City
Wealth management firms in Wesley Chapel, Florida
As of October 2, 2026, 6 wealth management firms, including broker-dealer firms, with their main office in Wesley Chapel, Florida reported $1.9 billion in regulatory assets under management; the largest by assets was Accurate Wealth Management, LLC, with $1.7 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 6
- Regulatory assets under management
- $1.9 billion
- Average per firm
- $316.2 million
- SEC-registered, of those listed
- 2 of 6 (33.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Accurate Wealth Management, LLC 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. | SEC | $1.7 billion | 2,612 |
| 2 | Bria Capital Group, LLC | SEC | $155.1 million | 312 |
| 3 | Financial Pathway LLC | State | $16.6 million | 360 |
| 4 | Wealth Compounders LLC | State | $10.2 million | 73 |
| 5 | Capital Wise Advisory | State | $4.0 million | 47 |
| 6 | Ransome Asset Management | State | $810,076 | 8 |
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.