Florida · 4 advisers
Financial Advisors in Rockledge, Florida
Looking for a financial advisor in Rockledge, Florida? Falists indexes 4 SEC-registered and state-registered investment advisers in Rockledge — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 4 firms list a website you can visit directly. Firms in this directory manage up to $389.0M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
4
With website
4
Largest AUM
$389.0M
Financial planning
4
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Rockledge
Ranked by AUM · Fees, team & specialties at a glance
SOLOMON API LLC
Rockledge, FL
AUM
$389.0M
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
321-888-2599
RALL CAPITAL MANAGEMENT, INC.
Rockledge, FL
AUM
$122.7M
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
321-452-1251
API FINANCIAL ADVISORS, LLC
Rockledge, FL
AUM
$84.7M
Team
13 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
321-888-2599
MCCARTY WEALTH
Rockledge, FL
AUM
$55.5M
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(321) 221-7870
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Common questions
- How many financial advisors are in Rockledge, Florida?
- 4 registered investment advisers are listed in our Rockledge directory, sourced from public SEC filings.
- What types of advisors are in Rockledge?
- 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 Rockledge?
- 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.