Retirement Plan Advisors in Manatee County, FL
The top-ranked retirement plan advisors serving Manatee County, FL are Clarity Capital Advisors, LLC, Horizon Wealth Advisors and Lifestyle Freedom Advisory Group, LLC. We list 35 retirement plan advisors serving Manatee County, FL. 30 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Manatee County, FL. 35 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Manatee County
- CLARITY CAPITAL ADVISORS, LLCBased in Lakewood Ranch, FLCall (800) 345-4635 · Website
#2 Horizon Wealth Advisors
HORIZON WEALTH ADVISORS, LLCBased in Lakewood Ranch, FLCall (941) 362-0161 · Website#3 Lifestyle Freedom Advisory Group, LLC
LIFESTYLE FREEDOM ADVISORY GROUP, LLCBased in Lakewood Ranch, FLCall (941) 914-9422 · Website#4 Pullen Investment Management
PULLEN INVESTMENT MANAGEMENT, LLCBased in Bradenton, FLCall (941) 361-2195 · Website#5 Williams Wealth Management Group, Inc.
WILLIAMS WEALTH MANAGEMENT GROUP, INC.Based in Bradenton, FLCall (941) 756-4500 · Website#6 Global Financial Private Client
GLOBAL FINANCIAL PRIVATE CLIENT, LLCServes this area from FLCall (941) 441-1624 · Website#7 Walsh & Associates, LLC
WALSH & ASSOCIATES, LLCServes this area from Sarasota, FL (13 mi)Call (941) 952-1188 · Website#8 Cumberland Advisors
CUMBERLAND ADVISORS, LLCServes this area from Sarasota, FL (13 mi)Call (800) 257-7013#9 Wealthgen Advisors, LLC
WEALTHGEN ADVISORS, LLCServes this area from Sarasota, FL (14 mi)Call (941) 706-4151 · Website#10 Ned Davis Research, Inc.
NED DAVIS RESEARCH, INC.Serves this area from FLCall (941) 412-2300 · Website
20 more providers serving this area
- Rbf Capital Management, Inc., Sarasota, FL (15 mi)
- Fourthought Financial Partners, LLC., Venice, FL (26 mi)
- Compass Financial Management LLC, Tampa, FL (32 mi)
- Agw Capital Advisors, Tampa, FL (32 mi)
- Golden Road Advisors LLC, Tampa, FL (32 mi)
- Pfs Signature Wealth, Tampa, FL (32 mi)
- Concurrent Investment Advisors, LLC, Tampa, FL (32 mi)
- Stronghold Wealth Management L.L.C., Tampa, FL (32 mi)
- Solist Financial, Tampa, FL (33 mi)
- Quantum Private Wealth, LLC, Tampa, FL (33 mi)
- Darwin Wealth Management, Tampa, FL (33 mi)
- Verdara Ppp LLC, Tampa, FL (33 mi)
- Northbridge Financial Group, LLC, Tampa, FL (34 mi)
- Assuredpartners Investment Advisors, Tampa, FL (34 mi)
- Fidelis Capital, Tampa, FL (34 mi)
- The Baldwin Group Wealth Advisors, LLC, Tampa, FL (34 mi)
- Calton & Associates, Inc., Tampa, FL (35 mi)
- Independent Financial Partners, Tampa, FL (36 mi)
- Schorn Wealth, Englewood, FL (36 mi)
- Structure Wealth Management, LLC, Lake Magdalene, FL (42 mi)
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Frequently asked questions
How many retirement plan advisors serve Manatee County?
We list 35 retirement plan advisors serving Manatee County, FL: 5 based there and 30 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Manatee County?
The top-ranked retirement plan advisors serving Manatee County, FL are Clarity Capital Advisors, LLC, Horizon Wealth Advisors, Lifestyle Freedom Advisory Group, LLC, Pullen Investment Management and Williams Wealth Management Group, Inc.. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Manatee County are verified against official records?
10 of the top 10 match an active official record: Clarity Capital Advisors, LLC (U.S. Securities and Exchange Commission), Horizon Wealth Advisors (U.S. Securities and Exchange Commission), Lifestyle Freedom Advisory Group, LLC (U.S. Securities and Exchange Commission), Pullen Investment Management (U.S. Securities and Exchange Commission) and Williams Wealth Management Group, Inc. (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Cities in Manatee County
Communities served
Bayshore Gardens, Palmetto, Memphis, Longboat Key, West Samoset, West Bradenton, Samoset, Ellenton, Cortez, Holmes Beach, Whitfield, Anna Maria, Bradenton Beach