# Financial advisors for high-net-worth individuals in North Port, FL

> Find financial advisors in North Port, FL who work with high-net-worth individuals. AdvisorCensus lists 83 investment advisory firms with a principal office in the North Port metro area that report high-net-worth individuals among their clients, as of October 2026. Reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically, and each firm's page lists its client types.

Updated October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/fl/north-port/for-high-net-worth-individuals

## At a glance

- Investment advisory firms: 83
- Registration: SEC-registered investment adviser: 41, State-registered investment adviser: 42
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 30 (36%); Percentage of assets 80 (96%); Hourly charges 34 (41%); Subscription fees (newsletter or periodical) 4 (5%); Fixed fees 46 (55%); Commissions 4 (5%); Performance-based fees 5 (6%); Other 9 (11%)
- Regulatory assets under management (Item 5.F): Under $25 million 17 (20%); $25 million to $100 million 24 (29%); $100 million to $500 million 31 (37%); $500 million to $1 billion 6 (7%); $1 billion to $5 billion 4 (5%); Not reported 1 (1%)
- Years registered: Under 5 years 28 (34%); 5 to 9 years 23 (28%); 10 to 19 years 18 (22%); 20 years or more 14 (17%)

## Firms (page 1 of 2, 1 to 50 of 83, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Advanced Wealth Management](https://advisorcensus.com/firm/advanced-wealth-management-sarasota-fl-284438) ([md](https://advisorcensus.com/firm/advanced-wealth-management-sarasota-fl-284438.md)) | 284438 | Sarasota, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Arlen Wealth Management, LLC](https://advisorcensus.com/firm/arlen-wealth-management-llc-sarasota-fl-150618) ([md](https://advisorcensus.com/firm/arlen-wealth-management-llc-sarasota-fl-150618.md)) | 150618 | Sarasota, FL | State-registered investment adviser | $25 million to $100 million | 14 | % of assets |
| [Base Wealth Management](https://advisorcensus.com/firm/base-wealth-management-lakewood-ranch-fl-321991) ([md](https://advisorcensus.com/firm/base-wealth-management-lakewood-ranch-fl-321991.md)) | 321991 | Lakewood Ranch, FL | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Bright Asset Management](https://advisorcensus.com/firm/bright-asset-management-venice-fl-140972) ([md](https://advisorcensus.com/firm/bright-asset-management-venice-fl-140972.md)) | 140972 | Venice, FL | State-registered investment adviser | $25 million to $100 million | 14 | % of assets |
| [Broad Reach Wealth Management, LLC](https://advisorcensus.com/firm/broad-reach-wealth-management-llc-sarasota-fl-146128) ([md](https://advisorcensus.com/firm/broad-reach-wealth-management-llc-sarasota-fl-146128.md)) | 146128 | Sarasota, FL | State-registered investment adviser | $25 million to $100 million | 18 | % of assets, Fixed fee |
| [Caim LLC](https://advisorcensus.com/firm/caim-llc-longboat-key-fl-144946) ([md](https://advisorcensus.com/firm/caim-llc-longboat-key-fl-144946.md)) | 144946 | Longboat Key, FL | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Other |
| [Cambria Wealth Management](https://advisorcensus.com/firm/cambria-wealth-management-sarasota-fl-335458) ([md](https://advisorcensus.com/firm/cambria-wealth-management-sarasota-fl-335458.md)) | 335458 | Sarasota, FL | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Century Business & Financial Services](https://advisorcensus.com/firm/century-business-and-financial-services-longboat-key-fl-328164) ([md](https://advisorcensus.com/firm/century-business-and-financial-services-longboat-key-fl-328164.md)) | 328164 | Longboat Key, FL | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Clarity Capital Advisors, LLC](https://advisorcensus.com/firm/clarity-capital-advisors-llc-lakewood-ranch-fl-282405) ([md](https://advisorcensus.com/firm/clarity-capital-advisors-llc-lakewood-ranch-fl-282405.md)) | 282405 | Lakewood Ranch, FL | SEC-registered investment adviser | $100 million to $500 million | 5 | Fixed fee |
