Top financial advisors in Safety Harbor, FL
We've curated a list of the best financial advisors in Safety Harbor, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $256,087,667 Number of advisors 16 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Safety Harbor, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Rogan & Associates
Rogan & Associates is an investment advisory firm founded in 1997 by Michael Rogan, offering portfolio management and third-party managed accounts. The firm's Financial Planning for Life™ system covers various topics such as retirement income planning, asset allocation, estate planning, and tax planning. Clients receive ongoing investment advice and management through the Rogan & Associates Portfolio Program on a discretionary or non-discretionary basis. The firm charges a single wrap fee based on a percentage of assets under management, with negotiable fees and no minimum investment requirement. Clients may impose specified investment objectives and guidelines. Rogan & Associates acts as custodian for clients' accounts and provides brokerage and execution services. The firm's investment strategies are conservative, focusing on long-term investing and diversification across multiple asset classes to mitigate risks. Clients receive account statements at least quarterly from the custodian. Rogan & Associates does not accept performance-based fees or participate in side-by-side management. The firm's Code of Ethics ensures clients' interests are prioritized, and clients have the option to purchase securities through other broker-dealers. Rogan & Associates does not accept physical custody of clients' funds and securities, which are held with a qualified custodian. The firm provides financial planning, investment management, and third-party managed account advisory services to individuals, families, businesses, and charitable organizations.
$256,087,667 under management
16 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Commissions
% OF ASSETS UNDER ANOTHER RIA'S MANAGEMENT
Services offered
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Safety Harbor, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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