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BLUE MARLIN ADVISORS, LLC

Advisory

WEST PALM BEACH, FL

Data as of Mar 10, 2026 · Source: SEC Form ADV

Rank in FL
#2,301
of 2,610 advisers by AUM
Average account
$300K
across 19 accounts
AUM per adviser
$3M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 10, 2026.

Total AUM
$6M
Discretionary %
100%
Clients
19
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$6M
Discretionary AUM$6M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients19
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InAL, CA, FL, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

AYRES FINANCIAL ADVISORS, LLC
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$6M
-90.2% 1Y
ARBORDALE WEALTH MANAGEMENT, LLC
$6M
CREATIVE CAPITAL FIDUCIARIES, LLC
HERNANDO, FL
$6M
+3.2% 1Y
CHRISTIA LI ROBERTS
$6M
PEARSON ASSET MANAGEMENT COMPANY
$6M
BOUNDS & COMPANY, LLC
$6M

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