Financial advisers in Bradenton, FL

5 registered investment adviser firms in Bradenton managing $1.0B in assets, based on public SEC Form ADV filings.

Peninsula Asset Management INC

Bradenton, FL · Est. 1982

AUM: $284M
Per adviser: $142M
Advisers: 2

No reported disclosures

Pullen Investment Management

Bradenton, FL · Est. 2023

AUM: $221M
Per adviser: $55M
Advisers: 4

No reported disclosures

Setchfield Asset Management

Bradenton, FL · Est. 2019

AUM: $193M
Per adviser: $193M
Advisers: 1

No reported disclosures

Williams Wealth Management Group, INC.

Bradenton, FL · Est. 2024

AUM: $161M
Per adviser: $161M
Advisers: 1

No reported disclosures

Lifestyle Freedom Advisory Group, LLC

Bradenton, FL · Est. 2025

AUM: $157M
Per adviser: $31M
Advisers: 5