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Find Top Financial Advisors in Palm Beach Gardens, Florida

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Palm Beach Gardens, Florida
Last Updated - 25-Nov-2022

Palm Beach Gardens has 5 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 124 non-vetted advisors in your local area. These financial advisors in Palm Beach Gardens, Florida have an average of 14 years of experience.

NOTE: The list of financial advisors in Palm Beach Gardens, Florida mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Palm Beach Gardens, Florida.

Qualified Financial Advisors in Palm Beach Gardens, Florida
Financial Advisor Experience AUM Minimum Assets Fee Structure
D. Michael Burleigh
PEAK CAPITAL MANAGEMENT
750 SE Indian Street,
Stuart, FL 34997
30 Not Specified $250,000.00 Fee-Based
King Tide Advisors
CFP®, CTFA, ATFA
KING TIDE ADVISORS
3441 SW Rivers End Way,
Palm City, FL 34990
10 Not Specified 500,000 Fee-Only
David Balestriere
CFP®
EDELMAN FINANCIAL ENGINES, LLC
7900 Glades Road Suite 310,
Boca Raton, FL 33434
15 Not Specified Not Specified Fee-Based
Ali Zafar
MORGAN STANLEY
4855 Technology Way, Suite 600,
Boca Raton, FL 33431
7 Not Specified $250,000 Fee-Based
Glynis Banhan
CFP®
EDELMAN FINANCIAL ENGINES, LLC
18851 NE 29th Avenue, Suite 501,
Aventura, FL 33180
9 Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Palm Beach Gardens

Qualifications CRD# 4307228
Firm CRD# 144600
Series 65

Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets


Office Location 750 SE Indian Street,
Stuart,
FL
34997
Phone Number 772-334-9592

Michael follows a few basic principles when running the practice. They are to do the right thing, do the best you can, and show people that you care. Michael is a hands on advisor who takes great pleasure in running the business, delegating responsibilities to staff, and providing expert guidance to retirees and individuals who are fast approaching retirement. He is committed to providing clients with conservative investment strategies that will help fund a better standard of living during retirement. Just like his clients, Michael believes in the work ethic and knows how important it is to preserve hard-earned dollars. He started his career in the financial services industry in 1986, branching out to form his own company three years later. Since that time, he has had the privilege of meeting with over 2,500 people who are nearing retirement or already enjoying it. Michael is a State Registered Investment Advisor and Licensed Insurance Professional. Since opening his own firm over 20 years ago, Michael has been on a mission to protect client's capital. Unlike many advisors whom he thinks are mentally stuck in the 1990s with aggressive strategies, Michael specializes in conservative strategies that are likely to provide a steady and reliable return. Michael is literally always on the move. He took up running 18 years ago and has since completed numerous full and half marathons. Physical fitness and fiscal fitness are both of crucial importance to him.

About Peak Capital Management

Our philosophy at Peak Capital Management is that we are the coach who assists you in identifying and reaching your own financial goals. Our seven-step educational process helps you identify your objectives and develop the strategies and tactics that will allow you to reach those goals.
Our Seven Step Education Process will: 1. Identify lifetime objectives & strategies
2. Understand all your options
3. Determine your risk profile
4. Build your stable allocation model
5. Optimize your investment allocations
6. Identify tax reduction and catastrophic protection strategies
7. Schedule regular periodic reviews
Peak Capital Management would be pleased to steer your course toward a lifetime of financial security.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Insurance Products & Annuities


Qualifications CRD# 6643594
Firm CRD# 318185

Compensation/Fee Fee-Only, Based on Assets


Office Location 3441 SW Rivers End Way,
Palm City,
FL
34990
Phone Number 772-233-2052

About King Tide Advisors

We work with clients that value a financial advisor that helps them reach their financial goals. Your situation is unique, how you respond to challenges and situations can be unique, but our priority to stay focused on your goals never changes. We help you talk about, define, and revisit your goals, and we work to adjust the plan to stay aligned with your goals. We focus on: financial planning, investment management, tax efficient strategies, retirement strategies, small business retirement plans, education planning, estate planning.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 4790356
Firm CRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 7900 Glades Road Suite 310,
Boca Raton,
FL
33434
Phone Number 561-288-4011

I'm passionate about working with families and developing strategies that can help them accomplish their financial and retirement goals. In my spare time, I enjoy spending time with my family and staying active by working out and playing sports with my kids.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 6486729
Firm CRD# 149777
Series 7, 66

Compensation/Fee Fee-Based, Commissions, Based on Assets


Office Location 4855 Technology Way, Suite 600,
Boca Raton,
FL
33431
Phone Number 561-393-1829

Financial well being is something we all need, but what it means for each of us is unique. I take a personal approach to your financial health by taking the time to understand the things you value and the goals that matter to you. This allows me to tailor your financial strategy to fit your needs and objectives. We will work closely with your CPA and estate planning attorney to develop a comprehensive approach to your finances that will give you the confidence to live life your way because ultimately, that is the goal. Born and raised in south Florida and having lived in Florida for most of my life, this is where I call home. I enjoy golfing, being outdoors and spending time in Delray Beach where I live with my wife, Zarnash. We have two pets and we love traveling. I am committed to providing the financial guidance you deserve along with my Client Service Associate, Perri Hazan. We are dedicated to delivering the exceptional service you come to expect from us at Morgan Stanley.

