Investment advisers in Bradenton, FL
5 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Peninsula Asset Management Inc | $284.1 million | 4 | 0 |
| Pullen Investment Management | $221.0 million | 5 | 0 |
| Setchfield Asset Management | $192.8 million | 2 | 0 |
| Williams Wealth Management Group, Inc. | $161.0 million | 1 | 0 |
| Lifestyle Freedom Advisory Group, LLC | $156.8 million | 5 | 1 |