Top financial advisors in Stuart, FL
We’ve curated a list of the best financial advisors in Stuart, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$180,384,278
Number of advisors
2 advisors
| $180,384,278 | 2 advisors | |
| 2 |
Assets under management
$88,548,563
Number of advisors
4 advisors
| $88,548,563 | 4 advisors | |
| 3 |
Assets under management
$49,810,047
Number of advisors
2 advisors
| $49,810,047 | 2 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Stuart, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Stuart. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Spectra Investment Management, LLC
Spectra Investment Management, LLC is a registered investment adviser based in Stuart, Florida, providing services since 2017. The firm serves high-net-worth clients, families, and related entities, offering portfolio management, family office services, financial planning, investment consulting, and outsourced chief investment officer services. Spectra manages discretionary and non-discretionary portfolios, with a focus on equity securities, ETFs, mutual funds, government and corporate debt securities, and options strategies. The firm may also recommend investments in private limited partnerships like hedge funds and private equity. Clients must have a minimum of $5,000,000 to establish an advisory relationship, which may be waived at the firm's discretion. Spectra charges asset-based management fees ranging from 0.35% to 1.25%, billed monthly based on the portfolio value. The firm has a fiduciary duty to act in the best interests of clients and conducts annual account reviews. Spectra has custody of client assets and has established safeguards to protect client information and privacy. The firm does not compensate for client referrals and follows a Code of Ethics to ensure integrity in investment advisory conduct. Proxy voting is conducted in the best financial interest of clients, and Spectra maintains confidentiality of client information. Additional information, including trade error correction procedures and privacy policy, is available upon request.
$180,384,278 under management
2 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting ServicesFamily Office ServicesRalicki Wealth Management & Trust Services
Ralicki Wealth Management & Trust Services, operating under Ralicki & Company, P.A., is a registered investment adviser based in Stuart, FL. Established in 2015, the firm specializes in providing investment supervisory services, financial planning, and consulting to high net-worth clients, retail clients, and pension and profit-sharing plans. RWM acts as a fiduciary, prioritizing clients' best interests and avoiding conflicts of interest. Clients have discretion over their accounts, with RWM recommending qualified custodians like Fidelity Investments and money managers such as AssetMark, Orion, or CPS Investment Advisors. Fees are directly debited from client accounts, with charges varying based on services provided. RWM does not actively manage individual securities but selects portfolio strategists aligned with client objectives. The firm discloses potential conflicts of interest related to benefits received from SMA platforms and maintains a Code of Ethics to ensure ethical conduct. Clients receive periodic account reviews and have the option to engage Ralicki & Company, P.A. for tax and accounting services. RWM does not provide compensation for client referrals and upholds transparency in its operations.
$88,548,563 under management
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPension Consulting ServicesSelection Of Other AdvisersIntegritt Wealth Management, LLC
Integritt Wealth Management, LLC, based in Stuart, FL, has been providing investment advisory services since 2014. The firm, solely owned by Marc Rittersporn, offers discretionary asset management services tailored to individual needs, including portfolio creation and periodic reviews. Clients may grant discretionary authority for investment decisions, allowing the firm to implement strategies without prior consent. Additionally, the firm offers pension and profit sharing consulting services, assisting with retirement plan establishment and monitoring. Integritt also provides referrals to third-party money managers, conducting due diligence and ongoing reviews. The fee structure for asset management services is based on a percentage of assets under management, with fees billed quarterly. The firm does not participate in performance-based fees or side-by-side management. Investment strategies include long-term and short-term purchases, margin transactions, and option writing. Integritt Wealth Management emphasizes client privacy and compliance with regulatory standards, with a focus on safeguarding client assets and maintaining transparency in fee structures and financial information. Clients are encouraged to review the firm's privacy policy and consult with the Chief Compliance Officer for any inquiries.
$49,810,047 under management
2 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small BusinessesPension Consulting ServicesSelection Of Other Advisers
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Stuart, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Stuart. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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