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
Rachael Kathe Reeves
Registered Affiliation(s):STIFEL, NICOLAUS & COMPANY, INCORPORATED
John Jones
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Kirk David List
Registered Affiliation(s):STIFEL, NICOLAUS & COMPANY, INCORPORATED
Alice-ann Zemelman
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
John Francis Boyles
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Ben Treat Hatcher
Registered Affiliation(s):WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Kimberly Marie Bleach
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Paul Joseph Carico
Registered Affiliation(s):LPL FINANCIAL LLC
Jennifer L Doak
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
John Edward Dabrowski
Registered Affiliation(s):J. W. COLE ADVISORS, INC.
Terry Eugene Rehfeldt
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
Thomas Leo Agostinelli
Registered Affiliation(s):LPL FINANCIAL LLC
Christopher Ronald Hopkins
Registered Affiliation(s):EP WEALTH ADVISORS
Glenn Krcmaric
Registered Affiliation(s):OSAIC WEALTH, INC.
Charles Jason Conner
Registered Affiliation(s):TRUIST ADVISORY SERVICES, INC.
Michael Thomas Ohlman
Registered Affiliation(s):JANNEY MONTGOMERY SCOTT LLC
Catherine Bowen Daniel
Registered Affiliation(s):MORGAN STANLEY
Richard Hartford Kolb
Registered Affiliation(s):INSPIRION WEALTH ADVISORS, LLC
Michael Stephen Long
Registered Affiliation(s):STIFEL, NICOLAUS & COMPANY, INCORPORATED
William Carl Conte
Registered Affiliation(s):LATITUDE ADVISORS, LLC
Brian Joseph Mcginn
Registered Affiliation(s):CONCOURSE FINANCIAL GROUP SECURITIES, INC.
Richard Michael Czerniak
Registered Affiliation(s):PRINCE ASSET MANAGEMENT, INC.
Alan Richard Cicora
Registered Affiliation(s):MORGAN STANLEY
Stephen C Schwartz
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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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