AdvisorCensus / Financial advisors / Florida / North Port, FL / Branch offices
Advisory firms with an office in North Port, FL, headquartered elsewhere
103 investment advisory firms with a principal office outside the North Port, FL metro area list an office in it on Form ADV (Schedule D, Section 1.F), from each firm's most recent filing that lists its offices. SEC-registered firms list their 25 largest offices, so this is a floor. Firms headquartered in the metro are on the main list.
| Firm | Office | Headquarters | Registration |
|---|---|---|---|
| Absolute Investment Advisers, LLC | Brandenton, FL | Rosemary Beach, FL | SEC-registered investment adviser |
| Accurate Wealth Management, LLC | Sarasota, FL | Wesley Chapel, FL | SEC-registered investment adviser |
| Aegis Capital Corp. | Sarasota, FL | New York, NY | SEC-registered investment adviser |
| Alphastar Capital Management | Sarasota, FL | Cornelius, NC | SEC-registered investment adviser |
| Ameriprise Financial Services, LLC | Sarasota, FL | Minneapolis, MN | SEC-registered investment adviser |
| Archer Investment Corporation | Sarasota, FL | Carmel, IN | SEC-registered investment adviser |
| Arete Wealth Advisors, LLC | Sarasota, FL | Chicago, IL | SEC-registered investment adviser |
| Ascentis Independent Advisors, LLC | Osprey, FL | Dallas, TX | SEC-registered investment adviser |
| Ashton Thomas Private Wealth | Sarasota, FL | Scottsdale, AZ | SEC-registered investment adviser |
| Aurora Private Wealth, Inc. | Sarasota, FL | Totowa, NJ | SEC-registered investment adviser |
| B.B. Graham & Company, Inc. | Sarasota, FL | Orange, CA | SEC-registered investment adviser |
| Baron Financial Group LLC | Sarasota, FL | Fair Lawn, NJ | SEC-registered investment adviser |
| Beacon Pointe Advisors, LLC | Sarasota, FL | Newport Beach, CA | SEC-registered investment adviser |
| Berthel Fisher & Company Financial Services, Inc. | Sarasota, FL | Cedar Rapids, IA | SEC-registered investment adviser |
| BFC Planning, Inc. | Sarasota, FL | Cedar Rapids, IA | SEC-registered investment adviser |
| Bison Wealth, LLC | Sarasota, FL | Atlanta, GA | SEC-registered investment adviser |
| Blue Horizon Equity, Inc. | Sarasota, FL | Pittsford, NY | SEC-registered investment adviser |
| Bolton Global Asset Management | Lakewood, FL | Bolton, MA | SEC-registered investment adviser |
| Bria Capital Group, LLC | Bradenton, FL | Wesley Chapel, FL | SEC-registered investment adviser |
| Brookstone Wealth Advisors, LLC | Sarasota, FL | Wheaton, IL | SEC-registered investment adviser |
| Cambridge Investment Research Advisors, Inc. | Bradenton, FL | Fairfield, IA | SEC-registered investment adviser |
| Cape Investment Advisory, Inc. | Bradenton, FL | McDonough, GA | SEC-registered investment adviser |
| Cary Street Partners | Sarasota, FL | Richmond, VA | SEC-registered investment adviser |
| Centrus Financial Strategies | Sarasota, FL | Orlando, FL | SEC-registered investment adviser |
| Clarity Financial Advisors LLC | Lakewood Ranch, FL | St. Petersburg, FL | SEC-registered investment adviser |
| Compass Financial Management LLC | Sarasota, FL | Tampa, FL | SEC-registered investment adviser |
| Concurrent Investment Advisors, LLC | Bradenton, FL | Tampa, FL | SEC-registered investment adviser |
| Courier Capital, LLC | Sarasota, FL | Buffalo, NY | SEC-registered investment adviser |
| COX & Cook Wealth Advisors | Sarasota, FL | Dublin, OH | SEC-registered investment adviser |
| CS Planning Corp | Lakewood Ranch, FL | Portland, OR | SEC-registered investment adviser |
| Cypress Capital Group | Sarasota, FL | Palm Beach, FL | State-registered investment adviser |
| Daymark Wealth Partners, LLC | Sarasota, FL | Cincinnati, OH | SEC-registered investment adviser |
| Elite Life Management LLC | Sarasota, FL | Erie, PA | SEC-registered investment adviser |
| EP Wealth Advisors | Venice, FL | Torrance, CA | SEC-registered investment adviser |
| Evertern Wealth, LLC | Sarasota, FL | Naples, FL | SEC-registered investment adviser |
