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Financial Advisors in Vero Beach, FL: 2026 rankings

41 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Vero Beach: William E. Lewis, Jr. & Associates, RFA Score 76/100; 5.0★ from 135 Google reviews.

  2. 2

    Most-reviewed: Paramount Tax & Accounting - Port St. Lucie, 334 Google reviews at 4.9★, the most of 41 ranked; ranked #2.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

41 Vero Beach financial advisors are ranked here by RFA Score, from eight published factors. 7 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 4.7★ across 41 rated firms.

Top 10 financial advisors in Vero Beach at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Vero Beach at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1William E. Lewis, Jr. & Associates765.0★ (135)Vero Beach—Top score
2Paramount Tax & Accounting - Port St. Lucie724.9★ (334)Port Saint Lucie, 24 mi away—Most reviews
3Schlitt Insurance Services724.8★ (62)Vero Beach——
4The Jaffe agency694.9★ (30)Vero BeachSat · Evenings—
5TSP Family Office674.6★ (22)Vero Beach——
6East Coast Tax and Financial Planning675.0★ (14)Vero Beach——
7Lulla Wealth Financial665.0★ (11)Vero Beach——
8Fidelity Investments653.7★ (21)Vero Beach——
9Space Coast Credit Union | Miracle Mile Plaza | Vero Beach, FL653.7★ (21)Vero Beach——
10Edward Jones - Financial Advisor: Darren D Mingear645.0★ (6)Vero Beach——

All 41 financial advisors in Vero Beach, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  4. #4 The Jaffe agency

    Based in Vero Beach

    69/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.9★ from 30 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 30 Google reviews
    Hours
    Mon–Thu 9 AM–7 PM · Fri 10 AM–9 PM · Sat 12 PM–4 PM · Sun closed
    Address
    1150 19th St, Vero Beach, FL 32960
    View profile for The Jaffe agency(772) 448-1886

  5. #5 TSP Family Office

    Based in Vero Beach

    67/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.6★ from 22 Google reviews, listed on Google as “Financial consultant”.

    • 4.6★ from 22 Google reviews
    Hours
    Mon–Fri 9 AM–4 PM · Sat–Sun closed
    Address
    1541 US-1 Ste 11, Vero Beach, FL 32960
    View profile for TSP Family Office(772) 257-7888

  7. #7 Lulla Wealth Financial

    Based in Vero Beach

    66/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 11 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 11 Google reviews
    Hours
    Mon–Fri 9:30 AM–5 PM · Sat–Sun closed
    Address
    4731 Jimmy Buffett Mem Hwy Ste 227, Vero Beach, FL 32963
    View profile for Lulla Wealth Financial(772) 257-9803

  8. #8 Fidelity Investments

    Based in Vero Beach

    65/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 3.7★ from 21 Google reviews, listed on Google as “Financial planner”.

    • 3.7★ from 21 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    821 Beachland Blvd, Vero Beach, FL 32963
    View profile for Fidelity Investments(800) 396-9786

  21. #21 Charles Schwab

    Based in Vero Beach

    62/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 2.7★ from 7 Google reviews, listed on Google as “Financial consultant”.

    • 2.7★ from 7 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    3485 Ocean Dr, Vero Beach, FL 32963
    View profile for Charles Schwab(772) 231-8001

  25. #25 The Terrio Group

    Based in Port Saint Lucie, 22 mi away

    61/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 17 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 17 Google reviews
    Hours
    Mon–Fri 8:15 AM–4:30 PM · Sat–Sun closed
    Address
    542 NW University Blvd STE 102, Port St. Lucie, FL 34986
    View profile for The Terrio Group(772) 807-4628

All 41 financial advisors

#1 to #25 are shown in full above. Here are #26 to #41, in RFA Score order; each links to its profile.

