Best Financial Advisors in SARASOTA, Florida
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in SARASOTA
Page 1 of 2 · 33 firms
CUMBERLAND ADVISORS
SARASOTA, FL · Since 1998
ARISTOTLE ATLANTIC PARTNERS, LLC
SARASOTA, FL · Since 2016
MILLER VALUE PARTNERS, LLC
SARASOTA, FL · Since 1999
NED DAVIS RESEARCH, INC.
SARASOTA, FL · Since 2001
WHITE OAKS INVESTMENT MANAGEMENT, INC
SARASOTA, FL · Since 2014
FORZA WEALTH MANAGEMENT
SARASOTA, FL · Since 2020
WEALTH PRO ADVISORS, INC.
SARASOTA, FL · Since 2020
PLAN CONFIDENCE CORPORATION
SARASOTA, FL · Since 2016
MONORAIL SECURITIES LLC
SARASOTA, FL · Since 2016
RANCH CAPITAL ADVISORS INC.
SARASOTA, FL · Since 2019
KENNON FINANCIAL
SARASOTA, FL · Since 2019
PERIGEE CAPITAL, LP
SARASOTA, FL · Since 2023
HD MONEY, INC.
SARASOTA, FL · Since 2022
CAMBRIA WEALTH MANAGEMENT
SARASOTA, FL · Since 2025
DREAMS INVESTMENT SOLUTIONS
SARASOTA, FL · Since 2026
REALITY FINANCIAL PLANNING SERVICES, LLC
SARASOTA, FL · Since 2025
RBF CAPITAL MANAGEMENT, INC.
SARASOTA, FL · Since 2024
J. L. BAINBRIDGE & CO., INC.
SARASOTA, FL · Since 1998
INVESTMENT ADVISORY GROUP LLC
SARASOTA, FL · Since 1999
WALSH & ASSOCIATES, LLC
SARASOTA, FL · Since 2013
SARA-BAY FINANCIAL CORP.
SARASOTA, FL · Since 2014
GLAXIS CAPITAL MANAGEMENT, LLC
SARASOTA, FL · Since 2005
GLOBAL FINANCIAL PRIVATE CLIENT
SARASOTA, FL · Since 2018
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.
SARASOTA, FL · Since 2015
TRUVESTMENTS CAPITAL LLC
SARASOTA, FL · Since 2018
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in SARASOTA?
The median advisory fee in SARASOTA, FL is 0.95% of assets under management per year, based on Form ADV filings from 33 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.