Top 3 financial advisor firms in Lakewood Ranch

3 SEC-registered financial advisor firms are headquartered in Lakewood Ranch, FL, with $854M in combined regulatory assets under management. The largest by assets are Clarity Capital Advisors ($406M), Base Wealth Management ($326M) and Traver Financial Consulting Network Pa ($122M).

3
Financial advisor firms: $854M
Their combined AUM: $326M
Median firm AUM: 990
Clients of the top 3

The 3 largest by assets

1
Clarity Capital Advisors
RIA
$406M
Regulatory AUM
2
Base Wealth Management
RIA
$326M
Up to 1.50% a year
3
Traver Financial Consulting Network Pa
RIA
$122M
0.65% to 1.50% a year

Profiles of the top 3

No. 1 · RIA

Clarity Capital Advisors

Clarity Capital Advisors is an investment adviser based in Lakewood Ranch, FL, registered with the SEC since 2021. 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 $406 million, as filed on 3 February 2026.

Regulatory AUM: $406M
Clients: 74
Advisory staff: 2
Custodians: Charles Schwab
Headquarters: 9040 Town Center Parkway, Lakewood Ranch, FL 34202
Phone: 800-345-4635
Website: claritycapitaladvisors.com

No. 2 · RIA

Base Wealth Management

Base Wealth Management is an investment adviser based in Lakewood Ranch, FL, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals and charitable organizations. Its regulatory assets under management total $326 million, as filed on 24 March 2026.

Base Wealth Management charges up to 1.50% a year for its Asset Management Fees.

Regulatory AUM: $326M
Clients: 862
Advisory staff: 9
Fee schedule: Up to 1.50% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 7301 Merchant Court, Suite A, Lakewood Ranch, FL 34240
Phone: 941-203-6040
Website: basewealthmanagement.com

No. 3 · RIA

Traver Financial Consulting Network Pa

Traver Financial Consulting Network Pa is an investment adviser based in Lakewood Ranch, FL, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $122 million, as filed on 3 September 2026.

Traver Financial Consulting Network Pa charges 0.65%–1.50% a year for its Asset Management.

Regulatory AUM: $122M
Clients: 54
Advisory staff: 1
Fee schedule: 0.65% to 1.50% a year
Headquarters: 9040 Town Center Parkway, Lakewood Ranch, FL 34202
Phone: 917-576-0308

Questions about financial advisors in Lakewood Ranch

How many financial advisor firms are headquartered in Lakewood Ranch?

3 SEC-registered financial advisor firms report their principal office in Lakewood Ranch, FL, managing $854M 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 Lakewood Ranch?

Clarity Capital Advisors, with $406M in regulatory assets under management on its latest Form ADV. The next largest are Base Wealth Management ($326M) and Traver Financial Consulting Network Pa ($122M).

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

How large is a typical financial advisor firm in Lakewood Ranch?

The median firm manages $326M in regulatory assets. That is the midpoint of the 3 firms headquartered in Lakewood Ranch.

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

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

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

Lakewood Ranch has 3 financial advisor firms; see every adviser in the city →