Developer docs
API playgroundTry for free, no card

Search company profiles

Palisades Hudson Financial Group

Full company profile

uuid000ps9m

Namestring
Palisades Hudson Financial Group
Legal namestring
Palisades Hudson Financial Group LLC
Websiteurl
palisadeshudson.com
Company typeenum
Private
Founded yearint
2000
Descriptiontext

Palisades Hudson Financial Group is a US-based, founder-owned wealth management and financial advisory firm headquartered in Fort Lauderdale, Florida, with additional offices in Atlanta, Austin, the Portland metropolitan area, and the New York City metropolitan area. The firm delivers comprehensive financial planning, investment management, tax planning, and estate planning services primarily to high net worth individuals and families, while operating a dedicated PH Entertainment and Sports division that provides business management for artists and athletes. Investment management is conducted through its registered investment advisor subsidiary, Palisades Hudson Asset Management, L.P., which oversees more than $1.8 billion in client assets under the leadership of Chief Investment Officer Benjamin C. Sullivan.

The firm's revenue model is fee-based, generated from AUM charges on investment management, financial planning engagements, tax preparation, and entertainment business management services for talent clients. Distribution is relationship-driven and direct-to-client across its five-office national footprint, supported by a content marketing apparatus that includes the Sentinel newsletter (transitioned to a paid Substack format in 2026 after launching as a paper newsletter in 1993), the Something Personal podcast, and two published books now in second and third editions. Palisades Hudson is structured as an LLC with no institutional investors or private equity backers, and the leadership team includes founder and president Larry M. Elkin, EVP and COO Shomari Hearn, and a recently promoted vice president (Melinda Kibler, effective January 2026). The firm has not disclosed any proprietary technology platform, AI/ML capabilities, or external funding rounds.

Short descriptiontext

Palisades Hudson Financial Group is a US-based, founder-owned wealth management and financial advisory firm serving high net worth individuals, with a dedicated Entertainment and Sports business management division and five offices across the country.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
11–50
akta.pro rankint
HeadquartersFort Lauderdale, United States
HQ citystring
Fort Lauderdale
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices5 records

Each record includes

City, Country, Type, Description, Source

Keyword5 values
wealth management services, financial planning advisory, estate planning services, tax planning advisory, investment management
Industry4 codes
1Private Client/High-Net-Worth Advisory
CodeFSAEAAANPrimaryYes
2Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions)
CodeFSAAACAGPrimaryNo
3Estate, Gift & Trust Valuation
CodeBPAHANALPrimaryNo
4Trust, Fiduciary & Estate Planning Services
CodeFSABADAGPrimaryNo
NAICS code2 codes
  • Portfolio Management and Investment Advice523940
  • Trust, Fiduciary, and Custody Activities523991
SIC code1 code
  • Investment Advice6282
Product category
Wealth Management & Financial Advisory
Marketing channels5 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels1 record

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
GTM typeB2C
B2C
Offering typeServices
Services
Brand1 record
1PH Entertainment and Sports
Description

Business management services for artists and athletes across the country, with custom programs tailored to each client's needs.

palisadeshudson.com
Core offering1 text field

Palisades Hudson Financial Group provides objective, comprehensive financial planning, investment management, tax planning, and estate planning services primarily for high net worth individuals. The firm oversees more than $1.8 billion in client assets through its registered investment advisor subsidiary, Palisades Hudson Asset Management, L.P., and offers specialized business management services for artists and athletes through its PH Entertainment and Sports division.

Differentiator
Functional benefit
Problem solved
Product overview1 text field

Palisades Hudson Financial Group is a wealth management firm offering comprehensive financial planning and investment management services primarily for high net worth individuals. The firm operates as a unified financial services practice with multiple integrated offerings: core wealth management services, a specialized Entertainment & Sports division for artists and athletes, and various educational content platforms including the Sentinel newsletter (now on Substack), the Something Personal podcast, and two published books ('The High Achiever's Guide to Wealth' and 'Looking Ahead'). The firm's registered investment advisor subsidiary is Palisades Hudson Asset Management, L.P. The company maintains offices in South Florida, Atlanta, Austin, Portland, Oregon metro, and New York City metro areas.

