Best Financial Advisors in STUART, Florida
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in STUART
FOGEL CAPITAL MANAGEMENT INC
STUART, FL · Since 1995
VICTRIX INVESTMENT ADVISORS
STUART, FL · Since 2021
SPECTRA INVESTMENT MANAGEMENT, LLC
STUART, FL · Since 2017
RALICKI WEALTH MANAGEMENT & TRUST SERVICES
STUART, FL · Since 2022
DUNN CAPITAL MANAGEMENT
STUART, FL · Since 2024
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in STUART?
The median advisory fee in STUART, FL is 0.95% of assets under management per year, based on Form ADV filings from 5 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.