City

Independent RIAs in Bradenton, Florida

As of October 2, 2026, 20 independent wealth management RIAs with their main office in Bradenton, Florida reported $1.5 billion in regulatory assets under management; the largest by assets was Peninsula Asset Management Inc, with $284.1 million.

Include wirehouses and broker-dealer firms

Independent wealth management RIAs: 20
Regulatory assets under management: $1.5 billion
Average per firm: $76.4 million
SEC-registered, of those listed: 7 of 20 (35.0%)

Firms by assets

Independent RIAs in Bradenton, Florida, largest first
#	Firm	Registration	RAUM	Accounts
1	Peninsula Asset Management Inc	SEC	$284.1 million	190
2	Pullen Investment Management	SEC	$221.0 million	231
3	Setchfield Asset Management	SEC	$192.8 million	351
4	Alpha Omega Financial	SEC	$187.0 million	337
5	Williams Wealth Management Group, Inc.	SEC	$161.0 million	842
6	Lifestyle Freedom Advisory Group, LLC	SEC	$156.8 million	366
7	Eden Capital Management, LLC	SEC	$108.7 million	161
8	Monarch Asset Management LLC	State	$75.6 million	105
9	Your-Financial-Lifeguard	State	$36.3 million	148
10	MD Investment Advisors	State	$34.4 million	130
11	Moore Financial Management, Inc.	State	$29.5 million	221
12	Parker Financial Planning, LLC.	State	$11.6 million	31
13	Hearon Advisory Group, LLC	State	$10.8 million	26
14	Cypress Stone Capital LLC	State	$8.8 million	16
15	Assurity Wealth Management	State	$3.7 million	34
16	Maslar Financial	State	$2.9 million	47
17	Razzano Investment Management	State	$2.0 million	29
18	Cma Advisors, Inc.	State	$0	0
19	Summit Financial Advisors	State	$0	0
20	Whitehall Row Advisory, LLC	State	$0	0

Independent RIAs in Florida, including every city.

Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.