Scale indicator2 records

Each record includes

Type, Value, Description, Source

Recent move5 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight5 records

Each record includes

Type, Description

Peers10 records
1Mariner Wealth Advisors
TypeDirect peer
Description

Large independent RIA offering comprehensive wealth planning, investment management, tax, and estate services to HNW individuals and families. Closely comparable multi-service HNW advisory model with similar fee-based structure.

2Creative Planning
TypeDirect peer
Description

Independent, fee-only RIA serving HNW and ultra-HNW clients with comprehensive financial planning, investment management, tax, and estate services. Comparable scale, ownership model, and full-service offering.

3Carson Group
TypeDirect peer
Description

National RIA serving financial advisors and their HNW clients with wealth management, financial planning, and business consulting support. Comparable multi-service HNW focus with similar advisor-led delivery model.

4Bessemer Trust
TypeDirect peer
Description

Private, independent wealth and investment management firm dedicated to HNW and ultra-HNW families, with strong emphasis on trust, estate, and multigenerational planning. Highly comparable niche focus and family-wealth specialization.

5Glenmede
TypeDirect peer
Description

Privately-owned wealth management and investment advisory firm serving HNW individuals, families, foundations, and endowments. Closely comparable in independence, scale, and integrated advisory + asset management structure.

6Edelman Financial Engines
TypeBroad incumbent
Description

Large national RIA providing investment advisory and financial planning services to HNW individuals. Comparable HNW client base and planning focus, but significantly larger scale and broader footprint.

7Fisher Investments
TypeBroad incumbent
Description

Large independent investment management firm primarily serving HNW and institutional clients with discretionary portfolio management. Comparable in independence and HNW focus but operates at much greater AUM scale and with a more investment-centric model.

8First Republic (now part of JPMorgan Private Bank)
TypeBroad incumbent
Description

Wealth management division of a major bank serving HNW individuals with investment, banking, and financial planning services. Comparable HNW client segment and integrated service model, but operates as part of a much larger banking institution.

9Brown Brothers Harriman
TypeDirect peer
Description

Privately-held financial services firm offering wealth management, investment management, and corporate banking to HNW families and institutions. Closely comparable in ownership structure (private partnership) and integrated wealth/advisory model.

10Hemington Wealth Management
TypeEmerging player
Description

Independent wealth management firm providing comprehensive financial planning and investment management to HNW individuals. Comparable in boutique size, fee-only model, and HNW advisory focus, though at smaller scale.

Market position
Strengths4 records

Each record includes

Headline, Details, Source

Weaknesses4 records

Each record includes

Headline, Details, Source

Competitive moat4 records

Each record includes

Type, Details

Key risks4 records

Each record includes

Headline, Details, Source

Key highlights6 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Segment2 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile2 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles7 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

Subsidiaries2 records

Each record includes

Name, Acquired on, Relationship type, Type, Business focus

No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Palisades Hudson Financial Group

Wealth Management & Financial Advisorypalisadeshudson.com

Palisades Hudson Financial Group is a US-based, founder-owned wealth management and financial advisory firm serving high net worth individuals, with a dedicated Entertainment and Sports business management division and five offices across the country.

What Palisades Hudson Financial Group does

Palisades Hudson Financial Group is a US-based, founder-owned wealth management and financial advisory firm headquartered in Fort Lauderdale, Florida, with additional offices in Atlanta, Austin, the Portland metropolitan area, and the New York City metropolitan area. The firm delivers comprehensive financial planning, investment management, tax planning, and estate planning services primarily to high net worth individuals and families, while operating a dedicated PH Entertainment and Sports division that provides business management for artists and athletes. Investment management is conducted through its registered investment advisor subsidiary, Palisades Hudson Asset Management, L.P., which oversees more than $1.8 billion in client assets under the leadership of Chief Investment Officer Benjamin C. Sullivan.

