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Investment Advisors in Stuart, FL: 2026 rankings

31 investment advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Stuart: Levine Capital Management, LLC, RFA Score 68/100; 5.0★ from 22 Google reviews.

  2. 10

    Most-reviewed: New Life Financial Alliance | New Life Financial Planning, 72 Google reviews at 4.9★, the most of 31 ranked; ranked #10.

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

31 Stuart investment advisors are ranked here by RFA Score, from eight published factors. 3 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 5.0★ across 31 rated firms.

Top 10 investment advisors in Stuart 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 investment advisors in Stuart at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Levine Capital Management, LLC685.0★ (22)Port Saint Lucie, 9 mi away—Top score
2Peak Capital Management684.7★ (12)Stuart——
3Mindie Molina Investments and Insurance684.9★ (40)Stuart——
4Southern Magnolia Investment Management665.0★ (9)Port Saint Lucie, 6 mi awaySat—
5Main Street Funding Group, LLC655.0★ (14)Stuart——
6Boris Niko - Financial Advisor, Ameriprise Financial Services, LLC645.0★ (13)Stuart——
7ARMR Report645.0★ (3)Jupiter, 23 mi away——
8Edward Jones - Financial Advisor: Ian Laberge645.0★ (29)Port Saint Lucie, 11 mi away——
9Lee Wealth Management645.0★ (55)Jupiter, 20 mi away——
10New Life Financial Alliance | New Life Financial Planning634.9★ (72)Jupiter, 23 mi away—Most reviews

All 31 investment advisors in Stuart, 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.

  7. #7 ARMR Report

    Based in Jupiter, 23 mi away

    64/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 3 Google reviews
    Address
    2050 Jimmy Buffett Mem Hwy, Jupiter, FL 33477
    View profile for ARMR Report(561) 531-1405

  15. #15 Edward Jones - Financial Advisor: Cody E Azzi, CFP®|ChFC®|CIMA®|CLU®|AAMS®|AWMA®

    Based in Jensen Beach, 4 mi away

    62/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 8 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 8 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1915 NE Ricou Terrace, Jensen Beach, FL 34957
    View profile for Edward Jones - Financial Advisor: Cody E Azzi, CFP®|ChFC®|CIMA®|CLU®|AAMS®|AWMA®(772) 219-4454

  22. #22 Edward Jones - Financial Advisor: Patricia Rosendahl, CFP®|ChFC®|CLU®

    Based in Jensen Beach, 3 mi away

    60/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    686 NE Jensen Beach Blvd, Jensen Beach, FL 34957
    View profile for Edward Jones - Financial Advisor: Patricia Rosendahl, CFP®|ChFC®|CLU®(772) 334-8196

  25. #25 Cayside Partners

    Based in Jupiter, 19 mi away

    57/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 6 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 6 Google reviews
    Hours
    Mon–Sat 8 AM–6 PM · Sun closed
    Address
    364 S Cypress Dr Ste 202, Tequesta, FL 33469
    View profile for Cayside Partners

All 31 investment advisors

#1 to #25 are shown in full above. Here are #26 to #31, in RFA Score order; each links to its profile.

investment advisors in Stuart, ranks 26 to 31
RankBusinessRFA ScoreGoogle ratingDistance
26Tribox Private Wealth565.0★ (7)23 mi
27Gorilla Trades564.7★ (6)23 mi
28Edward Jones - Financial Advisor: Brian Baughman565.0★ (4)21 mi
29Edward Jones - Financial Advisor: David L Bradford Jr, CFP®|CEPA®555.0★ (3)21 mi
30Merrill Lynch Wealth Management555.0★ (3)22 mi
31Core Wealth Management545.0★ (3)23 mi

Also serving Stuart

20 more investment 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 investment advisors serving Stuart
BusinessGoogle ratingDistance
Alexander Edwards: Primerica - Financial Services5.0★ (3)In Stuart
Atlant Capital - Ameriprise Financial Services, LLC5.0★ (2)In Stuart
Avonda Wealth Management5.0★ (4)In Stuart
Bridge Financial - Accounting & Financial Planning5.0★ (368)In Stuart
Chapman Capital Advisors5.0★ (41)In Stuart
Cummings Wealth Management5.0★ (3)In Stuart
Davies Wealth Management5.0★ (15)In Stuart
Edward Jones - Financial Advisor: Kat Rock, AAMS®5.0★ (2)In Stuart
Edward Jones - Financial Advisor: Tim Worley5.0★ (2)In Stuart
Grand Life Financial Advisors & Wealth Management5.0★ (4)In Stuart
Initiative Wealth Planners5.0★ (16)In Stuart
Investment Planning Group5.0★ (3)In Stuart
Lum Wealth Management Group4.4★ (7)In Stuart
Strategic Retirement Group5.0★ (4)In Stuart
Stuart, FL Branch Office - UBS Financial Services Inc.4.8★ (4)In Stuart
Surefire Financial INC5.0★ (14)In Stuart
Terrio Group5.0★ (2)In Stuart
The Real Financial Group5.0★ (10)In Stuart
WH Financial Services Inc4.7★ (14)In Stuart
Wiswell Financial5.0★ (8)In Stuart

How we ranked Stuart investment advisors

We scored 31 Stuart investment 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 Stuart 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 an investment advisor

  1. Confirm the investment 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 an investment 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 investment 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.

Investment advisors in Stuart: frequently asked questions

Which investment advisor has the highest RFA Score in Stuart?

By RFA Score, the highest-ranked investment advisor in Stuart, FL is Levine Capital Management, LLC with an RFA Score of 68/100. It has 5.0★ from 22 Google reviews. Peak Capital Management (#2) and Mindie Molina Investments and Insurance (#3) follow. We ranked 31 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Stuart?

RankedFinancialAdvisors ranks 31 investment advisors serving Stuart, FL. 10 of them are based in Stuart; 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 investment advisors in Stuart work on weekends?

3 of 31 ranked investment advisors post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are Southern Magnolia Investment Management (#4), Edward Jones - Financial Advisor: Bryce R Buchanan, CEPA®, AAMS® (#21) and Cayside Partners (#25). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Stuart investment advisors have?

The median Google rating among 31 rated investment advisors in Stuart is 5.0★, with a median of 7 reviews. New Life Financial Alliance | New Life Financial Planning has the most, 72 reviews, and ranks #10. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank investment advisors?

Each investment 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 investment advisors outside Stuart count in this ranking?

Yes, if they are within 25 mi of the Stuart city center, our service radius for investment 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 investment 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 an investment advisor do?

Investment advisors manage portfolios and give advice about securities for a fee. In the US, firms register with the SEC or a state securities regulator and file a Form ADV brochure; in Canada, portfolio managers and dealers register with the provincial securities regulator.

How are investment advisors in Stuart ranked?

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

How do I check an investment 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 investment advisor in Stuart 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 investment 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 Stuart

  1. November 2026: RFA Scores recalculated for 31 investment advisors serving Stuart.

More investment advisors and Stuart pages