| Financial Freedom | Sarasota, FL | Cincinnati, OH | SEC-registered investment adviser |
| Financial Trust Asset Management Chartered | Bradenton, FL | Boca Raton, FL | SEC-registered investment adviser |
| Florida Financial Advisors, LLC | Sarasota, FL | Tampa, FL | SEC-registered investment adviser |
| Forum Financial Management, LP | Sarasota, FL | Lombard, IL | SEC-registered investment adviser |
| Founders Financial Alliance, LLC | Sarasota, FL | Raleigh, NC | SEC-registered investment adviser |
| Gibbs Wealth Management, LLC | Sarasota, FL | Alpharetta, GA | SEC-registered investment adviser |
| Global Wealth Management Investment Advisory, Inc. | Sarasota, FL | Fort Lauderdale, FL | SEC-registered investment adviser |
| Good Life Advisors, LLC | Lakewood Ranch, FL | Celebration, FL | SEC-registered investment adviser |
| Graham Capital Wealth Management, LLC | Sarasota, FL | Washington, DC | SEC-registered investment adviser |
| Grain Management, LLC | Sarasota, FL | Washington, DC | SEC-registered investment adviser |
| Grimes & Company | Sarasota, FL | Westborough, MA | SEC-registered investment adviser |
| Group RMC Investment Advisor LLC | Sarasota, FL | New York, NY | SEC-registered investment adviser |
| HBKS Wealth Advisors | Sarasota, FL | Erie, PA | SEC-registered investment adviser |
| Hendricks Wealth and Estate Management | Bradenton, FL | Algonquin, IL | SEC-registered investment adviser |
| Hightower Advisors, LLC | Lakewood Ranch, FL | Chicago, IL | SEC-registered investment adviser |
| Ideal Retirement Solutions | Sarasota, FL | Port Charlotte, FL | SEC-registered investment adviser |
| IHT Wealth Management LLC | Sarasota, FL | Chicago, IL | SEC-registered investment adviser |
| Independent Financial Partners | Holmes Beach, FL | Tampa, FL | SEC-registered investment adviser |
| Integrated Advisors Network LLC | Sarasota, FL | Dallas, TX | SEC-registered investment adviser |
| Intellus Advisors, LLC | Sarasota, FL | Naples, FL | SEC-registered investment adviser |
| International Assets Investment Management, LLC | Bradenton, FL | Orlando, FL | SEC-registered investment adviser |
| Intrua Financial | Venice, FL | Houston, TX | SEC-registered investment adviser |
| Invst, LLC | Lakewood Ranch, FL | Indianapolis, IN | SEC-registered investment adviser |
| JMG Financial Group Ltd | Sarasota, FL | Downers Grove, IL | SEC-registered investment adviser |
| Level Four Advisory Services | Bradenton, FL | Dallas, TX | SEC-registered investment adviser |
| Lountzis Asset Management, LLC | Sarasota, FL | Wyomissing, PA | SEC-registered investment adviser |
| Lyon Capital Management, LLC | Sarasota, FL | Pittsford, NY | SEC-registered investment adviser |
| Mariner | Sarasota, FL | Overland Park, KS | SEC-registered investment adviser |
| Milestone Asset Management, LLC | Sarasota, FL | Pittsburgh, PA | SEC-registered investment adviser |
| Miller, Gesko & Company Inc. | Sarasota, FL | Buffalo, NY | SEC-registered investment adviser |
| Mission Biocapital | Longboat Key, FL | Cambridge, MA | Exempt reporting adviser |
| Modera Wealth Management, LLC | Sarasota, FL | Westwood, NJ | SEC-registered investment adviser |
| Money Concepts Advisory Service | Sarasota, FL | Palm Beach Gardens, FL | SEC-registered investment adviser |
| Newedge Advisors | Lakewood Ranch, FL | New Orleans, LA | SEC-registered investment adviser |
| Nonantum Capital Partners | Sarasota, FL | Boston, MA | SEC-registered investment adviser |
| Northern Trust Securities, Inc | Sarasota, FL | Chicago, IL | SEC-registered investment adviser |
| NXT Capital Investment Advisers, LLC | Lakewood Ranch, FL | Chicago, IL | SEC-registered investment adviser |
| Octavia Wealth Advisors LLC | Sarasota, FL | Cincinnati, OH | SEC-registered investment adviser |
| One Wealth Map, LLC | Sarasota, FL | Las Vegas, NV | SEC-registered investment adviser |
| Oneseven | Sarasota, FL | Beachwood, OH | SEC-registered investment adviser |
| Oxford Wealth Group, LLC | Sarasota, FL | Orlando, FL | SEC-registered investment adviser |
