Falists

Florida · 69 advisers

Financial Advisors in Sarasota, Florida

Looking for a financial advisor in Sarasota, Florida? Falists indexes 69 SEC-registered and state-registered investment advisers in Sarasota — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 62 firms list a website you can visit directly. Firms in this directory manage up to $4.90B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

69

With website

62

Largest AUM

$4.90B

Financial planning

42

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth61Planning42Trusts48Retirement16Institutional23

Top advisors in Sarasota

Ranked by AUM · Fees, team & specialties at a glance

View all 69 →
View all 69 advisors in Sarasota

More cities in Florida

Miami (374)Boca Raton (112)Tampa (105)Coral Gables (88)West Palm Beach (83)Orlando (71)Naples (66)Miami Beach (61)Jacksonville (50)Fort Lauderdale (48)Palm Beach Gardens (47)Winter Park (40)

Common questions

How many financial advisors are in Sarasota, Florida?
69 registered investment advisers are listed in our Sarasota directory, sourced from public SEC filings.
What types of advisors are in Sarasota?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Sarasota?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.