Top 5 financial advisor firms in Vero Beach

5 SEC-registered financial advisor firms are headquartered in Vero Beach, FL, with $3.9B in combined regulatory assets under management. The largest by assets are SpirePoint Private Client ($1.44B), Professional Advisory Services ($1.26B) and Morangie Management ($706M).

5
Financial advisor firms: $3.9B
Their combined AUM: $706M
Median firm AUM: 2,535
Clients of the top 5

The 5 largest by assets

1
SpirePoint Private Client
RIA
$1.44B
Up to 1.50% a year
2
Professional Advisory Services
RIA
$1.26B
0.50% to 1.00% a year
3
Morangie Management
RIA
$706M
Up to 0.70% a year
4
Washburn Capital Management
RIA
$254M
0.80% to 1.00% a year
5
Treasure Coast Financial Planning
RIA
$241M
0.50% to 1.25% a year

Profiles of the top 5

No. 1 · RIA

SpirePoint Private Client

SpirePoint Private Client is an investment adviser based in Vero Beach, FL, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and individual clients. Its regulatory assets under management total $1.44 billion, as filed on 25 June 2026.

SpirePoint Private Client charges up to 1.50% a year for its Investment Management Services.

Regulatory AUM: $1.44B
Clients: 1,376
Advisory staff: 8
Founded: 2023
Fee schedule: Up to 1.50% a year
Custodians: Folio Investments, Charles Schwab
Headquarters: 830 Azalea Lane, Vero Beach, FL 32963
Phone: 772-316-1271
Website: spirepointpc.com

No. 2 · RIA

Professional Advisory Services

Professional Advisory Services is an investment adviser based in Vero Beach, FL, registered with the SEC since 1978. 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 $1.26 billion, as filed on 27 March 2026.

Professional Advisory Services charges 0.50%–1.00% a year for its Annual fee schedule.

Regulatory AUM: $1.26B
Clients: 622
Advisory staff: 9
Founded: 1977
Fee schedule: 0.50% to 1.00% a year
Custodians: BNY Mellon NA
Headquarters: 2770 Indian River BLVD, Suite 204, Vero Beach, FL 32960
Phone: 772-778-0552
Website: pa-services.com

No. 3 · RIA

Morangie Management

Morangie Management is an investment adviser based in Vero Beach, FL, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals and pooled investment vehicles. Its regulatory assets under management total $706 million, as filed on 25 March 2026.

Morangie Management charges up to 0.70% a year for its Wealth Management Services.

Regulatory AUM: $706M
Clients: 98
Advisory staff: 4
Fee schedule: Up to 0.70% a year
Custodians: Fidelity, BNY Mellon Securities
Headquarters: 956 Beachland BLVD, Suite 11, Vero Beach, FL 32963
Phone: 908-285-6686
Website: morangiemanagement.com

No. 4 · RIA

Washburn Capital Management

Washburn Capital Management is an investment adviser based in Vero Beach, FL, registered with the SEC since 2018. It provides investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $254 million, as filed on 12 February 2026.

Washburn Capital Management charges 0.80%–1.00% a year for its Portfolio management fees.

Regulatory AUM: $254M
Clients: 188
Advisory staff: 3
Founded: 1997
Fee schedule: 0.80% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 70 Royal Palm Pointe, Suite C, Vero Beach, FL 32960
Phone: 772-564-7291
Website: washburncapital.com

No. 5 · RIA

Treasure Coast Financial Planning

Treasure Coast Financial Planning is an investment adviser based in Vero Beach, FL, registered with the SEC since 2013. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $241 million, as filed on 30 March 2026.

Treasure Coast Financial Planning charges 0.50%–1.25% a year for its Management Fees.

Regulatory AUM: $241M
Clients: 251
Advisory staff: 5
Founded: 1996
Fee schedule: 0.50% to 1.25% a year
Custodians: Pershing
Headquarters: 545 Beachland BLVD, Vero Beach, FL 32963
Phone: 772-231-1422
Website: theplanningco.com

Questions about financial advisors in Vero Beach

How many financial advisor firms are headquartered in Vero Beach?

5 SEC-registered financial advisor firms report their principal office in Vero Beach, FL, managing $3.9B in regulatory assets between them. The other 6 advisers 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 Vero Beach?

SpirePoint Private Client, with $1.44B in regulatory assets under management on its latest Form ADV. The next largest are Professional Advisory Services ($1.26B) and Morangie Management ($706M).

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

How large is a typical financial advisor firm in Vero Beach?

The median firm manages $706M in regulatory assets. That is the midpoint of the 5 firms headquartered in Vero Beach.

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

How much do financial advisors in Vero Beach charge?

Of the 5 largest firms, 5 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.70% 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 Vero Beach?

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

Vero Beach has 5 financial advisor firms; see every adviser in the city →