How many financial advisors are in Bradenton, Florida?

Falists lists 9 registered investment advisers with a principal office or filing address in Bradenton, Florida, based on public SEC IAPD data.

How do financial advisors in Bradenton charge fees?

Fee structures vary by firm. In Bradenton, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Bradenton?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Florida · 9 advisers

Financial Advisors in Bradenton, Florida

Looking for a financial advisor in Bradenton, Florida? Falists indexes 9 SEC-registered and state-registered investment advisers in Bradenton — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 8 firms list a website you can visit directly. Firms in this directory manage up to $284.1M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$284.1M

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth8 Planning5 Trusts8 Retirement4 Institutional4

Top advisors in Bradenton

Ranked by AUM · Fees, team & specialties at a glance

View all 9 →

PENINSULA ASSET MANAGEMENT INC

Bradenton, FL

AUM

$284.1M

Wealth MgmtTrusts & Estates

Team

2 advisors

Clients

—

Fees

Percentage of AUM

(941) 748-8680

Full profile Visit site →

PULLEN INVESTMENT MANAGEMENT

Bradenton, FL

AUM

$221.0M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

4 advisors

Clients

1-10

Fees

Percentage of AUM; Fixed fees

941-361-2195

Full profile Visit site →

Bradenton, FL

AUM

$3.7M

Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly

Team

1 advisors

Clients

Fees

Percentage of AUM · Hourly charges +1 more

941-739-5006

Full profile Visit site →

SOUTH SHORE ASSET MANAGEMENT, LLC

Bradenton, FL

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

646-322-8320

Full profileNo website

More cities in Florida

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Common questions

How many financial advisors are in Bradenton, Florida?: 9 registered investment advisers are listed in our Bradenton directory, sourced from public SEC filings.
What types of advisors are in Bradenton?: Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Bradenton?: Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?: Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.