# Financial advisors in Sarasota, FL

> 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.

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

## At a glance

- Investment advisory firms: 71
- Registration: SEC-registered investment adviser: 34, State-registered investment adviser: 31, Exempt reporting adviser: 6
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 23 (35%); Percentage of assets 58 (89%); Hourly charges 26 (40%); Subscription fees (newsletter or periodical) 3 (5%); Fixed fees 37 (57%); Commissions 3 (5%); Performance-based fees 6 (9%); Other 6 (9%); No compensation arrangements reported 6
- Regulatory assets under management (Item 5.F): Under $25 million 11 (15%); $25 million to $100 million 19 (27%); $100 million to $500 million 20 (28%); $500 million to $1 billion 5 (7%); $1 billion to $5 billion 5 (7%); Not reported 11 (15%)
- Years registered: Under 5 years 20 (28%); 5 to 9 years 22 (31%); 10 to 19 years 17 (24%); 20 years or more 11 (15%); Not reported 1 (1%)

## Firms (page 1 of 2, 1 to 50 of 71, 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 |
| [Align Private Capital](https://advisorcensus.com/firm/align-private-capital-sarasota-fl-304506) ([md](https://advisorcensus.com/firm/align-private-capital-sarasota-fl-304506.md)) | 304506 | Sarasota, FL | SEC-registered investment adviser | $100 million to $500 million | 6 | Fixed fee, Performance fee |
| [Aristotle Atlantic Partners, LLC](https://advisorcensus.com/firm/aristotle-atlantic-partners-llc-sarasota-fl-285721) ([md](https://advisorcensus.com/firm/aristotle-atlantic-partners-llc-sarasota-fl-285721.md)) | 285721 | Sarasota, FL | SEC-registered investment adviser | $1 billion to $5 billion | 9 | % of assets |
| [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 |
| [Bequest Capital LLC](https://advisorcensus.com/firm/bequest-capital-llc-sarasota-fl-334768) ([md](https://advisorcensus.com/firm/bequest-capital-llc-sarasota-fl-334768.md)) | 334768 | Sarasota, FL | SEC-registered investment adviser | $25 million to $100 million | 1 | % of assets, Fixed fee, Performance fee |
| [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 |
| [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 |
| [Campbell Wealth Advisors, LLC](https://advisorcensus.com/firm/campbell-wealth-advisors-llc-sarasota-fl-304308) ([md](https://advisorcensus.com/firm/campbell-wealth-advisors-llc-sarasota-fl-304308.md)) | 304308 | Sarasota, FL | State-registered investment adviser | Not reported | 6 | % of assets, Fixed fee |
| [Capital Markets Services, LLC](https://advisorcensus.com/firm/capital-markets-services-llc-sarasota-fl-334167) ([md](https://advisorcensus.com/firm/capital-markets-services-llc-sarasota-fl-334167.md)) | 334167 | Sarasota, FL | State-registered investment adviser | Not reported | 0 | Fixed fee |
| [Casey Capital, LLC](https://advisorcensus.com/firm/casey-capital-llc-sarasota-fl-160680) ([md](https://advisorcensus.com/firm/casey-capital-llc-sarasota-fl-160680.md)) | 160680 | Sarasota, FL | Exempt reporting adviser | Not reported | 14 | Not reported |
| [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 |
| [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 |
| [Eulav Asset Management](https://advisorcensus.com/firm/eulav-asset-management-sarasota-fl-156397) ([md](https://advisorcensus.com/firm/eulav-asset-management-sarasota-fl-156397.md)) | 156397 | Sarasota, FL | SEC-registered investment adviser | $1 billion to $5 billion | 15 | % of assets |
| [Flint Ridge Capital LLC](https://advisorcensus.com/firm/flint-ridge-capital-llc-sarasota-fl-168370) ([md](https://advisorcensus.com/firm/flint-ridge-capital-llc-sarasota-fl-168370.md)) | 168370 | Sarasota, FL | Exempt reporting adviser | Not reported | 13 | Not reported |
| [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 |
| [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 |
| [Greater Financial](https://advisorcensus.com/firm/greater-financial-sarasota-fl-342073) ([md](https://advisorcensus.com/firm/greater-financial-sarasota-fl-342073.md)) | 342073 | Sarasota, FL | State-registered investment adviser | Under $25 million | 0 | Hourly, Fixed fee |
| [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 |
| [Halyard Capital Management, LLC](https://advisorcensus.com/firm/halyard-capital-management-llc-sarasota-fl-157672) ([md](https://advisorcensus.com/firm/halyard-capital-management-llc-sarasota-fl-157672.md)) | 157672 | Sarasota, FL | Exempt reporting adviser | Not reported | 7 | Not reported |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |

- Next page: https://advisorcensus.com/advisors/fl/north-port/sarasota/page/2.md

## Questions people ask

**How many financial advisory firms are there in Sarasota, FL?**
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.

**How many fee-only financial advisors are in Sarasota, FL?**
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.

**How many financial advisors in Sarasota, FL offer financial planning?**
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.

**Are the financial advisors in Sarasota, 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 23 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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Cite as: AdvisorCensus. Financial advisors in Sarasota, FL: 71 firms from Form ADV filings as of October 2026.