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Largest RIA Firms in Palm Beach Gardens, Florida by AUM
Explore registered investment advisers headquartered in Palm Beach Gardens, Florida, ranked by reported regulatory AUM. Compare firm size, historical AUM, employee trends, and account activity across 32 firms with $160.5B in total reported AUM and median AUM of $486.9M.
Firms
32
Matching current profiles
Total AUM
$160.5B
Reported regulatory AUM
Median AUM
$486.9M
Across firms with AUM
Largest firm
$107.4B
Lighthouse Investment Partners, 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. Lighthouse Investment Partners, LLC CRD 136591 · Limited Liability Company | PALM BEACH GARDENS, FL | $107.4B Sep 2026 | +$20.1B+23.0% | +$51.6B+92.5% | +$43.4B+67.7% | +$86.0B+400.2% | +163 employees+57.0% over 3Y | -11 accounts-7.3% over 3Y |
| 2. Hood River Capital Management LLC CRD 166089 · Limited Liability Company | PALM BEACH GARDENS, FL | $9.5B Sep 2026 | +$2.6B+37.9% | +$6.7B+240.0% | +$6.3B+203.6% | — | +4 employees+25.0% over 3Y | +16 accounts+40.0% over 3Y |
| 3. Dsm Capital Partners CRD 113609 · Limited Liability Company | PALM BEACH GARDENS, FL | $7.6B May 2026 | +$431.6M+6.0% | +$866.6M+12.9% | -$2.4B-23.7% | +$4.0B+115.0% | +1 employees+4.2% over 3Y | +92 accounts+3.9% over 3Y |
| 4. Dakota Wealth, LLC CRD 297987 · Limited Liability Company | PALM BEACH GARDENS, FL | $6.9B Aug 2026 | +$606.7M+9.6% | +$4.4B+172.4% | +$5.5B+388.8% | +$6.3B+959.1% | +34 employees+59.6% over 3Y | +6,413 accounts+135.1% over 3Y |
| 5. Gladstone Wealth Partners CRD 250787 · Limited Liability Company | PALM BEACH GARDENS, FL | $5.7B Sep 2026 | +$739.8M+15.0% | +$2.1B+60.6% | +$4.2B+282.6% | — | +85 employees+84.2% over 3Y | +3,847 accounts+25.7% over 3Y |
| 6. Gwn Securities INC. CRD 128929 · Corporation | PALM BEACH GARDENS, FL | $4.8B Apr 2026 | +$1.1B+30.2% | +$1.9B+67.4% | +$2.1B+77.1% | +$4.1B+595.2% | -48 employees-6.4% over 3Y | +7,848 accounts+13.5% over 3Y |
| 7. Money Concepts Advisory Service CRD 12963 · Corporation | PALM BEACH GARDENS, FL | $4.1B Mar 2026 | +$739.4M+22.2% | +$1.4B+53.9% | +$1.3B+45.6% | +$3.3B+446.5% | +49 employees+11.4% over 3Y | +2,075 accounts+13.9% over 3Y |
| 8. Lri Investments CRD 323556 · Limited Liability Company | PALM BEACH GARDENS, FL | $2.8B Sep 2026 | +$1.4B+98.1% | — | — | — | +30 employees+600.0% over 3Y | +247 accounts+19.1% over 1Y |
| 9. Ram Realty Advisors LLC CRD 160238 · Limited Liability Company | PALM BEACH GARDENS, FL | $2.1B Apr 2026 | +$413.3M+23.9% | +$1.1B+106.1% | +$1.2B+135.1% | +$1.9B+784.2% | +6 employees+12.5% over 3Y | +5 accounts+166.7% over 3Y |
| 10. Volatility Shares LLC CRD 321955 · Limited Liability Company | PALM BEACH GARDENS, FL | $2.0B Mar 2026 | +$1.5B+279.8% | +$2.0B+2044222.3% | — | +$2.0B+2044222.3% | +7 employees+233.3% over 3Y | +8 accounts+800.0% over 3Y |
| 11. Martin Investment Management, LLC CRD 105381 · Limited Liability Company | PALM BEACH GARDENS, FL | $888.1M Oct 2026 | +$39.0M+4.6% | +$8.3M+0.9% | +$146.2M+19.7% | +$634.3M+249.9% | 0 employees+0.0% over 3Y | -11 accounts-3.8% over 3Y |
