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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!
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How To Find The Best Financial Advisors in Sarasota, Florida
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Sarasota, Florida, FinancialAdvisor.net is a useful resource. We've compiled a list of the 9 vetted financial advisors and 31 non-vetted financial advisors in Sarasota, Florida, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Sarasota, Florida have an average of 17 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
List of Qualified Financial Advisors in Sarasota, Florida
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Top Financial Advisor Firms in Sarasota, Florida (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| EULAV ASSET MANAGEMENT 1605 Main Street, Suite 912 Sarasota, FL, 34236 | 156397 | $4,785,000,000 | 7 | A percentage of AUM |
| CUMBERLAND ADVISORS 1 South School Avenue, Suite 900 Sarasota, FL, 34237 | 107964 | $3,348,228,828 | 2550 | A percentage of AUM, Hourly charges, Fixed fees, Other (MODEL DELIVERY FEES) |
| ARISTOTLE ATLANTIC PARTNERS, LLC 50 Central Avenue, Suite 750 Sarasota, FL, 34236 | 285721 | $2,883,460,088 | 308 | A percentage of AUM, Fixed fees |
| J. L. BAINBRIDGE & CO., INC. 1582 Main Street, Sarasota, FL, 34236 | 108058 | $1,111,599,268 | 1882 | A percentage of AUM |
| DAY HAGAN ASSET MANAGEMENT 1000 S. Tamiami Trail, Sarasota, FL, 34236 | 139671 | $842,839,288 | 587 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based, Other (THIRD PARTY ADVISORY FEES) |
| PERIGEE CAPITAL, LP 1990 Main Street, Ph 11 Sarasota, FL, 34236 | 122085 | $698,430,628 | 76 | Fixed fees |
| WALSH & ASSOCIATES, LLC 2350 Fruitville Rd, Suite 201 Sarasota, FL, 34237 | 144441 | $574,308,554 | 2127 | A percentage of AUM, Fixed fees |
| GLOBAL FINANCIAL PRIVATE CLIENT 6000 Cattleridge Drive, Suite 200 Sarasota, FL, 34232 | 290006 | $515,669,023 | 961 | A percentage of AUM, Hourly charges, Fixed fees |
| COMPOUND FAMILY OFFICES, LLC 2033 Main Street, Suite 202 Sarasota, FL, 34237 | 298776 | $463,668,532 | 280 | A percentage of AUM, Hourly charges |
| WHITE OAKS INVESTMENT MANAGEMENT, INC 1717 2nd Street, Suite C Sarasota, FL, 34236 | 170016 | $400,283,066 | 11 | A percentage of AUM, Performance Based |
| TRUVESTMENTS CAPITAL LLC 5391 Lakewood Ranch Blvd N, Suite #303 Sarasota, FL, 34240 | 291297 | $362,691,519 | 1587 | A percentage of AUM, Hourly charges |
| SARA-BAY FINANCIAL CORP. 2201 Cantu Court, Suite 102 Sarasota, FL, 34232 | 133443 | $318,307,523 | 848 | A percentage of AUM |
| RANCH CAPITAL ADVISORS INC. 4910 Lakewood Ranch Blvd, #130 Sarasota, FL, 34240 | 300966 | $277,862,049 | 1043 | A percentage of AUM, Hourly charges, Fixed fees, Other (FINANCIAL COACHING SERVICE) |
| LPF ADVISORS, LLC 2601 Cattlemen Road, Suite 302 Sarasota, FL, 34232 | 298068 | $277,457,947 | 735 | A percentage of AUM, Hourly charges, Fixed fees, Other (REFERRAL FEES/ERISA FEES) |
| FORZA WEALTH MANAGEMENT 7701 Holiday Drive, Sarasota, FL, 34231 | 281075 | $276,594,260 | 282 | A percentage of AUM, Hourly charges |
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