financial advisors in Vero Beach, ranks 26 to 41
RankBusinessRFA ScoreGoogle ratingDistance
26DKAC Retirement614.6★ (10)14 mi
27Bankers Life604.1★ (23)22 mi
28Rodriquez Levonne Gaskin: Primerica - Financial Services604.8★ (6)15 mi
29Donner's Financial Services, Inc.604.8★ (6)16 mi
30Ernest Joseph: Primerica - Financial Services595.0★ (5)15 mi
31DiBartolomeo, McBee, Hartley & Barnes595.0★ (5)15 mi
32Wilkens Ramongue Derival: Primerica - Financial Services594.8★ (5)15 mi
33Jerry Reiss ASA594.7★ (12)24 mi
34Sean C Dawkins: Primerica - Financial Services595.0★ (4)15 mi
35Bank of America (with Drive-thru ATM)592.8★ (102)16 mi
36Bank of America (with Drive-thru ATM)592.5★ (46)12 mi
37Herode Faurismar: Primerica - Financial Services575.0★ (4)22 mi
38Pharus564.0★ (4)23 mi
39Bank of America (with Drive-thru ATM)542.3★ (47)24 mi
40Bank of America (with Drive-thru ATM)542.3★ (157)22 mi
41Carr, Riggs & Ingram495.0★ (4)15 mi

Also serving Vero Beach

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Vero Beach
BusinessGoogle ratingDistance
Amanda Jean Darress - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Vero Beach
Anderson Wealth Management5.0★ (1)In Vero Beach
Conway Financial Planning5.0★ (1)In Vero Beach
Cornerstone Private Advisors1.0★ (1)In Vero Beach
David Cherry - TD Wealth Financial Advisor1.0★ (1)In Vero Beach
Edward Jones - Financial Advisor: Thomas P Kiernan, CFP®3.0★ (2)In Vero Beach
Ford Lazorik Wealth Management Group - UBS Financial Services Inc.1.0★ (1)In Vero Beach
Glenn J. Romer Wealth Management & Tax Advisory5.0★ (1)In Vero Beach
Kite Capital Partners5.0★ (1)In Vero Beach
Merrill Lynch Financial Advisor Christopher Musto5.0★ (1)In Vero Beach
ONE OVERVUE ®5.0★ (1)In Vero Beach
Patrick W Norris - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Vero Beach
Professional Advisory Services, Inc.4.2★ (5)In Vero Beach
Raymond James Financial Services3.0★ (2)In Vero Beach
Thomas Nelson5.0★ (1)In Vero Beach
Todd M Winter - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Vero Beach
Treasure Coast Financial Planning5.0★ (2)In Vero Beach
Wasena Capital Management1.0★ (1)In Vero Beach
Wells Fargo Advisors3.0★ (2)In Vero Beach
Wilmington Trust5.0★ (2)In Vero Beach

How we ranked Vero Beach financial advisors

We scored 41 Vero Beach financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Vero Beach data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Vero Beach: frequently asked questions

Which financial advisor has the highest RFA Score in Vero Beach?

By RFA Score, the highest-ranked financial advisor in Vero Beach, FL is William E. Lewis, Jr. & Associates with an RFA Score of 76/100. It has 5.0★ from 135 Google reviews. Paramount Tax & Accounting - Port St. Lucie (#2) and Schlitt Insurance Services (#3) follow. We ranked 41 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Vero Beach?

RankedFinancialAdvisors ranks 41 financial advisors serving Vero Beach, FL. 21 of them are based in Vero Beach; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Vero Beach work on weekends?

7 of 41 ranked financial advisors post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are The Jaffe agency (#4), Bank of America (with Drive-thru ATM) (#13) and Space Coast Credit Union | Sebastian, FL (#17). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Vero Beach financial advisors have?

The median Google rating among 41 rated financial advisors in Vero Beach is 4.7★, with a median of 10 reviews. Paramount Tax & Accounting - Port St. Lucie has the most, 334 reviews, and ranks #2. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Vero Beach count in this ranking?

Yes, if they are within 25 mi of the Vero Beach city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Vero Beach ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Vero Beach a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Vero Beach

  1. November 2026: RFA Scores recalculated for 41 financial advisors serving Vero Beach.

More financial advisors and Vero Beach pages