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
Charles Raymond Carpenter
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
William S Panaro Jr
Registered Affiliation(s):MORGAN STANLEY
Elaine A Ketterman
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Bruce Clark Vogt
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
Alfredo Ernesto Ordonez
Registered Affiliation(s):EAGLE STRATEGIES LLC
Stephen Robert Cetrulo
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Sheri Marie Swantek
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
David Ryan Huffman
Registered Affiliation(s):CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Lea Smith Johnson
Registered Affiliation(s):OSAIC WEALTH, INC.
Gail Deluca
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Ronald John Lumley
Registered Affiliation(s):TRUVESTMENTS CAPITAL LLC
Stephen Walter Wanvig
Registered Affiliation(s):WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Thomas John Hinck
Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK
Mary Elizabeth Disher
Registered Affiliation(s):CETERA ADVISOR NETWORKS LLC
Daniel Frank Connelly
Registered Affiliation(s):PFS INVESTMENTS INC.
Mark Armand Picchi
Registered Affiliation(s):LPF ADVISORS, LLC
Karin Anderson Grablin
Registered Affiliation(s):CWM, LLC
Frederic Aurelius Coffey III
Registered Affiliation(s):STATE FARM INVESTMENT MANAGEMENT CORP.
Timothy James Lyle
Registered Affiliation(s):CUMBERLAND ADVISORS
Judith Mellett
Registered Affiliation(s):TRUIST ADVISORY SERVICES, INC.
Charles Frederick Elzer
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Derek Ryan Williams
Registered Affiliation(s):WILLIAMS WEALTH MANAGEMENT GROUP, INC.
Martin Allen Brown
Registered Affiliation(s):CONCOURSE FINANCIAL GROUP SECURITIES, INC.
David Peter Pankiw
Registered Affiliation(s):CUBIC ADVISORS, 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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