Firms by city
Registered investment advisers in Sarasota, FL
30 SEC-registered advisers headquartered in Sarasota, listed by regulatory assets under management as reported on Form ADV.
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30 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| EULAV Asset Management | Sarasota, FL | $3.7B |
| Cumberland Advisors | Sarasota, FL | $3.22B |
| Aristotle Atlantic Partners | Sarasota, FL | $2.22B |
| J. L. Bainbridge & Co. | Sarasota, FL | $1.37B |
| Investment Advisory Group | Sarasota, FL | $1.22B |
| Global Financial Private Client | Sarasota, FL | $828M |
| Walsh & Associates | Sarasota, FL | $828M |
| Truvestments Capital | Sarasota, FL | $661M |
| Tactive Advisors | Sarasota, FL | $619M |
| Compound Family Offices | Sarasota, FL | $541M |
| White Oaks Investment Management | Sarasota, FL | $496M |
| Perigee Capital | Sarasota, FL | $426M |
| Forza Wealth Management | Sarasota, FL | $422M |
| Miller Value Partners | Sarasota, FL | $418M |
| Sara-Bay Financial | Sarasota, FL | $397M |
| Monorail Securities | Sarasota, FL | $389M |
| HD Money | Sarasota, FL | $386M |
| Ranch Capital Advisors | Sarasota, FL | $386M |
| MRA Advisory Group | Sarasota, FL | $361M |
| Wealth Pro Advisors | Sarasota, FL | $317M |
- Headquarters
- Sarasota, FL
- Regulatory AUM
- $3.7B
- Headquarters
- Sarasota, FL
- Regulatory AUM
- $3.22B
- Headquarters
- Sarasota, FL
- Regulatory AUM
- $2.22B
- Headquarters
- Sarasota, FL
- Regulatory AUM
- $1.37B
- Headquarters
- Sarasota, FL
- Regulatory AUM
- $1.22B
- Headquarters
- Sarasota, FL
- Regulatory AUM
- $828M
- Headquarters
- Sarasota, FL
- Regulatory AUM
- $828M
- Headquarters
- Sarasota, FL
- Regulatory AUM
- $661M
- Headquarters
- Sarasota, FL
- Regulatory AUM
- $619M
- Headquarters
- Sarasota, FL
- Regulatory AUM
- $541M
- Headquarters
- Sarasota, FL
- Regulatory AUM
- $496M
- Headquarters
- Sarasota, FL
- Regulatory AUM
- $426M
- Headquarters
- Sarasota, FL
- Regulatory AUM
- $422M
- Headquarters
- Sarasota, FL
- Regulatory AUM
- $418M
- Headquarters
- Sarasota, FL
- Regulatory AUM
- $397M
- Headquarters
- Sarasota, FL
- Regulatory AUM
- $389M
- Headquarters
- Sarasota, FL
- Regulatory AUM
- $386M
- Headquarters
- Sarasota, FL
- Regulatory AUM
- $386M
- Headquarters
- Sarasota, FL
- Regulatory AUM
- $361M
- Headquarters
- Sarasota, FL
- Regulatory AUM
- $317M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Sarasota on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Florida.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.