Finding a Top Financial Advisor Firm in West Palm Beach, Florida
You’ll have a wide range of options if you’re looking for a financial advisor in West Palm Beach, but it’s important that you choose an advisor who best meets your financial needs. We’ve created a list of the top firms serving the area. Our research compares each firm’s assets under management (AUM), fee structures, investment strategies and advisory services. If you’d prefer a different method, you can also use our free financial advisor matching service to connect with up to three advisors who serve your area.
Find a Fiduciary Financial Advisor
We match more than 50,000 people with financial advisors per month. Get connected to an advisor that serves your area today.| Rank | Financial Advisor | Assets Managed | Minimum Assets | Financial Services | More Information |
|---|---|---|---|---|---|
| 1 | Castle Wealth Management, LLC  Find an Advisor | $354,207,297 | $500,000 |
| Minimum Assets$500,000Financial Services
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| 2 | Blue Ocean Capital  Find an Advisor | $456,753,849 | $1,000,000 |
| Minimum Assets$1,000,000Financial Services
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| 3 | Affiliated Private Investors, LLC  Find an Advisor | $420,588,015 | No set account minimum |
| Minimum AssetsNo set account minimumFinancial Services
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| 4 | Sea Hunter Capital  Find an Advisor | $115,607,322 | $1,000,000 |
| Minimum Assets$1,000,000Financial Services
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What We Use in Our Methodology
To find the top financial advisors in West Palm Beach, we first identified all firms registered with the SEC in the city. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. The qualifying firms were then ranked according to the following criteria:
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AUMFirms with more total assets under management are ranked higher. -
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Individual Client CountFirms who serve more individual clients (as opposed to institutional clients) are ranked higher. -
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Clients Per AdvisorFirms with a lower ratio of clients per financial advisor are ranked higher. -
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Age of FirmFirms that have been in business longer are ranked higher.
All information is obtained through public records and is updated annually after the firms’ form ADV filing. This list may include firms that have a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. Such relationships have no impact on our rankings, and firms are included and ranked based strictly on the above criteria. SmartAsset is not a client of the aforementioned firms, and did not receive compensation for including any of the firms on the aforementioned list.
Castle Wealth Management
Castle Wealth Management is a fee-only firm with multiple advisors managing millions in AUM. The firm serves both non-high-net-worth and high-net-worth individuals, as well as retirement plans, charities and corporations.
The firm’s professionals hold multiple certifications, including the certified financial planner (CFP), certified public accountant (CPA), personal financial specialist (PFS), chartered financial analyst (CFA) and certified divorce financial analyst (CDFA) designations.
Prospective clients will need at least $500,000 to open an account. The firm charges annual portfolio management fees as a percentage of AUM. Its consulting fees may encompass fixed fees or hourly charges.
Castle Wealth Management Background
Castle Wealth was founded in 1997 as a wealth management firm. The firm offers an array of financial planning and wealth management services. These include portfolio management, financial planning and advisor referrals.
The firm’s wealth management services feature other areas of financial planning, including:
- Retirement planning
- Estate planning
- Insurance reviews
- Education planning
- Asset protection planning
The firm’s founder and managing member is Christina Worley.
Castle Wealth Management Investment Strategy
Advisors invest client assets in individual equities, bonds, variable annuities, ETFs, mutual funds, certificates of deposit (CDs) and separately managed accounts.
The firm’s key investment strategies utilize dollar-cost averaging, asset allocation, technical analysis and long-term purchases. Castle Wealth says it employs such strategies in conjunction with each client’s risk tolerance, time horizons and investment objectives.
Blue Ocean Capital
Blue Ocean Capital is a fee-only financial advisor firm that works with both non-high-net-worth and high-net-worth individuals, charitable organizations and corporations.
The firm requires clients to have at least $1 million to open an advisory account. Clients pay an investment advisory fee based on a percentage of assets, and the firm may charge fixed fees and/or hourly fees for financial planning and consulting services.
Blue Ocean's advisors hold multiple certifications. These include the certified public accountant (CPA) and certified financial planner (CFP) designations.
Blue Ocean Capital Background
Founded in 1997, Blue Ocean operates as a wealth management firm offering portfolio management, financial planning and advisor referral services. The firm’s principals are Greg Smith and Mark B. Elhilow.
The firm’s investment management services feature asset allocation, asset selection, investment strategy, risk tolerance identification and portfolio monitoring. Blue Ocean also specializes in multi-family office, financial planning and estate planning services.
Blue Ocean Capital Investment Strategy
The firm generally invests client portfolios in equities, mutual funds, bonds, fixed income, debt securities, exchange-traded funds (ETFs), hedge funds, third-party money managers, private placements and various other securities.
Blue Ocean employs strategic and tactical asset allocation strategies, and the firm utilizes fundamental analysis to study stock. The firm says it ensures that each strategy aligns with each client’s unique needs.
Affiliated Private Investors
Affiliated Private Investors is a fee-only firm that advises non-high-net-worth and high-net-worth individuals.
The firm is either compensated by a flat fee or a percentage of AUM. Affiliated doesn’t have a set account minimum requirement.
Affiliated Private Investors Background
The firm was founded in 1995 as a privately-owned, independent financial counseling firm. Brian McNally is the firm’s principal owner.
Affiliated offers investment management, pension consulting and financial planning services. These services also include estate planning review, asset allocation and diversification, portfolio monitoring and annual and quarterly performance reviews.
Affiliated Private Investors Investment Strategy
Affiliated describes on its firm brochure that it aims to understand each client’s personal financial requirements, tax considerations and estate planning desires before it offers investment advice. The firm generally favors long-term investments but does not disclose the array of investment securities found in many of its clients.
Sea Hunter Capital
Sea Hunter Capital is a fee-based firm providing advisory services to non-high-net-worth and high-net-worth individuals.
Sea Hunter charges portfolio management fees as a percentage of client assets. The firm's financial planning and consulting services include hourly fees.
Because the firm is fee-based, advisors can earn commission-based compensation from the sale of insurance products. This can create a conflict of interest because advisors may favor investments even if they aren’t in alignment with a client’s best interest. But the firm has a fiduciary duty, so it’s obligated to prioritize its clients’ best interests.
Sea Hunter generally requires clients to have at least $1 million before opening an account.
Sea Hunter Capital Background
Founded in 2018, Sea Hunter provides a range of advisory services. These include investment management, financial planning, pension consulting and advisor referral services.
The firm is owned by Kevin McCluskey.
Sea Hunter Capital Investment Strategy
The firm offers advice on stocks, mutual funds, ETFs, limited partnerships, money market funds, municipal securities, options contracts on securities, U.S. government securities and various other investments.
Sea Hunter crafts its investment advice using many different strategies. The firm says it customizes its approach to each client’s specific needs. Its chief strategies include fundamental analysis, long-term purchases, technical analysis, charting analysis, short-term purchases, modern portfolio theory (MPT) and short sales.
