Michael L Arbogast, CPA
“I recommended them to a family member for his new business tax planning and they have been extremely helpful explaining and setting everything up for him.”
Best Financial Advisors in Melbourne, FL
23 firms listed · all 23 in Melbourne · 2 open weekends · 11 rated 4.5+ · 2 show a license
Data verified October 21, 2026
LPL Financial, the Office of Rob Dale, CFP
“Not afraid to be honest, and won't sell you financial products you don't need.”
Rossi & Associates
Three Bridges Planning
“Absolutely the best decision when I moved to Three Bridges Planning and started working with their Team!”
Atlantic Financial Advisors
“He listens closely, advises often, and in between takes the time to teach why, how, what, and most important - when to invest.”
L C Warren Group
The 23 firms listed for Melbourne, FL provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Melbourne, FL
All 23 firms we list here are in Melbourne itself. We have 25 firms in Melbourne on file; this page shows the highest-rated 23. 15 of the firms on this page have a rating, from 3.8 to 5.0 across 91 reviews; 11 are rated 4.5 or higher. 2 are open on Saturdays. The services the firms on this page list most often on their websites are financial planning (3), meet the team (2), our location (2), our philosophy (2) and our process (2). 2 show a license on their websites; 2 list staff certifications (CFP, CDFA and CEPA) and 4 have a BBB rating of A or A+. Domain records put 13 websites of the firms on this page at ten or more years old; the oldest dates from 1999. 1 is family- or locally-owned. We have a website on file for 22 of the firms on this page; 19 publish a contact page; 14 list a public email and 2 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Melbourne take financial planning bookings online?
2 of the 23 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Marvel Wealth Management
Sky Peak Financial
“We have been working with Jeremy for almost a year now, and he has been incredibly helpful in our new journey of saving for our future.”
Black Lab Financial Services
“They listened attentively to my financial aspirations, concerns, and preferences, and then crafted a customized portfolio strategy that aligns perfectly with my objectives.”
Blacksands Wealth Group
“Leasha Flammio- Watson is an exceptional manager of my 401 K .”
Eastwood & Associates Wealth Strategies
“The entire staff has been awesome.”
Bloom Cpas and Advisors
“Their proactive approach to tax planning has saved me both time and money, allowing me to focus on what matters most – growing my business and securing my financial future.”
Flavin Nooney & Person, Cpas and Advisors
“I've used this CPA firm for almost 20 years for my business and personal taxes.”
Valavanis Financial
Moisand Fitzgerald Tamayo
BMR Global Wealth Management Group
McCloskey & Associates Wealth Management
Gear & Buchanan Wealth Management
MB Carroll PA
SW Financial & Multi-Services
“Great friendly service with exceptional work.”
Glover Orndorf and Flanagan Wealth Management
Sound Financial Solutions
Van Buren Wealth Management
Why these companies made our list
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