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Top RIA Firms in West Palm Beach, Florida
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in West Palm Beach, Florida. This hub covers 56 matching firms with $380.8B in total reported AUM and median AUM of $904.3M.
Firms
56
Matching current profiles
Total AUM
$380.8B
Reported regulatory AUM
Median AUM
$904.3M
Across firms with AUM
Largest firm
$128.6B
Elliott Investment Management L.p.
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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. Elliott Investment Management L.p. CRD 307151 · Limited Partnership | WEST PALM BEACH, FL | $128.6B May 2026 | +$11.3B+9.6% | +$35.4B+38.0% | +$55.8B+76.6% | +$57.1B+79.8% | +130 employees+24.3% over 3Y | +12 accounts+33.3% over 3Y |
| 2. Sanders Capital, LLC CRD 151480 · Limited Liability Company | WEST PALM BEACH, FL | $122.2B Mar 2026 | +$21.9B+21.9% | +$45.2B+58.8% | +$65.1B+114.0% | +$115.8B+1807.5% | +5 employees+23.8% over 3Y | -2 accounts-1.8% over 3Y |
| 3. Smartx Advisory Solutions CRD 297680 · Limited Liability Company | WEST PALM BEACH, FL | $27.0B Mar 2026 | +$4.1B+17.8% | +$9.4B+53.7% | +$12.6B+87.9% | — | -22 employees-18.6% over 3Y | +1 accounts+1.7% over 3Y |
| 4. Intech CRD 119232 · Limited Liability Company | WEST PALM BEACH, FL | $15.5B Mar 2026 | +$2.1B+15.7% | -$1.7B-9.8% | -$27.4B-63.9% | -$24.4B-61.2% | -14 employees-25.5% over 3Y | -42 accounts-56.8% over 3Y |
| 5. Comvest Credit Advisors, LLC CRD 311663 · Limited Liability Company | WEST PALM BEACH, FL | $9.3B Mar 2026 | +$843.9M+10.0% | +$6.2B+207.0% | — | +$8.7B+1511.9% | +55 employees+57.9% over 3Y | +5 accounts+71.4% over 3Y |
| 6. Gramercy Funds Management LLC CRD 152209 · Limited Liability Company | WEST PALM BEACH, FL | $7.4B Mar 2026 | +$33.7M+0.5% | +$1.8B+31.1% | +$2.4B+49.2% | +$4.6B+163.4% | +14 employees+23.0% over 3Y | +3 accounts+6.3% over 3Y |
| 7. Prospect Capital Management L.p. CRD 131018 · Limited Partnership | WEST PALM BEACH, FL | $6.6B Mar 2026 | -$1.2B-15.1% | -$479.9M-6.7% | +$1.2B+22.2% | +$4.8B+268.3% | +46 employees+47.4% over 3Y | +2 accounts+100.0% over 3Y |
| 8. Rivernorth Capital Management, LLC CRD 122020 · Limited Liability Company | WEST PALM BEACH, FL | $6.2B Mar 2026 | -$13.9M-0.2% | +$177.3M+3.0% | +$890.0M+16.9% | +$4.5B+264.7% | +2 employees+11.1% over 3Y | +9 accounts+39.1% over 3Y |
| 9. Facet CRD 285961 · Corporation | WEST PALM BEACH, FL | $6.0B Feb 2026 | +$2.2B+56.2% | +$4.4B+268.5% | +$5.5B+1102.2% | — | -107 employees-38.9% over 3Y | +22,135 accounts+125.9% over 3Y |
| 10. Altarock Partners LP CRD 161005 · Limited Partnership | WEST PALM BEACH, FL | $5.7B Apr 2026 | +$257.0M+4.8% | +$2.4B+72.8% | +$2.5B+81.0% | +$5.6B+5091.1% | 0 employees+0.0% over 3Y | 0 accounts+0.0% over 3Y |
| 11. Skye Global Management LP CRD 283493 · Limited Partnership | WEST PALM BEACH, FL | $5.2B Mar 2026 | +$1.4B+35.7% | -$1.3B-20.6% | +$3.7B+250.2% | +$5.1B+5423.3% | 0 employees+0.0% over 3Y | -1 accounts-20.0% over 3Y |
