City
Wealth management firms in Vero Beach, Florida
As of October 2, 2026, 18 wealth management firms, including broker-dealer firms, with their main office in Vero Beach, Florida reported $4.6 billion in regulatory assets under management; the largest by assets was Spirepoint Private Client, LLC, with $1.4 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 18
- Regulatory assets under management
- $4.6 billion
- Average per firm
- $253.3 million
- SEC-registered, of those listed
- 9 of 18 (50.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Spirepoint Private Client, LLC | SEC | $1.4 billion | 1,376 |
| 2 | Professional Advisory Services Inc | SEC | $1.3 billion | 1,234 |
| 3 | Morangie Management LLC | SEC | $706.0 million | 117 |
| 4 | Peachtree Investment Partners, LLC | SEC | $335.8 million | 490 |
| 5 | Washburn Capital Management Inc. | SEC | $253.6 million | 524 |
| 6 | Treasure Coast Financial Planning, Inc. | SEC | $241.5 million | 661 |
| 7 | Cardea Capital Advisors, LLC | SEC | $124.2 million | 393 |
| 8 | Gallatin & Company, LLC | SEC | $98.1 million | 53 |
| 9 | Alton Road Capital, LP | SEC | $26.6 million | 1 |
| 10 | Gulati Asset Management LLC | State | $21.6 million | 78 |
| 11 | Lulla Wealth Financial | State | $17.8 million | 134 |
| 12 | Mead Wealth Management LLC | State | $17.4 million | 44 |
| 13 | Ascension Wealth Management | State | $6.3 million | 1 |
| 14 | Prosperity Path Advisers, LLC | State | $5.7 million | 29 |
| 15 | Onesource Wealth Advisors | State | $3.2 million | 17 |
| 16 | Greenfield Financial Services, LLC | State | $2.5 million | 14 |
| 17 | Herndon Wealth Services Inc | State | $0 | 0 |
| 18 | Vero Strategic Yield, 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.