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RIAs in Sarasota, Florida

Explore 32 RIAs headquartered in Sarasota, with $20.9B in combined reported AUM.

RIAs32Headquartered here
Total AUM$20.9BReported regulatory AUM
Total Employees306Reported by these RIAs
% of Total State AUM0.5%% Of total State AUM Reported

All RIAs in Sarasota

32 RIAs
Showing 1–24 of 32 RIAs

Eulav Asset Management

SARASOTA, FL
Reported AUM$3.7B
Employees12
17.7% of city AUMView RIA ↗

Cumberland Advisors

SARASOTA, FL
Reported AUM$3.2B
Employees36
15.4% of city AUMView RIA ↗

Aristotle Atlantic Partners, LLC

SARASOTA, FL
Reported AUM$2.2B
Employees7
10.6% of city AUMView RIA ↗

J. L. Bainbridge & Co., Inc.

SARASOTA, FL
Reported AUM$1.4B
Employees11
6.5% of city AUMView RIA ↗

Investment Advisory Group LLC

SARASOTA, FL
Reported AUM$1.2B
Employees10
5.8% of city AUMView RIA ↗

Global Financial Private Client

SARASOTA, FL
Reported AUM$828.3M
Employees6
4.0% of city AUMView RIA ↗

Walsh & Associates, LLC

SARASOTA, FL
Reported AUM$827.7M
Employees15
4.0% of city AUMView RIA ↗

Truvestments Capital LLC

SARASOTA, FL
Reported AUM$660.8M
Employees17
3.2% of city AUMView RIA ↗

Tactive Advisors, LLC

SARASOTA, FL
Reported AUM$619M
Employees15
3.0% of city AUMView RIA ↗

Compound Family Offices, LLC

SARASOTA, FL
Reported AUM$540.8M
Employees6
2.6% of city AUMView RIA ↗

White Oaks Investment Management, Inc

SARASOTA, FL
Reported AUM$496.1M
Employees2
2.4% of city AUMView RIA ↗

Perigee Capital, LP

SARASOTA, FL
Reported AUM$425.7M
Employees1
2.0% of city AUMView RIA ↗

Forza Wealth Management

SARASOTA, FL
Reported AUM$422.4M
Employees4
2.0% of city AUMView RIA ↗

Miller Value Partners, LLC

SARASOTA, FL
Reported AUM$418.2M
Employees5
2.0% of city AUMView RIA ↗

Sara-Bay Financial Corp.

SARASOTA, FL
Reported AUM$396.8M
Employees5
1.9% of city AUMView RIA ↗

Monorail Securities LLC

SARASOTA, FL
Reported AUM$388.7M
Employees7
1.9% of city AUMView RIA ↗

Hd Money, Inc.

SARASOTA, FL
Reported AUM$386.1M
Employees12
1.8% of city AUMView RIA ↗

Ranch Capital Advisors Inc.

SARASOTA, FL
Reported AUM$385.5M
Employees7
1.8% of city AUMView RIA ↗

Mra Advisory Group

SARASOTA, FL
Reported AUM$361.3M
Employees13
1.7% of city AUMView RIA ↗

Wealth Pro Advisors, Inc.

SARASOTA, FL
Reported AUM$317.5M
Employees6
1.5% of city AUMView RIA ↗

Kennon Financial

SARASOTA, FL
Reported AUM$300M
Employees3
1.4% of city AUMView RIA ↗

Align Private Capital

SARASOTA, FL
Reported AUM$226.2M
Employees6
1.1% of city AUMView RIA ↗

Guardsman Private Capital Management, Inc.

SARASOTA, FL
Reported AUM$207.9M
Employees3
1.0% of city AUMView RIA ↗

Glaxis Capital Management, LLC

SARASOTA, FL
Reported AUM$160.8M
Employees5
0.8% of city AUMView RIA ↗

AUM and employee figures are firm-wide reported totals grouped by headquarters location, not assets or employees physically located there. Search and sort do not change totals.

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