| [Clarity Financial Design](https://advisorcensus.com/firm/clarity-financial-design-sarasota-fl-316258) ([md](https://advisorcensus.com/firm/clarity-financial-design-sarasota-fl-316258.md)) | 316258 | Sarasota, FL | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Fixed fee |
| [Compound Family Offices, LLC](https://advisorcensus.com/firm/compound-family-offices-llc-sarasota-fl-298776) ([md](https://advisorcensus.com/firm/compound-family-offices-llc-sarasota-fl-298776.md)) | 298776 | Sarasota, FL | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets |
| [Couture Financial Inc.](https://advisorcensus.com/firm/couture-financial-inc-sarasota-fl-134303) ([md](https://advisorcensus.com/firm/couture-financial-inc-sarasota-fl-134303.md)) | 134303 | Sarasota, FL | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee, Commissions |
| [CPA Investment Solutions, Inc.](https://advisorcensus.com/firm/cpa-investment-solutions-inc-sarasota-fl-144888) ([md](https://advisorcensus.com/firm/cpa-investment-solutions-inc-sarasota-fl-144888.md)) | 144888 | Sarasota, FL | State-registered investment adviser | $25 million to $100 million | 19 | % of assets, Hourly, Fixed fee |
| [Cumberland Advisors](https://advisorcensus.com/firm/cumberland-advisors-sarasota-fl-107964) ([md](https://advisorcensus.com/firm/cumberland-advisors-sarasota-fl-107964.md)) | 107964 | Sarasota, FL | SEC-registered investment adviser | $1 billion to $5 billion | 28 | % of assets, Fixed fee, Other |
| [Dale K. Ehrhart, Inc.](https://advisorcensus.com/firm/dale-k-ehrhart-inc-venice-fl-35971) ([md](https://advisorcensus.com/firm/dale-k-ehrhart-inc-venice-fl-35971.md)) | 35971 | Venice, FL | SEC-registered investment adviser | $500 million to $1 billion | 48 | % of assets, Fixed fee |
| [DG Wealth](https://advisorcensus.com/firm/dg-wealth-venice-fl-325150) ([md](https://advisorcensus.com/firm/dg-wealth-venice-fl-325150.md)) | 325150 | Venice, FL | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee |
| [Echelon Virtual Family Office, LLC](https://advisorcensus.com/firm/echelon-virtual-family-office-llc-sarasota-fl-307166) ([md](https://advisorcensus.com/firm/echelon-virtual-family-office-llc-sarasota-fl-307166.md)) | 307166 | Sarasota, FL | State-registered investment adviser | Under $25 million | 6 | % of assets, Fixed fee |
| [Ferris Wheel Finance, Inc.](https://advisorcensus.com/firm/ferris-wheel-finance-inc-venice-fl-292091) ([md](https://advisorcensus.com/firm/ferris-wheel-finance-inc-venice-fl-292091.md)) | 292091 | Venice, FL | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly, Fixed fee |
| [Fiduciary Consulting Group, Inc.](https://advisorcensus.com/firm/fiduciary-consulting-group-inc-venice-fl-132889) ([md](https://advisorcensus.com/firm/fiduciary-consulting-group-inc-venice-fl-132889.md)) | 132889 | Venice, FL | State-registered investment adviser | $100 million to $500 million | 14 | % of assets, Hourly |
| [Forza Wealth Management](https://advisorcensus.com/firm/forza-wealth-management-sarasota-fl-281075) ([md](https://advisorcensus.com/firm/forza-wealth-management-sarasota-fl-281075.md)) | 281075 | Sarasota, FL | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly |
| [Fourthought Financial Partners, LLC.](https://advisorcensus.com/firm/fourthought-financial-partners-llc-venice-fl-323060) ([md](https://advisorcensus.com/firm/fourthought-financial-partners-llc-venice-fl-323060.md)) | 323060 | Venice, FL | SEC-registered investment adviser | $1 billion to $5 billion | 3 | % of assets, Fixed fee, Other |
| [Galvez Financial LLC](https://advisorcensus.com/firm/galvez-financial-llc-parrish-fl-334391) ([md](https://advisorcensus.com/firm/galvez-financial-llc-parrish-fl-334391.md)) | 334391 | Parrish, FL | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee |
| [Gasima Financial LLC](https://advisorcensus.com/firm/gasima-financial-llc-venice-fl-316326) ([md](https://advisorcensus.com/firm/gasima-financial-llc-venice-fl-316326.md)) | 316326 | Venice, FL | State-registered investment adviser | Under $25 million | 4 | % of assets, Performance fee |
