Investment advisers in Sarasota, FL

33 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in FL

Firm	Assets	Employees	Disclosures
Eulav Asset Management	$3.70 billion	12	0
Cumberland Advisors	$3.22 billion	36	0
Aristotle Atlantic Partners, LLC	$2.22 billion	7	0
J. L. Bainbridge & Co., Inc.	$1.37 billion	11	4
Investment Advisory Group LLC	$1.22 billion	10	0
Global Financial Private Client	$828.3 million	6	0
Walsh & Associates, LLC	$827.7 million	15	0
Truvestments Capital LLC	$660.8 million	17	0
Tactive Advisors, LLC	$619.0 million	15	5
Compound Family Offices, LLC	$540.8 million	6	0
White Oaks Investment Management, Inc	$496.1 million	2	0
Perigee Capital, LP	$425.7 million	1	0
Forza Wealth Management	$422.4 million	4	0
Miller Value Partners, LLC	$418.2 million	5	0
Sara-bay Financial Corp.	$396.8 million	5	0
Monorail Securities LLC	$388.7 million	7	0
Hd Money, Inc.	$386.1 million	12	0
Ranch Capital Advisors Inc.	$385.5 million	7	0
Mra Advisory Group	$361.3 million	13	5
Wealth Pro Advisors, Inc.	$317.5 million	6	0
Kennon Financial	$300.0 million	3	0
Align Private Capital	$226.2 million	6	0
Guardsman Private Capital Management, Inc.	$207.9 million	3	0
Glaxis Capital Management, LLC	$160.8 million	5	0
Rbf Capital Management, Inc.	$160.6 million	3	0
Wealthgen Advisors, LLC	$146.6 million	2	0
Prince Asset Management, Inc.	$137.7 million	3	0
Reality Financial Planning Services, LLC	$125.9 million	2	0
Cambria Wealth Management	$115.7 million	2	0
Advanced Wealth Management	$110.7 million	4	1
Bequest Capital LLC	$39.5 million	8	0
Ned Davis Research, Inc.	$2.2 million	68	0
Plan Confidence Corporation	$0	3	0