Investment advisers in Palm Beach, FL
13 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Arbor Investments Management, LLC | $3.48 billion | 29 | 0 |
| 1789 Capital Management | $2.73 billion | 13 | 2 |
| Alpine Associates Management Inc. | $2.09 billion | 26 | 0 |
| Dock Street Asset Management Inc | $1.11 billion | 6 | 0 |
| Segra Capital Management, LLC | $820.7 million | 5 | 0 |
| Dudley & Shanley, Inc. | $746.8 million | 5 | 0 |
| Hudson Value Partners, LLC | $678.3 million | 5 | 0 |
| Harvey Capital Management Inc | $579.4 million | 5 | 0 |
| Harlan Capital Partners LLC | $280.8 million | 9 | 0 |
| Genrock Capital Management, LP | $257.6 million | 4 | 0 |
| Bassam Wealth Management, LLC | $241.0 million | 3 | 0 |
| Alphabond LLC | $122.6 million | 3 | 0 |
| Muirfield Capital Global Advisors LLC | $110.2 million | 3 | 0 |