Sarasota, FL

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Sarasota, FL
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Best Financial Advisors in Sarasota, FL

Handpicked from 282 vetted & reviewed Financial Planning & Wealth Management firms in the Sarasota area, discover the top 5 elite providers among the selected group of 22 finalists.

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Wealthgen Advisors

Wealthgen Advisors

(10)
  • Goals
  • Retirement
“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 Ste 1, Sarasota, FL
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Lichtenstein, Briefman & Sabella Cpas

Lichtenstein, Briefman & Sabella Cpas

(30)
Financial Statements, Individuals, Bookkeeping
“We are three generations of very happy and satisfied clients who value the integrity, personal and business relationships established with Allen Lichtenstein, Mark Briefman, and Anthony Sabella as well as the firms many long term staff.”
In Business Since 1967
Licensed, BBB Rating: A+
2501 S Tamiami Trail, Sarasota, FL
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Pellegrino & McFarland, PA

Pellegrino & McFarland, PA

(30)
  • Organized
“Can't say enough about Tom and all of the staff: Personalized attention, knowledgeable, friendly, with the absolute BEST accountants in town (possibly anywhere).”
In Business Since 1994
Free Initial Consultation
Offers Financing Options
Transparent Fees & Pricing
1800 2nd St #720, Sarasota, FL
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Thetaxhandlers.com /Llj Accounting

Thetaxhandlers.com /Llj Accounting

(28)
Tax Planning, Innocent Spouse Relief, New Business Formation
“I've only been working with The Tax Handlers for a few years but at the behest of some trusted associates of mine who have worked with TH for 15+ years.”
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

(20)
Services For Individuals, Tax Services, Cash Flow Management
“Because of his Hungarian roots the Hungarian diaspora is served frequently, there are hope that he will be honorary consul for Hungary in the Florida area.”
In Business Since 1997
Free Initial Consultation
Offers Financing Options
Transparent Fees & Pricing
7061 S Tamiami Trail # C, Sarasota, FL
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Best of 2023

Qualification Criteria for best of Winners

Minimum Overall Score
97 (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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Hart & Hart Financial Services - New York Life

Hart & Hart Financial Services - New York Life

(10)
For Professional Advisors, Advanced Planning
“He made it so easy for our employees to pick the proper investment for their family and made sure that every employee understood how the simple IRA with the company match would work for them and their retirement.”
In Business Since 2001
INCOME Certified
2555 Porter Lake Dr Unit 101, Sarasota, FL
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Gulf Coast Wealth Advisors: Jeff Labelle

Gulf Coast Wealth Advisors: Jeff Labelle

(15)
Financial Planning, Private Client Services, Insurance and Annuities
“We switched to him because we did not want to open the paper everyday to find if our account had gone in the tank because of a falling market and because we started to need income on our investments.”
In Business Since 2014
Licensed, BBB Rating: A+
1 S School Ave Suite 501, Sarasota, FL
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Sharp

Sharp

(3)
TAX Preparation, Tax Problems, Tax Planning
“Excellent service that's done in a reasonable amount of time.”
In Business Since 2011
Licensed, BBB Rating: A+
512 N Orange Ave, Sarasota, FL
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Gifford and Associates

Gifford and Associates

(2)
Bookkeeping, Individuals, Home
“I highly recommend Bart and his team to anyone seeking advice and help concerning their monetary needs.”
In Business Since 2010
Licensed, BBB Rating: A+
2138 Gulf Gate Dr, 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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Kennon Financial

Kennon Financial

(29)
  • Investing
  • 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, Sarasota, FL
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LPF Financial Advisors

LPF Financial Advisors

(3)
Pre-Retirement Planning, College Funding, Account Consolidation
“Kris and his team have done an excellent job providing and protecting our retirement funds.”
In Business Since 2004
Transparent Fees & Pricing
Licensed, BBB Accredited
2601 Cattlemen Rd #302, Sarasota, FL
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J & J Wealth Advisors

J & J Wealth Advisors

(29)
  • Future
  • Life
  • Understand
“Jennifer and Gregory take the time to get a feeling for every aspect of your financial life, including insurance and wealth protection, investment options, growth planning, leaving a legacy, all while minimizing investment expenses.”
15+ Years Experience
Serving Sarasota Area
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Platinum Planning

Platinum Planning

(3)
Tell A Friend
“I appreciate their fee based service and know they have depth of knowledge in retirement planning and portfolio management.”
In Business Since 2013
Transparent Fees & Pricing
534 S Pineapple Ave, Sarasota, FL
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Integrity Wealth Management

Integrity Wealth Management

(4)
Empowering Women, Medicare, Legacy Planning
“They handle our money with no worries, hold socially entertaining events for their clients on a regular basis, and their expertise goes beyond wealth in any direction you need--insurance, mortgages, etc.”
In Business Since 2007
6561 Palmer Park Cir suite c, Sarasota, FL
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Lone Star Wealth Management

Lone Star Wealth Management

(8)
  • Portfolio
  • Plan
“Always able to get someone on the phone, I receive quarterly statements of my portfolio's progress, and my financial advisor is routinely keeping me in the loop of market trends and providing me options to upgrade my strategy to be more aggressive, o...”
In Business Since 2017
3277 Fruitville Rd Bldg F1, Sarasota, FL
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Phil's Gang

Phil's Gang

(7)
“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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Sara-Bay Financial Corporation

Sara-Bay Financial Corporation

(3)
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 team is attentive, responsive, and personable. We are your financial partner in tracking, managing, and evaluating your portfolio as your life changes. Schedule your discovery call today! Sara-Bay Financial Corporation 2201 Cantu Court...

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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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Chase Financial Group

Chase Financial Group

(1)
For Individuals and Families, Fee-Based Financial Planning, Retirement Income Planning
“I even had a bad bookkeeping experience and looked to them for advice for my small business.”
In Business Since 2014
1800 2nd St #707, Sarasota, FL
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Graham Capital

Graham Capital

(5)
  • Retirement
  • Dinners
“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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Sage Wealth Consulting

Sage Wealth Consulting

(1)
Wealth Management, Surviving Spouse Services
“Angela Wetzig served as Chair of the Endowment Fund for Junior League of Sarasota for several years.”
In Business Since 2018
6151 Lake Osprey Dr STE 300, 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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