Top 10 financial advisor firms in West Palm Beach

13 SEC-registered financial advisor firms are headquartered in West Palm Beach, FL, with $14.7B in combined regulatory assets under management. The largest by assets are Facet Wealth ($7.6B), A&M Private Wealth Partners ($1.83B) and Ibex Wealth Advisors ($1.28B).

13
Financial advisor firms: $14.7B
Their combined AUM: $534M
Median firm AUM: 16,859
Clients of the top 10

The 10 largest by assets

1
Facet Wealth
RIA
$7.6B
Regulatory AUM
2
A&M Private Wealth Partners
RIA
$1.83B
Up to 1.00% a year
3
Ibex Wealth Advisors
RIA
$1.28B
Up to 1.60% a year
4
WhaleRock Point Partners
RIA
$1.04B
Regulatory AUM
5
CPA Asset Management Group
RIA
$619M
0.30% to 1.00% a year
6
Paulson Wealth Management
RIA
$559M
0.25% to 1.50% a year
7
Affiliated Private Investors
RIA
$534M
0.50% to 0.50%
8
Agnello Financial Group
RIA
$379M
0.75% to 1.25% a year
9
Anchor Wealth Management Group
RIA
$233M
Regulatory AUM
10
Global Trust Wealth Management
RIA
$214M
Up to 1.25% a year

Profiles of the top 10

No. 1 · RIA

Facet Wealth

Facet Wealth is an investment adviser based in West Palm Beach, FL, registered with the SEC since 2016. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $7.6 billion, as filed on 31 July 2026.

Regulatory AUM: $7.6B
Clients: 14,741
Advisory staff: 77
Custodians: Fidelity, Apex Clearing
Headquarters: 2054 Vista Parkway, Ste 400, West Palm Beach, FL 33411
Phone: 443-376-6222
Website: facet.com

No. 2 · RIA

A&M Private Wealth Partners

A&M Private Wealth Partners is an investment adviser based in West Palm Beach, FL, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and charitable organizations. Its regulatory assets under management total $1.83 billion, as filed on 24 March 2026.

A&M Private Wealth Partners charges up to 1.00% a year for its Wealth and Investment Management.

Regulatory AUM: $1.83B
Clients: 43
Advisory staff: 23
Fee schedule: Up to 1.00% a year
Custodians: Fidelity
Headquarters: 300 Banyan BLVD, 10th Floor, West Palm Beach, FL 33401
Phone: 561-268-0900
Website: ampwp.com

No. 3 · RIA

Ibex Wealth Advisors

Ibex Wealth Advisors is an investment adviser based in West Palm Beach, FL, registered with the SEC since 2014. 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 $1.28 billion, as filed on 14 September 2026.

Ibex Wealth Advisors charges up to 1.60% a year for its Investment Management Services.

Regulatory AUM: $1.28B
Clients: 892
Advisory staff: 5
Founded: 2012
Fee schedule: Up to 1.60% a year
Custodians: LPL Financial
Headquarters: 500 S. Australian Ave., Suite 600, West Palm Beach, FL 33401
Phone: 908-849-4800
Website: ibexwealth.com

No. 4 · RIA

WhaleRock Point Partners

WhaleRock Point Partners is an investment adviser based in West Palm Beach, FL, registered with the SEC since 2006. It provides investment management. Its clients include high-net-worth individuals, corporations and other businesses, and individual clients. Its regulatory assets under management total $1.04 billion, as filed on 16 January 2026.

Regulatory AUM: $1.04B
Clients: 136
Advisory staff: 4
Custodians: Fidelity, Bank of America / U.S. Trust, Citizens Private Wealth
Headquarters: 319 Clematis Street, Suite 610, West Palm Beach, FL 33401
Phone: 401-228-7799
Website: wrpoint.com

No. 5 · RIA

CPA Asset Management Group

CPA Asset Management Group is an investment adviser based in West Palm Beach, FL, registered with the SEC since 2000. 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 $619 million, as filed on 17 February 2026.

CPA Asset Management Group charges 0.30%–1.00% a year for its Investment Supervisory Services.

