City
Wealth management firms in Melbourne, Florida
As of October 2, 2026, 16 wealth management firms, including broker-dealer firms, with their main office in Melbourne, Florida reported $1.6 billion in regulatory assets under management; the largest by assets was Rossby Financial, LLC, with $854.8 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 16
- Regulatory assets under management
- $1.6 billion
- Average per firm
- $99.1 million
- SEC-registered, of those listed
- 4 of 16 (25.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Rossby Financial, LLC | SEC | $854.8 million | 3,910 |
| 2 | Oxenfree Financial | SEC | $249.8 million | 1,983 |
| 3 | Flavin Financial Services, Inc. | SEC | $205.0 million | 459 |
| 4 | Money Management Concepts Inc. | SEC | $119.6 million | 279 |
| 5 | Arbogast Financial Advisors, LLC | State | $50.8 million | 138 |
| 6 | LVS Advisory LLC | State | $22.3 million | 41 |
| 7 | Valuengine Capital Management LLC | State | $19.1 million | 127 |
| 8 | Sound Financial Solutions LLC | State | $18.4 million | 155 |
| 9 | Proverbi Capital Advisors, LLC | State | $14.4 million | 148 |
| 10 | Investment Management Services Group, LLC | State | $9.2 million | 103 |
| 11 | Jackson Financial, Investment & Retirement Services, Inc. | State | $7.8 million | 42 |
| 12 | Financial Analytics, LLC | State | $7.7 million | 39 |
| 13 | McCloskey & Associates, P.A. | State | $6.3 million | 21 |
| 14 | BMR Global Wealth Management Group, Inc. | State | $1.1 million | 4 |
| 15 | Critical Mass Financial, LLC | State | $167,000 | 1 |
| 16 | Futureplan Financial | State | $0 | 0 |
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.