| [Glaxis Capital Management, LLC](https://advisorcensus.com/firm/glaxis-capital-management-llc-sarasota-fl-134227) ([md](https://advisorcensus.com/firm/glaxis-capital-management-llc-sarasota-fl-134227.md)) | 134227 | Sarasota, FL | SEC-registered investment adviser | $100 million to $500 million | 21 | % of assets, Performance fee |
| [Global Financial Private Client](https://advisorcensus.com/firm/global-financial-private-client-sarasota-fl-290006) ([md](https://advisorcensus.com/firm/global-financial-private-client-sarasota-fl-290006.md)) | 290006 | Sarasota, FL | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Hourly, Fixed fee |
| [Global Vision Financial Services](https://advisorcensus.com/firm/global-vision-financial-services-sarasota-fl-122446) ([md](https://advisorcensus.com/firm/global-vision-financial-services-sarasota-fl-122446.md)) | 122446 | Sarasota, FL | State-registered investment adviser | Under $25 million | 27 | % of assets, Hourly |
| [Goar, Endriss & Walker, P.A.](https://advisorcensus.com/firm/goar-endriss-and-walker-p-a-sarasota-fl-142160) ([md](https://advisorcensus.com/firm/goar-endriss-and-walker-p-a-sarasota-fl-142160.md)) | 142160 | Sarasota, FL | State-registered investment adviser | $25 million to $100 million | 29 | Hourly, Other |
| [Guardsman Private Capital Management, Inc.](https://advisorcensus.com/firm/guardsman-private-capital-management-inc-sarasota-fl-172205) ([md](https://advisorcensus.com/firm/guardsman-private-capital-management-inc-sarasota-fl-172205.md)) | 172205 | Sarasota, FL | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Hourly, Fixed fee |
| [Hammond Asset Management LLC](https://advisorcensus.com/firm/hammond-asset-management-llc-sarasota-fl-167357) ([md](https://advisorcensus.com/firm/hammond-asset-management-llc-sarasota-fl-167357.md)) | 167357 | Sarasota, FL | State-registered investment adviser | Under $25 million | 13 | % of assets, Hourly |
| [HD Money, Inc.](https://advisorcensus.com/firm/hd-money-inc-sarasota-fl-167623) ([md](https://advisorcensus.com/firm/hd-money-inc-sarasota-fl-167623.md)) | 167623 | Sarasota, FL | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee, Commissions |
| [Horizon Wealth Advisors](https://advisorcensus.com/firm/horizon-wealth-advisors-lakewood-ranch-fl-148338) ([md](https://advisorcensus.com/firm/horizon-wealth-advisors-lakewood-ranch-fl-148338.md)) | 148338 | Lakewood Ranch, FL | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Fixed fee, Commissions |
| [Insight Family Financial](https://advisorcensus.com/firm/insight-family-financial-sarasota-fl-317633) ([md](https://advisorcensus.com/firm/insight-family-financial-sarasota-fl-317633.md)) | 317633 | Sarasota, FL | State-registered investment adviser | Under $25 million | 4 | % of assets, Hourly, Fixed fee |
| [Integrity Wealth Management](https://advisorcensus.com/firm/integrity-wealth-management-sarasota-fl-137803) ([md](https://advisorcensus.com/firm/integrity-wealth-management-sarasota-fl-137803.md)) | 137803 | Sarasota, FL | State-registered investment adviser | $25 million to $100 million | 20 | % of assets |
| [Investment Advisory Group LLC](https://advisorcensus.com/firm/investment-advisory-group-llc-sarasota-fl-109445) ([md](https://advisorcensus.com/firm/investment-advisory-group-llc-sarasota-fl-109445.md)) | 109445 | Sarasota, FL | SEC-registered investment adviser | $1 billion to $5 billion | 26 | % of assets, Hourly, Fixed fee |
| [J. L. Bainbridge & Co., Inc.](https://advisorcensus.com/firm/j-l-bainbridge-and-co-inc-sarasota-fl-108058) ([md](https://advisorcensus.com/firm/j-l-bainbridge-and-co-inc-sarasota-fl-108058.md)) | 108058 | Sarasota, FL | SEC-registered investment adviser | $1 billion to $5 billion | 28 | % of assets |
| [Johnson Private Wealth Management, LLC](https://advisorcensus.com/firm/johnson-private-wealth-management-llc-sarasota-fl-169413) ([md](https://advisorcensus.com/firm/johnson-private-wealth-management-llc-sarasota-fl-169413.md)) | 169413 | Sarasota, FL | State-registered investment adviser | $25 million to $100 million | 12 | % of assets, Fixed fee |
