Firms by city
Registered investment advisers in Bradenton, FL
5 SEC-registered advisers headquartered in Bradenton, listed by regulatory assets under management as reported on Form ADV.
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5 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Peninsula Asset Management | Bradenton, FL | $284M |
| Pullen Investment Management | Bradenton, FL | $221M |
| Setchfield Associates | Bradenton, FL | $193M |
| Williams Wealth Management Group | Bradenton, FL | $161M |
| Lifestyle Freedom Advisory Group | Bradenton, FL | $157M |
- Headquarters
- Bradenton, FL
- Regulatory AUM
- $284M
- Headquarters
- Bradenton, FL
- Regulatory AUM
- $221M
- Headquarters
- Bradenton, FL
- Regulatory AUM
- $193M
- Headquarters
- Bradenton, FL
- Regulatory AUM
- $161M
- Headquarters
- Bradenton, FL
- Regulatory AUM
- $157M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Bradenton on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Florida.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.