AdvisorGrade

Financial advisers in Vero Beach, FL

13 registered investment adviser firms in Vero Beach managing $40.4B in assets, based on public SEC Form ADV filings.

Armour Capital Management LP

Vero Beach, FL · Est. 2012

Regional
Fee-based
AUM
$21.0B
Per adviser
$3.5B
Advisers
6

No reported disclosures

Bimini Advisors, LLC

Vero Beach, FL · Est. 2012

Regional
Fee-based
AUM
$11.7B
Per adviser
$1.7B
Advisers
7

No reported disclosures

Corry Capital Advisors, LLC

Vero Beach, FL · Est. 2013

RegionalInternational
Fee-only
AUM
$2.0B
Per adviser
$402M
Advisers
5

No reported disclosures

Spirepoint Private Client, LLC

Vero Beach, FL · Est. 2023

Local
Fee-based
AUM
$1.4B
Per adviser
$180M
Advisers
8

No reported disclosures

Professional Advisory Services INC

Vero Beach, FL · Est. 1978

Local
Fee-only
AUM
$1.3B
Per adviser
$140M
Advisers
9

No reported disclosures

Moonrise Capital LP

Vero Beach, FL · Est. 2019

Local
Fee-only
AUM
$1.1B
Per adviser
$564M
Advisers
2

No reported disclosures

Morangie Management LLC

Vero Beach, FL · Est. 2024

LocalInternational
Fee-only
AUM
$706M
Per adviser
$176M
Advisers
4

No reported disclosures

Thurston Advisors

Vero Beach, FL · Est. 2024

Local
Fee-only
AUM
$481M
Per adviser
$60M
Advisers
8

No reported disclosures

Washburn Capital Management INC.

Vero Beach, FL · Est. 2018

Local
Fee-only
AUM
$254M
Per adviser
$85M
Advisers
3

No reported disclosures

Treasure Coast Financial Planning, INC.

Vero Beach, FL · Est. 2013

Local
Fee-based
AUM
$241M
Per adviser
$48M
Advisers
5

No reported disclosures

Cardea Capital Advisors, LLC

Vero Beach, FL · Est. 2020

Local
Fee-based
AUM
$124M
Per adviser
$31M
Advisers
4

No reported disclosures

Gallatin & Company, LLC

Vero Beach, FL · Est. 2001

Local
Fee-based
AUM
$98M
Per adviser
$98M
Advisers
1

No reported disclosures

Alton Road Capital, LP

Vero Beach, FL · Est. 2024

Local
Fee-based
AUM
$27M
Per adviser
$27M
Advisers
1

No reported disclosures