# Financial advisors in North Port, FL

> AdvisorCensus lists 110 investment advisory firms with a principal office in the North Port metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/fl/north-port/page/2

## At a glance

- Investment advisory firms: 110
- Registration: SEC-registered investment adviser: 50, State-registered investment adviser: 51, Exempt reporting adviser: 9
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 36 (36%); Percentage of assets 93 (92%); Hourly charges 40 (40%); Subscription fees (newsletter or periodical) 4 (4%); Fixed fees 57 (56%); Commissions 4 (4%); Performance-based fees 8 (8%); Other 10 (10%); No compensation arrangements reported 9
- Regulatory assets under management (Item 5.F): Under $25 million 25 (23%); $25 million to $100 million 25 (23%); $100 million to $500 million 34 (31%); $500 million to $1 billion 6 (5%); $1 billion to $5 billion 6 (5%); Not reported 14 (13%)
- Years registered: Under 5 years 39 (35%); 5 to 9 years 31 (28%); 10 to 19 years 25 (23%); 20 years or more 14 (13%); Not reported 1 (1%)

## Firms (page 2 of 3, 51 to 100 of 110, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [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 |
| [Lateral Capital Advisors, LLC](https://advisorcensus.com/firm/lateral-capital-advisors-llc-sarasota-fl-299370) ([md](https://advisorcensus.com/firm/lateral-capital-advisors-llc-sarasota-fl-299370.md)) | 299370 | Sarasota, FL | Exempt reporting adviser | Not reported | Not reported | Not reported |
| [Lateral Capital Group, LLC](https://advisorcensus.com/firm/lateral-capital-group-llc-sarasota-fl-331570) ([md](https://advisorcensus.com/firm/lateral-capital-group-llc-sarasota-fl-331570.md)) | 331570 | Sarasota, FL | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Levine, David Alan](https://advisorcensus.com/firm/levine-david-alan-sarasota-fl-167584) ([md](https://advisorcensus.com/firm/levine-david-alan-sarasota-fl-167584.md)) | 167584 | Sarasota, FL | SEC-registered investment adviser | Not reported | 13 | Other |
| [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 |
| [Parker Financial Planning, LLC.](https://advisorcensus.com/firm/parker-financial-planning-llc-bradenton-fl-147413) ([md](https://advisorcensus.com/firm/parker-financial-planning-llc-bradenton-fl-147413.md)) | 147413 | Bradenton, FL | State-registered investment adviser | Under $25 million | 18 | % of assets, Subscription, Fixed fee |
| [Path Financial, LLC](https://advisorcensus.com/firm/path-financial-llc-sarasota-fl-146891) ([md](https://advisorcensus.com/firm/path-financial-llc-sarasota-fl-146891.md)) | 146891 | Sarasota, FL | State-registered investment adviser | $25 million to $100 million | 18 | % of assets, Fixed fee |
| [Peninsula Asset Management Inc](https://advisorcensus.com/firm/peninsula-asset-management-inc-bradenton-fl-108600) ([md](https://advisorcensus.com/firm/peninsula-asset-management-inc-bradenton-fl-108600.md)) | 108600 | Bradenton, FL | SEC-registered investment adviser | $100 million to $500 million | 44 | % of assets |
| [Perigee Capital, LP](https://advisorcensus.com/firm/perigee-capital-lp-sarasota-fl-122085) ([md](https://advisorcensus.com/firm/perigee-capital-lp-sarasota-fl-122085.md)) | 122085 | Sarasota, FL | SEC-registered investment adviser | $100 million to $500 million | 3 | Fixed fee |
| [Pine Crest Capital LLC](https://advisorcensus.com/firm/pine-crest-capital-llc-bradenton-fl-288132) ([md](https://advisorcensus.com/firm/pine-crest-capital-llc-bradenton-fl-288132.md)) | 288132 | Bradenton, FL | Exempt reporting adviser | Not reported | 9 | Not reported |
| [Plan Confidence Corporation](https://advisorcensus.com/firm/plan-confidence-corporation-sarasota-fl-283781) ([md](https://advisorcensus.com/firm/plan-confidence-corporation-sarasota-fl-283781.md)) | 283781 | Sarasota, FL | SEC-registered investment adviser | Not reported | 10 | % of assets, Fixed fee |
| [Platinum Planning, Inc.](https://advisorcensus.com/firm/platinum-planning-inc-sarasota-fl-120213) ([md](https://advisorcensus.com/firm/platinum-planning-inc-sarasota-fl-120213.md)) | 120213 | Sarasota, FL | State-registered investment adviser | $25 million to $100 million | 26 | % of assets, Hourly, Fixed fee |
