Financial advisors in Sarasota, FL

859 match · page 2 of 29

Daniel Bennett
Financial advisor at Lake Water Advisory, LLC
Lake Water Advisory, LLC · $82.6M AUM
CFP®VerifiedFinancial planning
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Daniel Hoffe
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
CFP®VerifiedFinancial planning
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Daniel Kopp
Financial advisor at Wise Stewardship Financial Planning, LLC
Wise Stewardship Financial Planning, LLC · $27.4M AUM
CFP®VerifiedFinancial planning
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Daniel Vigne
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
CFP®VerifiedFinancial planning
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Derek Hartman
Financial advisor at Global Financial Private Client
Global Financial Private Client · $828.3M AUM
CFP®VerifiedFinancial planning
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Douglas Timmerman
Financial advisor at Mariner
Mariner · $125.41B AUM
CFP®VerifiedFinancial planning
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Elissa Lovell
Financial advisor at Ranch Capital Advisors Inc.
Ranch Capital Advisors Inc. · $385.5M AUM
CFP®VerifiedFinancial planning
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Elizabeth Green
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
CFP®VerifiedFinancial planning
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Elizabeth Richardson
Financial advisor at Origin Investment Advisory LLC
Origin Investment Advisory LLC · $34.7M AUM
CFP®VerifiedFinancial planning
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Elliott Sternberg
Financial advisor at Robert W. Baird & Co. Incorporated
Robert W. Baird & Co. Incorporated · $394.07B AUM
CFP®VerifiedFinancial planning
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Eric Midili
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
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Eric Walther
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Erik Fischer
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
CFP®VerifiedFinancial planning
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Ernest Cave
Financial advisor at Blue Horizon Equity, Inc.
Blue Horizon Equity, Inc. · $745.9M AUM
CFP®VerifiedFinancial planning
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Faiza Kedir
Financial advisor at Steward Partners Investment Advisory, LLC
Steward Partners Investment Advisory, LLC · $36.73B AUM
CFP®VerifiedFinancial planning
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Filip Telibasa
Financial advisor at Benzina Wealth, LLC
Benzina Wealth, LLC · $19.6M AUM
CFP®VerifiedFinancial planning
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Fred Brickel
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
CFP®VerifiedFinancial planning
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Geoffrey Frazier
Financial advisor at Global Financial Private Client
Global Financial Private Client · $828.3M AUM
CFP®VerifiedFinancial planning
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George Famiglio
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
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George McCall
Financial advisor at Investment Advisory Group LLC
Investment Advisory Group LLC · $1.22B AUM
CFP®VerifiedFinancial planning
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Gillian Cassidy
Financial advisor at Mariner
Mariner · $125.41B AUM
CFP®VerifiedFinancial planning
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Grant Maddox
Financial advisor at Origin Investment Advisory LLC
Origin Investment Advisory LLC · $34.7M AUM
CFP®VerifiedFinancial planning
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Gregory Mills
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Gregory Misko
Financial advisor at Truist Advisory Services, Inc.
Truist Advisory Services, Inc. · $77.39B AUM
CFP®VerifiedFinancial planning
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Gregory Pacitti
Financial advisor at Ranch Capital Advisors Inc.
Ranch Capital Advisors Inc. · $385.5M AUM
CFP®VerifiedFinancial planning
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Han Xue
Financial advisor at Origin Investment Advisory LLC
Origin Investment Advisory LLC · $34.7M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Hantz Serrao
Financial advisor at Founders Financial Alliance, LLC
Founders Financial Alliance, LLC · $1.19B AUM
CFP®VerifiedFinancial planning
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Harry Pinkham
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
CFP®VerifiedFinancial planning
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James Davenport
Financial advisor at Compass Financial Management LLC
Compass Financial Management LLC · $893.8M AUM
CFP®VerifiedFinancial planning
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James Horn
Financial advisor at Origin Investment Advisory LLC
Origin Investment Advisory LLC · $34.7M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Sarasota, FL

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Sarasota, FL.

How this list works

Before you hire an advisor in Sarasota, FL