Top advisors in Bradenton
We’ve curated a list of the best financial advisors in Bradenton, take a look at it below
Find an advisor in Bradenton| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $240,707,263 | 4 advisors | ||
| 2 | $131,743,472 | 3 advisors | ||
| 3 | $118,500,000 | 2 advisors |
How we came up with this list
To generate our top financial advisors list in Bradenton, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Bradenton. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Peninsula Asset Management Inc
Assets under management
$240,707,263
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Charitable Organizations
2. Pullen Investment Management
Assets under management
$131,743,472
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Financial Consulting Services
3. Setchfield Asset Management
Assets under management
$118,500,000
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Your first meeting is free.