AdFi
F

Facet

SEC Registered
Assets Under Management
$5B–$25B
Office Locations
1 office
Total Accounts
43934

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net Worth

Leadership

Brent Mitchell Weiss
HEAD OF PLANNING
Anderson Egan Jones
CHIEF EXECUTIVE OFFICER AND DIRECTOR
Christopher John Hufman
CHIEF OPERATIONS OFFICER/CHIEF COMPLIANCE OFFICER
Austen Bass
VICE PRESIDENT
Patrick Royal Mckenna
EXECUTIVE CHAIRMAN AND DIRECTOR
Jeffrey Scott Stein
DIRECTOR
Todd Marshall Schell
DIRECTOR
Charles Michael Roame
DIRECTOR
L.p. Warburg Pincus Xii
GENERAL PARTNER
L.p. Warburg Pincus Financial Sector Gp
GENERAL PARTNER

Office locations

1 office in 1 state
FL
West Palm BeachHQ

Advisors at this firm

78 advisors in the directory

Nancy Anne Nawn
Investment Adviser Representative
Investment Adviser Representative
Richard Lawrence Elliott
Investment Adviser Representative
Investment Adviser Representative
Muata Rikondja Mahluli
Investment Adviser Representative
Investment Adviser Representative
Thomas Kirby
Investment Adviser Representative
Investment Adviser Representative
David Fritz Wirth
Investment Adviser Representative
Investment Adviser Representative
Joseph Amery Staub
Investment Adviser Representative
Investment Adviser Representative
Derek Edwin Woods
Investment Adviser Representative
Investment Adviser Representative
Todd Matthew Macaulay
Investment Adviser Representative
Investment Adviser Representative
Kimberly Chmielewski
Investment Adviser Representative
Investment Adviser Representative
Thomas Douglas Davis Graff
Investment Adviser Representative
Investment Adviser Representative
Sarah E Gallagher
Investment Adviser Representative
Investment Adviser Representative
Jennifer Chengwen Tang
Investment Adviser Representative
Investment Adviser Representative
Stephen Bernard Glowacka
Investment Adviser Representative
Investment Adviser Representative
Kimberly B Dulaurence
Investment Adviser Representative
Investment Adviser Representative
Adrienne L Stark
Financial Professional
Matthew John Farrell
Investment Adviser Representative
Investment Adviser Representative
Brent Mitchell Weiss
Investment Adviser Representative
Investment Adviser Representative
Kevin Stevens
Investment Adviser Representative
Investment Adviser Representative
Bryant Robert Malloy
Investment Adviser Representative
Investment Adviser Representative
Noreen Burtner
Investment Adviser Representative
Investment Adviser Representative
Sabrina Lee
Investment Adviser Representative
Investment Adviser Representative
Michelle Louise Packer
Investment Adviser Representative
Investment Adviser Representative
Stephen Joseph Burley Jr
Investment Adviser Representative
Investment Adviser Representative
Joelle M Hinds
Investment Adviser Representative
Investment Adviser Representative
Ashman Ram Murti
Investment Adviser Representative
Investment Adviser Representative
Brian Christopher Wagnon
Investment Adviser Representative
Investment Adviser Representative
Mathew Jackson
Investment Adviser Representative
Investment Adviser Representative
Eric Karl Reinhold Masch
Investment Adviser Representative
Investment Adviser Representative
Matthew Thomas Dellaero
Investment Adviser Representative
Investment Adviser Representative
Mary Rush
Investment Adviser Representative
Investment Adviser Representative
Reed Salony
Investment Adviser Representative
Investment Adviser Representative
Portia R Jackson
Investment Adviser Representative
Investment Adviser Representative
Gary D Johnston
Investment Adviser Representative
Investment Adviser Representative
Joseph Litterio Olivo
Investment Adviser Representative
Investment Adviser Representative
Zachary Frank Marsh
Investment Adviser Representative
Investment Adviser Representative
Aashka Desai Singh
Investment Adviser Representative
Investment Adviser Representative
Sean Wilburn Powley
Investment Adviser Representative
Investment Adviser Representative
Michele Wostbrock
