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Wealth Managers in Port Saint Lucie, FL: 2026 rankings

26 wealth managers ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Port Saint Lucie: Lee Wealth Management, RFA Score 67/100; 5.0★ from 55 Google reviews.

  2. 2

    Most-reviewed: Helius Wealth Management - Raymond James, 57 Google reviews at 5.0★, the most of 26 ranked; ranked #2.

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

26 Port Saint Lucie wealth managers are ranked here by RFA Score, from eight published factors. 1 open Saturdays, based on posted hours. The median Google rating is 5.0★ across 26 rated firms.

Top 10 wealth managers in Port Saint Lucie 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 wealth managers in Port Saint Lucie at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Lee Wealth Management675.0★ (55)Jupiter, 29 mi awayTop score
2Helius Wealth Management - Raymond James665.0★ (57)Palm Beach Gardens, 35 mi awayMost reviews
3Initiative Wealth Planners655.0★ (16)Stuart, 10 mi away—
4Davies Wealth Management645.0★ (15)Stuart, 11 mi away—
5Drinkwater Wealth Management645.0★ (29)Jupiter, 32 mi away—
6TSP Family Office634.6★ (22)Vero Beach, 23 mi away—
7Richard Ewing - Private Wealth Advisor, Ameriprise Financial Services, LLC635.0★ (26)Palm Beach Gardens, 35 mi away—
8Lum Wealth Management Group614.4★ (7)Stuart, 9 mi away—
9Lulla Wealth Financial615.0★ (11)Vero Beach, 26 mi away—
10Merrill Lynch Wealth Management613.9★ (7)Stuart, 10 mi away—

All 26 wealth managers in Port Saint Lucie, 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.

  1. Ranked #1 in Port Saint Lucie

    #1 Lee Wealth Management

    Based in Jupiter, 29 mi away

    67/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 55 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 55 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–12 PM · Sat–Sun closed
    Address
    1662 US-1 Ste A, Jupiter, FL 33469
    View profile for Lee Wealth Management(561) 747-0455

  6. #6 TSP Family Office

    Based in Vero Beach, 23 mi away

    63/100RFA Score

    Ranked #6 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 Richard Ewing - Private Wealth Advisor, Ameriprise Financial Services, LLC

    Based in Palm Beach Gardens, 35 mi away

    63/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 26 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 26 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    3801 PGA Blvd #500, Palm Beach Gardens, FL 33410
    View profile for Richard Ewing - Private Wealth Advisor, Ameriprise Financial Services, LLC(561) 383-3625

  9. #9 Lulla Wealth Financial

    Based in Vero Beach, 26 mi away

    61/100RFA Score

    Ranked #9 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

  12. #12 Jeff Christopher - Private Wealth Advisor, Ameriprise Financial Services, LLC

    Based in Stuart, 9 mi away

    60/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 4.0★ from 5 Google reviews, listed on Google as “Financial planner”.

    • 4.0★ from 5 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    301 SW Albany Ave, Stuart, FL 34994
    View profile for Jeff Christopher - Private Wealth Advisor, Ameriprise Financial Services, LLC(772) 286-4841

  17. #17 Tribox Private Wealth

    Based in Jupiter, 32 mi away

    58/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 7 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 7 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    601 Heritage Dr #214, Jupiter, FL 33458
    View profile for Tribox Private Wealth(561) 730-2100

  18. #18 Vault Wealth Management

    Based in Palm Beach Gardens, 36 mi away

    58/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 3.8★ from 12 Google reviews, listed on Google as “Financial planner”.

    • 3.8★ from 12 Google reviews
    Hours
    Mon–Fri 10 AM–7 PM · Sat–Sun closed
    Address
    1983 PGA Blvd #102, Palm Beach Gardens, FL 33408
    View profile for Vault Wealth Management(561) 223-3252

  22. #22 Oceanview Private Wealth - Ameriprise Financial Services, LLC

    Based in Palm Beach Gardens, 35 mi away

    56/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 4 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 4 Google reviews
    Hours
    Mon 9 AM–5 PM · Tue 8:30 AM–5 PM · Wed 9 AM–5 PM · Thu 8:30 AM–5 PM · Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    3801 PGA Blvd #500, Palm Beach Gardens, FL 33410
    View profile for Oceanview Private Wealth - Ameriprise Financial Services, LLC(561) 383-3600

