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:
J. L. BAINBRIDGE & CO., INC.
CRD#: 108058
Address: 1582 Main Street, Sarasota, FL 34236
Clients: 478
Average Clients per Advisor: 95
AUM: $ 1.2B
DAY HAGAN ASSET MANAGEMENT
CRD#: 139671
Address: 1000 S. Tamiami Trail, Sarasota, FL 34236
Clients: 196
Average Clients per Advisor: 49
AUM: $ 843M
GLOBAL FINANCIAL PRIVATE CLIENT
CRD#: 290006
Address: 6000 Cattleridge Drive Suite 200, Sarasota, FL 34232
Clients: 51
Average Clients per Advisor: 10
AUM: $ 667M
WALSH & ASSOCIATES, LLC
CRD#: 144441
Address: 2350 Fruitville Rd Suite 201, Sarasota, FL 34237
Clients: 742
Average Clients per Advisor: 106
AUM: $ 660M
TRUVESTMENTS CAPITAL LLC
CRD#: 291297
Address: 5391 Lakewood Ranch Blvd N Suite #303, Sarasota, FL 34240
Clients: 1,340
Average Clients per Advisor: 83
AUM: $ 601M
COMPOUND FAMILY OFFICES, LLC
CRD#: 298776
Address: 2033 Main Street Suite 202, Sarasota, FL 34237
Clients: 74
Average Clients per Advisor: 14
AUM: $ 480M
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
Augustine Hong
Registered Affiliation(s):HIGHTOWER ADVISORS, LLC
Scott Eric Tonnesen
Registered Affiliation(s):MORGAN STANLEY
Anne Elizabeth Lane
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Jill Marie Kelly
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
James Howard Pullen
Registered Affiliation(s):MORGAN STANLEY
Orion Jeffrey Marx
Registered Affiliation(s):OSAIC FA, INC.
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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