City
Wealth management firms in Bradenton, Florida
As of October 2, 2026, 20 wealth management firms, including broker-dealer firms, 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.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 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
| # | 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 |
Wealth management firms 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.