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Top RIA Firms in Sarasota, Florida
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Sarasota, Florida. This hub covers 31 matching firms with $22.0B in total reported AUM and median AUM of $388.7M.
Firms
31
Matching current profiles
Total AUM
$22.0B
Reported regulatory AUM
Median AUM
$388.7M
Across firms with AUM
Largest firm
$4.9B
Eulav Asset Management
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Eulav Asset Management CRD 156397 · Other | SARASOTA, FL | $4.9B Jul 2025 | +$585.3M+13.6% | +$1.1B+30.7% | +$1.3B+37.0% | +$2.9B+149.9% | -1 employees-6.7% over 3Y | -2 accounts-22.2% over 3Y |
| 2. Cumberland Advisors CRD 107964 · Limited Liability Company | SARASOTA, FL | $3.2B Feb 2026 | -$131.1M-3.9% | -$144.2M-4.3% | -$348.3M-9.8% | +$1.3B+68.9% | -9 employees-20.0% over 3Y | -600 accounts-20.3% over 3Y |
| 3. Aristotle Atlantic Partners, LLC CRD 285721 · Limited Liability Company | SARASOTA, FL | $2.2B Mar 2026 | -$1.0B-31.1% | +$438.1M+24.6% | +$905.1M+68.7% | — | -2 employees-22.2% over 3Y | +131 accounts+56.7% over 3Y |
| 4. J. L. Bainbridge & CO., INC. CRD 108058 · Corporation | SARASOTA, FL | $1.4B Mar 2026 | +$259.6M+23.4% | +$414.8M+43.4% | +$558.3M+68.7% | +$1.1B+384.5% | +3 employees+37.5% over 3Y | +1,291 accounts+165.7% over 3Y |
| 5. Investment Advisory Group LLC CRD 109445 · Limited Liability Company | SARASOTA, FL | $1.2B Feb 2026 | +$222.6M+22.4% | +$507.4M+71.5% | +$704.2M+137.3% | +$1.0B+511.6% | 0 employees+0.0% over 3Y | +506 accounts+16.5% over 3Y |
| 6. Global Financial Private Client CRD 290006 · Limited Liability Company | SARASOTA, FL | $828.3M Mar 2026 | +$161.4M+24.2% | +$409.1M+97.6% | +$562.0M+211.0% | — | 0 employees+0.0% over 3Y | +168 accounts+19.5% over 3Y |
| 7. Walsh & Associates, LLC CRD 144441 · Limited Liability Company | SARASOTA, FL | $827.7M Mar 2026 | +$253.4M+44.1% | +$247.5M+42.6% | +$445.8M+116.7% | +$618.2M+295.0% | +3 employees+25.0% over 3Y | +644 accounts+33.4% over 3Y |
| 8. Truvestments Capital LLC CRD 291297 · Limited Liability Company | SARASOTA, FL | $660.8M Mar 2026 | +$59.5M+9.9% | +$394.9M+148.5% | +$468.0M+242.7% | +$529.8M+404.4% | +7 employees+70.0% over 3Y | +1,280 accounts+101.5% over 3Y |
| 9. Tactive Advisors, LLC CRD 309311 · Limited Liability Company | SARASOTA, FL | $619.0M Mar 2026 | +$162.2M+35.5% | +$343.9M+125.0% | — | +$546.9M+758.4% | +6 employees+66.7% over 3Y | +2,581 accounts+302.6% over 3Y |
| 10. Compound Family Offices, LLC CRD 298776 · Limited Liability Company | SARASOTA, FL | $540.8M Apr 2026 | +$60.4M+12.6% | +$226.2M+71.9% | +$238.4M+78.8% | — | 0 employees+0.0% over 3Y | +95 accounts+41.5% over 3Y |
| 11. White Oaks Investment Management, INC CRD 170016 · Corporation | SARASOTA, FL | $496.1M May 2026 | +$69.0M+16.2% | +$132.9M+36.6% | +$137.1M+38.2% | +$214.9M+76.4% | 0 employees+0.0% over 3Y | 0 accounts+0.0% over 3Y |
