Falists

Florida · 12 advisers

Financial Advisors in Melbourne, Florida

Looking for a financial advisor in Melbourne, Florida? Falists indexes 12 SEC-registered and state-registered investment advisers in Melbourne — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 10 firms list a website you can visit directly. Firms in this directory manage up to $854.8M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

12

With website

10

Largest AUM

$854.8M

Financial planning

7

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth12Planning7Trusts9Retirement3Institutional3

Top advisors in Melbourne

Ranked by AUM · Fees, team & specialties at a glance

View all 12 →

ROSSBY FINANCIAL, LLC

Melbourne, FL

AUM

$854.8M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

2 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +1 more

321-209-0111

Full profileNo website

More cities in Florida

Miami (374)Boca Raton (112)Tampa (105)Coral Gables (88)West Palm Beach (83)Orlando (71)Sarasota (69)Naples (66)Miami Beach (61)Jacksonville (50)Fort Lauderdale (48)Palm Beach Gardens (47)

Common questions

How many financial advisors are in Melbourne, Florida?
12 registered investment advisers are listed in our Melbourne directory, sourced from public SEC filings.
What types of advisors are in Melbourne?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Melbourne?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.