| [Kennon Financial](https://advisorcensus.com/firm/kennon-financial-sarasota-fl-301130) ([md](https://advisorcensus.com/firm/kennon-financial-sarasota-fl-301130.md)) | 301130 | Sarasota, FL | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets |
| [Lake Water Advisory, LLC](https://advisorcensus.com/firm/lake-water-advisory-llc-sarasota-fl-327854) ([md](https://advisorcensus.com/firm/lake-water-advisory-llc-sarasota-fl-327854.md)) | 327854 | Sarasota, FL | State-registered investment adviser | $25 million to $100 million | 1 | % of assets, Fixed fee |
| [Lashley Wealth Management](https://advisorcensus.com/firm/lashley-wealth-management-sarasota-fl-328154) ([md](https://advisorcensus.com/firm/lashley-wealth-management-sarasota-fl-328154.md)) | 328154 | Sarasota, FL | State-registered investment adviser | $25 million to $100 million | 2 | % of assets |
| [Lifestyle Freedom Advisory Group, LLC](https://advisorcensus.com/firm/lifestyle-freedom-advisory-group-llc-bradenton-fl-283512) ([md](https://advisorcensus.com/firm/lifestyle-freedom-advisory-group-llc-bradenton-fl-283512.md)) | 283512 | Bradenton, FL | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee, Other |
| [Mainland Financial](https://advisorcensus.com/firm/mainland-financial-sarasota-fl-119667) ([md](https://advisorcensus.com/firm/mainland-financial-sarasota-fl-119667.md)) | 119667 | Sarasota, FL | State-registered investment adviser | $25 million to $100 million | 25 | % of assets, Hourly |
| [Melberth Capital](https://advisorcensus.com/firm/melberth-capital-sarasota-fl-309657) ([md](https://advisorcensus.com/firm/melberth-capital-sarasota-fl-309657.md)) | 309657 | Sarasota, FL | State-registered investment adviser | Under $25 million | 6 | % of assets |
| [Miller Value Partners, LLC](https://advisorcensus.com/firm/miller-value-partners-llc-sarasota-fl-110632) ([md](https://advisorcensus.com/firm/miller-value-partners-llc-sarasota-fl-110632.md)) | 110632 | Sarasota, FL | SEC-registered investment adviser | $100 million to $500 million | 26 | % of assets, Performance fee |
| [Monarch Asset Management LLC](https://advisorcensus.com/firm/monarch-asset-management-llc-bradenton-fl-166444) ([md](https://advisorcensus.com/firm/monarch-asset-management-llc-bradenton-fl-166444.md)) | 166444 | Bradenton, FL | State-registered investment adviser | $25 million to $100 million | 13 | % of assets |
| [Monorail Securities LLC](https://advisorcensus.com/firm/monorail-securities-llc-sarasota-fl-285309) ([md](https://advisorcensus.com/firm/monorail-securities-llc-sarasota-fl-285309.md)) | 285309 | Sarasota, FL | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Subscription |
| [Moseley Investment Management, Inc.](https://advisorcensus.com/firm/moseley-investment-management-inc-bradention-fl-124152) ([md](https://advisorcensus.com/firm/moseley-investment-management-inc-bradention-fl-124152.md)) | 124152 | Bradention, FL | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets, Hourly |
| [MRA Advisory Group](https://advisorcensus.com/firm/mra-advisory-group-sarasota-fl-287933) ([md](https://advisorcensus.com/firm/mra-advisory-group-sarasota-fl-287933.md)) | 287933 | Sarasota, FL | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Subscription, Fixed fee |
| [NED Davis Research, Inc.](https://advisorcensus.com/firm/ned-davis-research-inc-sarasota-fl-112260) ([md](https://advisorcensus.com/firm/ned-davis-research-inc-sarasota-fl-112260.md)) | 112260 | Sarasota, FL | SEC-registered investment adviser | Under $25 million | 25 | Hourly, Subscription, Fixed fee, Other |
| [Oak Brook Advisors, LLC](https://advisorcensus.com/firm/oak-brook-advisors-llc-lakewood-ranch-fl-118151) ([md](https://advisorcensus.com/firm/oak-brook-advisors-llc-lakewood-ranch-fl-118151.md)) | 118151 | Lakewood Ranch, FL | State-registered investment adviser | Under $25 million | 38 | % of assets, Hourly |
| [Paracca Financial Group](https://advisorcensus.com/firm/paracca-financial-group-osprey-fl-337399) ([md](https://advisorcensus.com/firm/paracca-financial-group-osprey-fl-337399.md)) | 337399 | Osprey, FL | State-registered investment adviser | Under $25 million | 0 | % of assets |

