Sarasota, FL

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Sarasota, FL
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Best Financial Advisors in Sarasota, FL

Handpicked from 131 vetted & reviewed Financial Planning & Wealth Management firms in the Sarasota area, discover the top 5 elite providers among the selected group of 24 finalists.

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SRQ Wealth

SRQ Wealth

(50)
Financial Planning, Estate Planning, Investment Management
“?? Once that is understood, they bring their considerable skills to bear helping you build the financial resources needed to make those dreams a reality.”
In Business Since 2017
Accepts All Major Credit Cards
1 N Tuttle Ave Suite 1, Sarasota, FL
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Thetaxhandlers.com /Llj Accounting

Thetaxhandlers.com /Llj Accounting

(50)
Tax Planning, Innocent Spouse Relief, New Business Formation
“I have enlisted the help of this company, and specifically Robin Platzer, with my tax preparation needs for more than 6 years now, and I am always amazed at how much of a refund I get back with her help.”
In Business Since 2012
Offers Financing Options
Transparent Fees & Pricing
Accepts All Major Credit Cards
4509 Bee Ridge Rd UNIT D, Sarasota, FL
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Gardi & Gardi Cpas PA

Gardi & Gardi Cpas PA

(45)
Services For Individuals, Cash Flow Management, Payroll
“While we ultimately decided not to use her firm (based on our own factors, not on Debi) she was so helpful in helping us figure out what we need and she was willing to even take on and learn a new state just to file our taxes.”
In Business Since 1999
Free Initial Consultation
Offers Financing Options
Transparent Fees & Pricing
7061 S Tamiami Trail # C, Sarasota, FL
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Pellegrino & McFarland, PA

Pellegrino & McFarland, PA

(39)
  • Organized
  • Interests
  • Confidence
“Pellegrino & Mc Farland is exactly what I was looking for; a firm that not only could do accounting and taxes for my small business but also explain and advise me on the financial consequences of the myriad of decisions that have to be made.”
In Business Since 1998
Free Initial Consultation
Offers Financing Options
Transparent Fees & Pricing
2805 Fruitville Rd Suite 215, Sarasota, FL
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Kennon Financial

Kennon Financial

(47)
  • Retirement
  • Seminars
  • Knowledge
“Dave and his friendly, professional staff have taken the seemingly daunting and intimidating task of financial planning and turned it into an easy to understand, systematic approach of investing wisely, balancing your portfolio, and planning a profil...”
In Business Since 2016
Free Initial Consultation
1 S School Ave Penthouse Suite, Sarasota, FL
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Best of 2025

Qualification Criteria for best of Winners

Minimum Overall Score
98 (100)
Minimum Reputation Rank
99.1 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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LPF Financial Advisors

LPF Financial Advisors

(16)
Account Consolidation, Pre-Retirement Planning, Estate Planning & Preservation
“We have been using LPF for 20yrs,they are very professional, ethical and honest,Kris has always given us quality advice as he takes time to explain our options he never talks over your head, they have a specialty in retirement advice, they are trustw...”
In Business Since 2012
Transparent Fees & Pricing
Licensed, BBB Accredited
2601 Cattlemen Rd #302, Sarasota, FL
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Ranch Capital Advisors

Ranch Capital Advisors

(31)
Financial Planning, Tax Strategies, Retirement Planning
“On a personal level, as the staff has grown, we find each one of them very attentive in making financial suggestions, distributing RMD's, accommodating documents as needed.”
In Business Since 2019
Family Business
Free Initial Consultation
Transparent Fees & Pricing
4910 Lakewood Ranch Blvd N #130, Sarasota, FL
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Congdon and Company

Congdon and Company

(11)
  • Team
  • Questions
“Very responsive and professional, willing and able to answer any and all questions fully and quickly, and helpful to clients big and small, whether sophisticated or not.”
In Business Since 2013
Free Initial Consultation
Offers Financing Options
Transparent Fees & Pricing
3665 Bee Ridge Rd #316, Sarasota, FL
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HD Money

HD Money

(28)
Wealth Management, Tax Mitigation, Estate & Legacy Planning
“Margaret, your values in business, your values in investing, your values as a person and your values with family, Marie and I just knew this would be a perfect match for what we wanted to have in an investor and person.”
In Business Since 2022
3322 Bee Ridge Rd, Sarasota, FL
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Jakob Hart, President - Hart & Hart Financial Services

Jakob Hart, President - Hart & Hart Financial Services

(8)
  • Integrity
  • Knowledge
“I trust his knowledge being a third generation financial advisor and I trust his honesty and integrity knowing him personally in my networking group for many years.”
In Business Since 2002
INCOME Certified
2639 Fruitville Rd Suite 204, Sarasota, FL
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Wealthgen Advisors

Wealthgen Advisors

(11)
Planning
“Not only is he extremely knowledgeable in the financial industry, he's personable and tremendously patient no matter what his client's level of financial proficiency may be.”
In Business Since 2019
650 Central Ave #1, Sarasota, FL
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Kerkering Barberio