| [Pope Wealth Management](https://advisorcensus.com/firm/pope-wealth-management-lakewood-ranch-fl-310296) ([md](https://advisorcensus.com/firm/pope-wealth-management-lakewood-ranch-fl-310296.md)) | 310296 | Lakewood Ranch, FL | State-registered investment adviser | $25 million to $100 million | 6 | % of assets |
| [Prestige Advisors Inc.](https://advisorcensus.com/firm/prestige-advisors-inc-sarasota-fl-319102) ([md](https://advisorcensus.com/firm/prestige-advisors-inc-sarasota-fl-319102.md)) | 319102 | Sarasota, FL | State-registered investment adviser | Not reported | 4 | % of assets, Hourly, Fixed fee, Performance fee, Other |
| [Prince Asset Management, Inc.](https://advisorcensus.com/firm/prince-asset-management-inc-sarasota-fl-141567) ([md](https://advisorcensus.com/firm/prince-asset-management-inc-sarasota-fl-141567.md)) | 141567 | Sarasota, FL | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets |
| [Pullen Investment Management](https://advisorcensus.com/firm/pullen-investment-management-bradenton-fl-310149) ([md](https://advisorcensus.com/firm/pullen-investment-management-bradenton-fl-310149.md)) | 310149 | Bradenton, FL | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee |
| [Ranch Capital Advisors Inc.](https://advisorcensus.com/firm/ranch-capital-advisors-inc-sarasota-fl-300966) ([md](https://advisorcensus.com/firm/ranch-capital-advisors-inc-sarasota-fl-300966.md)) | 300966 | Sarasota, FL | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee, Other |
| [RBF Capital Management, Inc.](https://advisorcensus.com/firm/rbf-capital-management-inc-sarasota-fl-164524) ([md](https://advisorcensus.com/firm/rbf-capital-management-inc-sarasota-fl-164524.md)) | 164524 | Sarasota, FL | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets |
| [Reality Financial Planning Services, LLC](https://advisorcensus.com/firm/reality-financial-planning-services-llc-sarasota-fl-143352) ([md](https://advisorcensus.com/firm/reality-financial-planning-services-llc-sarasota-fl-143352.md)) | 143352 | Sarasota, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Reik Wealth Management, Inc.](https://advisorcensus.com/firm/reik-wealth-management-inc-lakewood-ranch-fl-340485) ([md](https://advisorcensus.com/firm/reik-wealth-management-inc-lakewood-ranch-fl-340485.md)) | 340485 | Lakewood Ranch, FL | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly |
| [Retirement Money Management](https://advisorcensus.com/firm/retirement-money-management-sarasota-fl-145149) ([md](https://advisorcensus.com/firm/retirement-money-management-sarasota-fl-145149.md)) | 145149 | Sarasota, FL | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly, Fixed fee, Commissions |
| [Rockfleet Financial Services, Inc.](https://advisorcensus.com/firm/rockfleet-financial-services-inc-sarasota-fl-149325) ([md](https://advisorcensus.com/firm/rockfleet-financial-services-inc-sarasota-fl-149325.md)) | 149325 | Sarasota, FL | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Sage Wealth Consulting, LLC](https://advisorcensus.com/firm/sage-wealth-consulting-llc-sarasota-fl-298912) ([md](https://advisorcensus.com/firm/sage-wealth-consulting-llc-sarasota-fl-298912.md)) | 298912 | Sarasota, FL | State-registered investment adviser | Under $25 million | 7 | % of assets, Hourly, Fixed fee |
| [Sara-Bay Financial Corp.](https://advisorcensus.com/firm/sara-bay-financial-corp-sarasota-fl-133443) ([md](https://advisorcensus.com/firm/sara-bay-financial-corp-sarasota-fl-133443.md)) | 133443 | Sarasota, FL | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets |
| [Sarasota Capital Strategies,inc.](https://advisorcensus.com/firm/sarasota-capital-strategies-inc-osprey-fl-125951) ([md](https://advisorcensus.com/firm/sarasota-capital-strategies-inc-osprey-fl-125951.md)) | 125951 | Osprey, FL | State-registered investment adviser | $25 million to $100 million | 13 | % of assets, Fixed fee |
| [Schorn Wealth](https://advisorcensus.com/firm/schorn-wealth-englewood-fl-304104) ([md](https://advisorcensus.com/firm/schorn-wealth-englewood-fl-304104.md)) | 304104 | Englewood, FL | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Fixed fee |
