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Find Retirement Advisors for Retirement Planning in Sarasota, Florida
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 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 registration checks. 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.
Finding the Best Retirement Planners in Sarasota, Florida
Last Updated - April 25, 2025Sarasota has 9 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 31 non-vetted advisors in your local area. These retirement advisors in Sarasota, Florida have an average of 17 years of experience.
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List of Qualified Retirement Planning Advisors in Sarasota, Florida
VERIFIEDPatricia Chevalier
CASL®, CFP®, RICP®, APMA®, CLU®, ChFC®
Prudential
Qualifications
CRD# 2088425
Firm CRD# 8733
Series 6, 7, 9, 10, 24, 63, 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Not Specified
VERIFIEDBrian Messick
CPA, CFP®
WeberMessick Weath Management
Qualifications
CRD# 4344934
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$500,000
Advisory Services:
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
Compensation/Fee
Fee-Based, Commissions, Based on Assets
VERIFIEDYale Walker
AIF®
Walker Wealth Management
Qualifications
CRD# 5746979
Firm CRD# 285880
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning
Compensation/Fee
Not Specified
VERIFIEDJorge I. Blanco
AWMA®, CFP®, CRPC®, CPFA, AIF®
Success Wealth Management
Qualifications
CRD# 4531115
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$0
Advisory Services:
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, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDQualifications
CRD# 4769331
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$100,000
Advisory Services:
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, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Commissions, Flat Fee, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Based
VERIFIEDMaria Giacalone-Mozo
CRPC®
LPL Financial
Qualifications
CRD# 4572965
Firm CRD# 6413
Series 6, 7, 63, 65
Minimum Assets Required
$0
Advisory Services:
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
Compensation/Fee
Fee-Based, Commissions, Based on Assets
VERIFIEDMeredith Freeman
Accurate Advisory Group
Qualifications
CRD# 4418577
Firm CRD# 298137
Series 6, 7, 24, 55, 63, 66
Minimum Assets Required
$0
Advisory Services:
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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Commissions, Based on Assets
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Top 15 Retirement Planning firms in Sarasota, Florida (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 1605 Main Street, Suite 912 Sarasota, FL, 34236 | $4,785,000,000 | 7 | 15 | A percentage of AUM |
| 2 | 1 South School Avenue, Suite 900 Sarasota, FL, 34237 | $3,348,228,828 | 2550 | 44 | A percentage of AUM, Hourly charges, Fixed fees, Other (MODEL DELIVERY FEES) |
| 3 | 50 Central Avenue, Suite 750 Sarasota, FL, 34236 | $2,883,460,088 | 308 | 10 | A percentage of AUM, Fixed fees |
| 4 | 1582 Main Street, Sarasota, FL, 34236 | $1,111,599,268 | 1882 | 9 | A percentage of AUM |
| 5 | 1000 S. Tamiami Trail, Sarasota, FL, 34236 | $842,839,288 | 587 | 10 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based, Other (THIRD PARTY ADVISORY FEES) |
| 6 | 1990 Main Street, Ph 11 Sarasota, FL, 34236 | $698,430,628 | 76 | 1 | Fixed fees |
| 7 | 2350 Fruitville Rd, Suite 201 Sarasota, FL, 34237 | $574,308,554 | 2127 | 13 | A percentage of AUM, Fixed fees |
| 8 | 6000 Cattleridge Drive, Suite 200 Sarasota, FL, 34232 | $515,669,023 | 961 | 6 | A percentage of AUM, Hourly charges, Fixed fees |
| 9 | 2033 Main Street, Suite 202 Sarasota, FL, 34237 | $463,668,532 | 280 | 6 | A percentage of AUM, Hourly charges |
| 10 | 1717 2nd Street, Suite C Sarasota, FL, 34236 | $400,283,066 | 11 | 2 | A percentage of AUM, Performance Based |
| 11 | 5391 Lakewood Ranch Blvd N, Suite #303 Sarasota, FL, 34240 | $362,691,519 | 1587 | 14 | A percentage of AUM, Hourly charges |
| 12 | 2201 Cantu Court, Suite 102 Sarasota, FL, 34232 | $318,307,523 | 848 | 5 | A percentage of AUM |
| 13 | 4910 Lakewood Ranch Blvd, #130 Sarasota, FL, 34240 | $277,862,049 | 1043 | 7 | A percentage of AUM, Hourly charges, Fixed fees, Other (FINANCIAL COACHING SERVICE) |
| 14 | 2601 Cattlemen Road, Suite 302 Sarasota, FL, 34232 | $277,457,947 | 735 | 6 | A percentage of AUM, Hourly charges, Fixed fees, Other (REFERRAL FEES/ERISA FEES) |
| 15 | 7701 Holiday Drive, Sarasota, FL, 34231 | $276,594,260 | 282 | 3 | A percentage of AUM, Hourly charges |
Information on Top Retirement Planning firms in Sarasota, Florida
QualificationsFirm CRD# 156397
Assets Under Management $4,785,000,000
No. Of Clients7
Clients Per Financial Advisor0
EULAV ASSET MANAGEMENT is a financial advisory firm situated in Sarasota, Florida. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Other (MODEL PROVIDER TO ENVESTNET AND SMARTX ADVISORY SOLUTIONS/INDEX PROVIDER TO KRANESHARES)
QualificationsFirm CRD# 107964
Assets Under Management $3,348,228,828
No. Of Clients2550
