Menu burger Close thin Facebook Twitter Google plus Linked in Reddit Email arrow-right-sm arrow-right
Loading
Tap on the profile icon to edit
your financial details.

Top Financial Advisors in West Palm Beach, FL

Your Details Done
by Updated

This review was produced by SmartAsset based on publicly available information. The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. Review content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named firm and its financial professionals, and firms and financial professionals having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s reviews. This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the firm mentioned in this review or its financial professionals.

Finding a Top Financial Advisor Firm in West Palm Beach, FL

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.
Free inital consultations. All advisors are fiduciaries.

Rank Financial Advisor Assets Managed Minimum Assets Financial Services More Information
1 Blue Ocean Capital Blue Ocean Capital logo Find an Advisor

Read Review

$567,988,832 $1,000,000
  • Portfolio management
  • Financial planning
  • Selection of other advisors

Minimum Assets

$1,000,000

Financial Services

  • Portfolio management
  • Financial planning
  • Selection of other advisors
2 Castle Wealth Management, LLC Castle Wealth Management, LLC logo Find an Advisor

Read Review

$423,641,345 $500,000
  • Financial planning
  • Portfolio management
  • Selection of other advisors

Minimum Assets

$500,000

Financial Services

  • Financial planning
  • Portfolio management
  • Selection of other advisors
3 Affiliated Private Investors, LLC Find an Advisor

Read Review

$580,416,933 No set account minimum
  • Portfolio management
  • Financial planning
  • Pension consulting

Minimum Assets

No set account minimum

Financial Services

  • Portfolio management
  • Financial planning
  • Pension consulting

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started
4 Global Trust Global Trust logo Find an Advisor

Read Review

$420,156,842 Varies based on account type
  • Portfolio management
  • Financial planning

Minimum Assets

Varies based on account type

Financial Services

  • Portfolio management
  • Financial planning
5 Sea Hunter Capital Find an Advisor

Read Review

$109,389,391 $1,000,000
  • Portfolio management
  • Financial planning
  • Pension consulting
  • Selection of other advisors

Minimum Assets

$1,000,000

Financial Services

  • Portfolio management
  • Financial planning
  • Pension consulting
  • Selection of other advisors

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:

  • AUM
    Firms with more total assets under management are ranked higher.
  • Individual Client Count
    Firms who serve more individual clients (as opposed to institutional clients) are ranked higher.
  • Clients Per Advisor
    Firms with a lower ratio of clients per financial advisor are ranked higher.
  • Age of Firm
    Firms that have been in business longer are ranked higher.
  • Fee Structure
    Firms with a fee-only (as opposed to fee-based) compensation structure are ranked higher.

All information is accurate as of the writing of this article. 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.

Blue Ocean Capital

Fee-only financial advisor firm Blue Ocean Capital has the second-largest amount in AUM. The advisory firm has hundreds of clients, which include non-high-net-worth and high-net-worth individuals, pension and profit-sharing plans, trusts, estates, 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 possess a range of skill sets. 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. 

Castle Wealth Management, LLC

Castle Wealth Management, LLC is a fee-only firm with multiple advisors managing millions in AUM. Non-high-net-worth individuals make up the majority of the firm’s client base, but Castle Wealth also serves estates, trusts, pension and profit-sharing plans, charitable organizations and corporations. 

The firm’s professionals offer a range of specialties, 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.

Affiliated Private Investors, LLC

Affiliated Private Investors, LLC comes in next with the largest amount of assets under management on the list. The fee-only firm advises non-high-net-worth and high-net-worth individuals and pooled investment vehicles. 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.

Global Trust Asset Management, LLC

Fee-only firm Global Trust Asset Management, LLC serves non-high-net-worth and high-net-worth individuals, trusts, corporations, profit-sharing plans, defined contribution plans, individual retirement accounts (IRAs) and trust vehicles. 

The firm has a significant amount in client assets, and it advises more than 700 accounts.  Global Trust’s team offers a range of skill sets, namely the certified financial planner (CFP), certified public accountant (CPA), personal financial specialist (PFS), certified divorce financial analyst (CDFA), chartered global management accountant (CGMA) and certified fraud examiner (CFE) designations.

Global Trust charges asset-based annual portfolio management fees. The firm's financial planning and consulting services come with fixed annual fees or set hourly rates. Global Trust's account minimum requirement varies based on account type. 

Global Trust Asset Management Background

Global Trust was formed in 2007 as an independent wealth management firm. The firm’s partners include Brian J. Brescia, Edward T. Holt, Jr.,  Alexia G. Varga and Joseph H. Littky. 

The fee-only firm mainly offers asset management and financial planning services, but it also gives clients access to retirement plan consulting services. Global Trust’s financial planning services address many different areas of wealth management. This includes estate planning, insurance planning, education planning and tax planning.

Global Trust Asset Management Investment Strategy

Global Trust touts on its website that it works to simplify complex financial topics by providing knowledge to its clients. The firm also believes in taking a quantitative approach to building wealth over long-term time horizons. 

The firm generally offers advice on stocks, bonds, ETFs, mutual funds and exchange-traded options. Additionally, the firm’s dominant investment strategies include asset allocation, portfolio diversification, fundamental analysis, technical analysis, charting analysis and cyclical analysis.

Sea Hunter Capital

Sea Hunter Capital is a fee-based firm providing advisory services to individuals, high-net-worth individuals and charitable organizations. 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’s principal owners are Kevin McCluskey and Robert Leidy.

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. 

How Long $1 Million Lasts in Retirement

SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Zoom between states and the national map to see the top spots in each region. Also, scroll over any city to learn about the cost of living in retirement for that location.

Least
Most
Rank City Housing Expenses Food Expenses Healthcare Expenses Utilities Expenses Transportation Expenses

Methodology We weighed potential expenditures for a prospective retiree with a  $1 million nest egg to assess how many years that fund would cover in retirement in America’s largest cities.

We applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category (housing, food, healthcare, utilities, transportation and other) in each city. Using this data, SmartAsset calculated the average cost of living for retirees in metro areas across the U.S.

We assumed the $1 million would grow at a net annual return of 2% after inflation. Then, we divided $1 million by the sum of each of those annual numbers to determine how long $1 million would cover retirement expenses in each of the cities in our study. Cities where $1 million lasted the longest ranked the highest in the study.