{ "path": "/advisors/fl/north-port/sarasota", "url": "https://advisorcensus.com/advisors/fl/north-port/sarasota", "page_type": "metro_city", "title": "Financial advisors in Sarasota, FL", "filters": {}, "scope_total": 71, "faq": [ { "q": "How many financial advisory firms are there in Sarasota, FL?", "a": "AdvisorCensus lists 71 investment advisory firms with a principal office in Sarasota, Florida (part of the North Port metro area), from Form ADV filings as of October 2026: 34 SEC-registered, 31 state-registered, and 6 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 Sarasota, FL?", "a": "23 of the 71 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 Sarasota, FL offer financial planning?", "a": "43 of the 65 firms in Sarasota, 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 Sarasota, 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 23 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 71 investment advisory firms with a principal office in Sarasota, Florida (part of the North Port metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full North Port metro area, including neighboring cities, is on its own page. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": null, "citation": "AdvisorCensus. Financial advisors in Sarasota, FL: 71 firms from Form ADV filings as of October 2026.", "total_firms": 71, "page": 1, "total_pages": 2, "sort": "name", "registration_types": { "sec": 34, "state": 31, "exempt": 6 }, "fee_model_mix": [ { "code": "fee-only", "count": 23 }, { "code": "percentage_of_aum", "count": 58 }, { "code": "hourly", "count": 26 }, { "code": "subscription", "count": 3 }, { "code": "fixed", "count": 37 }, { "code": "commissions", "count": 3 }, { "code": "performance_based", "count": 6 }, { "code": "other", "count": 6 }, { "code": "not_reported", "count": 6 } ], "years_registered_distribution": [ { "code": "under_5", "count": 20 }, { "code": "5_to_9", "count": 22 }, { "code": "10_to_19", "count": 17 }, { "code": "20_plus", "count": 11 }, { "code": "not_reported", "count": 1 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 11 }, { "code": "25m_100m", "count": 19 }, { "code": "100m_500m", "count": 20 }, { "code": "500m_1b", "count": 5 }, { "code": "1b_5b", "count": 5 }, { "code": "over_5b", "count": 0 }, { "code": "not_reported", "count": 11 } ], "firms": [ { "crd_number": 284438, "name": "Advanced Wealth Management", "name_as_filed": "ADVANCED WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/advanced-wealth-management-sarasota-fl-284438", "city": "Sarasota", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 304506, "name": "Align Private Capital", "name_as_filed": "ALIGN PRIVATE CAPITAL", "url": "https://advisorcensus.com/firm/align-private-capital-sarasota-fl-304506", "city": "Sarasota", "state": "FL", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 285721, "name": "Aristotle Atlantic Partners, LLC", "name_as_filed": "ARISTOTLE ATLANTIC PARTNERS, LLC", "url": "https://advisorcensus.com/firm/aristotle-atlantic-partners-llc-sarasota-fl-285721", "city": "Sarasota", "state": "FL", "years_registered": 9, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 150618, "name": "Arlen Wealth Management, LLC", "name_as_filed": "ARLEN WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/arlen-wealth-management-llc-sarasota-fl-150618", "city": "Sarasota", "state": "FL", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 334768, "name": "Bequest Capital LLC", "name_as_filed": "BEQUEST CAPITAL LLC", "url": "https://advisorcensus.com/firm/bequest-capital-llc-sarasota-fl-334768", "city": "Sarasota", "state": "FL", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 146128, "name": "Broad Reach Wealth Management, LLC", "name_as_filed": "BROAD REACH WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/broad-reach-wealth-management-llc-sarasota-fl-146128", "city": "Sarasota", "state": "FL", "years_registered": 18, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 335458, "name": "Cambria Wealth Management", "name_as_filed": "CAMBRIA WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/cambria-wealth-management-sarasota-fl-335458", "city": "Sarasota", "state": "FL", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 304308, "name": "Campbell Wealth Advisors, LLC", "name_as_filed": "CAMPBELL WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/campbell-wealth-advisors-llc-sarasota-fl-304308", "city": "Sarasota", "state": "FL", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 334167, "name": "Capital Markets Services, LLC", "name_as_filed": "CAPITAL MARKETS SERVICES, LLC", "url": "https://advisorcensus.com/firm/capital-markets-services-llc-sarasota-fl-334167", "city": "Sarasota", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 160680, "name": "Casey Capital, LLC", "name_as_filed": "CASEY CAPITAL, LLC", "url": "https://advisorcensus.com/firm/casey-capital-llc-sarasota-fl-160680", "city": "Sarasota", "state": "FL", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 316258, "name": "Clarity Financial Design", "name_as_filed": "CLARITY FINANCIAL DESIGN", "url": "https://advisorcensus.com/firm/clarity-financial-design-sarasota-fl-316258", "city": "Sarasota", "state": "FL", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 