City
Wealth management firms in Santa Rosa Beach, Florida
As of October 2, 2026, 6 wealth management firms, including broker-dealer firms, with their main office in Santa Rosa Beach, Florida reported $418.4 million in regulatory assets under management; the largest by assets was Heritage Oak Wealth Advisors, with $347.4 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 6
- Regulatory assets under management
- $418.4 million
- Average per firm
- $69.7 million
- SEC-registered, of those listed
- 1 of 6 (16.7%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Heritage Oak Wealth Advisors | SEC | $347.4 million | 693 |
| 2 | Fortunato Asset Management | State | $28.8 million | 24 |
| 3 | Meddent Solutions | State | $28.2 million | 115 |
| 4 | Livingston Financial Planning, Inc. | State | $11.7 million | 56 |
| 5 | Palm View Investments | State | $2.1 million | 4 |
| 6 | Houndstooth Investment Management | State | $286,887 | 6 |
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.