Top 10 advisors in Sarasota
We’ve curated a list of the best financial advisors in Sarasota, take a look at it below
Find an advisor in Sarasota1. Cumberland Advisors
Assets under management
$3,364,017,061
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
MODEL DELIVERY FEES
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Market Timing Services
Consulting Services For Governmental Clients
2. Aristotle Atlantic Partners, LLC
Assets under management
$1,528,726,039
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
3. White Oaks Investment Management, Inc
Assets under management
$363,279,367
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
4. Global Financial Private Client
Assets under management
$338,863,306
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
5. Compound Family Offices, LLC
Assets under management
$314,617,863
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
6. Lpf Advisors, LLC
Assets under management
$249,669,729
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
REFERRAL FEES/ERISA FEES
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
- Not sure which one to choose?Use our smart matching tool
7. Kennon Financial
Assets under management
$245,000,000
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
8. Ranch Capital Advisors Inc.
Assets under management
$226,803,364
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Commissions
FINANCIAL COACHING SERVICE
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Advisory Consulting
9. Sara-bay Financial Corp.
Assets under management
$213,242,017
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
- Not sure which one to choose?Use our smart matching tool
10. Truvestments Capital LLC
Assets under management
$212,392,412
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
How we came up with this list
To generate our top financial advisors list in Sarasota, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Sarasota. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
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