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Find The Best Financial Advisors in Stuart, Florida

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Stuart is a tedious task to do. give you extensive options to compare best advisors in Stuart & pick the one as per your needs

How To Find The Best Financial Advisors in Stuart, Florida

Last Updated - 30-May-2023

If you’re looking for qualified financial advisors in Stuart, Florida, is a useful resource. We've compiled a list of the 2 vetted financial advisors and 48 non-vetted financial advisors in Stuart, Florida, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Stuart, Florida have an average of 20 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Stuart, Florida


D. Michael Burleigh

Peak Capital Management

750 SE Indian Street

Stuart, FL 34997



King Tide Advisors

King Tide Advisors

3441 SW Rivers End Way

Palm City, FL 34990


Top Financial Advisor Firms in Florida (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
453 Riverside Drive, Stuart, FL 34994
108212 $337,792,000 264 A percentage of AUM
401 Se Osceola Street, Stuart, FL 34994
288145 $173,466,338 96 A percentage of AUM, Hourly charges, Fixed fees
2104 Se Rays Way, Stuart, FL 34994
285560 $143,481,826 1104 A percentage of AUM, Hourly charges, Fixed fees, Other (THIRD PARTY ADVISER FEES)
823 Se Osceola St, Stuart, FL 34994
167517 $126,454,786 644 A percentage of AUM, Hourly charges
1235 Se Indian Street, Suite 102 Stuart, FL 34997
141192 $103,536,617 285 A percentage of AUM, Hourly charges, Fixed fees

Additional Financial Advisors in Florida

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Jeff Christopher
Inquire with Jeff
301 SW Albany Ave, Stuart, FL 34994 772-286-4841
Morgan Stanley Financial Advisors
Inquire with Morgan
729 SW Federal Hwy, Suite 300 Stuart, FL 34994 772-283-7170
Cummings Wealth Management
Inquire with Cummings
759 SW Federal Highway, Suite 212 Stuart, FL 34994 772-222-0010
Gornitzky Sage Wealth Management
Inquire with Gornitzky
850 NW Federal Highway, Suite 177 Stuart, FL 34994 561-827-5806
Steven Allison
Inquire with Steven
729 SW Federal Hwy, Suite 300 Stuart, FL 34994 772-223-3261
Jeffrey D Pearson
Inquire with Jeffrey
729 SW Federal Hwy, Suite 300 Stuart, FL 34994 772-223-3226
Joseph Serra
Inquire with Joseph
729 SW Federal Hwy, Suite 300 Stuart, FL 34994 772-223-3204
Steven Manson Swann
Inquire with Steven
729 SW Federal Hwy, Suite 300 Stuart, FL 34994 772-223-3250
The KEY Group
Inquire with KEY
729 SW Federal Hwy, Suite 300 Stuart, FL 34994 772-223-3277
Susan Dawson Whittington
Inquire with Susan
729 SW Federal Hwy, Suite 300 Stuart, FL 34994 772-223-3233

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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