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Top 4 financial advisor firms in Stuart

4 SEC-registered financial advisor firms are headquartered in Stuart, FL, with $1.22B in combined regulatory assets under management. The largest by assets are Fogel Capital Management ($437M), Victrix Investment Advisors ($343M) and Spectra Investment Management ($307M).

4
Financial advisor firms
$1.22B
Their combined AUM
$325M
Median firm AUM
875
Clients of the top 4

The 4 largest by assets

  1. 1
    Fogel Capital Management

    RIA

    $437M

  2. 2
    Victrix Investment Advisors

    RIA

    $343M

  3. 3
    Spectra Investment Management

    RIA

    $307M

  4. 4
    Ralicki & Company, P.a.

    RIA

    $129M

Profiles of the top 4

No. 1 · RIA

Fogel Capital Management

Fogel Capital Management is an investment adviser based in Stuart, FL, registered with the SEC since 1995. It provides investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $437 million, as filed on 27 March 2026.

Fogel Capital Management charges 0.75%–1.25% a year for its Advisory Fee.

Regulatory AUM
$437M
Clients
263
Advisory staff
7
Founded
1995
Fee schedule
0.75% to 1.25% a year
Custodians
Charles Schwab
Headquarters
453 Riverside Drive, Stuart, FL 34994
Phone
772-223-9686
Website
fogelcapital.com

No. 2 · RIA

Victrix Investment Advisors

Victrix Investment Advisors is an investment adviser based in Stuart, FL, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $343 million, as filed on 28 August 2026.

Victrix Investment Advisors charges 0.75%–1.50% a year for its Asset Management.

Regulatory AUM
$343M
Clients
450
Advisory staff
7
Founded
2013
Fee schedule
0.75% to 1.50% a year
Custodians
Charles Schwab
Headquarters
823 Se Osceola St, Stuart, FL 34994
Phone
772-320-9658
Website
victrixinvestmentadvisors.com

No. 3 · RIA

Spectra Investment Management

Spectra Investment Management is an investment adviser based in Stuart, FL, registered with the SEC since 2017. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations, and corporations and other businesses. Its regulatory assets under management total $307 million, as filed on 23 March 2026.

Spectra Investment Management charges 0.35%–1.25% a year for its Portfolio Management Services.

Regulatory AUM
$307M
Clients
49
Advisory staff
3
Fee schedule
0.35% to 1.25% a year
Custodians
Fidelity, The Northern Trust
Headquarters
401 Se Osceola Street, Suite 202, Stuart, FL 34994
Phone
772-324-5640
Website
spectrainvestment.com

No. 4 · RIA

Ralicki & Company, P.a.

Ralicki & Company, P.a. is an investment adviser based in Stuart, FL, registered with the SEC since 2022. It provides financial planning. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $129 million, as filed on 6 March 2026.

Regulatory AUM
$129M
Clients
113
Advisory staff
3
Custodians
Fidelity, Assetmark Brokerage
Headquarters
1235 Se Indian Street, Suite 102, Stuart, FL 34997
Phone
772-221-4508
Website
ralickiwm.com

Questions about financial advisors in Stuart

How many financial advisor firms are headquartered in Stuart?

4 SEC-registered financial advisor firms report their principal office in Stuart, FL, managing $1.22B in regulatory assets between them. The other 1 adviser headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Stuart?

Fogel Capital Management, with $437M in regulatory assets under management on its latest Form ADV. The next largest are Victrix Investment Advisors ($343M) and Spectra Investment Management ($307M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Stuart?

The median firm manages $325M in regulatory assets. That is the midpoint of the 4 firms headquartered in Stuart.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Stuart charge?

Of the 4 largest firms, 3 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.25% to 1.50% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Stuart?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

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