The firm's revenue model is fee-based, generated from AUM charges on investment management, financial planning engagements, tax preparation, and entertainment business management services for talent clients. Distribution is relationship-driven and direct-to-client across its five-office national footprint, supported by a content marketing apparatus that includes the Sentinel newsletter (transitioned to a paid Substack format in 2026 after launching as a paper newsletter in 1993), the Something Personal podcast, and two published books now in second and third editions. Palisades Hudson is structured as an LLC with no institutional investors or private equity backers, and the leadership team includes founder and president Larry M. Elkin, EVP and COO Shomari Hearn, and a recently promoted vice president (Melinda Kibler, effective January 2026). The firm has not disclosed any proprietary technology platform, AI/ML capabilities, or external funding rounds.

Palisades Hudson Financial Group firmographics

Firmographics
Name
Palisades Hudson Financial Group
Legal name
Palisades Hudson Financial Group LLC
Website
https://palisadeshudson.com
Company type
Private
Founded year
2000
Operating status
Operating
Headcount range
11–50 employees
Short description
Palisades Hudson Financial Group is a US-based, founder-owned wealth management and financial advisory firm serving high net worth individuals, with a dedicated Entertainment and Sports business management division and five offices across the country.
Ownership category
akta.pro rank

Palisades Hudson Financial Group industry classification

Industry
Product category
Wealth Management & Financial Advisory
NAICS
Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991)
SIC
Investment Advice (6282)
akta.pro primary industry
Private Client/High-Net-Worth Advisory (FSAEAAAN)
akta.pro secondary industries
Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG), Estate, Gift & Trust Valuation (BPAHANAL), Trust, Fiduciary & Estate Planning Services (FSABADAG)

Keywords

  • Wealth management services
  • Financial planning advisory
  • Estate planning services
  • Tax planning advisory
  • Investment management

Where Palisades Hudson Financial Group is headquartered

Location

Headquarters

HQ city
Fort Lauderdale
HQ country
United States
HQ region
North America

Offices5 records

Markets served

Palisades Hudson Financial Group business model

Business model
GTM type
B2C
Offering type
Services
Cost components
Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Distribution channels1 record

Marketing channels5 records

Palisades Hudson Financial Group product offering

Product offering

Core offering

Palisades Hudson Financial Group provides objective, comprehensive financial planning, investment management, tax planning, and estate planning services primarily for high net worth individuals. The firm oversees more than $1.8 billion in client assets through its registered investment advisor subsidiary, Palisades Hudson Asset Management, L.P., and offers specialized business management services for artists and athletes through its PH Entertainment and Sports division.

Product overview

Palisades Hudson Financial Group is a wealth management firm offering comprehensive financial planning and investment management services primarily for high net worth individuals. The firm operates as a unified financial services practice with multiple integrated offerings: core wealth management services, a specialized Entertainment & Sports division for artists and athletes, and various educational content platforms including the Sentinel newsletter (now on Substack), the Something Personal podcast, and two published books ('The High Achiever's Guide to Wealth' and 'Looking Ahead'). The firm's registered investment advisor subsidiary is Palisades Hudson Asset Management, L.P. The company maintains offices in South Florida, Atlanta, Austin, Portland, Oregon metro, and New York City metro areas.

Differentiator

Problem solved

Functional benefit

Brands

  • PH Entertainment and Sports: Business management services for artists and athletes across the country, with custom programs tailored to each client's needs.

Companies that use Palisades Hudson Financial Group

Customer profile

Segments2 records

Ideal customer profiles2 records

Palisades Hudson Financial Group technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Palisades Hudson Financial Group partnerships and signals

Strategic signal

Scale indicators2 records

Recent moves5 records

Expansion highlights5 records

Palisades Hudson Financial Group competitors and assessment

Company assessment

Direct peers

  • Mariner Wealth Advisors: Large independent RIA offering comprehensive wealth planning, investment management, tax, and estate services to HNW individuals and families. Closely comparable multi-service HNW advisory model with similar fee-based structure.
  • Creative Planning: Independent, fee-only RIA serving HNW and ultra-HNW clients with comprehensive financial planning, investment management, tax, and estate services. Comparable scale, ownership model, and full-service offering.
  • Carson Group: National RIA serving financial advisors and their HNW clients with wealth management, financial planning, and business consulting support. Comparable multi-service HNW focus with similar advisor-led delivery model.
  • Bessemer Trust: Private, independent wealth and investment management firm dedicated to HNW and ultra-HNW families, with strong emphasis on trust, estate, and multigenerational planning. Highly comparable niche focus and family-wealth specialization.
  • Glenmede: Privately-owned wealth management and investment advisory firm serving HNW individuals, families, foundations, and endowments. Closely comparable in independence, scale, and integrated advisory + asset management structure.
  • Brown Brothers Harriman: Privately-held financial services firm offering wealth management, investment management, and corporate banking to HNW families and institutions. Closely comparable in ownership structure (private partnership) and integrated wealth/advisory model.

