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 |
|---|---|---|
| David Kennon | Sarasota, FL | $300M |
| Align Private Capital | Sarasota, FL | $226M |
| Guardsman Private Capital Management | Sarasota, FL | $208M |
| Glaxis Capital Management | Sarasota, FL | $161M |
| RBF Capital Management | Sarasota, FL | $161M |
| WealthGen Advisors | Sarasota, FL | $147M |
| Prince Asset Management | Sarasota, FL | $138M |
| Reality Financial Planning Services | Sarasota, FL | $126M |
| Rees Wealth Management | Sarasota, FL | $116M |
| Advanced Wealth Management | Sarasota, FL | $111M |
- Headquarters
- Sarasota, FL
- Regulatory AUM
- $300M
- Headquarters
- Sarasota, FL
- Regulatory AUM
- $226M
- Headquarters
- Sarasota, FL
- Regulatory AUM
- $208M
- Headquarters
- Sarasota, FL
- Regulatory AUM
- $161M
- Headquarters
- Sarasota, FL
- Regulatory AUM
- $161M
- Headquarters
- Sarasota, FL
- Regulatory AUM
- $147M
- Headquarters
- Sarasota, FL
- Regulatory AUM
- $138M
- Headquarters
- Sarasota, FL
- Regulatory AUM
- $126M
- Headquarters
- Sarasota, FL
- Regulatory AUM
- $116M
- Headquarters
- Sarasota, FL
- Regulatory AUM
- $111M
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.