{
  "path": "/advisors/fl/north-port",
  "url": "https://advisorcensus.com/advisors/fl/north-port/page/3",
  "page_type": "metro",
  "title": "Financial advisors in North Port, FL",
  "filters": {},
  "scope_total": 110,
  "faq": [
    {
      "q": "How many financial advisory firms are there in North Port, FL?",
      "a": "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."
    },
    {
      "q": "How many fee-only financial advisors are in North Port, FL?",
      "a": "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."
    },
    {
      "q": "How many financial advisors in North Port, FL offer financial planning?",
      "a": "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."
    },
    {
      "q": "Are the financial advisors in North Port, FL fiduciaries?",
      "a": "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."
    },
    {
      "q": "How do I check whether a financial advisor has disciplinary disclosures?",
      "a": "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."
    },
    {
      "q": "Does AdvisorCensus rate, verify, or recommend these firms?",
      "a": "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."
    },
    {
      "q": "What does regulatory assets under management mean?",
      "a": "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."
    }
  ],
  "period": "2026-10-01",
  "answer_paragraph": "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.",
  "about_market": "North Port has 110 investment advisory firms with a principal office in the metro area as of October 2026: 50 SEC-registered, 51 state-registered, and 9 exempt reporting advisers. 36 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 50 report under $100 million in regulatory assets under management. The metro area has 388,951 households, 50,371 of them with income of $200,000 or more, or 458 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).",
  "citation": "AdvisorCensus. Financial advisors in North Port, FL: 110 firms from Form ADV filings as of October 2026.",
  "total_firms": 110,
  "page": 3,
  "total_pages": 3,
  "sort": "name",
  "registration_types": {
    "sec": 50,
    "state": 51,
    "exempt": 9
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 36
    },
    {
      "code": "percentage_of_aum",
      "count": 93
    },
    {
      "code": "hourly",
      "count": 40
    },
    {
      "code": "subscription",
      "count": 4
    },
    {
      "code": "fixed",
      "count": 57
    },
    {
      "code": "commissions",
      "count": 4
    },
    {
      "code": "performance_based",
      "count": 8
    },
    {
      "code": "other",
      "count": 10
    },
    {
      "code": "not_reported",
      "count": 9
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 39
    },
    {
      "code": "5_to_9",
      "count": 31
    },
    {
      "code": "10_to_19",
      "count": 25
    },
    {
      "code": "20_plus",
      "count": 14
    },
    {
      "code": "not_reported",
      "count": 1
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 25
    },
    {
      "code": "25m_100m",
      "count": 25
    },
    {
      "code": "100m_500m",
      "count": 34
    },
    {
      "code": "500m_1b",
      "count": 6
    },
    {
      "code": "1b_5b",
      "count": 6
    },
    {
      "code": "over_5b",
      "count": 0
    },
    {
      "code": "not_reported",
      "count": 14
    }
  ],
  "firms": [
    {
      "crd_number": 149927,
      "name": "Vioni Capital Management, LLC",
      "name_as_filed": "VIONI CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/vioni-capital-management-llc-sarasota-fl-149927",
      "city": "Sarasota",
      "state": "FL",
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 144441,
      "name": "Walsh & Associates, LLC",
      "name_as_filed": "WALSH & ASSOCIATES, LLC",
      "url": "https://advisorcensus.com/firm/walsh-and-associates-llc-sarasota-fl-144441",
      "city": "Sarasota",
      "state": "FL",
      "years_registered": 13,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 310582,
      "name": "Walters Strategic Advisors, LLC",
      "name_as_filed": "WALTERS STRATEGIC ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/walters-strategic-advisors-llc-sarasota-fl-310582",
      "city": "Sarasota",
      "state": "FL",
      "years_registered": 6,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 334791,
      "name": "Watership Private Capital Management, LLC",
      "name_as_filed": "WATERSHIP PRIVATE CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/watership-private-capital-management-llc-brandenton-fl-334791",
      "city": "Brandenton",
      "state": "FL",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 309788,
      "name": "Waterside Investment Advisers LLC",
      "name_as_filed": "WATERSIDE INVESTMENT ADVISERS LLC",
      "url": "https://advisorcensus.com/firm/waterside-investment-advisers-llc-sarasota-fl-309788",
      "city": "Sarasota",
      "state": "FL",
      "years_registered": 5,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 169266,
      "name": "Wealth Pro Advisors, Inc.",
      "name_as_filed": "WEALTH PRO ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/wealth-pro-advisors-inc-sarasota-fl-169266",
      "city": "Sarasota",
      "state": "FL",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 306196,
      "name": "Wealthgen Advisors, LLC",
      "name_as_filed": "WEALTHGEN ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/wealthgen-advisors-llc-sarasota-fl-306196",
      "city": "Sarasota",
      "state": "FL",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 170016,
      "name": "White Oaks Investment Management, Inc",
      "name_as_filed": "WHITE OAKS INVESTMENT MANAGEMENT, INC",
      "url": "https://advisorcensus.com/firm/white-oaks-investment-management-inc-sarasota-fl-170016",
      "city": "Sarasota",
      "state": "FL",
      "years_registered": 12,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 147341,
      "name": "Williams Wealth Management Group, Inc.",
      "name_as_filed": "WILLIAMS WEALTH MANAGEMENT GROUP, INC.",
      "url": "https://advisorcensus.com/firm/williams-wealth-management-group-inc-bradenton-fl-147341",
      "city": "Bradenton",
      "state": "FL",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 299721,
      "name": "Wise Stewardship Financial Planning, LLC",
      "name_as_filed": "WISE STEWARDSHIP FINANCIAL PLANNING, LLC",
      "url": "https://advisorcensus.com/firm/wise-stewardship-financial-planning-llc-lakewood-ranch-fl-299721",
      "city": "Lakewood Ranch",
      "state": "FL",
      "years_registered": 7,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    }
  ],
  "states": [],
  "metros": [],
  "siblings": {
    "national": "/advisors",
    "state": {
      "path": "/advisors/fl",
      "label": "Financial advisors in Florida"
    },
    "metro": {
      "path": "/advisors/fl/north-port",
      "label": "Financial advisors in North Port, FL"
    },
    "city_pages": [
      {
        "path": "/advisors/fl/north-port/sarasota",
        "label": "Financial advisors in Sarasota, FL",
        "firm_count": 71
      },
      {
        "path": "/advisors/fl/north-port/bradenton",
        "label": "Financial advisors in Bradenton, FL",
        "firm_count": 10
      },
      {
        "path": "/advisors/fl/north-port/venice",
        "label": "Financial advisors in Venice, FL",
        "firm_count": 10
      }
    ],
    "fee_pages": [
      {
        "path": "/advisors/fl/north-port/fee-only",
        "label": "Fee-only financial advisors in North Port, FL",
        "firm_count": 36
      },
      {
        "path": "/advisors/fl/north-port/flat-fee",
        "label": "Flat-fee financial advisors in North Port, FL",
        "firm_count": 57
      },
      {
        "path": "/advisors/fl/north-port/hourly",
        "label": "Hourly financial advisors in North Port, FL",
        "firm_count": 40
      }
    ],
    "niche_pages": []
  },
  "csv": "https://advisorcensus.com/advisors/fl/north-port.csv",
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}