Broad incumbents

  • Edelman Financial Engines: Large national RIA providing investment advisory and financial planning services to HNW individuals. Comparable HNW client base and planning focus, but significantly larger scale and broader footprint.
  • Fisher Investments: Large independent investment management firm primarily serving HNW and institutional clients with discretionary portfolio management. Comparable in independence and HNW focus but operates at much greater AUM scale and with a more investment-centric model.
  • First Republic (now part of JPMorgan Private Bank): Wealth management division of a major bank serving HNW individuals with investment, banking, and financial planning services. Comparable HNW client segment and integrated service model, but operates as part of a much larger banking institution.

Emerging players

  • Hemington Wealth Management: Independent wealth management firm providing comprehensive financial planning and investment management to HNW individuals. Comparable in boutique size, fee-only model, and HNW advisory focus, though at smaller scale.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks4 records

Key highlights6 records

Customer concentration

Palisades Hudson Financial Group social profiles

Digital presence

Palisades Hudson Financial Group financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Palisades Hudson Financial Group leadership team

Management profile

Number of profiles

Profiles7 records

Palisades Hudson Financial Group subsidiaries and ownership

Company hierarchy

Subsidiaries2 records

Palisades Hudson Financial Group funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Palisades Hudson Financial Group M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Palisades Hudson Financial Group

What does Palisades Hudson Financial Group do?

Palisades Hudson Financial Group provides objective, comprehensive financial planning, investment management, tax planning, and estate planning services primarily for high net worth individuals. The firm oversees more than $1.8 billion in client assets through its registered investment advisor subsidiary, Palisades Hudson Asset Management, L.P., and offers specialized business management services for artists and athletes through its PH Entertainment and Sports division.

Is Palisades Hudson Financial Group a public or private company?

Palisades Hudson Financial Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was Palisades Hudson Financial Group founded?

Palisades Hudson Financial Group was founded in 2000. It employs 11 to 50 people.

Where is Palisades Hudson Financial Group based?

Palisades Hudson Financial Group is headquartered in Fort Lauderdale, United States, in the North America region.

Who are Palisades Hudson Financial Group's main competitors?

Direct peers on record are Mariner Wealth Advisors, Creative Planning, Carson Group, Bessemer Trust, Glenmede and Brown Brothers Harriman. Broad incumbents are Edelman Financial Engines, Fisher Investments and First Republic (now part of JPMorgan Private Bank). Hemington Wealth Management is listed as an emerging player.

Does Palisades Hudson Financial Group have an API?

No public API is recorded for Palisades Hudson Financial Group.

What industry is Palisades Hudson Financial Group in?

Palisades Hudson Financial Group's product category is Wealth Management & Financial Advisory. Its primary akta.pro industry code is FSAEAAAN, Private Client/High-Net-Worth Advisory, with a secondary code of FSAAACAG, Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions). Its NAICS code is 523940 and its SIC code is 6282.

Unlock the full company data

50 free credits on sign-up, no credit card required.

