Best Financial Advisors in LAKEWOOD RANCH, Florida
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
3
Registered Firms
0.95%
Median Fee
of assets/year
$406M
Median AUM
3
Firms Listed
in our database
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Top Rated Established Verified3 firms shown
Top-Ranked Advisors in LAKEWOOD RANCH
#1
85
BASE WEALTH MANAGEMENT
LAKEWOOD RANCH, FL · Since 2022
$326M AUM9 clientsFee: 0%
FiduciaryFee-Only
#2
82
DOW FAMILY OFFICE ADVISORY, LLC
LAKEWOOD RANCH, FL · Since 2026
$0 AUM2 clientsFee: 0%
FiduciaryFee-Only
#3
76
CLARITY CAPITAL ADVISORS, LLC
LAKEWOOD RANCH, FL · Since 2021
$406M AUM2 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in LAKEWOOD RANCH?
The median advisory fee in LAKEWOOD RANCH, FL is 0.95% of assets under management per year, based on Form ADV filings from 3 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.