Top 10 financial advisor firms in Palm Beach Gardens

11 SEC-registered financial advisor firms are headquartered in Palm Beach Gardens, FL, with $12.1B in combined regulatory assets under management. The largest by assets are Dakota Wealth ($6.94B), LRI Investments ($2.78B) and Atticus Wealth Management ($565M).

11
Financial advisor firms: $12.1B
Their combined AUM: $257M
Median firm AUM: 5,860
Clients of the top 10

The 10 largest by assets

1
Dakota Wealth
RIA
$6.94B
Up to 2.00% a year
2
LRI Investments
RIA
$2.78B
Up to 2.00%
3
Atticus Wealth Management
RIA
$565M
Up to 3.00%
4
Global Trust Asset Management
RIA
$450M
1.00% to 2.00% a year
5
Poinciana Advisors Group
RIA
$396M
Up to 1.25%
6
Center for Asset Management
RIA
$257M
Regulatory AUM
7
Guiry Capital Management
RIA
$204M
1.00% to 1.00%
8
NexWealth
RIA
$172M
Regulatory AUM
9
Resnick Wealth Alliance
RIA
$121M
Regulatory AUM
10
Sea Hunter Capital
RIA
$117M
0.85% to 1.50% a year

Profiles of the top 10

No. 1 · RIA

Dakota Wealth

Dakota Wealth is an investment adviser based in Palm Beach Gardens, FL, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $6.94 billion, as filed on 11 August 2026.

Dakota Wealth charges up to 2.00% a year for its Wealth Management and Investment Management Services.

Regulatory AUM: $6.94B
Clients: 3,764
Advisory staff: 61
Fee schedule: Up to 2.00% a year
Custodians: Fidelity, Pershing, Charles Schwab
Headquarters: 11376 N. Jog Road, Suite 101, Palm Beach Gardens, FL 33418-1752
Phone: 561-774-8101
Website: dakotawm.com

No. 2 · RIA

LRI Investments

LRI Investments is an investment adviser based in Palm Beach Gardens, FL, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $2.78 billion, as filed on 28 September 2026.

LRI Investments charges up to 2.00% for its Investment Management. The brochure does not state whether the rate is annual.

Regulatory AUM: $2.78B
Clients: 582
Advisory staff: 31
Fee schedule: Up to 2.00%
Custodians: Pershing
Headquarters: 3825 Pga BLVD, Suite 303, Palm Beach Gardens, FL 33410
Phone: 561-323-2265
Website: linrip.com

No. 3 · RIA

Atticus Wealth Management

Atticus Wealth Management is an investment adviser based in Palm Beach Gardens, FL, registered with the SEC since 2018. 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 $565 million, as filed on 22 May 2026.

Atticus Wealth Management charges up to 3.00% for its Portfolio Management Fees. The brochure does not state whether the rate is annual.

Regulatory AUM: $565M
Clients: 429
Advisory staff: 7
Founded: 2018
Fee schedule: Up to 3.00%
Minimum account: $500,000
Custodians: Charles Schwab
Headquarters: 11380 Prosperity Farms Road, Suite 201, Palm Beach Gardens, FL 33410
Phone: 561-425-9500
Website: atticuswm.com

No. 4 · RIA

Global Trust Asset Management

Global Trust Asset Management is an investment adviser based in Palm Beach Gardens, FL, registered with the SEC since 2008. It provides investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and corporations and other businesses. Its regulatory assets under management total $450 million, as filed on 15 July 2026.

Global Trust Asset Management charges 1.00%–2.00% a year for its Asset management services.

Regulatory AUM: $450M
Clients: 276
Advisory staff: 7
Founded: 2007
Fee schedule: 1.00% to 2.00% a year
Custodians: Fidelity, Charles Schwab
Headquarters: 11300 U.S. Highway 1, Suite 600, Palm Beach Gardens, FL 33408
Phone: 561-472-0191
Website: gbltrust.com

No. 5 · RIA

Poinciana Advisors Group

Poinciana Advisors Group is an investment adviser based in Palm Beach Gardens, FL, registered with the SEC since 2020. 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 $396 million, as filed on 24 March 2026.

