AdvisorRanked

Best Financial Advisors in SARASOTA, Florida

Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.

33
Registered Firms
0.95%
Median Fee
of assets/year
$389M
Median AUM
33
Firms Listed
in our database

Top-Ranked Advisors in SARASOTA

#1
100

CUMBERLAND ADVISORS

SARASOTA, FL · Since 1998

$3.2B AUM18 clientsFee: 0%
FiduciaryFee-Only
#2
100

MILLER VALUE PARTNERS, LLC

SARASOTA, FL · Since 1999

$418M AUM3 clientsFee: 0%
FiduciaryFee-Only
#3
100

NED DAVIS RESEARCH, INC.

SARASOTA, FL · Since 2001

$2M AUM44 clientsFee: 0%
FiduciaryFee-Only
#4
100

REALITY FINANCIAL PLANNING SERVICES, LLC

SARASOTA, FL · Since 2025

$126M AUM2 clientsFee: 0%
FiduciaryFee-Only
#5
100

RBF CAPITAL MANAGEMENT, INC.

SARASOTA, FL · Since 2024

$161M AUM1 clientsFee: 0%
FiduciaryFee-Only
#6
100

HD MONEY, INC.

SARASOTA, FL · Since 2022

$386M AUM4 clientsFee: 0%
FiduciaryFee-Only
#7
100

WEALTH PRO ADVISORS, INC.

SARASOTA, FL · Since 2020

$317M AUM3 clientsFee: 0%
FiduciaryFee-Only
#8
100

WHITE OAKS INVESTMENT MANAGEMENT, INC

SARASOTA, FL · Since 2014

$496M AUM1 clientsFee: 0%
FiduciaryFee-Only
#9
100

FORZA WEALTH MANAGEMENT

SARASOTA, FL · Since 2020

$422M AUM4 clientsFee: 0%
FiduciaryFee-Only
#10
100

PLAN CONFIDENCE CORPORATION

SARASOTA, FL · Since 2016

$0 AUM1 clientsFee: 0%
FiduciaryFee-Only
#11
100

MONORAIL SECURITIES LLC

SARASOTA, FL · Since 2016

$389M AUM3 clientsFee: 0%
FiduciaryFee-Only
#12
100

ARISTOTLE ATLANTIC PARTNERS, LLC

SARASOTA, FL · Since 2016

$2.2B AUM0 clientsFee: 0%
FiduciaryFee-Only
#13
100

RANCH CAPITAL ADVISORS INC.

SARASOTA, FL · Since 2019

$386M AUM7 clientsFee: 0%
FiduciaryFee-Only
#14
100

KENNON FINANCIAL

SARASOTA, FL · Since 2019

$300M AUM1 clientsFee: 0%
FiduciaryFee-Only
#15
100

CAMBRIA WEALTH MANAGEMENT

SARASOTA, FL · Since 2025

$116M AUM1 clientsFee: 0%
FiduciaryFee-Only
#16
100

DREAMS INVESTMENT SOLUTIONS

SARASOTA, FL · Since 2026

$0 AUM1 clientsFee: 0%
FiduciaryFee-Only
#17
100

PERIGEE CAPITAL, LP

SARASOTA, FL · Since 2023

$426M AUM1 clientsFee: 0%
FiduciaryFee-Only
#18
95

J. L. BAINBRIDGE & CO., INC.

SARASOTA, FL · Since 1998

$1.4B AUM6 clientsFee: 0%
FiduciaryFee-Only
#19
95

INVESTMENT ADVISORY GROUP LLC

SARASOTA, FL · Since 1999

$1.2B AUM5 clientsFee: 0%
FiduciaryFee-Only
#20
95

SARA-BAY FINANCIAL CORP.

SARASOTA, FL · Since 2014

$397M AUM3 clientsFee: 0%
FiduciaryFee-Only
#21
95

GLAXIS CAPITAL MANAGEMENT, LLC

SARASOTA, FL · Since 2005

$161M AUM4 clientsFee: 0%
FiduciaryFee-Only
#22
95

PRINCE ASSET MANAGEMENT, INC.

SARASOTA, FL · Since 2024

$138M AUM3 clientsFee: 0%
FiduciaryFee-Only
#23
95

WALSH & ASSOCIATES, LLC

SARASOTA, FL · Since 2013

$828M AUM9 clientsFee: 0%
FiduciaryFee-Only
#24
95

EULAV ASSET MANAGEMENT

SARASOTA, FL · Since 2011

$4.9B AUM5 clientsFee: 0%
Broker-Dealer
#25
95

GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.

SARASOTA, FL · Since 2015

$208M AUM2 clientsFee: 0%
FiduciaryFee-Only
#26
95

GLOBAL FINANCIAL PRIVATE CLIENT

SARASOTA, FL · Since 2018

$828M AUM5 clientsFee: 0%
FiduciaryFee-Only
#27
95

TRUVESTMENTS CAPITAL LLC

SARASOTA, FL · Since 2018

$661M AUM15 clientsFee: 0%
FiduciaryFee-Only
#28
95

COMPOUND FAMILY OFFICES, LLC

SARASOTA, FL · Since 2018

$541M AUM5 clientsFee: 0%
FiduciaryFee-Only
#29
95

ALIGN PRIVATE CAPITAL

SARASOTA, FL · Since 2019

$226M AUM5 clientsFee: 0%
FiduciaryFee-Only
#30
95

WEALTHGEN ADVISORS, LLC

SARASOTA, FL · Since 2026

$147M AUM2 clientsFee: 0%
FiduciaryFee-Only
#31
95

BEQUEST CAPITAL LLC

SARASOTA, FL · Since 2025

$40M AUM3 clientsFee: 0%
FiduciaryFee-Only
#32
92

TACTIVE ADVISORS, LLC

SARASOTA, FL · Since 2020

$619M AUM14 clientsFee: 0%
FiduciaryFee-Only1 complaint
#33
90

MRA ADVISORY GROUP

SARASOTA, FL · Since 2017

$361M AUM8 clientsFee: 0%
FiduciaryFee-Only

Frequently Asked Questions

How are advisors ranked?

We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.

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.