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Top 3 financial advisor firms in Venice

3 SEC-registered financial advisor firms are headquartered in Venice, FL, with $2.73B in combined regulatory assets under management. The largest by assets are FourThought Financial Partners ($1.93B), Dale K. Ehrhart ($649M) and Todd Wealth Management ($159M).

3
Financial advisor firms
$2.73B
Their combined AUM
$649M
Median firm AUM
1,503
Clients of the top 3

The 3 largest by assets

  1. 1
    FourThought Financial Partners

    RIA

    $1.93B

  2. 2
    Dale K. Ehrhart

    RIA

    $649M

  3. 3
    Todd Wealth Management

    RIA

    $159M

Profiles of the top 3

No. 1 · RIA

FourThought Financial Partners

FourThought Financial Partners is an investment adviser based in Venice, FL, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $1.93 billion, as filed on 2 April 2026.

FourThought Financial Partners charges 0.15%–0.95% a year for its Wealth Management Fees.

Regulatory AUM
$1.93B
Clients
1,002
Advisory staff
20
Fee schedule
0.15% to 0.95% a year
Custodians
Fidelity
Headquarters
310 W. Venice Avenue, Suite 201, Venice, FL 34285
Phone
941-408-8557
Website
fourthought.com

No. 2 · RIA

Dale K. Ehrhart

Dale K. Ehrhart is an investment adviser based in Venice, FL, registered with the SEC since 1978. It provides investment management. Its clients include high-net-worth individuals, corporations and other businesses, and charitable organizations. Its regulatory assets under management total $649 million, as filed on 29 March 2026.

Dale K. Ehrhart charges 0.50%–1.25% a year for its Investment Supervisory Services.

Regulatory AUM
$649M
Clients
139
Advisory staff
4
Fee schedule
0.50% to 1.25% a year
Custodians
Charles Schwab, Fidelity
Headquarters
100 W Venice Ave, Suite G, Venice, FL 34285
Phone
941-485-8220
Website
dkeinc.com

No. 3 · RIA

Todd Wealth Management

Todd Wealth Management is an investment adviser based in Venice, FL, registered with the SEC since 2025. It provides investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $159 million, as filed on 6 March 2026.

Todd Wealth Management charges 0.50%–1.00% a year for its Portfolio Management Fees.

Regulatory AUM
$159M
Clients
362
Advisory staff
1
Fee schedule
0.50% to 1.00% a year
Custodians
Charles Schwab
Headquarters
249 Nokomis Ave S, Venice, FL 34285
Phone
941-483-3732

Questions about financial advisors in Venice

How many financial advisor firms are headquartered in Venice?

3 SEC-registered financial advisor firms report their principal office in Venice, FL, managing $2.73B 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 Venice?

FourThought Financial Partners, with $1.93B in regulatory assets under management on its latest Form ADV. The next largest are Dale K. Ehrhart ($649M) and Todd Wealth Management ($159M).

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

How large is a typical financial advisor firm in Venice?

The median firm manages $649M in regulatory assets. That is the midpoint of the 3 firms headquartered in Venice.

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

How much do financial advisors in Venice charge?

Of the 3 largest firms, 3 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.95% to 1.25% 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 Venice?

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

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