About Morgan Stanley

Experience, intellectual capital and dedicated personal service to help you meet your life goals

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 5447139
Firm CRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 18851 NE 29th Avenue, Suite 501,
Aventura,
FL
33180
Phone Number 786-288-3439

Having worked in financial services for almost a decade, I have witnessed the positive impact that financial planning can have on achieving one's goals. As a child of an immigrant mother, I know the importance of not just learning about personal finance but teaching it as well. So, I've made it my personal goal to help educate as many clients as I can through their financial journeys.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Top Financial Advisor Firms in Palm Beach Gardens, Florida (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
LIGHTHOUSE INVESTMENT PARTNERS, LLC
3801 Pga Blvd. , Suite 500,
Palm Beach Gardens, FL 33410
$64,086,141,161 148 A percentage of AUM
Performance Based
DSM CAPITAL PARTNERS
7111 Fairway Drive, Suite 350,
Palm Beach Gardens, FL 33418
$10,617,400,000 2401 A percentage of AUM
Performance Based
GWN SECURITIES INC.
11440 North Jog Road,
Palm Beach Gardens, FL 33418-3764
$3,143,187,902 54640 A percentage of AUM
Hourly charges
Fixed fees
Other (IN LIEU OF HOURLY FEE, IA CAN CHARGE A FLAT FEE)
MONEY CONCEPTS ADVISORY SERVICE
11440 North Jog Road,
Palm Beach Gardens, FL 33418-3764
$3,119,765,400 14326 A percentage of AUM
Hourly charges
Fixed fees
Other (SOLICITOR FEE)
DAKOTA WEALTH, LLC
11376 N. Jog Road , Suite 101,
Palm Beach Gardens, FL 33418-1752
$1,950,933,900 3113 A percentage of AUM
Fixed fees
MARTIN INVESTMENT MANAGEMENT, LLC
2000 Pga Blvd , Suite 4440,
Palm Beach Gardens, FL 33408-2738
$1,089,443,058 285 A percentage of AUM
Hourly charges
Fixed fees
Performance Based
IMPERIAL CAPITAL ASSET MANAGEMENT LLC
3801 Pga Boulevard, Suite 603,
Palm Beach Gardens, FL 33410
$628,953,181 12 A percentage of AUM
Subscription fees
Performance Based
Other (OPTIONAL PAYMENT FOR DEBT AND EQUITY RESEARCH REPORTS TO CLIENTS)
WIN ADVISORS, INC
11440 North Jog Rd,
Palm Beach Gardens, FL 33418-3764
$479,260,165 3453 A percentage of AUM
Hourly charges
Fixed fees
CONVERGENCE INVESTMENT PARTNERS, LLC
3801 Pga Blvd. , Suite 1001,
Palm Beach Gardens, FL 33410-2757
$225,949,062 280 A percentage of AUM
ALPHA BETA GAMMA WEALTH MANAGEMENT
3801 Pga Blvd. , Suite 600,
Palm Beach Gardens, FL 33410
$210,741,658 327 A percentage of AUM
CENTER FOR ASSET MANAGEMENT, LLC
3399 Pga Boulevard, Ste 320,
Palm Beach Gardens, FL 33410
$189,321,538 788 A percentage of AUM
Hourly charges
POINCIANA ADVISORS GROUP, LLC
11025 Rca Center Drive , Suite 401,
Palm Beach Gardens, FL 33410
$181,871,252 151 A percentage of AUM
Fixed fees
PURSUIT WEALTH MANAGMENT LLC
4500 Pga Boulevard , Suit 304a,
Palm Beach Gardens, FL 33418
$167,324,458 181 A percentage of AUM
Hourly charges
Fixed fees
NEXWEALTH LLC
3801 Pga Boulevard , Suite 600,
Palm Beach Gardens, FL 33410
$111,365,398 55 A percentage of AUM
Fixed fees
DAKORE WEALTH MANAGEMENT, LLC
11376 N. Jog Rd. , Suite 101,
Palm Beach Gardens, FL 33418
$27,343,491 51 A percentage of AUM
Hourly charges
Fixed fees

    List of Additional Advisors in Palm Beach Gardens, Florida*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Amanda S. Burnett
    Inquire with Amanda
    3801 PGA Boulevard, Suite 700, Palm Beach Gardens, FL  33410 561-515-7510
    Ben Silberman
    Inquire with Ben
    11300 US Highway 1, Ste 600 & 501, Palm Beach Gardens, FL  33408 561-383-3632
    Anthony Rosetti
    Inquire with Anthony
    3801 Pga Boulevard, Suite 700, Palm Beach Gardens, FL  33410 561-694-7091
    Barbara Zech
    Inquire with Barbara
    3801 PGA Boulevard, Suite 700, Palm Beach Gardens, FL  33410 561-776-6473
    Benjamin Joshua Cohen
    Inquire with Benjamin
    3801 PGA Boulevard, Suite 700, Palm Beach Gardens, FL  33410 561-694-7009
    Karen K Maffeo
    Inquire with Karen
    11300 US Highway 1, Ste 600 & 501, Palm Beach Gardens, FL  33408 561-383-3612
    Howard Silver
    Inquire with Howard
    11300 US Highway 1, Ste 600 & 501, Palm Beach Gardens, FL  33408 561-383-3620
    Joseph Grund & Associates
    Inquire with Joseph
    11300 US Highway 1, Ste 600 & 501, Palm Beach Gardens, FL  33408 561-383-3600
    Jon E Drinkwater
    Inquire with Jon
    11300 US Highway 1, Ste 600 & 501, Palm Beach Gardens, FL  33408 561-383-3623
    Sean B Chrissinger
    Inquire with Sean
    11300 US Highway 1, Ste 600 & 501, Palm Beach Gardens, FL  33408 561-383-3600
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