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Verified · Bradenton

Trusted Financial Advisors in Bradenton, FL

Trust matters when you're inviting a pro into your home or business. These financial advisors in Bradenton have earned it through hundreds of verified reviews.

As of May 2026, RatingsNearMe ranks 17 financial advisors in Bradenton, FL by verified customer ratings and review volume. The highest-rated is Manasota Insurance & Wealth Management with a 5.0-star rating from 151 verified reviews. 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 May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.

Local Market Snapshot

17

Businesses listed

5★

Avg rating

19

Avg reviews

May 17, 2026

Last updated

Top Rated Financial Advisors

🥇

Manasota Insurance & Wealth Management

5.0(151 reviews)

2429 Manatee Ave E Unit 1B, Bradenton, FL 34208, USA

🥈

Amanda Panico - Financial Advisor, Ameriprise Financial Services, LLC

5.0(39 reviews)

11065 Gatewood Dr Unit C-103, Bradenton, FL 34211, USA

🥉

C Garrett Moore, CFP® - Retirement & Investment Advisor

5.0(24 reviews)

12343 Whisper Lake Dr, Bradenton, FL 34211, USA

Financial Advisors Rankings in Bradenton, FL

#BusinessRatingReviews
#1Manasota Insurance & Wealth Management2429 Manatee Ave E Unit 1B, Bradenton, FL 34208, USA5.0151
#2Amanda Panico - Financial Advisor, Ameriprise Financial Services, LLC11065 Gatewood Dr Unit C-103, Bradenton, FL 34211, USA5.039
#3C Garrett Moore, CFP® - Retirement & Investment Advisor12343 Whisper Lake Dr, Bradenton, FL 34211, USA5.024
#4Williams Wealth Management Group2328 Manatee Ave W, Bradenton, FL 34205, USA5.020
#5Sherrill Wealth Management2520 Manatee Ave W #200, Bradenton, FL 34205, USA5.08
#6Wealth Enhancement Group1001 3rd Ave W #450, Bradenton, FL 34205, USA4.921
#7Triple Crown Wealth Finance3970 FL-64, Bradenton, FL 34208, USA4.714
#8Edward Jones - Financial Advisor: J.B. Tucker, CFP®|AAMS®1001 3rd Ave W Suite 150, Bradenton, FL 34205, USA5.06
#9Irving Financial Group1201 6th Ave W Suite 500, Bradenton, FL 34205, USA5.06
#10Edward Jones - Financial Advisor: James W Campbell Jr2808 Manatee Ave W, Bradenton, FL 34205, USA5.03

Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026

All Financial Advisors in Bradenton

4

Williams Wealth Management Group

5.0· 20 reviews

2328 Manatee Ave W, Bradenton, FL 34205, USA

5

Sherrill Wealth Management

5.0· 8 reviews

2520 Manatee Ave W #200, Bradenton, FL 34205, USA

6

Wealth Enhancement Group

4.9· 21 reviews

1001 3rd Ave W #450, Bradenton, FL 34205, USA

7

Triple Crown Wealth Finance

4.7· 14 reviews

3970 FL-64, Bradenton, FL 34208, USA

8

Edward Jones - Financial Advisor: J.B. Tucker, CFP®|AAMS®

5.0· 6 reviews

1001 3rd Ave W Suite 150, Bradenton, FL 34205, USA

9

Irving Financial Group

5.0· 6 reviews

1201 6th Ave W Suite 500, Bradenton, FL 34205, USA

10

Edward Jones - Financial Advisor: James W Campbell Jr

5.0· 3 reviews

2808 Manatee Ave W, Bradenton, FL 34205, USA

11

Assurity Financial Group

5.0· 10 reviews

2429 Manatee Ave E UNIT 1, Bradenton, FL 34208, USA

12

Edward Jones - Financial Advisor: John M Campora, ChFC®|CRPC™

5.0· 2 reviews

6400 Manatee Ave W Suite B, Bradenton, FL 34209, USA

13

BILLFISH Wealth Management

5.0· 5 reviews

2005 Manatee Ave W, Bradenton, FL 34205, USA

14

The Milestone Financial Group - Morgan Stanley

5.0· 1 reviews

1401 Manatee Ave W #1110, Bradenton, FL 34205, USA

15

Edward Jones - Financial Advisor: Isaac J Valley, CFP®|AAMS®

5.0· 9 reviews

3537 53rd Ave W, Bradenton, FL 34210, USA

16

Moseley Investment Management, Inc.

5.0· 7 reviews

1724 Manatee Ave W, Bradenton, FL 34205, USA

17

Christopher Whaley - Financial Advisor, Ameriprise Financial Services, LLC

5.0· 1 reviews

1111 3rd Ave W Ste 260, Bradenton, FL 34205, USA

Data from Google Business listings
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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: May 17, 2026.

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About This Financial Advisors Directory — Bradenton, FL

This page lists and ranks 17 financial advisors serving Bradenton, FL as of May 2026. The average verified rating across all listings is 5 stars, with an average of 19 customer reviews per business. The top-ranked financial advisors in Bradenton by our algorithm is Manasota Insurance & Wealth Management (5.0 stars, 151 reviews). Financial advisors in Bradenton typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

RatingsNearMe uses a transparent, data-driven ranking algorithm that weighs star rating (35%), review volume (30%), customer sentiment analysis (20%), profile completeness (10%), and availability signals (5%). Rankings are not for sale — Featured Partner businesses pay for enhanced visibility but must earn their position through real customer reviews. Data sourced from Google Business listings and updated regularly.

How to choose a financial advisors in Bradenton: Look for businesses with 4.5+ stars, 50+ reviews, proper licensing and insurance, and transparent pricing. Get at least 3 quotes for any project over $500. Verify credentials with the FL licensing board before hiring.

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