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Find Top Financial Advisors in West Palm Beach, 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 West Palm Beach, Florida
Last Updated - 28-Nov-2022

West Palm Beach has 7 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 76 non-vetted advisors in your local area. These financial advisors in West Palm Beach, Florida have an average of 14 years of experience.

NOTE: The list of financial advisors in West Palm Beach, 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 West Palm Beach, Florida.

Qualified Financial Advisors in West Palm Beach, Florida
Financial Advisor Experience AUM Minimum Assets Fee Structure
Ali Zafar
MORGAN STANLEY
4855 Technology Way, Suite 600,
Boca Raton, FL 33431
7 Not Specified $250,000 Fee-Based
David Balestriere
CFP®
EDELMAN FINANCIAL ENGINES, LLC
7900 Glades Road Suite 310,
Boca Raton, FL 33434
15 Not Specified Not Specified Fee-Based
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
Glynis Banhan
CFP®
EDELMAN FINANCIAL ENGINES, LLC
18851 NE 29th Avenue, Suite 501,
Aventura, FL 33180
9 Not Specified Not Specified Fee-Based
Huston Lorenzo
SNOWDEN LANE PARTNERS
1 Alhambra Plaza,
Suite 1130,
Coral Gables, FL 33134
8 $340,000,000 $500,000 Fee-Based
Jimmy Gonzalez
CRPC®
ANTHEM ADVISORS
2600 Douglas Rd.,
STE 1104,
Coral Gables, FL 33134
21 Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in West Palm Beach

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# 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# 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# 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.


Qualifications CRD# 5951377
Firm CRD# 149794
Series 7, 9, 10, 63, 65, 66

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


Office Location 1 Alhambra Plaza,
Suite 1130,
Coral Gables,
FL
33134
Phone Number 305-968-8081

With a focus on comprehensive wealth planning, we serve as trusted advisor and personal CFO to individuals and families, globally. Through our Family Office-like services you will have access to: 1) Data/asset aggregation 2) Financial organization 3) Cash/credit management 4) Tax strategies/planning 5) Estate planning and implementation 6) Risk management 7) Investment strategy and implementation 8) Family legacy and governance I bring over 10 years of financial experience from corporate finance, investment banking and wealth management. I am first generation American (Cuban born parents who came to the US in the 1970s) and I'm fluent in spanish. We look for long-term, mutually agreeable relationships where we fully understand each other.

About Snowden Lane Partners

Snowden Lane Partners is a boutique wealth advisory firm with over $10B in client assets. Our team, the Ureña Wealth Management Group, focuses on providing comprehensive wealth planning to individuals and families, globally.

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# 4271692
Firm CRD# 143440
Series 63, 65

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


Office Location 2600 Douglas Rd.,
STE 1104,
Coral Gables,
FL
33134
Phone Number 305-482-3002

Jimmy began his career in the financial services industry 21 years ago at the prestigious internship program for Merrill Lynch & Co., and then climbing through the ranks and working in every aspect of the industry from Operations to Marketing at firms like Morgan Stanley and A.G. Edwards & Sons. He first attended Florida International University and earned the Chartered Retirement Planning Counselor designation from the College of Financial Planning in 2007. Prior to becoming the Managing Partner at Anthem Advisors, Jimmy oversaw $800 million in client assets as Vice President - Financial Consultant at Charles Schwab & Co. for 7 years. In 2011, he was recognized as one of their top financial consultants in the nation with the prestigious Chairman's Club Award. Jimmy was born and raised in Miami, FL where he currently resides with his wife, Diane and their dog Pepper. They are committed to the local community by being involved with The Hurricane Club whose mission is to strengthen the academic and athletic excellence of the University of Miami's student athletes as well as with The Home Team, a non-profit organization that assists in the athletic and scholastic development of public school students in the greater Miami area.

About Anthem Advisors

We're Your Partner for Long-Term Wealth. Our goals are the same: Sound investment advice free from conflict of interest. It's that simple. That's what we're about at Anthem Advisors. Much of the financial industry is based on sales and distribution of "products." After years of servicing high net worth families at some of Wall Streets largest firms, we decided to build a firm that helps clients simplify some of life's most complicated questions. For example, Do I have enough to retire with confidence?


