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
Top-Ranked Advisors in LAKEWOOD RANCH
#1
100
BASE WEALTH MANAGEMENT
LAKEWOOD RANCH, FL · Since 2022
$326M AUM9 clientsFee: 0%
FiduciaryFee-Only
#2
100
DOW FAMILY OFFICE ADVISORY, LLC
LAKEWOOD RANCH, FL · Since 2026
$0 AUM2 clientsFee: 0%
FiduciaryFee-Only
#3
95
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 Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
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.