RIAs in SANTA ROSA BEACH, FL

4 RIAs based in SANTA ROSA BEACH, Florida managing a combined $361M.

HERITAGE OAK WEALTH ADVISORS

RIA

SANTA ROSA BEACH, FL

AUM $347MTEAM 11REPS 4

LIVINGSTON FINANCIAL PLANNING, INC.

RIA

SANTA ROSA BEACH, FL

AUM $11.7MTEAM 2REPS 2

PALM VIEW INVESTMENTS

RIA

SANTA ROSA BEACH, FL

AUM $2.1MTEAM 1REPS 1

BAUGH FINANCIAL

RIA

SANTA ROSA BEACH, FL

AUM —TEAM 2REPS 2

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