Find a Financial Advisor in Manatee County, FL

 

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We did the hard work of finding trustworthy partners in Manatee County, FL.

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We Only Work With The Best Manatee County Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Manatee County, FL


  • Financial Advisor Close to Manatee County, FL

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Manatee County, FL


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Manatee County, FL

We evaluated over 13,000 RIA firms to bring you the best of the best Manatee County financial advisors.
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How Retirement-Friendly is Manatee County, FL?

  • Population: 384,213
  • % of Population 62 Years and Over: 31.6%
  • Average Home Value: $269,900
  • Average Monthly Housing Cost: $1,053
  • Average Household Income: $83,097
  • Florida Total Tax Burden: 6.97% (6th Lowest in U.S.)
  • Florida Property Tax: 2.74% (22nd Lowest in U.S.)
  • Florida Individual Income Tax: 0.00% (Lowest in U.S.)
  • Florida Sales and Excise Tax: 4.23% (10th Highest in U.S.)



The Top Financial Advisor Firms in Manatee County, FL

 

INTEGRA CAPITAL ADVISORS

Website

(941) 778-1900

1001 Third Ave West
Suite 450
Bradenton, FL 34205

SEC#: 801-80862
Years in Business: 6 years

PENINSULA ASSET MANAGEMENT INC

Website

(941) 748-8680

1001 3rd Avenue West
Suite 220
Bradenton, FL 34205

SEC#: 801-17065
Years in Business: 39 years

BLACKRIDGE ASSET MANAGEMENT, LLC

Website

(678) 338-4378

4615 Riverview Blvd

Bradenton, FL 34209

SEC#: 801-108114
Years in Business: 5 years

HARBOR FINANCIAL SERVICES, LLC

Website

(941) 896-2473

7907 25th Ave W

Bradenton, FL 34209

SEC#: 801-65811
Years in Business: 15 years

EXCEL WEALTH MANAGEMENT, LLC

Website

(877) 392-3537

13218 Sorrento Way

Bradenton, FL 34211

SEC#: 801-114524
Years in Business: 2 years

CAMPBELL FINANCIAL PARTNERS, LLC

Website

(239) 454-5333

7412 Pine Valley Street

Bradenton, FL 34202

SEC#: 801-112579
Years in Business: 3 years

NAPLES ASSET MANAGEMENT CO., LLC

Website

(941) 724-1208

6306 Spyglass Lane

Bradenton, FL 34202

SEC#: 801-66945
Years in Business: 15 years

NAPLES ASSET MANAGEMENT CO., LLC

Website

(941) 724-1208

6306 Spyglass Lane

Bradenton, FL 34202

SEC#: 801-66945
Years in Business: 15 years

NAPLES ASSET MANAGEMENT CO., LLC

Website

(941) 724-1208

6306 Spyglass Lane

Bradenton, FL 34202

SEC#: 801-66945
Years in Business: 15 years

 


Manatee County, FL Financial Advisor FAQs

A financial advisor is someone who has the knowledge and expertise in investing, tax law, finance, retirement planning or other field related to money management.
They work with your current situation and resources in mind, based on what they would want if they were in your shoes. They develop plans to help clients’ meet their long term goals, including retirement or savings for children’s education. You can think of them like mentors who share their expertise, support client’s dreams and empower client’s success.
A financial advisor will help you work toward a long-term plan for your money. He or she can walk you through how to save, invest, and plan for major life events, such as buying a home or going to college.
Fee-only advisors charge an annual flat fee for investment related advice and do not receive compensation from any third parties. A commission advisor receives commissions based on the products sold by a specific company's affiliated broker-dealer or mutual fund company.