SEC-registered investment advisers in Lakewood Ranch
3 SEC-registered investment advisers are headquartered in Lakewood Ranch, FL, with $854M in combined regulatory assets under management. All of them are financial advisor firms.
- 3
- Investment advisers
- $854M
- Combined regulatory AUM
- 3
- Financial advisor firms
All 3 advisers
By regulatory assets under management.
| Firm | Type | Regulatory AUM |
|---|---|---|
| Clarity Capital Advisors | RIA | $406M |
| Base Wealth Management | RIA | $326M |
| Traver Financial Consulting Network Pa | RIA | $122M |
- Type
- RIA
- Type
- RIA
- Type
- RIA
Other cities in Florida
- Miami195
- Tampa68
- Boca Raton61
- West Palm Beach54
- Coral Gables47
- Naples32
- Orlando30
- Palm Beach Gardens30
- Sarasota30
- Jacksonville28
- Fort Lauderdale27
- Miami Beach25