| 12. American Ventures IM LLC CRD 337677 · Limited Liability Company | PALM BEACH GARDENS, FL | $838.7M Sep 2026 | — | — | — | +$25.0M+3.1% | 0 employees+0.0% over Total | +3 accounts+12.5% over Total |
| 13. Zega Investments, LLC CRD 330428 · Limited Liability Company | PALM BEACH GARDENS, FL | $614.0M Mar 2026 | +$106.0M+20.9% | — | — | +$106.0M+20.9% | 0 employees+0.0% over 1Y | -363 accounts-21.6% over 1Y |
| 14. Vine Investment Advisors, LP CRD 157341 · Limited Partnership | PALM BEACH GARDENS, FL | $583.5M Mar 2026 | +$37.1M+6.8% | -$482.8M-45.3% | -$913.2M-61.0% | +$226.1M+63.2% | -8 employees-88.9% over 3Y | -1 accounts-11.1% over 3Y |
| 15. Atticus Wealth Management CRD 296949 · Limited Liability Company | PALM BEACH GARDENS, FL | $565.3M May 2026 | +$117.8M+26.3% | +$199.9M+54.7% | +$279.1M+97.5% | +$462.1M+447.4% | 0 employees+0.0% over 3Y | +395 accounts+55.6% over 3Y |
| 16. Convergence Investment Partners, LLC CRD 148472 · Limited Liability Company | PALM BEACH GARDENS, FL | $523.6M Mar 2026 | +$58.8M+12.7% | +$297.6M+131.7% | +$298.9M+133.1% | +$364.7M+229.6% | -4 employees-44.4% over 3Y | +167 accounts+59.6% over 3Y |
| 17. Global Trust CRD 143120 · Limited Liability Company | PALM BEACH GARDENS, FL | $450.2M Jul 2026 | +$9.8M+2.2% | +$71.7M+18.9% | +$110.3M+32.5% | +$382.3M+563.1% | +1 employees+9.1% over 3Y | +110 accounts+16.0% over 3Y |
| 18. Poinciana Advisors Group, LLC CRD 137423 · Limited Liability Company | PALM BEACH GARDENS, FL | $396.0M Mar 2026 | +$59.7M+17.7% | +$212.2M+115.4% | +$270.8M+216.2% | +$292.7M+283.5% | -1 employees-33.3% over 3Y | +131 accounts+73.6% over 3Y |
| 19. Great Elm Capital Management, LLC CRD 284304 · Limited Liability Company | PALM BEACH GARDENS, FL | $346.1M Oct 2026 | -$4.7M-1.3% | +$36.7M+11.9% | +$115.8M+50.3% | +$146.1M+73.1% | -3 employees-12.5% over 3Y | -1 accounts-25.0% over 3Y |
| 20. Priderock Fund Management Partners, LLC CRD 297635 · Limited Liability Company | PALM BEACH GARDENS, FL | $283.6M Mar 2026 | -$2.1M-0.7% | -$39.1M-12.1% | -$42.5M-13.0% | +$85.7M+43.3% | +1 employees+11.1% over 3Y | +1 accounts+7.1% over 3Y |
| 21. Win Advisors, INC CRD 300351 · Corporation | PALM BEACH GARDENS, FL | $266.8M Mar 2026 | +$28.3M+11.9% | -$33.3M-11.1% | +$203.2M+319.0% | — | 0 employees+0.0% over 3Y | -1,240 accounts-39.0% over 3Y |
| 22. Raven Music Partners LLC CRD 332058 · Limited Liability Company | PALM BEACH GARDENS, FL | $265.4M Oct 2026 | +$17.0M+6.8% | — | — | — | +1 employees+4.5% over 1Y | 0 accounts+0.0% over 1Y |
| 23. Center For Asset Management, LLC CRD 147981 · Limited Liability Company | PALM BEACH GARDENS, FL | $257.1M Mar 2026 | +$63.8M+33.0% | +$82.7M+47.4% | +$105.4M+69.5% | +$145.4M+130.1% | 0 employees+0.0% over 3Y | +88 accounts+10.3% over 3Y |
| 24. Kutumb Investments LLC CRD 342420 · Limited Liability Company | PALM BEACH GARDENS, FL | $250.0M Sep 2026 | — | — | — | — | 0 employees+0.0% over Total | — |
| 25. Guiry Capital Management, LLC CRD 122056 · Limited Liability Company | PALM BEACH GARDENS, FL | $204.3M Mar 2026 | -$7.3M-3.4% | -$39.0M-16.0% | -$48.0M-19.0% | -$38.8M-15.9% | 0 employees+0.0% over 3Y | -16 accounts-22.2% over 3Y |
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 sufficient historical filing data is unavailable for the lookback period.