City
Wealth management firms in Palm Harbor, Florida
As of October 2, 2026, 13 wealth management firms, including broker-dealer firms, with their main office in Palm Harbor, Florida reported $743.0 million in regulatory assets under management; the largest by assets was Financial Guidance Group, Inc., with $288.4 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 13
- Regulatory assets under management
- $743.0 million
- Average per firm
- $57.2 million
- SEC-registered, of those listed
- 4 of 13 (30.8%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Financial Guidance Group, Inc. | SEC | $288.4 million | 855 |
| 2 | Johnson Dunn Capital Advisors, Inc. | SEC | $156.1 million | 184 |
| 3 | Sterling Bridge Financial Group LLC | SEC | $131.1 million | 776 |
| 4 | Premier Private Wealth Management, LLC | SEC | $126.3 million | 698 |
| 5 | Nathan G. Hanna, LLC | State | $31.1 million | 220 |
| 6 | Basile Financial Group, Inc. | State | $5.4 million | 27 |
| 7 | Nested Financial & Tax Planning | State | $4.4 million | 53 |
| 8 | Fidelity Capital Management Corp | State | $150,000 | 1 |
| 9 | Cathy A. Wagner, CFP, RIA | State | $0 | 0 |
| 10 | Klimis & Associates Advisory, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $0 | 0 |
| 11 | Roshan Private Wealth Management, LLC | State | $0 | 0 |
| 12 | Simplepath Wealth Management, LLC | State | $0 | 0 |
| 13 | Toring Financial Advisors, 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.