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 Sales
Sarasota, FloridaCRD #304506
Typical Fee--
AUM$177M
Minimum--
Clients2

ARISTOTLE ATLANTIC PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Sarasota, FloridaCRD #285721
Typical Fee--
AUM$3.2B
Minimum--
Clients348

BEQUEST CAPITAL LLC

Fee-Only, No ConflictsClean Record
Sarasota, FloridaCRD #334768
Typical Fee--
AUM$40M
Minimum--
Clients4

CAMBRIA WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Sarasota, FloridaCRD #335458
Typical Fee--
AUM$113M
Minimum--
Clients298

COMPOUND FAMILY OFFICES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Sarasota, FloridaCRD #298776
Typical Fee--
AUM$480M
Minimum--
Clients288

CUMBERLAND ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Sarasota, FloridaCRD #107964
Typical Fee--
AUM$3.2B
Minimum--
Clients2,349

EULAV ASSET MANAGEMENT

Clean RecordAlso Compensated via Brokerage
Sarasota, FloridaCRD #156397
Typical Fee--
AUM$4.9B
Minimum--
Clients7

FORZA WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Sarasota, FloridaCRD #281075
Typical Fee--
AUM$393M
Minimum--
Clients352

GLAXIS CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Sarasota, FloridaCRD #134227
Typical Fee--
AUM$162M
Minimum--
Clients4

GLOBAL FINANCIAL PRIVATE CLIENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Sarasota, FloridaCRD #290006
Typical Fee--
AUM$667M
Minimum--
Clients954

GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Sarasota, FloridaCRD #172205
Typical Fee--
AUM$162M
Minimum--
Clients99

HD MONEY, INC.

Clean RecordAlso Compensated via Product Sales
Sarasota, FloridaCRD #167623
Typical Fee--
AUM$294M
Minimum--
Clients960

INVESTMENT ADVISORY GROUP LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Sarasota, FloridaCRD #109445
Typical Fee--
AUM$1.2B
Minimum--
Clients3,581

J. L. BAINBRIDGE & CO., INC.

Fee-OnlyAlso Compensated via Product Sales
Sarasota, FloridaCRD #108058
Typical Fee--
AUM$1.2B
Minimum--
Clients1,954

KENNON FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Sarasota, FloridaCRD #301130
Typical Fee--
AUM$293M
Minimum--
Clients1,153

MILLER VALUE PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Sarasota, FloridaCRD #110632
Typical Fee--
AUM$362M
Minimum--
Clients20

MONORAIL SECURITIES LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Sarasota, FloridaCRD #285309
Typical Fee0.40%
AUM$295M
Minimum$5M
Clients1,948

MRA ADVISORY GROUP

Fee-OnlyAlso Compensated via Product Sales
Sarasota, FloridaCRD #287933
Typical Fee0.40%
AUM$294M
Minimum$5000M
Clients401

NED DAVIS RESEARCH, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Sarasota, FloridaCRD #112260
Typical Fee0.04%
AUM$2M
Minimum--
Clients2

PERIGEE CAPITAL, LP

Fee-Only, No ConflictsClean Record
Sarasota, FloridaCRD #122085
Typical Fee--
AUM$1.1B
Minimum--
Clients112

PLAN CONFIDENCE CORPORATION

Fee-OnlyClean RecordAlso Compensated via Product Sales
Sarasota, FloridaCRD #283781
Typical Fee--
AUM--
Minimum--
Clients--

PRINCE ASSET MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Sarasota, FloridaCRD #141567
Typical Fee--
AUM$123M
Minimum--
Clients198

RANCH CAPITAL ADVISORS INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Sarasota, FloridaCRD #300966
Typical Fee--
AUM$338M
Minimum--
Clients1,138

RBF CAPITAL MANAGEMENT, INC.

Fee-Only, No ConflictsClean Record
Sarasota, FloridaCRD #164524
Typical Fee--
AUM$161M
Minimum--
Clients41

REALITY FINANCIAL PLANNING SERVICES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Sarasota, FloridaCRD #143352
Typical Fee--
AUM$117M
Minimum--
Clients460

SARA-BAY FINANCIAL CORP.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Sarasota, FloridaCRD #133443
Typical Fee--
AUM$318M
Minimum--
Clients848

TACTIVE ADVISORS, LLC

Fee-OnlyAlso Compensated via Product Sales
Sarasota, FloridaCRD #309311
Typical Fee--
AUM$457M
Minimum--
Clients2,671

TRUVESTMENTS CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Sarasota, FloridaCRD #291297
Typical Fee--
AUM$601M
Minimum--
Clients2,712

WALSH & ASSOCIATES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Sarasota, FloridaCRD #144441
Typical Fee--
AUM$660M
Minimum--
Clients2,281

WEALTH PRO ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Sarasota, FloridaCRD #169266
Typical Fee--
AUM$308M
Minimum--
Clients396

WHITE OAKS INVESTMENT MANAGEMENT, INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Sarasota, FloridaCRD #170016
Typical Fee--
AUM$427M
Minimum--
Clients11
Fiduciary Advisors in Sarasota, Florida | FiduciaryListings