City
Wealth management firms in Indialantic, Florida
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Indialantic, Florida reported $159.7 million in regulatory assets under management; the largest by assets was Nautilus Wealth Advisors, with $107.9 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $159.7 million
- Average per firm
- $31.9 million
- SEC-registered, of those listed
- 1 of 5 (20.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Nautilus Wealth Advisors | SEC | $107.9 million | 510 |
| 2 | Zonka & Associates, Inc. | State | $28.3 million | 17 |
| 3 | Financial Planning & Management, LLC | State | $17.0 million | 22 |
| 4 | Heron Equity Management, LLC | State | $5.1 million | 63 |
| 5 | Seven Pines Capital, LLC | State | $1.5 million | 14 |
Wealth management firms in Florida, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.