Top 5 financial advisor firms in Bradenton

5 SEC-registered financial advisor firms are headquartered in Bradenton, FL, with $1.02B in combined regulatory assets under management. The largest by assets are Peninsula Asset Management ($284M), Pullen Investment Management ($221M) and Setchfield Associates ($193M).

5
Financial advisor firms: $1.02B
Their combined AUM: $193M
Median firm AUM: 1,189
Clients of the top 5

The 5 largest by assets

1
Peninsula Asset Management
RIA
$284M
0.50% to 1.20%
2
Pullen Investment Management
RIA
$221M
Regulatory AUM
3
Setchfield Associates
RIA
$193M
0.50% to 2.00% a year
4
Williams Wealth Management Group
RIA
$161M
Regulatory AUM
5
Lifestyle Freedom Advisory Group
RIA
$157M
Up to 1.90% a year

Profiles of the top 5

No. 1 · RIA

Peninsula Asset Management

Peninsula Asset Management is an investment adviser based in Bradenton, FL, registered with the SEC since 1982. It provides investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $284 million, as filed on 27 March 2026.

Peninsula Asset Management charges 0.50%–1.20% for its Peninsula fee schedule. The brochure does not state whether the rate is annual.

Regulatory AUM: $284M
Clients: 185
Advisory staff: 2
Founded: 1982
Fee schedule: 0.50% to 1.20%
Custodians: Charles Schwab
Headquarters: 1001 3rd Avenue West, Suite 220, Bradenton, FL 34205
Phone: 941-748-8680
Website: peninsulaasset.com

No. 2 · RIA

Pullen Investment Management

Pullen Investment Management is an investment adviser based in Bradenton, FL, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $221 million, as filed on 16 February 2026.

Regulatory AUM: $221M
Clients: 90
Advisory staff: 4
Custodians: Charles Schwab
Headquarters: 417 12th Street W, Suite 212, Bradenton, FL 34205
Phone: 941-361-2195
Website: pulleninvestment.com

No. 3 · RIA

Setchfield Associates

Setchfield Associates is an investment adviser based in Bradenton, FL, registered with the SEC since 2019. It provides investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $193 million, as filed on 16 February 2026.

Setchfield Associates charges 0.50%–2.00% a year for its Fee accounts.

Regulatory AUM: $193M
Clients: 250
Advisory staff: 1
Fee schedule: 0.50% to 2.00% a year
Custodians: Charles Schwab
Headquarters: 392 Aruba Circle, Unit 101, Bradenton, FL 34209
Phone: 303-627-1099

No. 4 · RIA

Williams Wealth Management Group

Williams Wealth Management Group is an investment adviser based in Bradenton, FL, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $161 million, as filed on 18 March 2026.

Regulatory AUM: $161M
Clients: 475
Advisory staff: 1
Custodians: Charles Schwab
Headquarters: 2328 Manatee Avenue West, Bradenton, FL 34205
Phone: 941-756-4500
Website: williamswealth360.com

No. 5 · RIA

Lifestyle Freedom Advisory Group

Lifestyle Freedom Advisory Group is an investment adviser based in Bradenton, FL, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and individual clients. Its regulatory assets under management total $157 million, as filed on 12 March 2026.

Lifestyle Freedom Advisory Group charges up to 1.90% a year for its Discretionary Asset Management.

Regulatory AUM: $157M
Clients: 189
Advisory staff: 5
Fee schedule: Up to 1.90% a year
Custodians: Charles Schwab
Headquarters: 9040 Town Center Parkway, Bradenton, FL 34202
Phone: 941-914-9422
Website: lifestylefreedom.com

Questions about financial advisors in Bradenton

How many financial advisor firms are headquartered in Bradenton?

5 SEC-registered financial advisor firms report their principal office in Bradenton, FL, managing $1.02B in regulatory assets between them.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Bradenton?

Peninsula Asset Management, with $284M in regulatory assets under management on its latest Form ADV. The next largest are Pullen Investment Management ($221M) and Setchfield Associates ($193M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Bradenton?

The median firm manages $193M in regulatory assets. That is the midpoint of the 5 firms headquartered in Bradenton.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Bradenton charge?

Of the 5 largest firms, 3 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.20% to 2.00% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Bradenton?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Bradenton has 5 financial advisor firms; see every adviser in the city →