North Palm Beach, FL, managing $3.68B in regulatory assets between them.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in North Palm Beach?

Certuity, with $3.3B in regulatory assets under management on its latest Form ADV. The next largest are Primoris Wealth Advisors ($230M) and Aureum Wealth Management ($151M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in North Palm Beach?

The median firm manages $230M in regulatory assets. That is the midpoint of the 3 firms headquartered in North Palm Beach.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in North Palm Beach charge?

Of the 3 largest firms, 3 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.50% to 1.90% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in North Palm Beach?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

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