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Best financial advisors in Sarasota, FL

Registered advisers within 25 miles of Sarasota, FL.

Offices
646
Firms
302
Combined AUM
$15.4T
Firm-wide filings, not assets booked only here
Clients
3.03M
3,032,973 clients when Item 5C has a number
Avg / client
$5.06M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
COMPASS FINANCIAL MANAGEMENT LLC
PFS INVESTMENTS INC.
FORUM FINANCIAL MANAGEMENT, LP
WAVERLY ADVISORS, LLC
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
TD PRIVATE CLIENT WEALTH LLC
ROBERT W. BAIRD & CO. INCORPORATED
THRIVENT INVESTMENT MANAGEMENT INC.
LEVEL FOUR ADVISORY SERVICES
FIFTH THIRD SECURITIES, INC.
WELLS FARGO CLEARING SERVICES, LLC
BATES REAL ESTATE AND FINANCIAL ADVISORY SERVICES
NEWEDGE ADVISORS
PINNACLE ADVISORS
OSAIC WEALTH, INC.

Investors

Aystin Martinez
Dustin R Hays
JOHN GEORGE DANIELS
DONALD GLENN JOHNSON
CHRISTOPHER MICHAEL DANZER
AMANDA LEE JOHNSON
BRENT MARTIN
DEBRA ANN GARDI
ROBERT SCOTT COLLINS
CHRISTOPHER JOSEPH DELEONARDO
SCOTT CALLIS BARCOMB
RAFAEL MENNA BARRETO GREGORI
JORGE LUIS NAVARRO
JOHN JARRETT FITZGERALD
TIMOTHY WAGNER
MICHELE WOLFE
THANARAT METRIUS
Robin Howard
MARILYN VAZQUEZ
JOHN MERENDINO
BRIAN LOBMAN
CHRISTOPHER HARGIS
RODRIGO LOPEZ
PAUL SOTO MENDOZA
JONATHAN BASS
MICHAEL FARAJ
LUIS Alberto HERNANDEZ
JOSE GAUTIER
OMAR ABDELBARI
CATALINA ALEXANDER
LORRAINE HERNANDEZ FORBES
Sharon Metilyn Raymond-Daley
BRANDISE DENNIS
KANDI LYNN
NICOLAS HERNANDEZ
NICOLAS DURAN
MEREDITH MEADE WOODS
BECKIE MARIE CLARK
CHARLES MICHAEL FORTENBERRY
BRENDA K KLEIBER
William Kerry McGinty
LYNN JEAN CRAPO
CHARLES A ALARIO
JANE ELIZABETH MCGINTY
ERIN REBECCA HAJDU
Courtney A Cornwell
SCOTT LOOS WOODS
PAUL DOUGLAS BUSKEY
Robert Jeffrey Smith
THOMAS KEVIN KYLE
PETER GRENVILLE MAGNUSON
Christopher Blake Magnuson
Matthew Allen Petersen
RYAN MATTHEW MULLER
Cole Kendrick
Markus Bates
BRENT STEPHEN HILLERICH
BRIAN ANTHONY GROGAN
STEVEN ANTHONY CECIL
Sean Michael Koscho
STEVEN P MARTINUCCI
ANDREW Charles LERDA-PLOG
RODNEY DUANE PATT
Cherie Duriez
DANIEL FRANK CONNELLY
ANDREW C RICE
Darren Ross Kaufman
MICHAEL KEITH REICH

Within 25 miles of Sarasota, FL, Best Investors lists 302 registered investment advisory firms with 646 offices nearby, managing about $15.4T in combined regulatory AUM across 3,032,973 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Sarasota

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM