Rialytix insights

Top RIA Firms in Palm Beach, Florida

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Palm Beach, Florida. This hub covers 12 matching firms with $13.1B in total reported AUM and median AUM of $712.6M.

Firms

Matching current profiles

Total AUM

$13.1B

Reported regulatory AUM

Median AUM

$712.6M

Across firms with AUM

Largest firm

$3.5B

Arbor Investments Management, LLC

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

Firm	Location	Current AUM↓	1YR AUM↕	3YR AUM↕	5YR AUM↕	Total AUM↕	Employee Signal↕	Account Signal↕
1. Arbor Investments Management, LLC CRD 157442 · Limited Liability Company	PALM BEACH, FL	$3.5B May 2026	-$550.0M-13.7%	+$854.4M+32.6%	+$529.2M+18.0%	+$2.8B+434.9%	+4 employees+16.0% over 3Y	+2 accounts+22.2% over 3Y
2. 1789 Capital Management CRD 335007 · Limited Liability Company	PALM BEACH, FL	$2.7B Mar 2026	—	—	—	+$1.9B+216.4%	+5 employees+62.5% over Total	+10 accounts+62.5% over Total
3. Alpine Associates Management INC. CRD 138901 · Corporation	PALM BEACH, FL	$2.1B Mar 2026	-$264.2M-11.2%	-$2.0B-48.7%	-$1.9B-47.5%	-$1.3B-38.4%	+3 employees+13.0% over 3Y	0 accounts+0.0% over 3Y
4. Dock Street Asset Management INC CRD 111163 · Corporation	PALM BEACH, FL	$1.1B Mar 2026	+$204.3M+22.6%	+$595.5M+115.7%	+$525.0M+89.7%	+$771.9M+228.2%	0 employees+0.0% over 3Y	+107 accounts+32.4% over 3Y
5. Segra Capital Management, LLC CRD 167306 · Limited Liability Company	PALM BEACH, FL	$820.7M Mar 2026	+$370.8M+82.4%	+$556.2M+210.3%	—	+$532.1M+184.3%	+2 employees+66.7% over 3Y	+3 accounts+150.0% over 3Y
6. Dudley & Shanley, INC. CRD 157515 · Corporation	PALM BEACH, FL	$746.8M Mar 2026	+$86.9M+13.2%	+$56.3M+8.2%	+$87.9M+13.3%	+$291.3M+63.9%	0 employees+0.0% over 3Y	+4 accounts+8.5% over 3Y
7. Hudson Value Partners, LLC CRD 301325 · Limited Liability Company	PALM BEACH, FL	$678.3M Mar 2026	+$147.6M+27.8%	+$240.4M+54.9%	+$368.3M+118.8%	—	0 employees+0.0% over 3Y	+266 accounts+94.7% over 3Y
8. Harvey Capital Management INC CRD 106224 · Corporation	PALM BEACH, FL	$579.4M Mar 2026	+$153.6M+36.1%	+$210.3M+57.0%	+$219.1M+60.8%	+$329.8M+132.1%	0 employees+0.0% over 3Y	-5 accounts-2.8% over 3Y
9. Harlan Capital Partners LLC CRD 163718 · Limited Liability Company	PALM BEACH, FL	$280.8M Mar 2026	-$43.2M-13.3%	-$25.5M-8.3%	+$56.2M+25.0%	+$127.5M+83.2%	+3 employees+50.0% over 3Y	0 accounts+0.0% over 3Y
10. Genrock Capital Management, LP CRD 290265 · Limited Partnership	PALM BEACH, FL	$257.6M Mar 2026	+$9.9M+4.0%	+$51.8M+25.2%	+$81.6M+46.4%	+$90.9M+54.5%	0 employees+0.0% over 3Y	0 accounts+0.0% over 3Y
11. Bassam Wealth Management, LLC CRD 330695 · Limited Liability Company	PALM BEACH, FL	$241.0M Mar 2026	+$48.8M+25.4%	—	—	—	+1 employees+50.0% over 1Y	+82 accounts+87.2% over 1Y
12. Alphabond LLC CRD 336339 · Limited Liability Company	PALM BEACH, FL	$122.6M Mar 2026	—	—	—	—	+2 employees+200.0% over Total	—

Methodology

Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.