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Top RIA Firms in Vero Beach, Florida
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Vero Beach, Florida. This hub covers 14 matching firms with $40.5B in total reported AUM and median AUM of $593.4M.
Firms
14
Matching current profiles
Total AUM
$40.5B
Reported regulatory AUM
Median AUM
$593.4M
Across firms with AUM
Largest firm
$21.0B
Armour Capital Management LP
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Armour Capital Management LP CRD 164570 · Limited Partnership | VERO BEACH, FL | $21.0B Mar 2026 | +$8.7B+70.2% | +$11.6B+122.6% | +$15.5B+280.2% | +$7.1B+50.7% | -2 employees-9.1% over 3Y | 0 accounts+0.0% over 3Y |
| 2. Bimini Advisors, LLC CRD 164944 · Limited Liability Company | VERO BEACH, FL | $11.7B Apr 2026 | +$6.0B+104.1% | +$7.8B+202.0% | +$7.6B+187.7% | — | +2 employees+25.0% over 3Y | 0 accounts+0.0% over 3Y |
| 3. Corry Capital Advisors, LLC CRD 165403 · Limited Liability Company | VERO BEACH, FL | $2.0B Mar 2026 | -$182.5M-8.3% | -$197.8M-9.0% | +$206.9M+11.5% | +$1.8B+1026.7% | -3 employees-25.0% over 3Y | +6 accounts+46.2% over 3Y |
| 4. Spirepoint Private Client, LLC CRD 327350 · Limited Liability Company | VERO BEACH, FL | $1.4B Jun 2026 | +$316.1M+28.1% | — | — | — | +5 employees+100.0% over 3Y | +577 accounts+72.2% over 1Y |
| 5. Professional Advisory Services INC CRD 105397 · Corporation | VERO BEACH, FL | $1.3B Mar 2026 | +$114.7M+10.0% | +$61.7M+5.2% | +$308.0M+32.4% | +$745.3M+145.2% | 0 employees+0.0% over 3Y | +147 accounts+13.5% over 3Y |
| 6. Moonrise Capital LP CRD 286269 · Limited Partnership | VERO BEACH, FL | $1.1B Mar 2026 | +$80.2M+7.7% | -$2.2M-0.2% | +$631.6M+127.2% | +$716.2M+173.8% | 0 employees+0.0% over 3Y | +1 accounts+20.0% over 3Y |
| 7. Morangie Management LLC CRD 332949 · Limited Liability Company | VERO BEACH, FL | $706.0M Mar 2026 | +$127.9M+22.1% | — | — | — | 0 employees+0.0% over 1Y | +17 accounts+17.0% over 1Y |
| 8. Thurston Advisors CRD 318422 · Limited Liability Company | VERO BEACH, FL | $480.9M May 2026 | +$109.8M+29.6% | — | — | +$165.0M+52.2% | 0 employees+0.0% over 1Y | +1 accounts+12.5% over 1Y |
| 9. Washburn Capital Management INC. CRD 125708 · Corporation | VERO BEACH, FL | $253.6M Feb 2026 | +$55.5M+28.0% | +$28.9M+12.9% | +$108.0M+74.2% | +$179.3M+241.1% | -1 employees-25.0% over 3Y | +77 accounts+17.2% over 3Y |
| 10. Treasure Coast Financial Planning, INC. CRD 166684 · Corporation | VERO BEACH, FL | $241.5M Mar 2026 | +$47.7M+24.6% | +$58.4M+31.9% | +$89.3M+58.7% | +$115.9M+92.3% | 0 employees+0.0% over 3Y | +62 accounts+10.4% over 3Y |
| 11. Cardea Capital Advisors, LLC CRD 307600 · Limited Liability Company | VERO BEACH, FL | $124.2M Jul 2026 | +$18.4M+17.4% | +$40.4M+48.2% | +$42.1M+51.3% | — | +1 employees+12.5% over 3Y | +210 accounts+114.8% over 3Y |
| 12. Gallatin & Company, LLC CRD 111984 · Limited Liability Company | VERO BEACH, FL | $98.1M Feb 2026 | +$8.0M+8.9% | -$24.2M-19.8% | -$15.3M-13.5% | +$18.7M+23.6% | -1 employees-50.0% over 3Y | +9 accounts+20.5% over 3Y |
| 13. Coastal Wealth Management CRD 327867 · Limited Liability Company | VERO BEACH, FL | $45.1M Jul 2026 | +$10.9M+32.0% | — | — | — | 0 employees+0.0% over 1Y | +30 accounts+42.3% over 1Y |
| 14. Alton Road Capital, LP CRD 332521 · Limited Partnership | VERO BEACH, FL | $26.6M Mar 2026 | -$1.6M-5.8% | — | — | -$8.1M-23.4% | 0 employees+0.0% over 1Y | 0 accounts+0.0% over 1Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth.Metrics may show a dash where sufficient historical filing data is unavailable for the lookback period.