AdvisorCensus / Financial advisors / Florida / Palm Bay, FL / Branch offices
Advisory firms with an office in Palm Bay, FL, headquartered elsewhere
28 investment advisory firms with a principal office outside the Palm Bay, FL metro area list an office in it on Form ADV (Schedule D, Section 1.F), from each firm's most recent filing that lists its offices. SEC-registered firms list their 25 largest offices, so this is a floor. Firms headquartered in the metro are on the main list.
| Firm | Office | Headquarters | Registration |
|---|---|---|---|
| Arete Wealth Advisors, LLC | Merritt Island, FL | Chicago, IL | SEC-registered investment adviser |
| Bay Colony Advisors | Melbourne, FL | Concord, MA | SEC-registered investment adviser |
| Blackridge Asset Management, LLC | Melbourne, FL | Jupiter, FL | SEC-registered investment adviser |
| Exodus Wealth, LLC | Cocoa, FL | Fort Lauderdale, FL | SEC-registered investment adviser |
| Fairway Financial, LLC | Melbourne, FL | Casselberry, FL | SEC-registered investment adviser |
| Foundations Investment Advisors LLC | Melbourne, FL | Phoenix, AZ | SEC-registered investment adviser |
| Global Assets Advisory, LLC | Cocoa Beach, FL | Orlando, FL | SEC-registered investment adviser |
| IHT Wealth Management LLC | Palm Bay, FL | Chicago, IL | SEC-registered investment adviser |
| Impact Partnership Wealth, LLC | Melbourne, FL | Marietta, GA | SEC-registered investment adviser |
| Independent Financial Partners | Cocoa Beach, FL | Tampa, FL | SEC-registered investment adviser |
| Inspire Advisors, LLC | Melbourne, FL | Meridian, ID | SEC-registered investment adviser |
| IP Financial Advisory Services LLC | Melbourne, FL | Charlotte, NC | SEC-registered investment adviser |
| J. W. Cole Advisors, Inc. | Rockledge, FL | Tampa, FL | SEC-registered investment adviser |
| KCD Financial, Inc. | Melbourne, FL | Green Bay, WI | SEC-registered investment adviser |
| Kestra Private Wealth Services, LLC | Melbourne, FL | Austin, TX | SEC-registered investment adviser |
| Mission Wealth Management, LP | Melbourne, FL | Santa Barbara, CA | SEC-registered investment adviser |
| Moisand Fitzgerald Tamayo, LLC | Melbourne, FL | Orlando, FL | SEC-registered investment adviser |
| Oneascent Wealth Management | Indian Harbor Beach, FL | Birmingham, AL | SEC-registered investment adviser |
| Osaic Advisory Services, LLC | West Melbourne, FL | Atlanta, GA | SEC-registered investment adviser |
| Prostatis Financial Advisors Group | Melbourne, FL | Hanover, MD | SEC-registered investment adviser |
| PVG Asset Management Corp | Cocoa Beach, FL | Centennial, CO | SEC-registered investment adviser |
| Ruggiero Investments | Melbourne, FL | West Palm Beach, FL | SEC-registered investment adviser |
| Savant Wealth Management | Satellite Beach, FL | Rockford, IL | SEC-registered investment adviser |
| Simplicity Wealth | Melbourne, FL | Summit, NJ | SEC-registered investment adviser |
| Sound Income Strategies, LLC | Melbourne, FL | Fort Lauderdale, FL | SEC-registered investment adviser |
| Sowell Management | Merritt Island, FL | North Little Rock, AR | SEC-registered investment adviser |
| Truvestments Capital LLC | Melbourne, FL | Sarasota, FL | SEC-registered investment adviser |
| Wealth Enhancement Advisory Services, LLC | Melbourne, FL | Plymouth, MN | SEC-registered investment adviser |
Firms with an office here that publish no principal office location
These 2 firms list an office in Palm Bay, FL on Form ADV, but their filings give no principal office location, so where they are headquartered is not known. They are not in the count above.
| Firm | Office | Registration |
|---|---|---|
| Latitude Advisors, LLC | Cocoa, FL | SEC-registered investment adviser |
| Wealth Care LLC | Cocoa Beach, FL | SEC-registered investment adviser |
Source: Form ADV, Schedule D, Section 1.F (other offices), from each firm's most recent filing that lists its offices, within the last 18 months. City and state only. A listed office is where the firm reports conducting advisory business. SEC-registered firms and exempt reporting advisers list only their 25 largest offices, so this is a floor, not a full count.
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AdvisorCensus. Advisory firms with an office in Palm Bay, FL, headquartered elsewhere. https://advisorcensus.com/advisors/fl/palm-bay/branch-offices https://advisorcensus.com/advisors/fl/palm-bay/branch-offices