Find Top Financial Advisors in Sarasota, Florida

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Sarasota, Florida
Last Updated - 16-Mar-2023

Sarasota has 3 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 139 non-vetted advisors in your local area. These financial advisors in Sarasota, Florida have an average of 19 years of experience.

NOTE: The list of financial advisors in Sarasota, Florida mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Sarasota, Florida.

Qualified Financial Advisors in Sarasota, Florida
Financial Advisor Experience AUM Minimum Assets Fee Structure
David Appleby
Assurity Plaza,
2429 Manatee Avenue East, Unit 1,
Bradenton, FL 34208
22 Not Specified $50K and up Fee-Based
Nathan Helms
CFP®, CIMA®, Chartered Retirement Planning Counselor (CRPC®)
1001 S Macdill Ave,
Suite 700,
Tampa, FL 33629
14 Not Specified Not Specified Fee-Based
John Salomon
1222 SE 47th St,
Office Suite C-1,
Cape Coral, FL 33914
23 $140,000,000 Not Specified Fee-Based

Information on Qualified Financial Advisors in Sarasota

Qualifications CRD# 3259135
Firm CRD# 143451
Series 65

Compensation/Fee Fee-Based, Commissions, Flat Fee, Based on Assets

Office Location Assurity Plaza,
2429 Manatee Avenue East, Unit 1,
Phone Number 941-739-5006

About Assurity Financial Group

Assurity Financial Group is a transparent fee-based fiduciary with a moderate risk growth investment strategy for those like you in or approaching retirement. As an Independent Registered Investment Advisors (RIAs) your unique, often complex, financial needs are served with customized solutions since we are not tied to any particular family of funds or investment products; this fact allows for greater choices in achieving your retirement lifestyle goals. Financial credentials matter when selecting a partner for your retirement strategy, so allow us to educate you about the ones we have earned in the effort to serve you as best possible. Many clients find us initially due to our expert tax credentials as IRS Enrolled Agents which is a clear advantage when considering the longevity of your retirement nest egg. We prevent the number one drain on your assets, income taxes during retirement. With an A+ rating from the Better Business Bureau and a pristine record since our establishment in 2002, we sincerely hope to earn your trust through a free exchange of ideas and create the peace of mind so your only worry is what to do with your time while retired; the numerous client reviews and testimonials from people like you illustrate this significant benefit of choosing Assurity Financial Group.

Qualifications CRD# 5362846
Firm CRD# 6413
Series 6, 7, 65, 66

Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets

Office Location 1001 S Macdill Ave,
Suite 700,
Phone Number 813-334-6500

I grew up in Winter Haven, FL. Played baseball and basketball through high school. I lettered in baseball at the University of Florida as a pitcher. I enjoy traveling, playing golf, reading, college football, and spending time with friends and family. I have an older brother and sister. My mother is a retired teacher and my father is a judge.

About LPL Financial

Nathan has dedicated his practice to providing his clients with a comprehensive, well integrated financial plan that encompasses all aspects of their financial lives working in concert to help them pursue their goals. From savings and investing to tax planning and protection as well as a thought out plan for the eventual distribution of your assets in the most efficient, tax advantaged way possible so that your assets have the best chance to last your entire lifetime and perhaps beyond. A staple of Nathans business is client service. His relationship with clients is unique in the fact that he proactively communicate with them on a regular basis to answer any questions they have and to make sure they remain on track to reach their goals.

Advisory Services Provided:

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

Qualifications CRD# 3035112
Firm CRD# 152964
Series 63

Compensation/Fee Fee-Based, Hourly, Flat Fee, Based on Assets

Office Location 1222 SE 47th St,
Office Suite C-1,
Cape Coral,
Phone Number 248-641-4444

John Salomon has been a practicing CPA since 1985. In 1998, he added portfolio management and financial planning to the tax and compliance services offered to the clients of his CPA practice. In 2002, he earned his CERTIFIED FINANCIAL PLANNER" certification. As the CFO of J2, John uses his past experience of running a small practice to guide practice management decisions at J2. John's technical abilities are especially useful when helping J2 clients in the areas of financial and tax planning, cash flow management as well as tax preparation. John is a graduate of Michigan State and is a resident of Troy with his wife Michele with whom he has been married for over 25 years. They have three children: Emily, Nicholas and Aidan.

About J2 Capital Management, Inc.

