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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

FORZA WEALTH MANAGEMENT
MML INVESTORS SERVICES, LLC
LATITUDE ADVISORS, LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
INTEGRITY WEALTH MANAGEMENT
MONORAIL SECURITIES LLC
HD MONEY, INC.
OSAIC WEALTH, INC.
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC
RBF CAPITAL MANAGEMENT, INC.
NED DAVIS RESEARCH, INC.
J.P. MORGAN SECURITIES LLC
PNC WEALTH MANAGEMENT LLC
RESEARCH FINANCIAL STRATEGIES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

TIMOTHY JOSEPH VIDENKA
MICHAEL ERNEST DEMASSA
Diane Marie Huntley
KIMBERLY EVENER
MICHAEL SEAN ORENTLICH
WILLIAM CARL CONTE
LISA SHIRLEY SIMMS
Austin David Collins
REBECCA LEIGH FISHER
BRADLEY LORNE PALMER
BRIAN EDWARD GLICKMAN
John Michael Texada
JONATHAN JAMES MILES
SAMUEL LAWRENCE CIONE
Timothy Adam Perkins
MASSIMO FILIPPO TERESI
Norman Patrick McEvoy
JOHN NEVINS DUNLEVY
STUART KENNETH DICKSON
GABRIEL ISAAC KAUFMANN
Brandin Lee Swain
PHILLIP BRUCE DICKSON
DAVID JOHN BERNS
MARK JOSEPH KENNEDY
JONNA DORIS KELLER
BREA NICOLE MORRISON DANTIN
Kurstan Nicole Fox
Amanda Penn DeLaHunt
RAFAL R BARANSKI
EDWARD MALCOLM CLISSOLD
MATT TOYNE BAUER
TIMOTHY WHEELOCK HAYES
JOSEPH FREDERICK KALISH
AMY CHESEK LUBAS
RICHARD DONALD JOHNSON
STEVEN RUSSELL SELLERS
BRIAN THOMAS SANBORN
ALEJANDRA TERESA GRINDAL
ULRICO JESUS FONT
VENETA KIREVA DIMITROVA
LISA MARIE MICHALSKI
Timothy Richard Frazer
Christopher Enger
MARIA LUISA CLARE
Keri Deni Hawk
VICTORIA MCCRINDLE
AMY K ORCUTT
PAUL JOHN CELLA
Tomo Tomovski

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