Top Picks · Bradenton
Best Financial Advisors in Bradenton, FL
Rated and reviewed by real customers. Compare prices, read reviews, and call the top pros near you — for free.
As of June 2026, RatingsNearMe ranks 17 financial advisors in Bradenton, FL by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Manasota Insurance & Wealth Management with a 5.0-star rating from 151 Google reviews and an RNM Score of 86/100. Also in the top tier: Amanda Panico - Financial Advisor, Ameriprise Financial Services, LLC and C Garrett Moore, CFP® - Retirement & Investment Advisor. The average rating across all listed financial advisors in Bradenton is 5 stars from 19 reviews per business on average.
Financial advisors in Bradenton typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 10, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Wealth Enhancement Group
It is a top-ranked firm with a strong national reputation and a comprehensive range of wealth management services.
Most Reviewed
Ameriprise Financial Services, LLC
A high number of reviews indicates a broad client base and greater transparency into client satisfaction.
Compare fees, services, and advisor credentials to ensure they match your financial goals. Always verify fiduciary status and check for any disciplinary history with regulators.
How to Choose a Financial Advisor in Bradenton
What to look for
- • Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) credentials
- • Experience working with clients in the Bradenton, FL area
- • Fee-only compensation structure (no commissions)
- • Fiduciary duty to act in your best interests
Questions to ask
- • What is your investment philosophy and approach?
- • How do you determine the appropriate asset allocation for my goals and risk tolerance?
- • What are your fees and how are they structured?
Red flags
- ⚠ Aggressive sales tactics or pressure to make quick decisions
- ⚠ Lack of transparency around fees and conflicts of interest
- ⚠ Recommending investments you don't understand
In Florida, financial advisors must be licensed as either a Registered Investment Advisor (RIA) or a broker-dealer representative. Be sure to verify their licensing and registration status with the Florida Office of Financial Regulation.
Local Market Snapshot
17
Businesses listed
5★
Avg rating
19
Avg reviews
Jun 10, 2026
Last updated
Top Rated Financial Advisors
Trusted by hundreds of clients with a perfect 5.0-star rating on Google.
2429 Manatee Ave E Unit 1B, Bradenton, FL 34208, USABradenton financial advisor with a perfect 5.0-star rating from nearly 40 reviews.
11065 Gatewood Dr Unit C-103, Bradenton, FL 34211, USABradenton's top-rated financial advisor with a perfect 5.0-star rating from 24 reviews.
12343 Whisper Lake Dr, Bradenton, FL 34211, USAFinancial Advisors Rankings in Bradenton, FL
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Manasota Insurance & Wealth Management2429 Manatee Ave E Unit 1B, Bradenton, FL 34208, USA | 5.0★ | 151 |
| #2 | Amanda Panico - Financial Advisor, Ameriprise Financial Services, LLC11065 Gatewood Dr Unit C-103, Bradenton, FL 34211, USA | 5.0★ | 39 |
| #3 | C Garrett Moore, CFP® - Retirement & Investment Advisor12343 Whisper Lake Dr, Bradenton, FL 34211, USA | 5.0★ | 24 |
| #4 | Wealth Enhancement Group1001 3rd Ave W #450, Bradenton, FL 34205, USA | 4.9★ | 21 |
| #5 | Sherrill Wealth Management2520 Manatee Ave W #200, Bradenton, FL 34205, USA | 5.0★ | 8 |
| #6 | Triple Crown Wealth Finance3970 FL-64, Bradenton, FL 34208, USA | 4.7★ | 14 |
| #7 | Assurity Financial Group2429 Manatee Ave E UNIT 1, Bradenton, FL 34208, USA | 5.0★ | 10 |
| #8 | Edward Jones - Financial Advisor: Isaac J Valley, CFP®|AAMS®3537 53rd Ave W, Bradenton, FL 34210, USA | 5.0★ | 9 |
| #9 | Irving Financial Group1201 6th Ave W Suite 500, Bradenton, FL 34205, USA | 5.0★ | 6 |
| #10 | Moseley Investment Management, Inc.1724 Manatee Ave W, Bradenton, FL 34205, USA | 5.0★ | 7 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Bradenton
Rated 4.9 stars from 21 reviews, this Bradenton financial advisor earns exceptional client trust.
1001 3rd Ave W #450, Bradenton, FL 34205, USA
Top-rated Bradenton financial advisor with a perfect 5.0 score from 8 reviews.
2520 Manatee Ave W #200, Bradenton, FL 34205, USA
Trusted Bradenton financial advisor with a strong 4.7-star rating from 14 Google reviews.
3970 FL-64, Bradenton, FL 34208, USA
5.0-star rating from 10 Google reviews, reflecting exceptional client satisfaction.
2429 Manatee Ave E UNIT 1, Bradenton, FL 34208, USA
Trusted Bradenton financial advisor with a perfect 5.0★ rating from 9 Google reviews.
3537 53rd Ave W, Bradenton, FL 34210, USA
5.0 stars from 6 reviews, reflecting exceptional client satisfaction in Bradenton.
1201 6th Ave W Suite 500, Bradenton, FL 34205, USA
Exceptional 5.0-star rating from 7 Google reviews for financial advising in Bradenton.
1724 Manatee Ave W, Bradenton, FL 34205, USA
Rated 5.0 stars from 5 Google reviews for financial advising in Bradenton.
2005 Manatee Ave W, Bradenton, FL 34205, USA
Exceptional 5.0-star rating from three Google reviews for this Bradenton financial advisor.
2808 Manatee Ave W, Bradenton, FL 34205, USA
Exceptional 5.0-star rating from 2 Google reviews for a Bradenton financial advisor.
6400 Manatee Ave W Suite B, Bradenton, FL 34209, USA
Rated 5.0 stars from one Google review, reflecting exceptional client satisfaction.
1401 Manatee Ave W #1110, Bradenton, FL 34205, USA
A perfect 5.0-star rating from over 20 local Google reviews in Bradenton.
2328 Manatee Ave W, Bradenton, FL 34205, USA
Exceptional 5.0-star rating based on 6 Google reviews from clients in Bradenton.
1001 3rd Ave W Suite 150, Bradenton, FL 34205, USA
5.0 stars from a satisfied client, reflecting exceptional local financial guidance.
1111 3rd Ave W Ste 260, Bradenton, FL 34205, USA
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Financial Advisors in Bradenton, FL — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Manasota Insurance & Wealth Management | 86/100 | 5.0 ★ | 151 |
| 2 | Amanda Panico - Financial Advisor, Ameriprise Financial Services, LLC | 78/100 | 5.0 ★ | 39 |
| 3 | C Garrett Moore, CFP® - Retirement & Investment Advisor | 76/100 | 5.0 ★ | 24 |
| 4 | Wealth Enhancement Group | 73/100 | 4.9 ★ | 21 |
| 5 | Sherrill Wealth Management | 70/100 | 5.0 ★ | 8 |
| 6 | Triple Crown Wealth Finance | 68/100 | 4.7 ★ | 14 |
| 7 | Assurity Financial Group | 71/100 | 5.0 ★ | 10 |
| 8 | Edward Jones - Financial Advisor: Isaac J Valley, CFP®|AAMS® | 71/100 | 5.0 ★ | 9 |
| 9 | Irving Financial Group | 69/100 | 5.0 ★ | 6 |
| 10 | Moseley Investment Management, Inc. | 70/100 | 5.0 ★ | 7 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
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Frequently Asked Questions — Financial Advisors in Bradenton
What is a fiduciary financial advisor and why does it matter in Bradenton?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Bradenton, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Bradenton?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: June 10, 2026.
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