City
Wealth management firms in Sarasota, Florida
As of October 2, 2026, 77 wealth management firms, including broker-dealer firms, with their main office in Sarasota, Florida reported $14.0 billion in regulatory assets under management; the largest by assets was Cumberland Advisors, with $3.2 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 77
- Regulatory assets under management
- $14.0 billion
- Average per firm
- $181.9 million
- SEC-registered, of those listed
- 22 of 77 (28.6%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Cumberland Advisors Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $3.2 billion | 2,349 |
| 2 | J. L. Bainbridge & Co., Inc. | SEC | $1.4 billion | 2,070 |
| 3 | Investment Advisory Group LLC | SEC | $1.2 billion | 3,581 |
| 4 | Global Financial Private Client | SEC | $828.3 million | 1,028 |
| 5 | Walsh & Associates, LLC | SEC | $827.7 million | 2,571 |
| 6 | Truvestments Capital LLC | SEC | $660.8 million | 2,541 |
| 7 | Tactive Advisors, LLC | SEC | $619.0 million | 3,434 |
| 8 | Compound Family Offices, LLC | SEC | $540.8 million | 324 |
| 9 | Forza Wealth Management | SEC | $422.4 million | 356 |
| 10 | Sara-Bay Financial Corp. | SEC | $396.8 million | 924 |
| 11 | HD Money, Inc. | SEC | $386.1 million | 998 |
| 12 | Ranch Capital Advisors Inc. | SEC | $385.5 million | 1,147 |
| 13 | Mra Advisory Group | SEC | $361.3 million | 1,993 |
| 14 | Wealth Pro Advisors, Inc. | SEC | $317.5 million | 407 |
| 15 | Wealthgen Advisors, LLC | SEC | $146.6 million | 621 |
| 16 | Prince Asset Management, Inc. | SEC | $137.7 million | 271 |
| 17 | Millenia Financial Partners, LLC | SEC | $127.4 million | 113 |
| 18 | Reality Financial Planning Services, LLC | SEC | $125.9 million | 477 |
| 19 | Cambria Wealth Management | SEC | $115.7 million | 315 |
| 20 | Advanced Wealth Management | SEC | $110.7 million | 520 |
| 21 | Preservation Capital Group | State | $99.9 million | 47 |
| 22 | Vioni Capital Management, LLC | State | $84.8 million | 60 |
| 23 | Lake Water Advisory, LLC | State | $82.6 million | 148 |
| 24 | True Path Financial LLC | State | $82.3 million | 297 |
| 25 | Global Vision Financial Services | State | $81.5 million | 37 |
| 26 | Lashley Wealth Management | State | $80.0 million | 54 |
| 27 | Integrity Wealth Management | State | $77.2 million | 231 |
| 28 | Blue River South, LLC | State | $74.6 million | 22 |
| 29 | Walters Strategic Advisors, LLC | State | $68.1 million | 123 |
| 30 | Benson Avenue Capital, LLC | State | $56.3 million | 27 |
| 31 | Clarity Financial Design | State | $51.4 million | 134 |
| 32 | CPA Investment Solutions, Inc. | State | $49.2 million | 155 |
| 33 | Swan Retirement Strategies | State | $48.0 million | 323 |
| 34 | Mainland Financial | State | $41.6 million | 39 |
| 35 | Retirement Money Management | State | $41.6 million | 87 |
| 36 | Five Points Investment Advisors, LLC | State | $40.7 million | 54 |
| 37 | Wenning Investments, LLC | State | $40.0 million | 77 |
| 38 | Path Financial, LLC | State | $40.0 million | 87 |
| 39 | Johnson Private Wealth Management, LLC | State | $37.3 million | 146 |
| 40 | Broad Reach Wealth Management, LLC | State | $35.2 million | 75 |
| 41 | Origin Investment Advisory LLC | SEC | $34.7 million | 7,590 |
| 42 | Raymond Capital Advisors, LLC | State | $34.3 million | 43 |
| 43 | Harborview Capital Management LLC | State | $33.5 million | 94 |
| 44 | Platinum Planning, Inc. | State | $32.6 million | 309 |
| 45 | Couture Financial Inc. | State | $30.0 million | 110 |
| 46 | Wise Stewardship Financial Planning, LLC | State | $27.4 million | 164 |
| 47 | Goar, Endriss & Walker, P.A. | State | $26.0 million | 16 |
| 48 | Bull & Bear Advisors LLC | State | $24.6 million | 82 |
| 49 | Echelon Virtual Family Office, LLC | State | $23.8 million | 43 |
| 50 | Bauer Financial Services, Inc. | State | $21.2 million | 67 |
| 51 | Keyhouse Analytics Inc. | State | $20.7 million | 42 |
| 52 | Benzina Wealth, LLC | State | $19.6 million | 157 |
| 53 | Azure Financial Advisors LLC | State | $18.7 million | 19 |
| 54 | Hayden Lipp Registered Investment Advisor | State | $15.0 million | 70 |
| 55 | Melberth Capital | State | $14.8 million | 93 |
| 56 | T. Rose & Associates, Inc. | State | $14.7 million | 46 |
| 57 | Starkel Wealth Advisors, LLC | State | $14.3 million | 162 |
| 58 | Digiovanni Financial Group, LLC | State | $12.4 million | 13 |
| 59 | Sage Wealth Consulting, LLC | State | $12.0 million | 67 |
| 60 | Hammond Asset Management LLC | State | $10.7 million | 55 |
| 61 | Ames Capital Management, Inc. | State | $10.5 million | 30 |
| 62 | DB Asset Management,llc. | State | $9.0 million | 44 |
| 63 | Wealth Management Services Inc. | State | $4.2 million | 17 |
| 64 | Waterside Investment Advisers LLC | State | $3.8 million | 13 |
| 65 | Motus Partners LLC | State | $3.6 million | 3 |
| 66 | McLean Capital Management | State | $2.8 million | 5 |
| 67 | Insight Family Financial | State | $2.8 million | 23 |
| 68 | Cadalyst, LLC | State | $2.7 million | 7 |
| 69 | Bates Real Estate and Financial Advisory Services | State | $1.1 million | 2 |
| 70 | Bush Capital Management, LLC | State | $413,025 | 4 |
| 71 | Braintrust Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $0 | 0 |
| 72 | Campbell Wealth Advisors, LLC | State | $0 | 0 |
| 73 | Forge Capital | State | $0 | 0 |
| 74 | Greater Financial | State | $0 | 0 |
| 75 | Plan Confidence Corporation | SEC | $0 | 0 |
| 76 | Prestige Advisors Inc. | State | $0 | 0 |
| 77 | VCM Wealth Advisors | State | $0 | 0 |
Wealth management firms in Florida, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.