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Find Retirement Advisors for Retirement Planning in Vero Beach, Florida
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Finding the Best Retirement Planners in Vero Beach, Florida
Last Updated - April 25, 2025Vero Beach has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 13 non-vetted advisors in your local area. These retirement advisors in Vero Beach, Florida have an average of 0 years of experience.
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List of Qualified Retirement Planning Advisors in Vero Beach, Florida
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 13 Retirement Planning firms in Vero Beach, Florida (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 3001 Ocean Drive, Suite 201 Vero Beach, FL, 32963 | $12,344,395,778 | 1 | 20 | Other (A PERCENTAGE OF GROSS EQUITY RAISED) |
| 2 | 3305 Flamingo Drive, Vero Beach, FL, 32963 | $4,243,121,000 | 1 | 9 | Other (FIRM'S COMPENSATION IS BASED ON A % OF SHAREHOLDERS EQUITY.) |
| 3 | 3505 Ocean Drive, Vero Beach, FL, 32963 | $2,191,364,346 | 16 | 10 | A percentage of AUM, Performance Based |
| 4 | 2770 Indian River Blvd, Suite 204 Vero Beach, FL, 32960 | $1,144,075,256 | 1214 | 13 | A percentage of AUM |
| 5 | 4445 North A1a, Suite 231 Vero Beach, FL, 32963 | $1,063,099,812 | 6 | 3 | A percentage of AUM, Performance Based |
| 6 | 830 Azalea Lane, Vero Beach, FL, 32963 | $934,052,308 | 693 | 7 | A percentage of AUM, Fixed fees |
| 7 | 956 Beachland Blvd, Suite 11 Vero Beach, FL, 32963 | $578,030,000 | 100 | 7 | A percentage of AUM, Performance Based |
| 8 | 4445 N A1a, Suite 230 Vero Beach, FL, 32963 | $315,943,964 | 6 | 9 | A percentage of AUM, Performance Based |
| 9 | 70 Royal Palm Pointe, Suite C Vero Beach, FL, 32960 | $237,330,311 | 513 | 3 | A percentage of AUM |
| 10 | 545 Beachland Blvd, Vero Beach, FL, 32963 | $193,731,695 | 625 | 6 | A percentage of AUM, Hourly charges, Fixed fees, Other (TAX RETURN PREP. FEE-NON ADVISORY RELATED BUSINESS) |
| 11 | 505 Beachland Blvd - Suite 7, Vero Beach, FL, 32963 | $90,005,051 | 48 | 1 | A percentage of AUM, Fixed fees |
| 12 | 4445 North A1a, Suite 249 Vero Beach, FL, 32963 | $28,262,490 | 1 | 2 | Performance Based |
| 13 | 2770 Indian River Blvd, Vero Beach, FL, 32960 | $1,662,094 | 2 | 4 | A percentage of AUM, Performance Based |
Information on Top Retirement Planning firms in Vero Beach, Florida
QualificationsFirm CRD# 164570
Assets Under Management $12,344,395,778
No. Of Clients1
Clients Per Financial Advisor0
ARMOUR CAPITAL MANAGEMENT LP is a financial advisory firm situated in Vero Beach, Florida. With a nearly $12B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 20 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Other (A PERCENTAGE OF GROSS EQUITY RAISED)
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 164944
Assets Under Management $4,243,121,000
No. Of Clients1
Clients Per Financial Advisor0
BIMINI ADVISORS, LLC is a financial advisory firm situated in Vero Beach, Florida. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Other (FIRM'S COMPENSATION IS BASED ON A % OF SHAREHOLDERS EQUITY.)
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 165403
Assets Under Management $2,191,364,346
No. Of Clients16
Clients Per Financial Advisor2
CORRY CAPITAL ADVISORS, LLC is a financial advisory firm situated in Vero Beach, Florida. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 16 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 105397
Assets Under Management $1,144,075,256
No. Of Clients1214
Clients Per Financial Advisor93
PROFESSIONAL ADVISORY SERVICES INC is a financial advisory firm situated in Vero Beach, Florida. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1214 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 286269
Assets Under Management $1,063,099,812
No. Of Clients6
Clients Per Financial Advisor2
MOONRISE CAPITAL LP is a financial advisory firm situated in Vero Beach, Florida. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 327350
Assets Under Management $934,052,308
No. Of Clients693
Clients Per Financial Advisor99
SPIREPOINT PRIVATE CLIENT, LLC is a financial advisory firm situated in Vero Beach, Florida. With a nearly $934M assets under management, the firm specializes in crafting personalized retirement planning solutions for 693 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 332949
Assets Under Management $578,030,000
No. Of Clients100
Clients Per Financial Advisor14
MORANGIE MANAGEMENT LLC is a financial advisory firm situated in Vero Beach, Florida. With a nearly $578M assets under management, the firm specializes in crafting personalized retirement planning solutions for 100 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection for other advisors
QualificationsFirm CRD# 318422
Assets Under Management $315,943,964
No. Of Clients6
Clients Per Financial Advisor1
THURSTON ADVISORS is a financial advisory firm situated in Vero Beach, Florida. With a nearly $316M assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 125708
Assets Under Management $237,330,311
No. Of Clients513
Clients Per Financial Advisor171
WASHBURN CAPITAL MANAGEMENT INC. is a financial advisory firm situated in Vero Beach, Florida. With a nearly $237M assets under management, the firm specializes in crafting personalized retirement planning solutions for 513 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 166684
Assets Under Management $193,731,695
No. Of Clients625
Clients Per Financial Advisor104
TREASURE COAST FINANCIAL PLANNING, INC. is a financial advisory firm situated in Vero Beach, Florida. With a nearly $194M assets under management, the firm specializes in crafting personalized retirement planning solutions for 625 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (TAX RETURN PREP. FEE-NON ADVISORY RELATED BUSINESS)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Education seminars/workshops
QualificationsFirm CRD# 111984
Assets Under Management $90,005,051
No. Of Clients48
Clients Per Financial Advisor48
GALLATIN & COMPANY, LLC is a financial advisory firm situated in Vero Beach, Florida. With a nearly $90M assets under management, the firm specializes in crafting personalized retirement planning solutions for 48 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 332521
Assets Under Management $28,262,490
No. Of Clients1
Clients Per Financial Advisor1
ALTON ROAD CAPITAL, LP is a financial advisory firm situated in Vero Beach, Florida. With a nearly $28M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 147792
Assets Under Management $1,662,094
No. Of Clients2
Clients Per Financial Advisor1
CARTICA MANAGEMENT, LLC is a financial advisory firm situated in Vero Beach, Florida. With a nearly $2M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
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