Investment Adviser Representative
Investment Adviser Representative
Justin Michael Flores
Investment Adviser Representative
Investment Adviser Representative
Myles Joseph McManus
Investment Adviser Representative
Investment Adviser Representative
Evan Thomas Byrne
Investment Adviser Representative
Investment Adviser Representative
Alexandra Virginia Wilson
Investment Adviser Representative
Investment Adviser Representative
Claire Nowels Amick
Investment Adviser Representative
Investment Adviser Representative
Patrick Charles Sabol
Investment Adviser Representative
Investment Adviser Representative
Lucas M Pelletier
Investment Adviser Representative
Investment Adviser Representative
Nicholas Paul Cosentino
Investment Adviser Representative
Investment Adviser Representative
Kent Alexander Delph
Investment Adviser Representative
Investment Adviser Representative
Jenifer Koch
Investment Adviser Representative
Investment Adviser Representative
Christopher James Millius
Investment Adviser Representative
Investment Adviser Representative
David Michael Imhoff
Investment Adviser Representative
Investment Adviser Representative
David Mawhinney
Investment Adviser Representative
Investment Adviser Representative
Jacob Riley Fischer
Investment Adviser Representative
Investment Adviser Representative
Justin Thomas Bellows
Investment Adviser Representative
Investment Adviser Representative
Allyson Elaine Cooper
Investment Adviser Representative
Investment Adviser Representative
Jonathan William Hommes
Investment Adviser Representative
Investment Adviser Representative
Hunter Kennedy Clark
Investment Adviser Representative
Investment Adviser Representative
Johnathan Irions
Investment Adviser Representative
Investment Adviser Representative
Loren Christopher Krieg
Investment Adviser Representative
Investment Adviser Representative
Deborah Leeann Cornes
Investment Adviser Representative
Investment Adviser Representative
Andrew Argen
Investment Adviser Representative
Investment Adviser Representative
Sammie Margaret Guajardo
Investment Adviser Representative
Investment Adviser Representative
Carsten Jared Murgas
Investment Adviser Representative
Investment Adviser Representative
Kelsey Ann Aranha
Investment Adviser Representative
Investment Adviser Representative
Meagen Leeanna Wagner
Investment Adviser Representative
Investment Adviser Representative
Nicholas Louis Greco
Investment Adviser Representative
Investment Adviser Representative
Jordan Issac Parkinson
Investment Adviser Representative
Investment Adviser Representative
Mark P Krystyn
Investment Adviser Representative
Investment Adviser Representative
Hailey Lynn Thomas
Investment Adviser Representative
Investment Adviser Representative
Jeremy Crespillo Belingon
Investment Adviser Representative
Investment Adviser Representative
Victor Patrick Davidenko
Investment Adviser Representative
Investment Adviser Representative
Brandon Charles Aguilar Gunderson
Investment Adviser Representative
Investment Adviser Representative
Benjamin Tesson
Investment Adviser Representative
Investment Adviser Representative
Cole Curtis Filer
Investment Adviser Representative
Investment Adviser Representative
Anna Wisniewski
Investment Adviser Representative
Investment Adviser Representative
Katherine Erin Deprey
Investment Adviser Representative
Investment Adviser Representative
Arianne McSellers
Investment Adviser Representative
Investment Adviser Representative
Joseph Paul Bartelo
Investment Adviser Representative
Investment Adviser Representative
Leslie McCullough
Investment Adviser Representative
Investment Adviser Representative

Regulatory & compliance

CRD number
#285961
SEC Number
801-108767
Disciplinary History
No
Fees & Minimums
Fee arrangements the firm reports: Flat Fee

Data as of July 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Facet has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched
Facet in West Palm Beach, FL - Fees, Services & Advisors