% of assets managed in Sarasota, FL
47 advisers in Sarasota offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).
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All 47
Advanced Wealth ManagementSEC registeredNo commissions reportedAristotle Atlantic Partners, LLCSEC registeredNo commissions reportedArlen Wealth Management, LLCState registeredNo commissions reportedBroad Reach Wealth Management, LLCState registeredNo commissions reportedCambria Wealth ManagementSEC registeredNo commissions reportedClarity Financial DesignState registeredNo commissions reportedCompound Family Offices, LLCSEC registeredNo commissions reportedCPA Investment Solutions, INC.State registeredNo commissions reportedCumberland AdvisorsSEC registeredNo commissions reportedEchelon Virtual Family Office, LLCState registeredNo commissions reported
Forza Wealth ManagementSEC registeredNo commissions reportedGlaxis Capital Management, LLCSEC registeredNo commissions reportedGlobal Financial Private ClientSEC registeredNo commissions reportedGuardsman Private Capital Management, INC.SEC registeredNo commissions reportedHammond Asset Management LLCState registeredNo commissions reportedInsight Family FinancialState registeredNo commissions reportedIntegrity Wealth ManagementState registeredNo commissions reportedInvestment Advisory Group LLCSEC registeredNo commissions reportedJ. L. Bainbridge & CO., INC.SEC registeredNo commissions reportedJohnson Private Wealth Management, LLCState registeredNo commissions reportedKennon FinancialSEC registeredNo commissions reportedLake Water Advisory, LLCState registeredNo commissions reportedMainland FinancialState registeredNo commissions reportedMelberth CapitalState registeredNo commissions reportedMiller Value Partners, LLCSEC registeredNo commissions reportedMonorail Securities LLCSEC registeredNo commissions reportedMra Advisory GroupSEC registeredNo commissions reportedPath Financial, LLCState registeredNo commissions reportedPlatinum Planning, INC.State registeredNo commissions reportedPrestige Advisors INC.State registeredNo commissions reportedPrince Asset Management, INC.SEC registeredNo commissions reportedRanch Capital Advisors INC.SEC registeredNo commissions reportedRbf Capital Management, INC.SEC registeredNo commissions reportedReality Financial Planning Services, LLCSEC registeredNo commissions reportedSage Wealth Consulting, LLCState registeredNo commissions reportedSara-Bay Financial Corp.SEC registeredNo commissions reportedStarkel Wealth Advisors, LLCState registeredNo commissions reportedSwan Retirement StrategiesState registeredNo commissions reportedTactive Advisors, LLCSEC registeredNo commissions reportedTrue Path Financial LLCState registeredNo commissions reportedTruvestments Capital LLCSEC registeredNo commissions reportedVioni Capital Management, LLCState registeredNo commissions reportedWalsh & Associates, LLCSEC registeredNo commissions reportedWalters Strategic Advisors, LLCState registeredNo commissions reportedWaterside Investment Advisers LLCState registeredNo commissions reportedWealth Pro Advisors, INC.SEC registeredNo commissions reportedWealthgen Advisors, LLCSEC registeredNo commissions reported