RIAs in Lakewood Ranch, Florida
Explore 3 RIAs headquartered in Lakewood Ranch, with $854.4M in combined reported AUM.
RIAs3Headquartered here
Total AUM$854.4MReported regulatory AUM
Total Employees19Reported by these RIAs
% of Total State AUM0.0%% Of total State AUM Reported
All RIAs in Lakewood Ranch
3 RIAsShowing 1–3 of 3 RIAs
Clarity Capital Advisors, LLC
LAKEWOOD RANCH, FLReported AUM$406.3M
Employees2
47.6% of city AUMView RIA ↗
Base Wealth Management
LAKEWOOD RANCH, FLReported AUM$326.3M
Employees15
38.2% of city AUMView RIA ↗
Traver Financial Consulting Network Pa
LAKEWOOD RANCH, FLReported AUM$121.7M
Employees2
14.2% of city AUMView RIA ↗
AUM and employee figures are firm-wide reported totals grouped by headquarters location, not assets or employees physically located there. Search and sort do not change totals.