City
Wealth management firms in Port St. Lucie, Florida
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Port St. Lucie, Florida reported $388.2 million in regulatory assets under management; the largest by assets was MOTIV8 Investments LLC, with $219.1 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $388.2 million
- Average per firm
- $77.6 million
- SEC-registered, of those listed
- 2 of 5 (40.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | MOTIV8 Investments LLC | SEC | $219.1 million | 1,337 |
| 2 | Steady Returns | SEC | $159.8 million | 537 |
| 3 | The Commonwealth Group LLC | State | $8.6 million | 41 |
| 4 | Donner's Financial Services Inc. | State | $659,641 | 12 |
| 5 | Selected Objectives LLC | 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.