AdvisorCensus / Financial advisors / Florida / Sebastian, FL / Branch offices
Advisory firms with an office in Sebastian, FL, headquartered elsewhere
27 investment advisory firms with a principal office outside the Sebastian, 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 |
|---|---|---|---|
| 1919 Investment Counsel, LLC | Vero Beach, FL | Baltimore, MD | SEC-registered investment adviser |
| Advisory Alpha, LLC | Vero Beach, FL | Holland, MI | SEC-registered investment adviser |
| Beacon Pointe Advisors, LLC | Vero Beach, FL | Newport Beach, CA | SEC-registered investment adviser |
| Compass Rose Asset Management | Vero Beach, FL | New York, NY | SEC-registered investment adviser |
| Cornerstone Select Advisors, LLC | Vero Beach, FL | St. Louis, MO | SEC-registered investment adviser |
| CS Planning Corp | Vero Beach, FL | Portland, OR | SEC-registered investment adviser |
| DFW Capital Partners | Vero Beach, FL | New York, NY | SEC-registered investment adviser |
| Dolan McEniry Capital Management LLC | Vero Beach, FL | Chicago, IL | SEC-registered investment adviser |
| Equitycompass Investment Management, LLC | Vero Beach, FL | Baltimore, MD | SEC-registered investment adviser |
| Formidable Asset Management, LLC | Vero Beach, FL | Cincinnati, OH | SEC-registered investment adviser |
| Hudson Advisor Services, Inc. | Vero Beach, FL | Buffalo, NY | SEC-registered investment adviser |
| Hudson Capital Advisory, Inc. | Vero Beach, FL | Buffalo, NY | SEC-registered investment adviser |
| Independent Advisor Alliance, LLC | Vero Beach, FL | Charlotte, NC | SEC-registered investment adviser |
| Independent Financial Partners | Vero Beach, FL | Tampa, FL | SEC-registered investment adviser |
| Naples Global Advisors | Vero Beach, FL | Naples, FL | SEC-registered investment adviser |
| Northern Trust Securities, Inc | Vero Beach, FL | Chicago, IL | SEC-registered investment adviser |
| Pinnacle Asset Management, L.P. | Vero Beach, FL | New York, NY | SEC-registered investment adviser |
| Rehmann Wealth | Vero Beach, FL | Lansing, MI | SEC-registered investment adviser |
| Riverglade Capital | Vero Beach, FL | Chicago, IL | SEC-registered investment adviser |
| Rockefeller Capital Management | Vero Beach, FL | New York, NY | SEC-registered investment adviser |
| Royal Fund Management, LLC | Vero Beach, FL | Lady Lake, FL | SEC-registered investment adviser |
| Secure Asset Management, L.L.C. | Vero Beach, FL | Troy, MI | SEC-registered investment adviser |
| Signature Equity Partners, LLC | Sebastian, FL | Columbus, OH | SEC-registered investment adviser |
| South Bay Financial Partners | Sebastian, FL | Torrance, CA | SEC-registered investment adviser |
| Tocqueville Asset Management LP | Vero Beach, FL | New York, NY | SEC-registered investment adviser |
| Truvestments Capital LLC | Vero Beach, FL | Sarasota, FL | SEC-registered investment adviser |
| Virtue Capital Management, LLC | Vero Beach, FL | Brentwood, TN | 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 Sebastian, FL, headquartered elsewhere. https://advisorcensus.com/advisors/fl/sebastian/branch-offices https://advisorcensus.com/advisors/fl/sebastian/branch-offices