| 12. Perigee Capital, LP CRD 122085 · Limited Partnership | SARASOTA, FL | $425.7M Mar 2026 | -$272.7M-39.1% | +$298.5M+234.7% | — | +$298.5M+234.7% | 0 employees+0.0% over 3Y | +71 accounts+147.9% over 3Y |
| 13. Forza Wealth Management CRD 281075 · Limited Liability Company | SARASOTA, FL | $422.4M Mar 2026 | +$101.7M+31.7% | +$136.9M+47.9% | +$306.6M+264.9% | +$313.7M+288.6% | 0 employees+0.0% over 3Y | +72 accounts+25.4% over 3Y |
| 14. Miller Value Partners, LLC CRD 110632 · Limited Liability Company | SARASOTA, FL | $418.2M Mar 2026 | +$180.5M+75.9% | -$2.8B-87.0% | -$2.6B-86.1% | -$597.0M-58.8% | -12 employees-70.6% over 3Y | +1 accounts+5.0% over 3Y |
| 15. Sara-Bay Financial Corp. CRD 133443 · Corporation | SARASOTA, FL | $396.8M Apr 2026 | +$78.5M+24.6% | +$183.5M+86.1% | +$140.3M+54.7% | +$315.3M+386.8% | 0 employees+0.0% over 3Y | +101 accounts+12.3% over 3Y |
| 16. Monorail Securities LLC CRD 285309 · Limited Liability Company | SARASOTA, FL | $388.7M Mar 2026 | +$93.7M+31.8% | +$385.7M+12855.4% | +$313.0M+413.5% | — | -1 employees-12.5% over 3Y | -3,148 accounts-56.7% over 3Y |
| 17. Hd Money, INC. CRD 167623 · Corporation | SARASOTA, FL | $386.1M Mar 2026 | +$92.1M+31.3% | +$226.1M+141.3% | — | +$137.1M+55.1% | +4 employees+50.0% over 3Y | +174 accounts+21.1% over 3Y |
| 18. Ranch Capital Advisors INC. CRD 300966 · Corporation | SARASOTA, FL | $385.5M Mar 2026 | +$47.3M+14.0% | +$174.8M+83.0% | +$238.5M+162.3% | — | +1 employees+16.7% over 3Y | +422 accounts+58.2% over 3Y |
| 19. Mra Advisory Group CRD 287933 · Limited Liability Company | SARASOTA, FL | $361.3M Apr 2026 | +$67.7M+23.0% | +$147.8M+69.2% | +$192.2M+113.7% | +$258.3M+251.0% | -3 employees-18.8% over 3Y | +784 accounts+64.8% over 3Y |
| 20. Wealth Pro Advisors, INC. CRD 169266 · Corporation | SARASOTA, FL | $317.5M Mar 2026 | +$44.4M+16.2% | +$95.0M+42.7% | +$161.5M+103.5% | +$161.5M+103.5% | +2 employees+50.0% over 3Y | +47 accounts+13.1% over 3Y |
| 21. Kennon Financial CRD 301130 · Corporation | SARASOTA, FL | $300.0M Mar 2026 | +$55.0M+22.4% | +$90.0M+42.9% | +$100.0M+50.0% | — | 0 employees+0.0% over 3Y | -91 accounts-7.4% over 3Y |
| 22. Align Private Capital CRD 304506 · Limited Liability Company | SARASOTA, FL | $226.2M Mar 2026 | +$49.4M+27.9% | +$78.2M+52.8% | +$76.0M+50.6% | +$76.0M+50.6% | +1 employees+20.0% over 3Y | +1 accounts+50.0% over 3Y |
| 23. Guardsman Private Capital Management, INC. CRD 172205 · Corporation | SARASOTA, FL | $207.9M Mar 2026 | +$60.1M+40.6% | +$66.6M+47.1% | +$65.7M+46.2% | +$97.4M+88.2% | +1 employees+50.0% over 3Y | +2 accounts+2.0% over 3Y |
| 24. Glaxis Capital Management, LLC CRD 134227 · Limited Liability Company | SARASOTA, FL | $160.8M Mar 2026 | -$1.2M-0.8% | +$3.1M+2.0% | +$46.8M+41.0% | +$12.1M+8.2% | -1 employees-16.7% over 3Y | +1 accounts+20.0% over 3Y |
| 25. Rbf Capital Management, INC. CRD 164524 · Corporation | SARASOTA, FL | $160.6M Feb 2026 | +$53.5M+50.0% | — | — | +$53.5M+50.0% | 0 employees+0.0% over 1Y | +16 accounts+64.0% over 1Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.