AdvisorGrade

Financial advisers in Melbourne, FL

4 registered investment adviser firms in Melbourne managing $1.4B in assets, based on public SEC Form ADV filings.

Rossby Financial, LLC

Melbourne, FL · Est. 2023

Regional
Fee-based
AUM
$855M
Per adviser
$427M
Advisers
2

No reported disclosures

Oxenfree Financial

Melbourne, FL · Est. 2023

LocalInternational
Fee-based
AUM
$250M
Per adviser
$31M
Advisers
8

No reported disclosures

Flavin Financial Services, INC.

Melbourne, FL · Est. 2024

Local
Fee-based
AUM
$205M
Per adviser
$51M
Advisers
4

No reported disclosures

Money Management Concepts INC.

Melbourne, FL · Est. 2022

Local
Fee-only
AUM
$120M
Per adviser
$60M
Advisers
2

No reported disclosures