Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Sarasota has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 29 non-vetted advisors in your local area. These retirement advisors in Sarasota, Florida have an average of 21 years of experience.
Brian Messick
CPA, CFP®
WeberMessick Weath Management; affiliation through LPL Financial
Qualifications
CRD# 4344934
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$500,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.
Fee-Based, Commissions, Based on Assets
Nathan Helms
CFP®, CIMA®, CRPC®
LPL Financial
Qualifications
CRD# 5362846
Firm CRD# 6413
Series 6, 7, 65, 66
Minimum Assets Required
$250,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities.
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Berkely Arrants
CFP®, CIMA®, CRPC®, CDFA®
Horizon Advisory Group LLC
Qualifications
CRD# 4692327
Firm CRD# 8032
Series 7, 65, 66
Minimum Assets Required
$250,000
Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Estate Planning & Trusts, Insurance Products & Annuities.
Fee-Based, Commissions, Based on Assets
John Salomon
CPA, CFP®
J2 Capital Management, Inc.
Qualifications
CRD# 3035112
Firm CRD# 152964
Series 63
Minimum Assets Required
$100,000
Portfolio Management, Financial Planning for Individuals, Tax Advice and Services, Estate Planning & Trusts.
Fee-Based, Hourly, Flat Fee, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | CUMBERLAND ADVISORS One Sarasota Tower, 2 N. Tamiami Trail, Suite 303 Sarasota, FL, 34236 | $3,378,840,322 | 2914 | 45 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (MODEL DELIVERY FEES) |
2 | ARISTOTLE ATLANTIC PARTNERS, LLC 50 Central Avenue, Suite 750 Sarasota, FL, 34236 | $1,845,916,247 | 288 | 10 | A Percentage of AUM, Performance Based |
3 | TRUADVICE LLC 5290 Station Way, Sarasota, FL, 34233 | $938,929,557 | 7623 | 27 | A Percentage of AUM, Hourly charges, Fixed Fees |
4 | J. L. BAINBRIDGE & CO., INC. 1582 Main Street, Sarasota, FL, 34236 | $740,302,322 | 1761 | 7 | A Percentage of AUM |
5 | DAY HAGAN ASSET MANAGEMENT 1000 S. Tamiami Trail, Sarasota, FL, 34236 | $636,236,321 | 575 | 11 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based, Other (THIRD PARTY ADVISORY FEES) |
6 | WALSH & ASSOCIATES, LLC 2350 Fruitville Rd., Suite 201, Sarasota, FL, 34237 | $481,850,214 | 2071 | 13 | A Percentage of AUM, Fixed Fees |
7 | GLOBAL FINANCIAL PRIVATE CLIENT 6000 Cattleridge Drive, Suite 200 Sarasota, FL, 34232 | $419,217,989 | 860 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
8 | WHITE OAKS INVESTMENT MANAGEMENT, INC 1717 2nd Street, Suite C Sarasota, FL, 34236 | $363,279,367 | 11 | 2 | A Percentage of AUM, Performance Based |
9 | COMPOUND FAMILY OFFICES, LLC 2033 Main Street, Suite 202 Sarasota, FL, 34237 | $314,617,863 | 229 | 6 | A Percentage of AUM, Hourly charges |
10 | FORZA WEALTH MANAGEMENT 7701 Holiday Drive, Sarasota, FL, 34231 | $285,477,338 | 284 | 3 | A Percentage of AUM, Hourly charges |
11 | TRUVESTMENTS CAPITAL LLC 5391 Lakewood Ranch Blvd N, Suite #303 Sarasota, FL, 34240 | $265,925,562 | 1261 | 10 | A Percentage of AUM, Hourly charges |
12 | LPF ADVISORS, LLC 2601 Cattlemen Road, Suite 302 Sarasota, FL, 34232 | $249,916,621 | 774 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (REFERRAL FEES/ERISA FEES) |
13 | WEALTH PRO ADVISORS, INC. 2381 Fruitville Road, Sarasota, FL, 34237 | $231,301,400 | 370 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
14 | RANCH CAPITAL ADVISORS INC. 4910 Lakewood Ranch Blvd, #130 Sarasota, FL, 34240 | $226,803,364 | 969 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based, Other (FINANCIAL COACHING SERVICE) |
15 | SARA-BAY FINANCIAL CORP. 2201 Cantu Court, Suite 102 Sarasota, FL, 34232 | $213,242,017 | 823 | 5 | A Percentage of AUM |
QualificationsFirm CRD# 107964
Assets Under Management $3,378,840,322
No. Of Clients2914
Clients Per Financial Advisor65
CUMBERLAND ADVISORS is a financial advisory firm situated in Sarasota, Florida. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2914 clients. The team consists of 45 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 285721
Assets Under Management $1,845,916,247
No. Of Clients288
Clients Per Financial Advisor29
ARISTOTLE ATLANTIC PARTNERS, LLC is a financial advisory firm situated in Sarasota, Florida. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 288 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 292482
Assets Under Management $938,929,557
No. Of Clients7623
Clients Per Financial Advisor282
