City
Wealth management firms in Clermont, Florida
As of October 2, 2026, 9 wealth management firms, including broker-dealer firms, with their main office in Clermont, Florida reported $657.0 million in regulatory assets under management; the largest by assets was Stewardship Advisory Group, LLC, with $321.9 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 9
- Regulatory assets under management
- $657.0 million
- Average per firm
- $73.0 million
- SEC-registered, of those listed
- 1 of 9 (11.1%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Stewardship Advisory Group, LLC | SEC | $321.9 million | 536 |
| 2 | McKee Investment Planning, Inc. | State | $98.7 million | 647 |
| 3 | Ballard Wealth Management LLC | State | $94.0 million | 315 |
| 4 | Freedom Capital Advisors Inc | State | $45.0 million | 137 |
| 5 | JB Meridian Advisors, LLC | State | $38.6 million | 178 |
| 6 | Aria Corporation | State | $25.5 million | 65 |
| 7 | Blue Jasper Capital LLC | State | $23.6 million | 191 |
| 8 | Pine to Palm Financial, LLC | State | $9.6 million | 48 |
| 9 | JTM Carey Capital 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.