| 12. Siris Capital Group, LLC CRD 157798 · Limited Liability Company | WEST PALM BEACH, FL | $4.8B Mar 2026 | -$576.2M-10.7% | -$2.4B-33.0% | -$1.8B-27.5% | +$4.1B+605.7% | -19 employees-44.2% over 3Y | -3 accounts-23.1% over 3Y |
| 13. Tremblant Capital Group CRD 330605 · Limited Partnership | WEST PALM BEACH, FL | $3.3B Mar 2026 | +$3.1B+2131.3% | — | — | — | +2 employees+11.8% over 1Y | +1 accounts+100.0% over 1Y |
| 14. Comvest Advisors LLC CRD 160753 · Limited Liability Company | WEST PALM BEACH, FL | $2.4B Mar 2026 | -$1.1B-32.1% | -$1.9B-44.1% | -$2.3B-48.9% | +$1.2B+98.8% | +55 employees+57.9% over 3Y | -10 accounts-55.6% over 3Y |
| 15. Sterling Investment Management CRD 174707 · Limited Liability Company | WEST PALM BEACH, FL | $2.4B Mar 2026 | +$459.8M+23.5% | +$855.0M+54.9% | +$1.1B+84.0% | +$1.9B+392.1% | +16 employees+44.4% over 3Y | +3 accounts+30.0% over 3Y |
| 16. Comvest Pe Advisors, LLC CRD 338119 · Limited Liability Company | WEST PALM BEACH, FL | $1.9B Mar 2026 | — | — | — | — | -113 employees-83.1% over Total | — |
| 17. A&M Private Wealth Partners, LLC CRD 331478 · Limited Liability Company | WEST PALM BEACH, FL | $1.8B Mar 2026 | +$1.7B+1675.9% | — | — | — | +8 employees+40.0% over 1Y | +240 accounts+2400.0% over 1Y |
| 18. Commonwealth Credit Advisors, LLC CRD 312541 · Limited Liability Company | WEST PALM BEACH, FL | $1.7B Mar 2026 | -$133.4M-7.2% | +$569.3M+49.0% | — | +$1.1B+165.8% | +55 employees+57.9% over 3Y | 0 accounts+0.0% over 3Y |
| 19. Wexford Capital LP CRD 108726 · Limited Partnership | WEST PALM BEACH, FL | $1.7B May 2026 | +$418.3M+32.1% | -$152.1M-8.1% | -$290.6M-14.4% | -$4.9B-74.2% | -3 employees-7.1% over 3Y | -3 accounts-15.8% over 3Y |
| 20. Blue Sea Capital LLC CRD 169023 · Limited Liability Company | WEST PALM BEACH, FL | $1.7B Mar 2026 | +$142.2M+9.4% | +$792.1M+92.3% | +$947.4M+134.7% | +$1.4B+464.2% | +7 employees+41.2% over 3Y | +2 accounts+50.0% over 3Y |
| 21. Triartisan Capital Advisors LLC CRD 324138 · Limited Liability Company | WEST PALM BEACH, FL | $1.6B Mar 2026 | +$524.9M+50.9% | +$713.7M+84.6% | — | +$757.7M+94.8% | -1 employees-12.5% over 3Y | -2 accounts-18.2% over 3Y |
| 22. Serengeti Asset Management LP CRD 156366 · Limited Partnership | WEST PALM BEACH, FL | $1.5B Mar 2026 | +$398.6M+37.0% | +$204.1M+16.1% | +$83.7M+6.0% | +$404.7M+37.8% | +11 employees+61.1% over 3Y | +3 accounts+6.1% over 3Y |
| 23. Hobe Mountain Capital Management LLC CRD 338577 · Limited Liability Company | WEST PALM BEACH, FL | $1.4B Apr 2026 | — | — | — | — | 0 employees+0.0% over Total | — |
| 24. Rizvi Traverse Management, LLC CRD 160733 · Limited Liability Company | WEST PALM BEACH, FL | $1.3B Mar 2026 | +$762.9M+146.0% | +$314.7M+32.4% | -$30.2M-2.3% | +$53.8M+4.4% | +1 employees+12.5% over 3Y | +8 accounts+26.7% over 3Y |
| 25. Ibex Wealth Advisors, LLC CRD 168674 · Limited Liability Company | WEST PALM BEACH, FL | $1.3B Mar 2026 | +$574.5M+80.9% | +$607.3M+89.7% | +$767.3M+148.4% | — | +2 employees+25.0% over 3Y | -2 accounts-0.2% 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 historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.