298776, "name": "Compound Family Offices, LLC", "name_as_filed": "COMPOUND FAMILY OFFICES, LLC", "url": "https://advisorcensus.com/firm/compound-family-offices-llc-sarasota-fl-298776", "city": "Sarasota", "state": "FL", "years_registered": 7, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 134303, "name": "Couture Financial Inc.", "name_as_filed": "COUTURE FINANCIAL INC.", "url": "https://advisorcensus.com/firm/couture-financial-inc-sarasota-fl-134303", "city": "Sarasota", "state": "FL", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 144888, "name": "CPA Investment Solutions, Inc.", "name_as_filed": "CPA INVESTMENT SOLUTIONS, INC.", "url": "https://advisorcensus.com/firm/cpa-investment-solutions-inc-sarasota-fl-144888", "city": "Sarasota", "state": "FL", "years_registered": 19, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 107964, "name": "Cumberland Advisors", "name_as_filed": "CUMBERLAND ADVISORS", "url": "https://advisorcensus.com/firm/cumberland-advisors-sarasota-fl-107964", "city": "Sarasota", "state": "FL", "years_registered": 28, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 307166, "name": "Echelon Virtual Family Office, LLC", "name_as_filed": "ECHELON VIRTUAL FAMILY OFFICE, LLC", "url": "https://advisorcensus.com/firm/echelon-virtual-family-office-llc-sarasota-fl-307166", "city": "Sarasota", "state": "FL", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 156397, "name": "Eulav Asset Management", "name_as_filed": "EULAV ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/eulav-asset-management-sarasota-fl-156397", "city": "Sarasota", "state": "FL", "years_registered": 15, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 168370, "name": "Flint Ridge Capital LLC", "name_as_filed": "FLINT RIDGE CAPITAL LLC", "url": "https://advisorcensus.com/firm/flint-ridge-capital-llc-sarasota-fl-168370", "city": "Sarasota", "state": "FL", "years_registered": 13, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 281075, "name": "Forza Wealth Management", "name_as_filed": "FORZA WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/forza-wealth-management-sarasota-fl-281075", "city": "Sarasota", "state": "FL", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 134227, "name": "Glaxis Capital Management, LLC", "name_as_filed": "GLAXIS CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/glaxis-capital-management-llc-sarasota-fl-134227", "city": "Sarasota", "state": "FL", "years_registered": 21, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 290006, "name": "Global Financial Private Client", "name_as_filed": "GLOBAL FINANCIAL PRIVATE CLIENT", "url": "https://advisorcensus.com/firm/global-financial-private-client-sarasota-fl-290006", "city": "Sarasota", "state": "FL", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 122446, "name": "Global Vision Financial Services", "name_as_filed": "GLOBAL VISION FINANCIAL SERVICES", "url": "https://advisorcensus.com/firm/global-vision-financial-services-sarasota-fl-122446", "city": "Sarasota", "state": "FL", "years_registered": 27, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 142160, "name": "Goar, Endriss & Walker, P.A.", "name_as_filed": "GOAR, ENDRISS & WALKER, P.A.", "url": "https://advisorcensus.com/firm/goar-endriss-and-walker-p-a-sarasota-fl-142160", "city": "Sarasota", "state": "FL", "years_registered": 29, "raum_band": "25m_100m", "compensation_types": [ "hourly", "other" ], "enhanced": false }, { "crd_number": 342073, "name": "Greater Financial", "name_as_filed": "GREATER FINANCIAL", "url": "https://advisorcensus.com/firm/greater-financial-sarasota-fl-342073", "city": "Sarasota", "state": "FL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 172205, "name": "Guardsman Private Capital Management, Inc.", "name_as_filed": "GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/guardsman-private-capital-management-inc-sarasota-fl-172205", "city": "Sarasota", "state": "FL", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 157672, "name": "Halyard Capital Management, LLC", "name_as_filed": "HALYARD CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/halyard-capital-management-llc-sarasota-fl-157672", "city": "Sarasota", "state": "FL", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 167357, "name": "Hammond Asset Management LLC", "name_as_filed": "HAMMOND ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/hammond-asset-management-llc-sarasota-fl-167357", "city": "Sarasota", "state": "FL", "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 167623, "name": "HD Money, Inc.", "name_as_filed": "HD MONEY, INC.", "url": "https://advisorcensus.com/firm/hd-money-inc-sarasota-fl-167623", "city": "Sarasota", "state": "FL", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 317633, "name": "Insight Family Financial", "name_as_filed": "INSIGHT FAMILY FINANCIAL", "url": "https://advisorcensus.com/firm/insight-family-financial-sarasota-fl-317633", "city": "Sarasota", "state": "FL", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 137803, "name": "Integrity Wealth Management", "name_as_filed": "INTEGRITY WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/integrity-wealth-management-sarasota-fl-137803", "city": "Sarasota", "state": "FL", "years_registered": 20, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 109445, "name": "Investment Advisory Group LLC", "name_as_filed": "INVESTMENT ADVISORY GROUP LLC", "url": "https://advisorcensus.com/firm/investment-advisory-group-llc-sarasota-fl-109445", "city": "Sarasota", "state": "FL", "years_registered": 26, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 108058, "name": "J. L. Bainbridge & Co., Inc.", "name_as_filed": "J. L. BAINBRIDGE & CO., INC.", "url": "https://advisorcensus.com/firm/j-l-bainbridge-and-co-inc-sarasota-fl-108058", "city": "Sarasota", "state": "FL", "years_registered": 28, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 169413, "name": "Johnson Private Wealth Management, LLC", "name_as_filed": "JOHNSON PRIVATE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/johnson-private-wealth-management-llc-sarasota-fl-169413", "city": "Sarasota", "state": "FL", "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 301130, "name": "Kennon Financial", "name_as_filed": "KENNON FINANCIAL", "url": "https://advisorcensus.com/firm/kennon-financial-sarasota-fl-301130", "city": "Sarasota", "state": "FL", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 327854, "name": "Lake Water Advisory, LLC", "name_as_filed": "LAKE WATER ADVISORY, LLC", "url": "https://advisorcensus.com/firm/lake-water-advisory-llc-sarasota-fl-327854", "city": "Sarasota", "state": "FL", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 328154, "name": "Lashley Wealth Management", "name_as_filed": "LASHLEY WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/lashley-wealth-management-sarasota-fl-328154", "city": "Sarasota", "state": "FL", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 299370, "name": "Lateral Capital Advisors, LLC", "name_as_filed": "LATERAL CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/lateral-capital-advisors-llc-sarasota-fl-299370", "city": "Sarasota", "state": "FL", "years_registered": null, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 331570, "name": "Lateral Capital Group, LLC", "name_as_filed": "LATERAL CAPITAL GROUP, LLC", "url": "https://advisorcensus.com/firm/lateral-capital-group-llc-sarasota-fl-331570", "city": "Sarasota", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 167584, "name": "Levine, David Alan", "name_as_filed": "LEVINE, DAVID ALAN", "url": "https://advisorcensus.com/firm/levine-david-alan-sarasota-fl-167584", "city": "Sarasota", "state": "FL", "years_registered": 13, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 119667, "name": "Mainland Financial", "name_as_filed": "MAINLAND FINANCIAL", "url": "https://advisorcensus.com/firm/mainland-financial-sarasota-fl-119667", "city": "Sarasota", "state": "FL", "years_registered": 25, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 309657, "name": "Melberth Capital", "name_as_filed": "MELBERTH CAPITAL", "url": "https://advisorcensus.com/firm/melberth-capital-sarasota-fl-309657", "city": "Sarasota", "state": "FL", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 110632, "name": "Miller Value Partners, LLC", "name_as_filed": "MILLER VALUE PARTNERS, LLC", "url": "https://advisorcensus.com/firm/miller-value-partners-llc-sarasota-fl-110632", "city": "Sarasota", "state": "FL", "years_registered": 26, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 285309, "name": "Monorail Securities LLC", "name_as_filed": "MONORAIL SECURITIES LLC", "url": "https://advisorcensus.com/firm/monorail-securities-llc-sarasota-fl-285309", "city": "Sarasota", "state": "FL", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "subscription" ], "enhanced": false }, { "crd_number": 287933, "name": "MRA Advisory Group", "name_as_filed": "MRA ADVISORY GROUP", "url": "https://advisorcensus.com/firm/mra-advisory-group-sarasota-fl-287933", "city": "Sarasota", "state": "FL", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 112260, "name": "NED Davis Research, Inc.", "name_as_filed": "NED DAVIS RESEARCH, INC.", "url": "https://advisorcensus.com/firm/ned-davis-research-inc-sarasota-fl-112260", "city": "Sarasota", "state": "FL", "years_registered": 25, "raum_band": "under_25m", "compensation_types": [ "hourly", "subscription", "fixed", "other" ], "enhanced": false }, { "crd_number": 146891, "name": "Path Financial, LLC", "name_as_filed": "PATH FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/path-financial-llc-sarasota-fl-146891", "city": "Sarasota", "state": "FL", "years_registered": 18, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 122085, "name": "Perigee Capital, LP", "name_as_filed": "PERIGEE CAPITAL, LP", "url": "https://advisorcensus.com/firm/perigee-capital-lp-sarasota-fl-122085", "city": "Sarasota", "state": "FL", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 283781, "name": "Plan Confidence Corporation", "name_as_filed": "PLAN CONFIDENCE CORPORATION", "url": "https://advisorcensus.com/firm/plan-confidence-corporation-sarasota-fl-283781", "city": "Sarasota", "state": "FL", "years_registered": 10, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 120213, "name": "Platinum Planning, Inc.", "name_as_filed": "PLATINUM PLANNING, INC.", "url": "https://advisorcensus.com/firm/platinum-planning-inc-sarasota-fl-120213", "city": "Sarasota", "state": "FL", 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