City
Wealth management firms in Port Charlotte, Florida
As of October 2, 2026, 6 wealth management firms, including broker-dealer firms, with their main office in Port Charlotte, Florida reported $619.0 million in regulatory assets under management; the largest by assets was Coquina Private Wealth Advisors, with $417.6 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 6
- Regulatory assets under management
- $619.0 million
- Average per firm
- $103.2 million
- SEC-registered, of those listed
- 2 of 6 (33.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Coquina Private Wealth Advisors | SEC | $417.6 million | 1,519 |
| 2 | Ideal Retirement Solutions | SEC | $123.5 million | 594 |
| 3 | Lci Advisors | State | $57.8 million | 88 |
| 4 | Crouch Investment Group, Inc. | State | $11.5 million | 12 |
| 5 | Elm Tree Capital Management LLC | State | $4.7 million | 5 |
| 6 | Amerigo Asset Management Corporation | State | $3.9 million | 10 |
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.