J2 Capital Management offers total wealth planning by offering custom financial planning, tax preparation, estate planning & unique investment strategies all done by fiduciary professionals including in-house CFP, CPA and professional investment manager. We are located in Troy, MI & Cape Coral, FL. Where most advisors can only do a few of these services and need to hire out the rest of what they cannot do, J2 Capital keeps all of its services in-house thus giving us better insight into your situation at a lower cost.

Advisory Services Provided:

Portfolio Management, Financial Planning for Individuals, Tax Advice and Services, Estate Planning & Trusts

Top Financial Advisor Firms in Sarasota, Florida (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
One Sarasota Tower , 2 N. Tamiami Trail, Suite 303,
Sarasota, FL 34236
$4,083,396,277 3007 A percentage of AUM
Hourly charges
Fixed fees
5290 Station Way,
Sarasota, FL 34233
$757,667,973 5949 A percentage of AUM
Hourly charges
Fixed fees
2350 Fruitville Rd., Suite 201,
Sarasota, FL 34237
$580,247,263 1927 A percentage of AUM
Fixed fees
6000 Cattleridge Drive , Suite 200,
Sarasota, FL 34232
$403,324,873 816 A percentage of AUM
Hourly charges
Fixed fees
2201 Cantu Court , Suite 102,
Sarasota, FL 34232
$378,368,857 773 A percentage of AUM
5391 Lakewood Ranch Blvd N , Suite #303,
Sarasota, FL 34240
$282,733,983 1020 A percentage of AUM
Hourly charges
2601 Cattlemen Road , Suite 302,
Sarasota, FL 34232
$230,847,882 642 A percentage of AUM
Hourly charges
Fixed fees
6710 Professional Pkwy West , Suite 203,
Sarasota, FL 34240-8588
$226,070,034 813 A percentage of AUM
Fixed fees
Commision Based
2381 Fruitville Road,
Sarasota, FL 34237
$222,500,000 360 A percentage of AUM
Hourly charges
Fixed fees
4910 Lakewood Ranch Blvd , #130,
Sarasota, FL 34240
$210,731,869 725 A percentage of AUM
Hourly charges
Fixed fees
3322 Bee Ridge Road , Suite 200,
Sarasota, FL 34239
$154,127,019 687 A percentage of AUM
Fixed fees
1221 S. Tamiami Trail,
Sarasota, FL 34239
$141,373,185 99 A percentage of AUM
Hourly charges
Fixed fees
6230 University Parkway , Suite 305,
Sarasota, FL 34240
$94,663,769 366 A percentage of AUM
Fixed fees
2801 Fruitville Road , Suite 160,
Sarasota, FL 34237
$72,246,181 79 A percentage of AUM
Fixed fees
3322 Bee Ridge Rd,
Sarasota, FL 34239
$2,508,673 2778 A percentage of AUM

    List of Additional Advisors in Sarasota, Florida*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Amanda Sharp
    Inquire with Amanda
    2831 Ringling Blvd, Ste F-219, Sarasota, FL  34237 941-365-1010
    Bruce Lang
    Inquire with Bruce
    240 S Pineapple Ave, Ste 100, Sarasota, FL  34236 941-363-3920
    Bill Snyder
    Inquire with Bill
    2 North Tamiami Trail, Ste 1100, Sarasota, FL  34236 941-363-8510
    Alexis Lopez
    Inquire with Alexis
    2 North Tamiami Trail, Ste 1100, Sarasota, FL  34236 941-364-7467
    Blake A Ridenour
    Inquire with Blake
    2 North Tamiami Trail, Ste 1100, Sarasota, FL  34236 941-364-3553
    Daniel A Shontere
    Inquire with Daniel
    1819 Main St, Ste 1002, Sarasota, FL  34236 941-365-9000
    Paul Schur
    Inquire with Paul
    1819 Main St, Ste 1002, Sarasota, FL  34236 941-363-3904
    John Hayes
    Inquire with John
    1819 Main St, Ste 1002, Sarasota, FL  34236 941-363-3912
    Martin Moore
    Inquire with Martin
    1819 Main St, Ste 1002, Sarasota, FL  34236 941-363-3908
    Jonathan H Moore
    Inquire with Jonathan
    7188 Beneva Rd, Sarasota, FL  34238 941-929-1888
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      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

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      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

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      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?