#1Pasqua Wealth Solutions
PASQUA, THOMAS
Based in FL
Retirement Plan Advisors in St. Lucie County, FL
The top-ranked retirement plan advisors serving St. Lucie County, FL are Pasqua Wealth Solutions, Spectra Investment Management, LLC and Victrix Investment Advisors. We list 6 retirement plan advisors serving St. Lucie County, FL. 6 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving St. Lucie County, FL. 6 providers, 6 of the top 6 verified against federal or state records. Registry records checked on 2026-11-04.
Top 6 ranked retirement plan advisors for St. Lucie County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Pasqua Wealth Solutions | SEC-registered investment adviser (CRD)#139618 | FL | (914) 461-3336 |
| 2 | Spectra Investment Management, LLC | SEC-registered investment adviser (CRD)#288145 | Stuart, FL (17 mi) | (772) 324-5640 |
| 3 | Victrix Investment Advisors | SEC-registered investment adviser (CRD)#167517 | Stuart, FL (18 mi) | (772) 320-9658 |
| 4 | Private Client Advisor Group, LLC | SEC-registered investment adviser (CRD)#330038 | Palm City, FL (18 mi) | (516) 241-3934 |
| 5 | Ralicki Wealth Management & Trust Services | SEC-registered investment adviser (CRD)#141192 | Stuart, FL (20 mi) | (772) 221-4508 |
| 6 | Daher Capital Group, LLC | SEC-registered investment adviser (CRD)#341516 | FL | (561) 422-0160 |
#2Spectra Investment Management, LLC
SPECTRA INVESTMENT MANAGEMENT, LLCServes this area from Stuart, FL (17 mi)#3Victrix Investment Advisors
VICTRIX INVESTMENT ADVISORS LLCServes this area from Stuart, FL (18 mi)#4Private Client Advisor Group, LLC
PRIVATE CLIENT ADVISOR GROUP, LLCServes this area from Palm City, FL (18 mi)#5Ralicki Wealth Management & Trust Services
RALICKI & COMPANY, P.A.Serves this area from Stuart, FL (20 mi)#6Daher Capital Group, LLC
DAHER CAPITAL GROUP, LLCServes this area from FL
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Frequently asked questions
How many retirement plan advisors serve St. Lucie County?
We list 6 retirement plan advisors serving St. Lucie County, FL: 1 based there and 5 serving it from nearby. 6 of the top 6 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve St. Lucie County?
The top-ranked retirement plan advisors serving St. Lucie County, FL are Pasqua Wealth Solutions, Spectra Investment Management, LLC, Victrix Investment Advisors, Private Client Advisor Group, LLC and Ralicki Wealth Management & Trust Services. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving St. Lucie County are verified against official records?
6 of the top 6 match an active official record: Pasqua Wealth Solutions (U.S. Securities and Exchange Commission), Spectra Investment Management, LLC (U.S. Securities and Exchange Commission), Victrix Investment Advisors (U.S. Securities and Exchange Commission), Private Client Advisor Group, LLC (U.S. Securities and Exchange Commission) and Ralicki Wealth Management & Trust Services (U.S. Securities and Exchange Commission), and 1 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Cities in St. Lucie County
Communities served
Lakewood Park, Fort Pierce North, Indian River Estates, River Park, Fort Pierce South, Hutchinson Island South, White City, St. Lucie Village