Best Financial Advisors in VERO BEACH, Florida
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Loading map...
Top-Ranked Advisors in VERO BEACH
GALLATIN & COMPANY, LLC
VERO BEACH, FL · Since 2001
CARDEA CAPITAL ADVISORS, LLC
VERO BEACH, FL · Since 2020
THURSTON ADVISORS
VERO BEACH, FL · Since 2024
ALTON ROAD CAPITAL, LP
VERO BEACH, FL · Since 2024
PROFESSIONAL ADVISORY SERVICES INC
VERO BEACH, FL · Since 1978
ARMOUR CAPITAL MANAGEMENT LP
VERO BEACH, FL · Since 2012
BIMINI ADVISORS, LLC
VERO BEACH, FL · Since 2012
CORRY CAPITAL ADVISORS, LLC
VERO BEACH, FL · Since 2013
TREASURE COAST FINANCIAL PLANNING, INC.
VERO BEACH, FL · Since 2013
MOONRISE CAPITAL LP
VERO BEACH, FL · Since 2019
WASHBURN CAPITAL MANAGEMENT INC.
VERO BEACH, FL · Since 2018
SPIREPOINT PRIVATE CLIENT, LLC
VERO BEACH, FL · Since 2023
MORANGIE MANAGEMENT LLC
VERO BEACH, 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 VERO BEACH?
The median advisory fee in VERO BEACH, FL is 0.95% of assets under management per year, based on Form ADV filings from 13 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.