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Top RIA Firms in Palm Beach Gardens, Florida
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Palm Beach Gardens, Florida. This hub covers 29 matching firms with $139.2B in total reported AUM and median AUM of $523.6M.
Firms
29
Matching current profiles
Total AUM
$139.2B
Reported regulatory AUM
Median AUM
$523.6M
Across firms with AUM
Largest firm
$87.4B
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 | $87.4B May 2026 | +$13.2B+17.8% | +$32.8B+60.1% | +$41.1B+88.9% | +$65.9B+306.8% | +292 employees+154.5% over 3Y | -17 accounts-11.7% over 3Y |
| 2. Hood River Capital Management LLC CRD 166089 · Limited Liability Company | PALM BEACH GARDENS, FL | $9.5B May 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 Mar 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 Apr 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 Feb 2026 | +$1.6B+145.6% | — | — | — | +30 employees+600.0% over 3Y | +292 accounts+23.4% 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 Apr 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. 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 |
| 13. 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 |
| 14. 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 |
| 15. 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 |
| 16. 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 |
| 17. Global Trust CRD 143120 · Limited Liability Company | PALM BEACH GARDENS, FL | $384.5M Jan 2026 | -$55.9M-12.7% | +$6.0M+1.6% | +$51.4M+15.4% | +$316.6M+466.3% | +1 employees+9.1% over 3Y | +54 accounts+7.8% over 3Y |
| 18. Great Elm Capital Management, LLC CRD 284304 · Limited Liability Company | PALM BEACH GARDENS, FL | $346.1M Mar 2026 | -$4.7M-1.3% | -$104.3M-23.2% | +$117.0M+51.0% | +$146.1M+73.1% | +7 employees+50.0% over 3Y | -1 accounts-25.0% over 3Y |
| 19. 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 |
| 20. 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 |
| 21. Raven Music Partners LLC CRD 332058 · Limited Liability Company | PALM BEACH GARDENS, FL | $265.4M Apr 2026 | +$17.0M+6.8% | — | — | — | +1 employees+4.5% over 1Y | 0 accounts+0.0% over 1Y |
| 22. 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 |
| 23. 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 |
| 24. U.s. Private Wealth, LLC CRD 167288 · Limited Liability Company | PALM BEACH GARDENS, FL | $200.3M Mar 2026 | — | — | — | +$26.6M+15.3% | 0 employees+0.0% over Total | +26 accounts+5.6% over Total |
| 25. Nexwealth LLC CRD 311424 · Limited Liability Company | PALM BEACH GARDENS, FL | $172.2M Mar 2026 | +$39.8M+30.0% | +$60.8M+54.6% | — | +$65.1M+60.8% | +1 employees+20.0% over 3Y | +117 accounts+212.7% 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 historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.