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

Firm Name AUM No. of Clients Fee Structure
INTECH
250 S. Australian Ave , Suite 1800,
West Palm Beach, FL 33401
$38,085,094,984 94 A percentage of AUM
Performance Based
PROSPECT CAPITAL MANAGEMENT L.P.
700 S. Rosemary Ave. , Suite 204,
West Palm Beach, FL 33401
$7,117,839,433 2 A percentage of AUM
Performance Based
RIVERNORTH CAPITAL MANAGEMENT, LLC
360 S. Rosemary Ave , Suite 1420,
West Palm Beach, FL 33401
$6,479,826,398 19 A percentage of AUM
Performance Based
MYRIAD ASSET MANAGEMENT US LP
515 North Flagler Drive , Suite P-300,
West Palm Beach, FL 33401
$2,338,470,234 1 A percentage of AUM
Performance Based
WEXFORD CAPITAL LP
777 South Flagler Drive , Suite 602 East,
West Palm Beach, FL 33401-6122
$2,033,758,066 29 A percentage of AUM
Performance Based
STERLING INVESTMENT MANAGEMENT
302 Datura Street , Suite 100,
West Palm Beach, FL 33401-5481
$1,558,023,587 10 A percentage of AUM
Performance Based
DOCK STREET ASSET MANAGEMENT INC
777 South Flagler Drive , Suite 800 West Tower,
West Palm Beach, FL 33401
$693,462,289 305 A percentage of AUM
ZEGA FINANCIAL, LLC
777 Flagler Drive , Suite 800, West Tower,
West Palm Beach, FL 33401
$636,355,739 349 A percentage of AUM
AFFILIATED PRIVATE INVESTORS LLC
4512 N. Flagler Drive , Suite 201,
West Palm Beach, FL 33407
$580,416,933 91 A percentage of AUM
Fixed fees
BLUE OCEAN CAPITAL
501 South Flagler Drive , Suite 220,
West Palm Beach, FL 33401
$567,988,832 457 A percentage of AUM
Hourly charges
Fixed fees
PRIORITY SENIOR SECURED INCOME MANAGEMENT, LLC
700 S. Rosemary Ave. , Suite 204,
West Palm Beach, FL 33401
$509,305,431 1 A percentage of AUM
Performance Based
CASTLE WEALTH MANAGEMENT
201 Arkona Ct,
West Palm Beach, FL 33401-7116
$423,641,345 786 A percentage of AUM
Hourly charges
GLOBAL TRUST
515 North Flagler Drive , Suite 1700,
West Palm Beach, FL 33401-0347
$420,156,842 656 A percentage of AUM
Fixed fees
AGNELLO FINANCIAL GROUP, INC.
712 North Olive Avenue,
West Palm Beach, FL 33401-4015
$271,852,303 445 A percentage of AUM
Hourly charges
Fixed fees
SEA HUNTER CAPITAL
1253 Old Okeechobee Road , Suite B6,
West Palm Beach, FL 33401
$109,389,391 64 A percentage of AUM
Hourly charges

    List of Additional Advisors in West Palm Beach, Florida*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Abbey H Gladstone
    Inquire with Abbey
    777 S Flagler Drive, Suite 700E, West Palm Beach, FL  33401 561-820-2373
    Brad Weinman
    Inquire with Brad
    777 S Flagler Drive, Suite 700E, West Palm Beach, FL  33401 561-838-8966
    Brian Maxted
    Inquire with Brian
    777 S Flagler Drive, Suite 700E, West Palm Beach, FL  33401 561-820-2322
    Bruce Evans
    Inquire with Bruce
    777 S Flagler Drive, Suite 700E, West Palm Beach, FL  33401 561-914-6245
    Austin J Warrin
    Inquire with Austin
    777 S Flagler Drive, Suite 700E, West Palm Beach, FL  33401 561-838-8919
    Amber Bautz
    Inquire with Amber
    777 S Flagler Drive, Suite 700E, West Palm Beach, FL  33401 561-838-8977
    William J Enriquez
    Inquire with William
    500 S Australian Ave, Ste 500, West Palm Beach, FL  33401 561-932-1130
    Morgan Stanley Financial Advisors
    Inquire with Morgan
    777 S Flagler Drive, Suite 700E, West Palm Beach, FL  33401 561-650-7500
    Xavier Esteves
    Inquire with Xavier
    777 S Flagler Drive, Suite 700E, West Palm Beach, FL  33401 561-838-8963
    Mona R Wilson
    Inquire with Mona
    777 S Flagler Drive, Suite 700E, West Palm Beach, FL  33401 561-838-8901
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