TRUADVICE LLC is a financial advisory firm situated in Sarasota, Florida. With a nearly $939M assets under management, the firm specializes in crafting personalized retirement planning solutions for 7623 clients. The team consists of 27 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 108058
Assets Under Management $740,302,322
No. Of Clients1761
Clients Per Financial Advisor252
J. L. BAINBRIDGE & CO., INC. is a financial advisory firm situated in Sarasota, Florida. With a nearly $740M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1761 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 139671
Assets Under Management $636,236,321
No. Of Clients575
Clients Per Financial Advisor52
DAY HAGAN ASSET MANAGEMENT is a financial advisory firm situated in Sarasota, Florida. With a nearly $636M assets under management, the firm specializes in crafting personalized retirement planning solutions for 575 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 144441
Assets Under Management $481,850,214
No. Of Clients2071
Clients Per Financial Advisor159
WALSH & ASSOCIATES, LLC is a financial advisory firm situated in Sarasota, Florida. With a nearly $482M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2071 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 290006
Assets Under Management $419,217,989
No. Of Clients860
Clients Per Financial Advisor143
GLOBAL FINANCIAL PRIVATE CLIENT is a financial advisory firm situated in Sarasota, Florida. With a nearly $419M assets under management, the firm specializes in crafting personalized retirement planning solutions for 860 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 170016
Assets Under Management $363,279,367
No. Of Clients11
Clients Per Financial Advisor6
WHITE OAKS INVESTMENT MANAGEMENT, INC is a financial advisory firm situated in Sarasota, Florida. With a nearly $363M assets under management, the firm specializes in crafting personalized retirement planning solutions for 11 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 298776
Assets Under Management $314,617,863
No. Of Clients229
Clients Per Financial Advisor38
COMPOUND FAMILY OFFICES, LLC is a financial advisory firm situated in Sarasota, Florida. With a nearly $315M assets under management, the firm specializes in crafting personalized retirement planning solutions for 229 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 281075
Assets Under Management $285,477,338
No. Of Clients284
Clients Per Financial Advisor95
FORZA WEALTH MANAGEMENT is a financial advisory firm situated in Sarasota, Florida. With a nearly $285M assets under management, the firm specializes in crafting personalized retirement planning solutions for 284 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 291297
Assets Under Management $265,925,562
No. Of Clients1261
Clients Per Financial Advisor126
TRUVESTMENTS CAPITAL LLC is a financial advisory firm situated in Sarasota, Florida. With a nearly $266M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1261 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 298068
Assets Under Management $249,916,621
No. Of Clients774
Clients Per Financial Advisor194
LPF ADVISORS, LLC is a financial advisory firm situated in Sarasota, Florida. With a nearly $250M assets under management, the firm specializes in crafting personalized retirement planning solutions for 774 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 169266
Assets Under Management $231,301,400
No. Of Clients370
Clients Per Financial Advisor93
WEALTH PRO ADVISORS, INC. is a financial advisory firm situated in Sarasota, Florida. With a nearly $231M assets under management, the firm specializes in crafting personalized retirement planning solutions for 370 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 300966
Assets Under Management $226,803,364
No. Of Clients969
Clients Per Financial Advisor162
RANCH CAPITAL ADVISORS INC. is a financial advisory firm situated in Sarasota, Florida. With a nearly $227M assets under management, the firm specializes in crafting personalized retirement planning solutions for 969 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 133443
Assets Under Management $213,242,017
No. Of Clients823
Clients Per Financial Advisor165
SARA-BAY FINANCIAL CORP. is a financial advisory firm situated in Sarasota, Florida. With a nearly $213M assets under management, the firm specializes in crafting personalized retirement planning solutions for 823 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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