City
Wealth management firms in Venice, Florida
As of October 2, 2026, 10 wealth management firms, including broker-dealer firms, with their main office in Venice, Florida reported $2.9 billion in regulatory assets under management; the largest by assets was Fourthought Financial Partners, LLC., with $1.9 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 10
- Regulatory assets under management
- $2.9 billion
- Average per firm
- $285.5 million
- SEC-registered, of those listed
- 2 of 10 (20.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Fourthought Financial Partners, LLC. | SEC | $1.9 billion | 4,199 |
| 2 | Dale K. Ehrhart, Inc. | SEC | $648.8 million | 309 |
| 3 | Fiduciary Consulting Group, Inc. | State | $102.8 million | 83 |
| 4 | Bright Asset Management | State | $62.8 million | 76 |
| 5 | Ferris Wheel Finance, Inc. | State | $41.2 million | 612 |
| 6 | Harbor Investment Advisors | State | $28.0 million | 10 |
| 7 | Sutton Place Capital Management LLC | State | $20.9 million | 22 |
| 8 | DG Wealth | State | $10.4 million | 60 |
| 9 | Gasima Financial LLC | State | $8.5 million | 29 |
| 10 | Jean Pierre Masse | State | $4.5 million | 20 |
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.