- Next page: https://advisorcensus.com/advisors/fl/north-port/for-high-net-worth-individuals/page/2.md

## Questions people ask

**Which financial advisors in North Port, FL work with high-net-worth individuals?**
83 investment advisory firms with a principal office in the North Port metro area report high-net-worth individuals among their clients on Form ADV Item 5.D, as of October 2026; this page lists them. Form ADV Item 5.D asks every registered adviser which types of clients it advises, with the number of each and the assets it manages for them; a firm appears here when it reports at least one.

**How many financial advisory firms are there in North Port, FL?**
AdvisorCensus lists 110 investment advisory firms with a principal office in the North Port metro area, from Form ADV filings as of October 2026: 50 SEC-registered, 51 state-registered, and 9 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in North Port, FL?**
36 of the 110 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed.

**How many financial advisors in North Port, FL offer financial planning?**
68 of the 101 firms in North Port, FL that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports.

**Are the financial advisors in North Port, FL fiduciaries?**
Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 36 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck.

**Does AdvisorCensus rate, verify, or recommend these firms?**
No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content.

**What does regulatory assets under management mean?**
Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality.

## Related pages

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- [Financial advisors in North Port, FL](https://advisorcensus.com/advisors/fl/north-port) (https://advisorcensus.com/advisors/fl/north-port.md)
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Cite as: AdvisorCensus. Financial advisors for high-net-worth individuals in North Port, FL: 83 firms from Form ADV filings as of October 2026.