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Sarasota, FL

SEC-registered financial advisors in Sarasota, FL

SEC data as of September 29, 2026 · Listed A to Z. Not a ranking or a recommendation. · Median size $386M

Common fee types

96%Percentage of assets
52%Fixed or flat fee
41%Hourly

Filters

27 SEC-registered firms

How it is paidPercentage of assetsHourlyFixed or flat feeCommissionsPerformance-based

ServesServes individuals

Size bandUnder $25M$100M to $500M$500M to $1B$1B or more

27 SEC-registered firms

Showing 24 of 27

Advanced Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
Aristotle Atlantic Partners, LLC$1B or moreSEC recordPercentage of assets
Cambria Wealth Management$100M to $500MSEC recordPercentage of assetsFixed or flat fee
Compound Family Offices, LLC$500M to $1BSEC recordPercentage of assets
Cumberland Advisors$1B or moreSEC recordPercentage of assetsFixed or flat feeOther
Forza Wealth Management$100M to $500MSEC recordPercentage of assetsHourly
Glaxis Capital Management, LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
Global Financial Private Client$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
Guardsman Private Capital Management, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
HD Money, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat feeCommissions
Investment Advisory Group LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
J. L. Bainbridge & Co., Inc.$1B or moreSEC recordPercentage of assets
Kennon Financial$100M to $500MSEC recordPercentage of assets
Miller Value Partners, LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
Monorail Securities LLC$100M to $500MSEC recordPercentage of assetsNewsletter subscriptions
Mra Advisory Group$100M to $500MSEC recordPercentage of assetsNewsletter subscriptionsFixed or flat fee
Ned Davis Research, Inc.Under $25MSEC recordHourlyNewsletter subscriptionsFixed or flat feeOther
Prince Asset Management, Inc.$100M to $500MSEC recordPercentage of assets
Ranch Capital Advisors Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
RBF Capital Management, Inc.$100M to $500MSEC recordPercentage of assets
Reality Financial Planning Services, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
Sara-Bay Financial Corp.$100M to $500MSEC recordPercentage of assets
Tactive Advisors, LLC$500M to $1BSEC recordPercentage of assets
Truvestments Capital LLC$500M to $1BSEC recordPercentage of assetsHourly
Walsh & Associates, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
Wealth Pro Advisors, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
Wealthgen Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee

About this data

Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.

Firms registered with the SEC in the last 12 months

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