City
Wealth management firms in Lakewood Ranch, Florida
As of October 2, 2026, 13 wealth management firms, including broker-dealer firms, with their main office in Lakewood Ranch, Florida reported $1.5 billion in regulatory assets under management; the largest by assets was Clarity Capital Advisors, LLC, with $406.3 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 13
- Regulatory assets under management
- $1.5 billion
- Average per firm
- $113.0 million
- SEC-registered, of those listed
- 6 of 13 (46.2%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Clarity Capital Advisors, LLC | SEC | $406.3 million | 274 |
| 2 | Base Wealth Management | SEC | $326.3 million | 2,254 |
| 3 | Horizon Wealth Advisors | SEC | $235.0 million | 644 |
| 4 | Trails Edge Wealth Advisers, LLC | SEC | $153.7 million | 60 |
| 5 | Traver Financial Consulting Network PA | SEC | $121.7 million | 54 |
| 6 | Pope Wealth Management | State | $76.7 million | 244 |
| 7 | Meridian Financial Services, Inc. | State | $72.7 million | 105 |
| 8 | DT Investments I LLC | State | $36.8 million | 25 |
| 9 | Larry Allan Financial Planning Services LLC | State | $21.2 million | 45 |
| 10 | Oak Brook Advisors, LLC | State | $17.0 million | 91 |
| 11 | Trimon Capital | State | $961,367 | 4 |
| 12 | Dow Family Office Advisory, LLC | SEC | $0 | 0 |
| 13 | Reik Wealth Management, Inc. | 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.