City

Wealth management firms in Stuart, Florida

As of October 2, 2026, 21 wealth management firms, including broker-dealer firms, with their main office in Stuart, Florida reported $1.6 billion in regulatory assets under management; the largest by assets was Fogel Capital Management Inc, with $436.7 million.

Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only

Wealth management firms: 21
Regulatory assets under management: $1.6 billion
Average per firm: $76.5 million
SEC-registered, of those listed: 4 of 21 (19.0%)

Firms by assets

Wealth management firms in Stuart, Florida, largest first
#	Firm	Registration	RAUM	Accounts
1	Fogel Capital Management Inc	SEC	$436.7 million	529
2	Victrix Investment Advisors	SEC	$343.3 million	1,608
3	Spectra Investment Management, LLC	SEC	$306.8 million	133
4	Ralicki Wealth Management & Trust Services	SEC	$129.0 million	253
5	Peak Capital Management	State	$85.1 million	443
6	Twenty-First Century Financial Advisors Inc	State	$67.6 million	39
7	Integritt Wealth Management, LLC	State	$67.3 million	159
8	Semper Financial	State	$37.0 million	74
9	Financial Planning Professionals, Inc.	State	$36.4 million	177
10	Huffman Financial Services Inc	State	$20.1 million	169
11	Davies Wealth Management LLC	State	$18.4 million	118
12	Robert Henry Wealth Management, LLC	State	$14.6 million	22
13	Index Portfolio Advisors, LLC	State	$13.2 million	41
14	Anchor Financial Services, CPA, PA	State	$12.8 million	15
15	Lipton Capital Management	State	$7.0 million	15
16	Mindie Molina Investments, LLC	State	$6.0 million	43
17	Christia LI Roberts	State	$5.7 million	25
18	Ebanks Financial Solutions, LLC	State	$129,952	5
19	Abaco Retirement Advisors LLC	State	$0	0
20	Family First Financial Planning	State	$0	0
21	W.H. Financial Services, Inc.	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.