| [SCP Managers, LLC](https://advisorcensus.com/firm/scp-managers-llc-north-port-fl-299579) ([md](https://advisorcensus.com/firm/scp-managers-llc-north-port-fl-299579.md)) | 299579 | North Port, FL | Exempt reporting adviser | Not reported | 7 | Not reported |
| [Setchfield Asset Management](https://advisorcensus.com/firm/setchfield-asset-management-bradenton-fl-113289) ([md](https://advisorcensus.com/firm/setchfield-asset-management-bradenton-fl-113289.md)) | 113289 | Bradenton, FL | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets |
| [South Shore Asset Management, LLC](https://advisorcensus.com/firm/south-shore-asset-management-llc-bradenton-fl-145332) ([md](https://advisorcensus.com/firm/south-shore-asset-management-llc-bradenton-fl-145332.md)) | 145332 | Bradenton, FL | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Starkel Wealth Advisors, LLC](https://advisorcensus.com/firm/starkel-wealth-advisors-llc-sarasota-fl-326311) ([md](https://advisorcensus.com/firm/starkel-wealth-advisors-llc-sarasota-fl-326311.md)) | 326311 | Sarasota, FL | State-registered investment adviser | Under $25 million | 3 | % of assets |
| [Steeleharbour Management Company LLC](https://advisorcensus.com/firm/steeleharbour-management-company-llc-sarasota-fl-308979) ([md](https://advisorcensus.com/firm/steeleharbour-management-company-llc-sarasota-fl-308979.md)) | 308979 | Sarasota, FL | Exempt reporting adviser | Not reported | 6 | Not reported |
| [Sutton Place Capital Management LLC](https://advisorcensus.com/firm/sutton-place-capital-management-llc-venice-fl-149302) ([md](https://advisorcensus.com/firm/sutton-place-capital-management-llc-venice-fl-149302.md)) | 149302 | Venice, FL | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Other |
| [Swan Retirement Strategies](https://advisorcensus.com/firm/swan-retirement-strategies-sarasota-fl-332099) ([md](https://advisorcensus.com/firm/swan-retirement-strategies-sarasota-fl-332099.md)) | 332099 | Sarasota, FL | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Hourly, Fixed fee |
| [Tactical Investments](https://advisorcensus.com/firm/tactical-investments-longboat-key-fl-328761) ([md](https://advisorcensus.com/firm/tactical-investments-longboat-key-fl-328761.md)) | 328761 | Longboat Key, FL | State-registered investment adviser | Under $25 million | 1 | % of assets, Performance fee |
| [Tactive Advisors, LLC](https://advisorcensus.com/firm/tactive-advisors-llc-sarasota-fl-309311) ([md](https://advisorcensus.com/firm/tactive-advisors-llc-sarasota-fl-309311.md)) | 309311 | Sarasota, FL | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets |
| [Todd Wealth Management LLC](https://advisorcensus.com/firm/todd-wealth-management-llc-venice-fl-164761) ([md](https://advisorcensus.com/firm/todd-wealth-management-llc-venice-fl-164761.md)) | 164761 | Venice, FL | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Traver Financial Consulting Network PA](https://advisorcensus.com/firm/traver-financial-consulting-network-pa-lakewood-ranch-fl-139459) ([md](https://advisorcensus.com/firm/traver-financial-consulting-network-pa-lakewood-ranch-fl-139459.md)) | 139459 | Lakewood Ranch, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [True Path Financial LLC](https://advisorcensus.com/firm/true-path-financial-llc-sarasota-fl-336137) ([md](https://advisorcensus.com/firm/true-path-financial-llc-sarasota-fl-336137.md)) | 336137 | Sarasota, FL | State-registered investment adviser | $25 million to $100 million | 0 | % of assets, Fixed fee |
| [Truvestments Capital LLC](https://advisorcensus.com/firm/truvestments-capital-llc-sarasota-fl-291297) ([md](https://advisorcensus.com/firm/truvestments-capital-llc-sarasota-fl-291297.md)) | 291297 | Sarasota, FL | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Hourly |

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## Questions people ask

**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)
- [Fee-only financial advisors in North Port, FL](https://advisorcensus.com/advisors/fl/north-port/fee-only) (https://advisorcensus.com/advisors/fl/north-port/fee-only.md)
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Every firm in this list as CSV: https://advisorcensus.com/advisors/fl/north-port.csv

Cite as: AdvisorCensus. Financial advisors in North Port, FL: 110 firms from Form ADV filings as of October 2026.