Top financial advisors in Vero Beach, FL
We’ve curated a list of the best financial advisors in Vero Beach, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$1,030,856,526
Number of advisors
13 advisors
| $1,030,856,526 | 13 advisors | |
| 2 |
Assets under management
$730,261,847
Number of advisors
6 advisors
| $730,261,847 | 6 advisors | |
| 3 |
Assets under management
$186,637,289
Number of advisors
3 advisors
| $186,637,289 | 3 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 Vero Beach, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Vero Beach. 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.
Professional Advisory Services Inc
Professional Advisory Services, Inc. (PASI) was founded in 1977 by Kenneth M. Ligon and Ronald J. Jaffe, M.D., with a focus on integrity and personalized service. As one of the largest independent money management firms in Florida, PASI manages $1,201,355,718 in assets for clients across 32 states. The firm operates on a discretionary basis, with an investment committee determining holdings in the core portfolio. PASI acts as a fiduciary, prioritizing client interests in all dealings. The firm primarily invests in high-quality stocks and investment-grade corporate and municipal bonds, tailored to each client's risk tolerance and financial situation. PASI charges an annual fee starting at 1%, with a declining rate structure for higher asset values. The firm does not engage in performance-based fees or side-by-side management. While there is no stated minimum balance to open an account, most clients have investable balances of $100,000 or more. PASI conducts fundamental analysis for equity investments and credit analysis for fixed income securities. The firm's investment process aims to mitigate market and company-specific risks while seeking capital appreciation and income. PASI maintains a Code of Ethics, participates in client transactions, and votes proxies in clients' best interests. Clients receive quarterly statements from unrelated qualified custodians, and PASI has never had any disciplinary events since its establishment.
$1,030,856,526 under management
13 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small BusinessesSpirepoint Private Client
SpirePoint Private Client, LLC is an SEC-registered investment adviser based in Vero Beach, FL, established in 2023. The firm manages approximately $1.12 billion in assets for 799 accounts on a discretionary basis, utilizing a wrap program. Services offered include discretionary investment management, financial planning, and consulting. Investment strategies include fundamental, cyclical, charting, and technical analysis, with a focus on diversification and both passive and active management. The firm charges fees up to 1.5% annually based on assets under management, with additional fees for financial planning and consulting services. SpirePoint does not impose a minimum fee or portfolio value requirement. The firm acts as a fiduciary, putting clients' interests first, and does not charge performance-based fees. Clients have investment discretion, and the firm may recommend third-party Independent Managers and Sub-Advisors. SpirePoint has a Code of Ethics, does not pay referral fees, and provides detailed information on its business practices, fees, investment strategies, and potential risks to clients.
$730,261,847 under management
6 advisors
Fee structure
A percentage of assets under your management
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)Educational Seminars/workshopsWashburn Capital Management Inc.
Washburn Capital Management Inc. is a financial advisory firm based in Vero Beach, Florida. It currently has approximately $186,637,289 of assets under management and employs about 3 people. Washburn Capital Management Inc. uses a fee structure of and a percentage of assets under your management.
$186,637,289 under management
3 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
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 Vero Beach, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Vero Beach. 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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