Poinciana Advisors Group charges up to 1.25% for its Investment Management Services. The brochure does not state whether the rate is annual.

Regulatory AUM: $396M
Clients: 112
Advisory staff: 1
Founded: 2006
Fee schedule: Up to 1.25%
Custodians: Fidelity
Headquarters: 3300 Pga Boulevard, Suite 200, Palm Beach Gardens, FL 33410
Phone: 561-296-0100
Website: poincianagroup.com

No. 6 · RIA

Center for Asset Management

Center for Asset Management is an investment adviser based in Palm Beach Gardens, FL, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $257 million, as filed on 17 March 2026.

Regulatory AUM: $257M
Clients: 284
Advisory staff: 2
Founded: 2008
Custodians: Fidelity
Headquarters: 3399 Pga Boulevard, Ste 320, Palm Beach Gardens, FL 33410
Phone: 561-625-0900
Website: cf-am.com

No. 7 · RIA

Guiry Capital Management

Guiry Capital Management is an investment adviser based in Palm Beach Gardens, FL, registered with the SEC since 2002. It provides investment management. Its clients include high-net-worth individuals, other clients and charitable organizations. Its regulatory assets under management total $204 million, as filed on 30 March 2026.

Guiry Capital Management charges 1.00% for its Investment Advisory Fee. The brochure does not state whether the rate is annual.

Regulatory AUM: $204M
Clients: 33
Advisory staff: 2
Fee schedule: 1.00% to 1.00%
Minimum account: $3,000,000
Custodians: Charles Schwab, U.S. Trust Company/Bank of America
Headquarters: 3801 Pga BLVD., Suite 600, Palm Beach Gardens, FL 33410
Phone: 561-337-5224

No. 8 · RIA

NexWealth

NexWealth is an investment adviser based in Palm Beach Gardens, FL, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and individual clients. Its regulatory assets under management total $172 million, as filed on 10 June 2026.

Regulatory AUM: $172M
Clients: 172
Advisory staff: 5
Custodians: Fidelity
Headquarters: 3801 Pga Boulevard, Suite 600, Palm Beach Gardens, FL 33410
Phone: 561-971-3939
Website: nexwealthllc.com

No. 9 · RIA

Resnick Wealth Alliance

Resnick Wealth Alliance is an investment adviser based in Palm Beach Gardens, FL, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals, other clients and individual clients. Its regulatory assets under management total $121 million, as filed on 28 May 2026.

Regulatory AUM: $121M
Clients: 62
Advisory staff: 2
Custodians: Charles Schwab
Headquarters: 4400 Pga Boulevard, Suite 404, Palm Beach Gardens, FL 33410
Phone: 561-453-1120
Website: resnickwealthalliance.com

No. 10 · RIA

Sea Hunter Capital

Sea Hunter Capital is an investment adviser based in Palm Beach Gardens, FL, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $117 million, as filed on 15 September 2026.

Sea Hunter Capital charges 0.85%–1.50% a year for its Portfolio Management Services.

Regulatory AUM: $117M
Clients: 146
Advisory staff: 3
Fee schedule: 0.85% to 1.50% a year
Custodians: Charles Schwab
Headquarters: 11300 US Highway 1, Suite 600, Palm Beach Gardens, FL 33408
Phone: 561-208-3883
Website: castleislandwealth.com

Questions about financial advisors in Palm Beach Gardens

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

11 SEC-registered financial advisor firms report their principal office in Palm Beach Gardens, FL, managing $12.1B in regulatory assets between them. The other 19 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

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

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

Dakota Wealth, with $6.94B in regulatory assets under management on its latest Form ADV. The next largest are LRI Investments ($2.78B) and Atticus Wealth Management ($565M).

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

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

The median firm manages $257M in regulatory assets. That is the midpoint of the 11 firms headquartered in Palm Beach Gardens.

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

How much do financial advisors in Palm Beach Gardens charge?

Of the 10 largest firms, 7 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 3.00% 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 Palm Beach Gardens?

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

Palm Beach Gardens has 11 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Palm Beach Gardens

Top financial advisor firms in other Florida cities