Clients Per Financial Advisor58
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 2550 clients. The team consists of 44 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (MODEL DELIVERY FEES)
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Market timing services
- Other (CONSULTING SERVICES FOR GOVERNMENTAL CLIENTS)
QualificationsFirm CRD# 285721
Assets Under Management $2,883,460,088
No. Of Clients308
Clients Per Financial Advisor31
ARISTOTLE ATLANTIC PARTNERS, LLC 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 308 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 108058
Assets Under Management $1,111,599,268
No. Of Clients1882
Clients Per Financial Advisor209
J. L. BAINBRIDGE & CO., INC. is a financial advisory firm situated in Sarasota, Florida. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1882 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 139671
Assets Under Management $842,839,288
No. Of Clients587
Clients Per Financial Advisor59
DAY HAGAN ASSET MANAGEMENT is a financial advisory firm situated in Sarasota, Florida. With a nearly $843M assets under management, the firm specializes in crafting personalized retirement planning solutions for 587 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Commission Based
- Other (THIRD PARTY ADVISORY FEES)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 122085
Assets Under Management $698,430,628
No. Of Clients76
Clients Per Financial Advisor76
PERIGEE CAPITAL, LP is a financial advisory firm situated in Sarasota, Florida. With a nearly $698M assets under management, the firm specializes in crafting personalized retirement planning solutions for 76 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Fixed fees
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 144441
Assets Under Management $574,308,554
No. Of Clients2127
Clients Per Financial Advisor164
WALSH & ASSOCIATES, LLC is a financial advisory firm situated in Sarasota, Florida. With a nearly $574M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2127 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
QualificationsFirm CRD# 290006
Assets Under Management $515,669,023
No. Of Clients961
Clients Per Financial Advisor160
GLOBAL FINANCIAL PRIVATE CLIENT is a financial advisory firm situated in Sarasota, Florida. With a nearly $516M assets under management, the firm specializes in crafting personalized retirement planning solutions for 961 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 298776
Assets Under Management $463,668,532
No. Of Clients280
Clients Per Financial Advisor47
COMPOUND FAMILY OFFICES, LLC is a financial advisory firm situated in Sarasota, Florida. With a nearly $464M assets under management, the firm specializes in crafting personalized retirement planning solutions for 280 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 170016
Assets Under Management $400,283,066
No. Of Clients11
Clients Per Financial Advisor6
WHITE OAKS INVESTMENT MANAGEMENT, INC is a financial advisory firm situated in Sarasota, Florida. With a nearly $400M 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.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 291297
Assets Under Management $362,691,519
No. Of Clients1587
Clients Per Financial Advisor113
TRUVESTMENTS CAPITAL LLC 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 1587 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 133443
Assets Under Management $318,307,523
No. Of Clients848
Clients Per Financial Advisor170
SARA-BAY FINANCIAL CORP. is a financial advisory firm situated in Sarasota, Florida. With a nearly $318M assets under management, the firm specializes in crafting personalized retirement planning solutions for 848 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 300966
Assets Under Management $277,862,049
No. Of Clients1043
Clients Per Financial Advisor149
RANCH CAPITAL ADVISORS INC. is a financial advisory firm situated in Sarasota, Florida. With a nearly $278M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1043 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (FINANCIAL COACHING SERVICE)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (ADVISORY CONSULTING)
QualificationsFirm CRD# 298068
Assets Under Management $277,457,947
No. Of Clients735
Clients Per Financial Advisor123
LPF ADVISORS, LLC is a financial advisory firm situated in Sarasota, Florida. With a nearly $277M assets under management, the firm specializes in crafting personalized retirement planning solutions for 735 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (REFERRAL FEES/ERISA FEES)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 281075
Assets Under Management $276,594,260
No. Of Clients282
Clients Per Financial Advisor94
FORZA WEALTH MANAGEMENT is a financial advisory firm situated in Sarasota, Florida. With a nearly $277M assets under management, the firm specializes in crafting personalized retirement planning solutions for 282 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
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Looking for more choices? Use our free match service to compare retirement planners serving your area.