Contact sales
Live signals
PR NewswirePalisades Hudson Financial Group Promotes Four, Names New Executive VPPalisades Hudson Financial Group promoted four employees to new executive roles, including appointing Shomari Hearn as its first executive vice president and chief operating officer. The promotions, effective January 1, 2023, also include Jeffrey Howard as director of technology and internal leadership changes within the Atlanta office's CIO functions.PR NewswirePalisades Hudson Financial Group Promotes Four, Names EVP/COOPalisades Hudson Financial Group LLC announced four internal promotions and a new executive appointment effective January 1, 2023, with Shomari Hearn named the firm's first executive vice president and chief operating officer. Hearn, who joined the firm nearly 25 years ago and established its Fort Lauderdale headquarters in 2005, will be succeeded as managing vice president by Paul Jacobs, who currently oversees approximately $1.3 billion in client assets as chief investment officer. Additional promotions include Anthony Criscuolo as new CIO and Jeffrey Howard as director of technology.PR NewswireEnvironmental Or Social Investing Can Hit Regulatory TripwiresAnthony Criscuolo, a CFP and senior client service manager at Palisades Hudson Financial Group, warned fiduciaries about potential legal risks when implementing ESG-focused investment strategies. He noted that while ESG investing is increasingly popular, those who invest on others' behalf must be able to prove such strategies have financial benefits before pursuing them, due to laws designed to protect grantors and trust beneficiaries. Criscuolo advised fiduciaries and business owners offering ESG funds in retirement plans to seek legal counsel and carefully document their investment decisions.PR NewswireLiving Abroad Can Complicate RetirementCertified Financial Planner Melinda Kibler of Palisades Hudson Financial Group published guidance advising the estimated 9 million U.S. citizens living abroad to pay close attention to retirement planning, noting that foreign residency complicates saving, investing, and managing retirement funds. The article explains that U.S. citizens remain subject to worldwide taxation regardless of residence, potentially facing double taxation without a tax treaty, and covers considerations for Social Security payments and U.S.-based retirement accounts overseas. Despite the complexities, Kibler encourages Americans considering expat life not to be deterred, recommending they seek expert advice to navigate the challenges.PR NewswireDon't Overlook Disability InsurancePalisades Hudson Financial Group LLC published an article urging workers to secure disability insurance to protect their earning power, citing that emergency funds typically cover only three to six months of expenses. Certified public accountant Rebecca Pavese advises checking employer-provided coverage or professional organization plans first, then considering individual long-term disability policies if needed. The article notes that disability insurance prices are regulated, making independent brokers a cost-neutral option for obtaining coverage.PR NewswireNFTs Can Create Tax HeadachesA Certified Financial Planner at Palisades Hudson Financial Group LLC is warning NFT investors and creators about complex tax implications as the IRS takes increased interest in the space. The article notes that NFTs share tax characteristics with both cryptocurrencies and traditional collectibles, yet official regulatory guidance remains limited. Tax professionals advise those dealing in NFTs to handle reporting obligations carefully given the uncertainty surrounding classification and obligations.PR NewswireExpatriation Can Trigger Major Tax ObligationsIRS Enrolled Agent ReKeithen Miller of Palisades Hudson Financial Group LLC has published an article explaining the tax consequences of renouncing U.S. citizenship, including the "exit tax" or expatriation tax regime. Under this mark-to-market taxation system, qualifying citizens must pay tax as though they sold all worldwide assets at fair market value the day before expatriation, even without an actual sale occurring. Miller advises that expatriation should be a last resort for tax planning rather than a first strategy, given the associated difficulties and the likelihood of ongoing IRS oversight.PR NewswireDon't Leave Faith Out Of Your Estate PlanCertified Financial Planner Melinda Kibler published an article advising the 77% of Americans who identify as religious to incorporate their faith into estate planning, covering end-of-life concerns like lifesaving measures, organ donation, and disposition of remains, as well as inheritance and guardianship considerations. The piece, published by her employer Palisades Hudson Financial Group LLC, emphasizes finding attorneys, tax experts, and trustees who understand and respect faith-based priorities. Kibler holds the IRS Enrolled Agent designation and CFP credential, and has contributed expert commentary to Forbes, Fox Business, and The Associated Press.GlobeNewswireNew Book Covers Financial Planning After 55 in DepthPalisades Hudson Financial Group published a new book, "Looking Ahead: Life, Family, Wealth and Business After 55," covering financial planning for people over 55. The 326-page book addresses taxes, investing, long-term care, and estate planning, and is available from Amazon and Barnes & Noble.GlobeNewswirePalisades Hudson Named a Top 100 Registered Investment Advisor by REP.Palisades Hudson Asset Management was named America's 91st largest independent registered investment advisor by REP, managing $1.25 billion in client assets. The firm, an affiliate of Palisades Hudson Financial Group, uses a blended passive and active asset allocation strategy. It was also named to the Financial Times 300 list in July 2014.