Top Financial Advisors in Sarasota, Florida
Finding the right financial advisor in Sarasota is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Sarasota, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Sarasota, FL.
Find the Best Financial Advisor Firms in Sarasota:
TRUADVICE LLC
CRD#: 292482
Address: 5290 Station Way, Sarasota, FL 34233
Clients: 1,359
Average Clients per Advisor: 56
AUM: $ 939M
J. L. BAINBRIDGE & CO., INC.
CRD#: 108058
Address: 1582 Main Street, Sarasota, FL 34236
Clients: 569
Average Clients per Advisor: 113
AUM: $ 740M
DAY HAGAN ASSET MANAGEMENT
CRD#: 139671
Address: 1000 S. Tamiami Trail, Sarasota, FL 34236
Clients: 192
Average Clients per Advisor: 48
AUM: $ 636M
WALSH & ASSOCIATES, LLC
CRD#: 144441
Address: 2350 Fruitville Rd., Suite 201, Sarasota, FL 34237
Clients: 721
Average Clients per Advisor: 144
AUM: $ 482M
GLOBAL FINANCIAL PRIVATE CLIENT
CRD#: 290006
Address: 6000 Cattleridge Drive Suite 200, Sarasota, FL 34232
Clients: 63
Average Clients per Advisor: 12
AUM: $ 419M
COMPOUND FAMILY OFFICES, LLC
CRD#: 298776
Address: 2033 Main Street Suite 202, Sarasota, FL 34237
Clients: 68
Average Clients per Advisor: 13
AUM: $ 315M
How We Chose the Top Financial Advisors in Sarasota, Florida
To create this list of top financial advisor firms in Sarasota, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Sarasota has to offer.
Search Financial Advisors in Sarasota, Florida
James Michael Scanlon
Registered Affiliation(s):CAMBRIDGE INVESTMENT RESEARCH, INC.
John R Denton
Registered Affiliation(s):MORGAN STANLEY
Robert Allen Duncan
Registered Affiliation(s):AVANTAX ADVISORY SERVICES
Marcus Kurt Heinrich
Registered Affiliation(s):FORUM FINANCIAL MANAGEMENT, LP
Debra Ann Gardi
Registered Affiliation(s):FORUM FINANCIAL MANAGEMENT, LP
Susan Marie Garbarino
Registered Affiliation(s):IHT WEALTH MANAGEMENT LLC
Stephen A Griffin
Registered Affiliation(s):EAGLE STRATEGIES LLC
John Robert Mousseau
Registered Affiliation(s):CUMBERLAND ADVISORS
Edward P Magda
Registered Affiliation(s):MORGAN STANLEY
William John Chase
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
Joseph J Grimm
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Dylana Marlene Hopler
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Toufik Jebrane Bouhamid
Registered Affiliation(s):EQUITABLE ADVISORS, LLC
Richard Frank Curcio
Registered Affiliation(s):INTEGRITY INVESTMENTS, INC.
Jack Ellsworth Craig
Registered Affiliation(s):LPL FINANCIAL LLC
Eric Andrew Midili
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Evan Ronald Cutsinger
Registered Affiliation(s):SECURITIES AMERICA ADVISORS, INC.
Gary Grant Mahan
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Donald Bruffee Furlong
Registered Affiliation(s):LPL FINANCIAL LLC
Jared Richard Motzenbecker
Registered Affiliation(s):LPL FINANCIAL LLC
Tammy Faye Burns
Registered Affiliation(s):ROBERT W. BAIRD & CO. INCORPORATED
Nancy E Solimine
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
William John Hahn
Registered Affiliation(s):TLG ADVISORS, INC.
Elizabeth A Knighton
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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