Financial advisers in Sarasota , FL

AUM: $4.9B
Per adviser: $980M
Advisers: 5

No reported disclosures

Cumberland Advisors

Sarasota, FL · Est. 1998

AUM: $3.2B
Per adviser: $179M
Advisers: 18

No reported disclosures

Aristotle Atlantic Partners, LLC

Sarasota, FL · Est. 2016

RegionalInternational

AUM: $2.2B
Per adviser: —
Advisers: —

No reported disclosures

J. L. Bainbridge & Co., INC.

Sarasota, FL · Est. 1998

AUM: $1.4B
Per adviser: $229M
Advisers: 6

Investment Advisory Group LLC

Sarasota, FL · Est. 1999

AUM: $1.2B
Per adviser: $243M
Advisers: 5

No reported disclosures

Global Financial Private Client

Sarasota, FL · Est. 2018

AUM: $828M
Per adviser: $166M
Advisers: 5

No reported disclosures

Walsh & Associates, LLC

Sarasota, FL · Est. 2013

AUM: $828M
Per adviser: $92M
Advisers: 9

No reported disclosures

Truvestments Capital LLC

Sarasota, FL · Est. 2018

AUM: $661M
Per adviser: $44M
Advisers: 15

No reported disclosures

Tactive Advisors, LLC

Sarasota, FL · Est. 2020

AUM: $619M
Per adviser: $44M
Advisers: 14

No reported disclosures

Compound Family Offices, LLC

Sarasota, FL · Est. 2018

AUM: $541M
Per adviser: $108M
Advisers: 5

No reported disclosures

White Oaks Investment Management, INC

Sarasota, FL · Est. 2014

AUM: $496M
Per adviser: $496M
Advisers: 1

No reported disclosures

Perigee Capital, LP

Sarasota, FL · Est. 2023

AUM: $426M
Per adviser: $426M
Advisers: 1

No reported disclosures

Forza Wealth Management

Sarasota, FL · Est. 2020

AUM: $422M
Per adviser: $106M
Advisers: 4

No reported disclosures

Miller Value Partners, LLC

Sarasota, FL · Est. 1999

AUM: $418M
Per adviser: $139M
Advisers: 3

No reported disclosures

Sara-Bay Financial Corp.

Sarasota, FL · Est. 2014

AUM: $397M
Per adviser: $132M
Advisers: 3

No reported disclosures

Monorail Securities LLC

Sarasota, FL · Est. 2016

AUM: $389M
Per adviser: $130M
Advisers: 3

No reported disclosures

Hd Money, INC.

Sarasota, FL · Est. 2022

AUM: $386M
Per adviser: $97M
Advisers: 4

No reported disclosures

Ranch Capital Advisors INC.

Sarasota, FL · Est. 2019

AUM: $386M
Per adviser: $55M
Advisers: 7

No reported disclosures

Mra Advisory Group

Sarasota, FL · Est. 2017

RegionalInternational

AUM: $361M
Per adviser: $45M
Advisers: 8

Wealth Pro Advisors, INC.

Sarasota, FL · Est. 2020

AUM: $317M
Per adviser: $106M
Advisers: 3

No reported disclosures

Kennon Financial

Sarasota, FL · Est. 2019

AUM: $300M
Per adviser: $300M
Advisers: 1

No reported disclosures

Align Private Capital

Sarasota, FL · Est. 2019

AUM: $226M
Per adviser: $45M
Advisers: 5

No reported disclosures

Guardsman Private Capital Management, INC.

Sarasota, FL · Est. 2015

AUM: $208M
Per adviser: $104M
Advisers: 2

No reported disclosures

Glaxis Capital Management, LLC

Sarasota, FL · Est. 2005

AUM: $161M
Per adviser: $40M
Advisers: 4

No reported disclosures

Rbf Capital Management, INC.

Sarasota, FL · Est. 2024

AUM: $161M
Per adviser: $161M
Advisers: 1

No reported disclosures

Wealthgen Advisors, LLC

Sarasota, FL · Est. 2026

AUM: $147M
Per adviser: $73M
Advisers: 2

No reported disclosures

Prince Asset Management, INC.

Sarasota, FL · Est. 2024

AUM: $138M
Per adviser: $46M
Advisers: 3

No reported disclosures

Reality Financial Planning Services, LLC

Sarasota, FL · Est. 2025

AUM: $126M
Per adviser: $63M
Advisers: 2

No reported disclosures

Cambria Wealth Management

Sarasota, FL · Est. 2025

AUM: $116M
Per adviser: $116M
Advisers: 1

No reported disclosures

Bequest Capital LLC

Sarasota, FL · Est. 2025

AUM: $40M
Per adviser: $13M
Advisers: 3

No reported disclosures

Ned Davis Research, INC.

Sarasota, FL · Est. 2001

AUM: $2M
Per adviser: $50,485.182
Advisers: 44

No reported disclosures

Plan Confidence Corporation

Sarasota, FL · Est. 2016

AUM: —
Per adviser: —
Advisers: 1

No reported disclosures

Dreams Investment Solutions

Sarasota, FL · Est. 2026