Investment adviser firms in SARASOTA, Florida
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
34 firms · Source months shown: August 2026
- ADVANCED WEALTH MANAGEMENT, LLCCRD 284438 · SARASOTA, FL$110,740,116.00Regulatory AUM · August 2026
- ALIGN PRIVATE CAPITALCRD 304506 · SARASOTA, FL$226,201,990.00Regulatory AUM · August 2026
- ARISTOTLE ATLANTIC PARTNERS, LLCCRD 285721 · SARASOTA, FL$2,222,137,002.00Regulatory AUM · August 2026
- BEQUEST CAPITAL LLCCRD 334768 · SARASOTA, FL$39,512,738.00Regulatory AUM · August 2026
- COMPOUND FAMILY OFFICES, LLCCRD 298776 · SARASOTA, FL$540,828,257.00Regulatory AUM · August 2026
- CUMBERLAND ADVISORS, LLCCRD 107964 · SARASOTA, FL$3,217,125,317.00Regulatory AUM · August 2026
- DAVID KENNON INCORPORATEDCRD 301130 · SARASOTA, FL$300,000,008.00Regulatory AUM · August 2026
- DREAMS INVESTMENT SOLUTIONSCRD 339186 · SARASOTA, FLNot availableRegulatory AUM · August 2026
- EULAV ASSET MANAGEMENTCRD 156397 · SARASOTA, FL$3,700,000,000.00Regulatory AUM · August 2026
- FORZA WEALTH MANAGEMENT, LLCCRD 281075 · SARASOTA, FL$422,357,338.00Regulatory AUM · August 2026
- GLAXIS CAPITAL MANAGEMENT, LLCCRD 134227 · SARASOTA, FL$160,826,598.00Regulatory AUM · August 2026
- GLOBAL FINANCIAL PRIVATE CLIENT, LLCCRD 290006 · SARASOTA, FL$828,334,313.00Regulatory AUM · August 2026
- GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.CRD 172205 · SARASOTA, FL$207,939,453.00Regulatory AUM · August 2026
- HD MONEY, INC.CRD 167623 · SARASOTA, FL$386,124,803.00Regulatory AUM · August 2026
- INVESTMENT ADVISORY GROUP, LLCCRD 109445 · SARASOTA, FL$1,217,000,000.00Regulatory AUM · August 2026
- J. L. BAINBRIDGE & CO., INC.CRD 108058 · SARASOTA, FL$1,371,158,033.00Regulatory AUM · August 2026
- MILLER VALUE PARTNERS, LLCCRD 110632 · SARASOTA, FL$418,183,811.00Regulatory AUM · August 2026
- MONORAIL SECURITIES LLCCRD 285309 · SARASOTA, FL$388,662,775.00Regulatory AUM · August 2026
- MRA ADVISORY GROUPCRD 287933 · SARASOTA, FL$361,273,117.00Regulatory AUM · August 2026
- NED DAVIS RESEARCH, INC.CRD 112260 · SARASOTA, FL$2,221,348.00Regulatory AUM · August 2026
- PERIGEE CAPITAL, LPCRD 122085 · SARASOTA, FL$425,687,489.00Regulatory AUM · August 2026
- PLAN CONFIDENCE CORPORATIONCRD 283781 · SARASOTA, FLNot availableRegulatory AUM · August 2026
- PRINCE ASSET MANAGEMENT, INC.CRD 141567 · SARASOTA, FL$137,697,000.00Regulatory AUM · August 2026
- RANCH CAPITAL ADVISORS INC.CRD 300966 · SARASOTA, FL$385,539,477.00Regulatory AUM · August 2026
- RBF CAPITAL MANAGEMENT, INC.CRD 164524 · SARASOTA, FL$160,569,912.00Regulatory AUM · August 2026
- REALITY FINANCIAL PLANNING SERVICES, LLCCRD 143352 · SARASOTA, FL$125,936,912.00Regulatory AUM · August 2026
- REES WEALTH MANAGEMENT, LLCCRD 335458 · SARASOTA, FL$115,735,000.00Regulatory AUM · August 2026
- SARA-BAY FINANCIAL CORP.CRD 133443 · SARASOTA, FL$396,759,556.00Regulatory AUM · August 2026
- TACTIVE ADVISORS, LLCCRD 309311 · SARASOTA, FL$619,043,913.00Regulatory AUM · August 2026
- TRUVESTMENTS CAPITAL LLCCRD 291297 · SARASOTA, FL$660,777,899.00Regulatory AUM · August 2026
- WALSH & ASSOCIATES, LLCCRD 144441 · SARASOTA, FL$827,707,540.00Regulatory AUM · August 2026
- WEALTH PRO ADVISORS, INC.CRD 169266 · SARASOTA, FL$317,487,000.00Regulatory AUM · August 2026
- WEALTHGEN ADVISORS, LLCCRD 306196 · SARASOTA, FL$146,600,000.00Regulatory AUM · August 2026
- WHITE OAKS INVESTMENT MANAGEMENT, INCCRD 170016 · SARASOTA, FL$496,135,160.00Regulatory AUM · August 2026