Fiduciary advisors in Sarasota, FL
31 registered advisers
As a Gulf Coast retirement destination with cultural institutions (Ringling Museum) and a growing remote-worker population, Sarasota supports a sizable fiduciary advisory market. Among them, 29 operate strictly fee-only, meaning they collect no commissions or product-based revenue. Each listing below includes compensation method, assets under management, and any disclosed regulatory history.
ALIGN PRIVATE CAPITAL
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$177M
Minimum--
Clients2
ARISTOTLE ATLANTIC PARTNERS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$3.2B
Minimum--
Clients348
BEQUEST CAPITAL LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$40M
Minimum--
Clients4
CAMBRIA WEALTH MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$113M
Minimum--
Clients298
COMPOUND FAMILY OFFICES, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$480M
Minimum--
Clients288
CUMBERLAND ADVISORS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$3.2B
Minimum--
Clients2,349
EULAV ASSET MANAGEMENT
Clean RecordAlso Compensated via BrokerageTypical Fee--
AUM$4.9B
Minimum--
Clients7
FORZA WEALTH MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$393M
Minimum--
Clients352
GLAXIS CAPITAL MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$162M
Minimum--
Clients4
GLOBAL FINANCIAL PRIVATE CLIENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$667M
Minimum--
Clients954
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$162M
Minimum--
Clients99
HD MONEY, INC.
Clean RecordAlso Compensated via Product SalesTypical Fee--
AUM$294M
Minimum--
Clients960
INVESTMENT ADVISORY GROUP LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.2B
Minimum--
Clients3,581
J. L. BAINBRIDGE & CO., INC.
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$1.2B
Minimum--
Clients1,954
KENNON FINANCIAL
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$293M
Minimum--
Clients1,153
MILLER VALUE PARTNERS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$362M
Minimum--
Clients20
MONORAIL SECURITIES LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee0.40%
AUM$295M
Minimum$5M
Clients1,948
MRA ADVISORY GROUP
Fee-OnlyAlso Compensated via Product SalesTypical Fee0.40%
AUM$294M
Minimum$5000M
Clients401
NED DAVIS RESEARCH, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee0.04%
AUM$2M
Minimum--
Clients2
PERIGEE CAPITAL, LP
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$1.1B
Minimum--
Clients112
PLAN CONFIDENCE CORPORATION
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM--
Minimum--
Clients--
PRINCE ASSET MANAGEMENT, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$123M
Minimum--
Clients198
RANCH CAPITAL ADVISORS INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$338M
Minimum--
Clients1,138
RBF CAPITAL MANAGEMENT, INC.
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$161M
Minimum--
Clients41
REALITY FINANCIAL PLANNING SERVICES, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$117M
Minimum--
Clients460
SARA-BAY FINANCIAL CORP.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$318M
Minimum--
Clients848
TACTIVE ADVISORS, LLC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$457M
Minimum--
Clients2,671
TRUVESTMENTS CAPITAL LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$601M
Minimum--
Clients2,712
WALSH & ASSOCIATES, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$660M
Minimum--
Clients2,281
WEALTH PRO ADVISORS, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$308M
Minimum--
Clients396
WHITE OAKS INVESTMENT MANAGEMENT, INC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$427M
Minimum--
Clients11