Financial advisers in Stuart, FL
5 registered investment adviser firms in Stuart managing $1.5B in assets, based on public SEC Form ADV filings.
Fogel Capital Management INC
Stuart, FL · Est. 1995
Local
- AUM
- $437M
- Per adviser
- $62M
- Advisers
- 7
No reported disclosures
Victrix Investment Advisors
Stuart, FL · Est. 2021
Regional
- AUM
- $343M
- Per adviser
- $49M
- Advisers
- 7
No reported disclosures
Spectra Investment Management, LLC
Stuart, FL · Est. 2017
Local
- AUM
- $307M
- Per adviser
- $102M
- Advisers
- 3
No reported disclosures
Dunn Capital Management
Stuart, FL · Est. 2024
Local
- AUM
- $269M
- Per adviser
- $45M
- Advisers
- 6
No reported disclosures
Ralicki Wealth Management & Trust Services
Stuart, FL · Est. 2022
Local
- AUM
- $129M
- Per adviser
- $43M
- Advisers
- 3
No reported disclosures