Kerkering Barberio

(7)
Real Estate Accounting Services, Professional Athletes, Audit, Advisory and Assurance
“Kathy Hargreaves is an amazing business woman that took her time explaining what we can expect, which steps we need to take in order to get to where we need to be, how much it will cost and stood behind her word the whole time.”
In Business Since 1998
1990 Main St, Sarasota, FL
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R.D. Hoag & Associates

R.D. Hoag & Associates

(1)
Tax Services, Quickbooks Services, Services For Individuals
“Best CPA's in Sarasota County, truly care for clients best interest.”
In Business Since 2017
Transparent Fees & Pricing
2801 Fruitville Rd #290, Sarasota, FL
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Sage Wealth Consulting

Sage Wealth Consulting

(5)
Wealth Management, Surviving Spouse Services
“She will take the time to understand your personal financial goals and tailor a specific plan to help you achieve them.”
In Business Since 2018
6151 Lake Osprey Dr STE 300, Sarasota, FL
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Sara-Bay Financial Corporation

Sara-Bay Financial Corporation

(4)
Charitable Giving, Individual Stock Management, Investment Advice
“I had an issue with one account balance not showing up in our portfolio, I called Sara-Bay (Chris) and he was able to help me solve the issue within the same afternoon.”
In Business Since 2000
2201 Cantu Ct # 102, Sarasota, FL
Featured

Financial Advisor in Sarasota, FL Our advisors employ disciplined investment strategies to help our clients grow and preserve capital. Our personal and responsive team's goal is to ensure that the financial advice you receive is tailored specifically to you. There are no hidden fees at Sara-Bay Financial. And you'll always know how your investments are performing. We are proud of our performance. Schedule your discovery call today! Sara-Bay Financial Corporation 2201 Cantu Court...

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Phil's Gang

Phil's Gang

(8)
“Great Company words really can't describe how valuable these guys are if you want to do well in the market.”
In Business Since 2002
50 Central Ave #940, Sarasota, FL
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Core Wealth Planning

Core Wealth Planning

Estate Planning, Retirement Planning, Education Planning
“We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of t...”
In Business Since 2020
Transparent Fees & Pricing
2708 Butterfly Jasmine Trail, Sarasota, FL
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Paracca Wealth Advisors

Paracca Wealth Advisors

(3)
“If you are not investing with these guys, you are simply missing out on a lifetime of wealth.”
In Business Since 2024
Transparent Fees & Pricing
2100 Constitution Blvd, Sarasota, FL
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Scharf Group

Scharf Group

(3)
“Given that Glenn is a wel I-regarded financial advisor, I thought that he might have a referral from his network that might be of assistance to my friend”
In Business Since 2004
Transparent Fees & Pricing
CEO, SVP Certified
1538 Stickney Point Rd #101a, Sarasota, FL
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Rudd International

Rudd International

(2)
Education Planning, Investment Strategies, Financial Planning
“He is practical and correct [for me] almost all of the time.”
In Business Since 1998
1950 Ringling Blvd Suite 401, Sarasota, FL
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Beacon Pointe Advisors

Beacon Pointe Advisors

(11)
Private Wealth Management, Retirement Plan Services, Institutional Consulting
“Over the years he has shepherded my financial portfolio and counseled my financial anxieties to the point where I have seen growth to the point where I now feel I have a comfortable retirement.”
In Business Since 2004
1943 Morrill St #1, Sarasota, FL
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Advanced Wealth Management

Advanced Wealth Management

(1)
“Our investments have flourished under their close watch and the care they provide us is exemplary.”
In Business Since 2013
Transparent Fees & Pricing
1990 Main St Office 750, Sarasota, FL 34236
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Yaegers Financial Services

Yaegers Financial Services

College Planning, Investment Planning, Insurance Planning
“Located in Sarasota, FL, the team at Yaegers Financial Services is dedicated to helping their clients and their families work towards their financial goals. We approach this by listening to their needs and providing comprehensive, problem-solving ser...”
In Business Since 2008
2477 Stickney Point Rd # 117B, Sarasota, FL
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Graham Capital

Graham Capital

(4)
  • Retirement
  • Questions
  • Company
“Additionally, the monthly one to one meetings (thanks Jack for managing these meetings) have provided guidance and transparency to the investing process, with a solid look into various sectors.”
In Business Since 2012
1991 Ringling Blvd, Sarasota, FL
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Retirement Planning and Investment Management Services in Sarasota, FL Cost Estimates

Minimum cost
$1063
Maximum cost
$9028
National Average
$3187
Avg Per Hour Rates
$319
$2125
$5842
Fair price range is based on 408 cost profiles
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Average Cost $3187
Minimum cost $1063
Maximum cost $9028
Avg Per Hour Rates $319

Fair range $2125 to $5842 is based on 408 cost profiles.

Why these companies made our list

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Wealth Management Advisors near Sarasota

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