| Pearson Financial Services | Venice, FL | Dennis, MA | SEC-registered investment adviser |
| Pinnacle Advisors | Bradenton, FL | Mansfield, OH | SEC-registered investment adviser |
| Private Client Services, LLC | Sarasota, FL | Louisville, KY | SEC-registered investment adviser |
| Realta Investment Advisors, Inc | Sarasota, FL | Wilmington, DE | SEC-registered investment adviser |
| Research Financial Strategies | Sarasota, FL | Rockville, MD | SEC-registered investment adviser |
| RM Investment Strategies, LLC | Sarasota, FL | Grand Rapids, MI | SEC-registered investment adviser |
| Rogan & Associates | Lakewood Ranch, FL | Safety Harbor, FL | SEC-registered investment adviser |
| Saperston Legacy Advisors, Inc. | Sarasota, FL | Hamburg, NY | SEC-registered investment adviser |
| Shepherd Financial Investment Advisory LLC | Sarasota, FL | Carmel, IN | SEC-registered investment adviser |
| Simplyria Advisor Network | Sarasota, FL | Brighton, MI | SEC-registered investment adviser |
| Sound Income Strategies, LLC | Sarasota, FL | Fort Lauderdale, FL | SEC-registered investment adviser |
| Stifel Independent Advisors, LLC | Venice, FL | St Louis, MO | SEC-registered investment adviser |
| Summit Financial, LLC | Sarasota, FL | Parsippany, NJ | SEC-registered investment adviser |
| Synovus Securities, Inc. | Sarasota, FL | Columbus, GA | SEC-registered investment adviser |
| The Ameriflex Group | Lakewood Ranch, FL | Las Vegas, NV | SEC-registered investment adviser |
| Thurston Springer Advisors | Sarasota, FL | Indianapolis, IN | SEC-registered investment adviser |
| Timucuan Asset Management Inc | Lakewood Ranch, FL | Jacksonville, FL | SEC-registered investment adviser |
| TLG Advisors, Inc. | Sarasota, FL | Summit, NJ | SEC-registered investment adviser |
| Trajan Wealth, L.L.C. | Lakewood Ranch, FL | Scottsdale, AZ | SEC-registered investment adviser |
| Truman Capital Advisors, LP | Sarasota, FL | Armonk, NY | SEC-registered investment adviser |
| Virtue Capital Management, LLC | Venice, FL | Brentwood, TN | SEC-registered investment adviser |
| W.A. Smith Financial Group | Sarasota, FL | Sandusky, OH | SEC-registered investment adviser |
| Wealth Enhancement Advisory Services, LLC | Bradenton, FL | Plymouth, MN | SEC-registered investment adviser |
| Wealthplan Partners | Venice, FL | Omaha, NE | SEC-registered investment adviser |
| Wells Fargo Advisors | Sarasota, FL | St. Louis, MO | SEC-registered investment adviser |
| Westminster Financial Advisory Corp | Sarasota, FL | Beavercreek, OH | SEC-registered investment adviser |
| White Oaks Wealth Advisors, Inc. | Sarasota, FL | Minneapolis, MN | SEC-registered investment adviser |
Firms with an office here that publish no principal office location
These 5 firms list an office in North Port, FL on Form ADV, but their filings give no principal office location, so where they are headquartered is not known. They are not in the count above.
| Firm | Office | Registration |
|---|---|---|
| F5 Financial Planning, L.L.C. | Venice, FL | SEC-registered investment adviser |
| S Squared Technology, LLC | Longboat Key, FL | SEC-registered investment adviser |
| Sator Grove Management Company, LLC | Anna Maria, FL | SEC-registered investment adviser |
| Schulmerich & Associates Asset Management, LLC | Longboat Key, FL | SEC-registered investment adviser |
| Wellth Advisory Services, LLC | Venice, FL | SEC-registered investment adviser |
Source: Form ADV, Schedule D, Section 1.F (other offices), from each firm's most recent filing that lists its offices, within the last 18 months. City and state only. A listed office is where the firm reports conducting advisory business. SEC-registered firms and exempt reporting advisers list only their 25 largest offices, so this is a floor, not a full count.
Cite this page
AdvisorCensus. Advisory firms with an office in North Port, FL, headquartered elsewhere. https://advisorcensus.com/advisors/fl/north-port/branch-offices https://advisorcensus.com/advisors/fl/north-port/branch-offices