Rialytix insights

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 13 matching firms with $40.4B in total reported AUM and median AUM of $706.0M.

Firms

Matching current profiles

Total AUM

$40.4B

Reported regulatory AUM

Median AUM

$706.0M

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 Mar 2026	+$506.0M+54.2%	—	—	—	+3 employees+42.9% over 1Y	+683 accounts+98.6% 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 Mar 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. 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 historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.