Florida · 19 advisers
Financial Advisors in Vero Beach, Florida
Looking for a financial advisor in Vero Beach, Florida? Falists indexes 19 SEC-registered and state-registered investment advisers in Vero Beach — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 13 firms list a website you can visit directly. Firms in this directory manage up to $21.01B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
19
With website
13
Largest AUM
$21.01B
Financial planning
8
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Vero Beach
Ranked by AUM · Fees, team & specialties at a glance
ARMOUR CAPITAL MANAGEMENT LP
Vero Beach, FL
AUM
$21.01B
Team
6 advisors
Clients
—
Fees
A PERCENTAGE OF GROSS EQUITY RAISED
772-617-4340
CORRY CAPITAL ADVISORS, LLC
Vero Beach, FL
AUM
$2.01B
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
412-741-2700
SPIREPOINT PRIVATE CLIENT, LLC
Vero Beach, FL
AUM
$1.44B
Team
8 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
772-316-1271
PROFESSIONAL ADVISORY SERVICES INC
Vero Beach, FL
AUM
$1.26B
Team
9 advisors
Clients
51-100
Fees
Percentage of AUM
772-778-0552
MOONRISE CAPITAL LP
Vero Beach, FL
AUM
$1.13B
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
772-492-3523
MORANGIE MANAGEMENT LLC
Vero Beach, FL
AUM
$706.0M
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Performance-based fees
908-285-6686
THURSTON ADVISORS
Vero Beach, FL
AUM
$480.9M
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
312-255-0077
WASHBURN CAPITAL MANAGEMENT INC.
Vero Beach, FL
AUM
$253.6M
Team
3 advisors
Clients
—
Fees
Percentage of AUM
772-564-7291
TREASURE COAST FINANCIAL PLANNING, INC.
Vero Beach, FL
AUM
$241.5M
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
772-231-1422
CARDEA CAPITAL ADVISORS, LLC
Vero Beach, FL
AUM
$124.2M
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
770-977-7779
LULLA WEALTH FINANCIAL
Vero Beach, FL
AUM
$17.8M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
772-257-9803
ONESOURCE WEALTH ADVISORS
Vero Beach, FL
AUM
$3.3M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
866-895-1222
BIMINI ADVISORS, LLC
Vero Beach, FL
AUM
$11.68B
Team
7 advisors
Clients
0
Fees
FIRM'S COMPENSATION IS BASED ON A % OF SHAREHOLDERS EQUITY.
772-231-1400
GALLATIN & COMPANY, LLC
Vero Beach, FL
AUM
$98.1M
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
772-231-9607
ALTON ROAD CAPITAL, LP
Vero Beach, FL
AUM
$26.6M
Team
1 advisors
Clients
—
Fees
Fixed fees; Performance-based fees
203-247-2194
HERNDON WEALTH SERVICES INC
Vero Beach, FL
AUM
$0
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
772-925-1063
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Common questions
- How many financial advisors are in Vero Beach, Florida?
- 19 registered investment advisers are listed in our Vero Beach directory, sourced from public SEC filings.
- What types of advisors are in Vero Beach?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Vero Beach?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.