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Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Sarasota is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Sarasota & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Sarasota?

Looking for a qualified financial advisor in Sarasota? We can help you by narrowing down your options & listing the best financial advisors in Sarasota as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Sarasota near you with the list of certified and vetted Sarasota financial advisors.

List of Qualified Financial Advisors in Sarasota, Florida

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Al Osgood, CFP®, MBA

Financial Freedom LLC

6151 Lake Osprey Drive, Third Floor

Sarasota, FL 34240

941-924-9300

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Evan R. Guido

The Evan Guido Group I Wealth

8225 Natures Way #119

Lakewood Ranch, FL 34202

941-500-5122

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David Appleby

Assurity Financial Group

Assurity Plaza
2429 Manatee Avenue East, Unit 1

Bradenton, FL 34208

941-739-5006

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Michael Landsberg

Landsberg Bennett Private Wealth Management

252 West Marion Avenue
Suite 200

Punta Gorda, FL 33950

941-391-8000

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Nathan Helms CFP® CIMA®

Ameriprise Financial

1103 W Cleveland St

Tampa, FL 33606

813-334-6500

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Glenn Cummings

Big Financial Services, LLC

10150 Highland Manor Drive Suite 200

Tampa, FL 33610

813-654-4718

List of Additional Financial Advisors in Sarasota, Florida*

* Additional advisor listing is provided in partnership with Yext

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Tom Bardwell - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
941-364-7436

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Robin A Bauer - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
941-364-7435

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Michael Bowers - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
941-364-3557

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Renee Martone Cecil - Ameriprise Financial Services, LLC

7321 Merchant Ct
Ste A

Sarasota, FL 34240
941-907-0708

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Ryan P. Johnson - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
941-364-3507

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Jean-Pierre Gobic - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
941-363-8508

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David J Yarletts - Ameriprise Financial Services, LLC

541 N Orange Ave

Sarasota, FL 34236
941-364-9009

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Michael David Matash - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
941-364-7451

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Christine Hicks - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
941-363-8502

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Kathy Francoletti - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
941-364-7475

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Daniel M Schwartz - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
941-364-7411

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Taylor B. Chadsey, III - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
941-364-7473

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Philip Peters - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
941-364-7452

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American Momentum Bank

5540 Fruitville Rd

Sarasota, FL 34232
941-806-0401

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John Hayes - Ameriprise Financial Services, LLC

1819 Main St
Ste 1002

Sarasota, FL 34236
941-363-3912

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Susan Kelly - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
941-363-8518

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Fifth Third Private Bank - April Smith

50 Central Avenue
Suite 810

Sarasota, FL 34236
941-329-4706

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Allstate Personal Financial Representative: Robert Franke

4333 S Tamiami Trl
Ste A

Sarasota, FL 34231
941-923-9550

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Allstate Personal Financial Representative: Renee Walter

4333 S Tamiami Trl
Ste A

Sarasota, FL 34231
847-224-3433

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Paul Schur - Ameriprise Financial Services, LLC

1819 Main St
Ste 1002

Sarasota, FL 34236
941-363-3904

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American Momentum Bank

3939 McIntosh Rd

Sarasota, FL 34233
941-806-0361

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Jonathan H Moore - Ameriprise Financial Services, LLC

7188 Beneva Rd

Sarasota, FL 34238
941-929-1888

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Bruce Lang - Ameriprise Financial Services, Inc.

240 S Pineapple Ave
Ste 100

Sarasota, FL 34236
941-363-3920

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Vincent Dotterweich - Ameriprise Financial Services, LLC

1819 Main St
Ste 240

Sarasota, FL 34236
973-216-3873

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Bill Snyder - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
941-363-8510

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The Ernie Garcia Group - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
941-364-7405

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Thomas Hagan - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
941-364-7450

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Christopher Garcia - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
941-364-7489

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Frank Planes - Ameriprise Financial Services, LLC

6151 Lake Osprey Dr
Ste 329

Sarasota, FL 34240
941-216-0679

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Full Spectrum Financial Group

306 N. Rhodes Ave.
Suite-110

Sarasota, FL 34237
941-866-6570

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Hart & Hart Financial Services - New York Life

2555 Porter Lake Drive
Unit 101

Sarasota, FL 34240
941-355-6646

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Nav Advisors

2055 Wood Street
Suite 119

Sarasota, FL 34237
941-306-4499

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Eskew Financial Group

2639 Fruitville Road
Suite 200

Sarasota, FL 34237
941-365-6381

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Truvestments Capital LLC

5391 Lakewood Ranch Blvd North Suite 303

Sarasota, FL 34240
941-753-3814

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Yaegers Financial Services

2477 Stickney Point Road
Suite 117B

Sarasota, FL 34231
941-923-7475

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Platinum Planning, Inc.

