City
Independent RIAs in Wesley Chapel, Florida
As of October 2, 2026, 5 independent wealth management RIAs with their main office in Wesley Chapel, Florida reported $186.7 million in regulatory assets under management; the largest by assets was Bria Capital Group, LLC, with $155.1 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 5
- Regulatory assets under management
- $186.7 million
- Average per firm
- $37.3 million
- SEC-registered, of those listed
- 1 of 5 (20.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Bria Capital Group, LLC | SEC | $155.1 million | 312 |
| 2 | Financial Pathway LLC | State | $16.6 million | 360 |
| 3 | Wealth Compounders LLC | State | $10.2 million | 73 |
| 4 | Capital Wise Advisory | State | $4.0 million | 47 |
| 5 | Ransome Asset Management | State | $810,076 | 8 |
Independent RIAs 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.