Regulatory AUM: $619M
Clients: 168
Advisory staff: 5
Founded: 1997
Fee schedule: 0.30% to 1.00% a year
Minimum account: $1,000,000
Custodians: Charles Schwab
Headquarters: 501 South Flagler Drive, Suite 220, West Palm Beach, FL 33401
Phone: 561-659-3301
Website: blueoceancpa.com

No. 6 · RIA

Paulson Wealth Management

Paulson Wealth Management is an investment adviser based in West Palm Beach, FL, registered with the SEC since 2017. 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 $559 million, as filed on 16 July 2026.

Paulson Wealth Management charges 0.25%–1.50% a year for its Comprehensive Portfolio Management.

Regulatory AUM: $559M
Clients: 379
Advisory staff: 5
Founded: 2009
Fee schedule: 0.25% to 1.50% a year
Custodians: Charles Schwab
Headquarters: 222 Lakeview Ave, Suite 800, West Palm Beach, FL 33401
Phone: 407-957-0074
Website: paulsonwealth.com

No. 7 · RIA

Affiliated Private Investors

Affiliated Private Investors is an investment adviser based in West Palm Beach, FL, registered with the SEC since 1995. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $534 million, as filed on 30 March 2026.

Affiliated Private Investors charges 0.50% for its Flat Management Fee. The brochure does not state whether the rate is annual.

Regulatory AUM: $534M
Clients: 27
Advisory staff: 2
Fee schedule: 0.50% to 0.50%
Headquarters: 4512 N. Flagler Drive, Suite 201, West Palm Beach, FL 33407
Phone: 561-318-8710

No. 8 · RIA

Agnello Financial Group

Agnello Financial Group is an investment adviser based in West Palm Beach, FL, registered with the SEC since 2017. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $379 million, as filed on 17 February 2026.

Agnello Financial Group charges 0.75%–1.25% a year for its Investment Advisory Services.

Regulatory AUM: $379M
Clients: 173
Advisory staff: 3
Founded: 1988
Fee schedule: 0.75% to 1.25% a year
Custodians: Pershing
Headquarters: 712 North Olive Avenue, West Palm Beach, FL 33401-4015
Phone: 561-833-7080
Website: agnello.com

No. 9 · RIA

Anchor Wealth Management Group

Anchor Wealth Management Group is an investment adviser based in West 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 charitable organizations. Its regulatory assets under management total $233 million, as filed on 5 March 2026.

Regulatory AUM: $233M
Clients: 209
Advisory staff: 1
Founded: 2010
Custodians: Fidelity, Capital Group
Headquarters: 120 S. Olive Ave,, Suite 400, West Palm Beach, FL 33401
Phone: 561-228-8688
Website: anchorwealthgroup.com

No. 10 · RIA

Global Trust Wealth Management

Global Trust Wealth Management is an investment adviser based in West Palm Beach, FL, registered with the SEC since 2024. It provides investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $214 million, as filed on 27 February 2026.

Global Trust Wealth Management charges up to 1.25% a year for its Asset Management Services.

Regulatory AUM: $214M
Clients: 91
Advisory staff: 3
Founded: 2024
Fee schedule: Up to 1.25% a year
Minimum account: $500,000
Custodians: Fidelity, Charles Schwab
Headquarters: 515 N. Flagler Drive, Ste 1700, West Palm Beach, FL 33401
Phone: 561-207-9696
Website: globaltrustwealth.com

Questions about financial advisors in West Palm Beach

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

13 SEC-registered financial advisor firms report their principal office in West Palm Beach, FL, managing $14.7B in regulatory assets between them. The other 41 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 West Palm Beach?

Facet Wealth, with $7.6B in regulatory assets under management on its latest Form ADV. The next largest are A&M Private Wealth Partners ($1.83B) and Ibex Wealth Advisors ($1.28B).

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

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

The median firm manages $534M in regulatory assets. That is the midpoint of the 13 firms headquartered in West Palm Beach.

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

How much do financial advisors in West Palm Beach 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 0.50% to 1.60% 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 West 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

West Palm Beach has 13 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in West Palm Beach

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