534 South Pineapple Avenue

Sarasota, FL 34236
941-444-5260

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Moore & Associates - Ameriprise Financial Services, LLC

7188 Beneva Rd

Sarasota, FL 34238
941-929-1888

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Jared Hermann - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
941-364-3541

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Stephen Gross - Ameriprise Financial Services, LLC

1819 Main St
Ste 1002

Sarasota, FL 34236
941-365-9000

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Edward Paul Magda - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
941-364-3552

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Jeannette M. Lee - UBS Financial Services Inc.

1819 Main Street
Suite 900

Sarasota, FL 34236
941-364-7278

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FamilyWealth Management Group - UBS Financial Services Inc.

1819 Main Street
Suite 900

Sarasota, FL 34236
941-364-7202

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David R. Begala, CFP, ChFC, CDFA - UBS Financial Services Inc.

1819 Main Street
Suite 900

Sarasota, FL 34236
941-364-7202

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Susan Wilson - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
941-364-7476

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The Heritage Group - UBS Financial Services Inc.

1819 Main Street
Suite 900

Sarasota, FL 34236
941-364-7253

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Sarasota, FL Branch Office - UBS Financial Services Inc.

1819 Main Street
Suite 900

Sarasota, FL 34236
941-366-6121

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The Messinger Financial Group - UBS Financial Services Inc.

1819 Main Street
Suite 900

Sarasota, FL 34236
941-364-7227

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LPF Financial Advisors

2601 Cattlemen Road
Suite 302

Sarasota, FL 34232
941-907-0101

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Martin Moore - Ameriprise Financial Services, LLC

1819 Main St
Ste 1002

Sarasota, FL 34236
941-363-3908

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Corey D Schaul - Ameriprise Financial Services, LLC

1819 Main St
Ste 240

Sarasota, FL 34236
941-893-3460

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The Fairway Group - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
941-365-3900

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Leif Olson - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
941-364-3506

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Richard T Williams - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
941-363-8516

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The McDonald Cox Group - UBS Financial Services Inc.

1819 Main Street
Suite 900

Sarasota, FL 34236
941-364-7251

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George O'Brien Jr. - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
941-364-7486

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The Pullen Kilbane Group - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
941-364-7465

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The Credo Group - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
941-364-3551

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T. Michael Osterman - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
941-364-3503

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Rebecca S. Bolletti - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
941-364-7406

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Graham M. Cox, AAMS - UBS Financial Services Inc.

1819 Main Street
Suite 900

Sarasota, FL 34236
941-364-7251

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Blake A Ridenour - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
941-364-3553

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Max Levine - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
941-364-7438

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David White - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
941-364-7481

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Sandra Cutcliffe - Ameriprise Financial Services, LLC

1819 Main St
Ste 1002

Sarasota, FL 34236
941-365-9000

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Ernest J Dean Jr. - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
941-364-3536

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Amanda Sharp - Ameriprise Financial Services, LLC

2831 Ringling Blvd
Ste F-219

Sarasota, FL 34237
941-365-1010

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Charles P Mott - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
941-364-3537

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Jeremy St Croix - Ameriprise Financial Services, LLC

1819 Main St
Ste 1002

Sarasota, FL 34236
941-363-3914

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Daniel A Shontere - Ameriprise Financial Services, LLC

1819 Main St
Ste 1002

Sarasota, FL 34236
941-365-9000

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American Momentum Bank

544 S Washington Blvd

Sarasota, FL 34236
941-806-0662

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Scott Rockwell - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
941-363-8517

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Lyn Partridge Breda - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
941-364-3510

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Couture Financial

1800 2nd Street
Suite 881

Sarasota, FL 34236
941-366-3551

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Fifth Third Mortgage - George Adley

50 Central Avenue
Suite 810

Sarasota, FL 34236
941-320-7390

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The Desota

1415 2nd St

Sarasota, FL 34236
941-328-2400

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Stacey R. Grad - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
941-363-8522

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George R Hoos - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
941-364-7441

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Sylvia Lucy Millar - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
941-364-7440

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Fifth Third Mortgage - Nakia Stefanini

50 Central Avenue
Suite 810

Sarasota, FL 34236
941-329-4680

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Rill H Baxter - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
941-364-7470

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The 360 Group - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
941-364-3553

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Stifel | Daniel Long

2 North Tamiami Trail
Suite 700

Sarasota, FL 34236
941-329-6292

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M Janet Jason - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
941-364-3579

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James H. Pullen - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
941-364-7412

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Matthew C Giresi - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
941-364-3595

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Silvana Nandin - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
941-363-8505

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Mark S Serio - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
941-364-3551

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Alexis Lopez - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
941-364-7467

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Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
941-365-3900

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Rylan K. Lanham - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
941-364-3594

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John Piper - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
941-363-8520

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Daniel Richard Smith - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
941-363-8501

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David Leifer - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
941-364-3539

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The Bayfront Group - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
941-364-3507

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The Schwartzbaum Urfer Group - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
941-364-7444

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Patrick T. Kilbane - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
941-364-7465

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Rochelle A Nigri - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
941-363-8514

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Jimmy Driggers - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
941-363-8500

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Ernie B Garcia, Managing Director - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
941-364-7405

* Additional advisor listing is provided in partnership with Yext

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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