  24. #24 Core Wealth Management

    Based in Jupiter, 32 mi away

    56/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    4600 Military Trail Ste 215, Jupiter, FL 33458
    View profile for Core Wealth Management(561) 491-0231

All 26 wealth managers

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

wealth managers in Port Saint Lucie, ranks 26 to 26
RankBusinessRFA ScoreGoogle ratingDistance
26WB Wealth Management543.7★ (3)35 mi

Also serving Port Saint Lucie

20 more wealth managers within 40 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked wealth managers serving Port Saint Lucie
BusinessGoogle ratingDistance
Bank of America (with Drive-thru ATM)2.3★ (157)In Port Saint Lucie
Bankers Life4.1★ (23)In Port Saint Lucie
Edward Jones - Financial Advisor: Brandon Santillo, AAMS®5.0★ (1)In Port Saint Lucie
Edward Jones - Financial Advisor: Ian Laberge5.0★ (29)In Port Saint Lucie
Edward Jones - Financial Advisor: John A Williams Jr3.7★ (3)In Port Saint Lucie
Edward Jones - Financial Advisor: Tim McManus, AAMS®3.0★ (2)In Port Saint Lucie
Francisco Navarro - TD Wealth Financial AdvisorIn Port Saint Lucie
IWM Group5.0★ (1)In Port Saint Lucie
Jorge Navarro - TD Wealth Financial AdvisorIn Port Saint Lucie
Levine Capital Management, LLC5.0★ (22)In Port Saint Lucie
Marco Wealth Strategies Group5.0★ (2)In Port Saint Lucie
Motiv8 Advisors5.0★ (2)In Port Saint Lucie
Paramount Tax & Accounting - Port St. Lucie4.9★ (334)In Port Saint Lucie
Primerica Financial ServicesIn Port Saint Lucie
Robert “Bob” Metz, Wealth Management Advisor with Lifetime Financial Growth5.0★ (2)In Port Saint Lucie
Southern Magnolia Investment Management5.0★ (9)In Port Saint Lucie
The Terrio Group5.0★ (17)In Port Saint Lucie
Upton FinancialIn Port Saint Lucie
Wells Fargo Advisors5.0★ (1)In Port Saint Lucie
Yvette Morris Accounting & Tax Services INC.4.7★ (15)In Port Saint Lucie

How we ranked Port Saint Lucie wealth managers

We scored 26 Port Saint Lucie wealth managers 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 Port Saint Lucie 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 wealth manager

  1. Confirm the wealth manager 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 wealth manager

  • 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 wealth manager?
  • 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.

Wealth managers in Port Saint Lucie: frequently asked questions

Which wealth manager has the highest RFA Score in Port Saint Lucie?

By RFA Score, the highest-ranked wealth manager in Port Saint Lucie, FL is Lee Wealth Management with an RFA Score of 67/100. It has 5.0★ from 55 Google reviews. Helius Wealth Management - Raymond James (#2) and Initiative Wealth Planners (#3) follow. We ranked 26 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Port Saint Lucie?

RankedFinancialAdvisors ranks 26 wealth managers serving Port Saint Lucie, FL. Another 20 within 40 mi are listed but not ranked yet. Counts are as of November 2026.

Which wealth managers in Port Saint Lucie work on weekends?

1 of 26 ranked wealth managers post Saturday hours. The highest-ranked open Saturdays is Oceanview Private Wealth - Ameriprise Financial Services, LLC (#22). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Port Saint Lucie wealth managers have?

The median Google rating among 26 rated wealth managers in Port Saint Lucie is 5.0★, with a median of 5 reviews. Helius Wealth Management - Raymond James has the most, 57 reviews, and ranks #2. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank wealth managers?

Each wealth manager 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 wealth managers outside Port Saint Lucie count in this ranking?

Yes, if they are within 40 mi of the Port Saint Lucie city center, our service radius for wealth managers. 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 wealth managers 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 wealth manager do?

Wealth managers combine investment management with planning, tax and estate coordination, usually for households with larger portfolios. Most charge a yearly percentage of the assets they manage and many set an account minimum.

How are wealth managers in Port Saint Lucie ranked?

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

How do I check a wealth manager’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 wealth manager in Port Saint Lucie 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 wealth managers 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 Port Saint Lucie

  1. November 2026: RFA Scores recalculated for 26 wealth managers serving Port Saint Lucie.

More wealth managers and Port Saint Lucie pages