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Financial advisory firms
in Sarasota, FL.

Search financial advisors or advisory firms by filed office geography, public filed services, and client types.

5 financial advisors31 advisory firms1 city

Financial advisor coverage follows current affiliations with firms having filed offices in this geography. Counts are deduplicated; not a personal-branch or expertise claim.

31 advisory firmsCompare public facts. Verify experience directly.
5 financial advisors31 advisory firms1 city

Matching records for your current geography and filters. Category advisor counts reflect affiliated firms reporting that category, not individual service assertions.

ADVANCED WEALTH MANAGEMENTCRD 284438

Advisory firm

Filed advisory firm office: Sarasota, FL

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Educational seminars/workshopsFinancial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ALIGN PRIVATE CAPITALCRD 304506

Advisory firm

Filed advisory firm office: Sarasota, FL

Filed firm type: Registered

Corporations or other businessesPooled investment vehicles (other than ICs)Portfolio management for businesses or institutional clients (other than 3 and 4)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ARISTOTLE ATLANTIC PARTNERS, LLCCRD 285721

Advisory firm

Filed advisory firm office: Sarasota, FL

Filed firm type: Registered

Charitable organizationsCorporations or other businessesIndividuals (other than HNW)Insurance companies
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BEQUEST CAPITAL LLCCRD 334768

Advisory firm

Filed advisory firm office: Sarasota, FL

Filed firm type: Registered

Investment companiesPooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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CAMBRIA WEALTH MANAGEMENTCRD 335458

Advisory firm

Filed advisory firm office: Sarasota, FL

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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COMPOUND FAMILY OFFICES, LLCCRD 298776

Advisory firm

Filed advisory firm office: Sarasota, FL

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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CUMBERLAND ADVISORSCRD 107964

Advisory firm

Filed advisory firm office: Sarasota, FL

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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DREAMS INVESTMENT SOLUTIONSCRD 339186

Advisory firm

Filed advisory firm office: Sarasota, FL

Filed firm type: Registered

Portfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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EULAV ASSET MANAGEMENTCRD 156397

Advisory firm

Filed advisory firm office: Sarasota, FL

Filed firm type: Registered

Investment companiesOther investment advisersOther: MODEL PROVIDER TO ENVESTNET, SMARTX ADVISORY SOLUTIONS AND VESTMARK/INDEX PROVIDER TO KRANESHARESPortfolio management for businesses or institutional clients (other than 3 and 4)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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FORZA WEALTH MANAGEMENTCRD 281075

Advisory firm

Filed advisory firm office: Sarasota, FL

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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GLAXIS CAPITAL MANAGEMENT, LLCCRD 134227

Advisory firm

Filed advisory firm office: Sarasota, FL

Filed firm type: Registered

Charitable organizationsHigh net worth individualsPension and profit sharing plansPooled investment vehicles (other than ICs)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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GLOBAL FINANCIAL PRIVATE CLIENTCRD 290006

Advisory firm

Filed advisory firm office: Sarasota, FL

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.CRD 172205

Advisory firm

Filed advisory firm office: Sarasota, FL

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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HD MONEY, INC.CRD 167623

Advisory firm

Filed advisory firm office: Sarasota, FL

Filed firm type: Registered

High net worth individualsEducational seminars/workshopsFinancial planningPortfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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INVESTMENT ADVISORY GROUP LLCCRD 109445

Advisory firm

Filed advisory firm office: Sarasota, FL

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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J. L. BAINBRIDGE & CO., INC.CRD 108058

Advisory firm

Filed advisory firm office: Sarasota, FL

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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KENNON FINANCIALCRD 301130

Advisory firm

Filed advisory firm office: Sarasota, FL

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Portfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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MILLER VALUE PARTNERS, LLCCRD 110632

Advisory firm

Filed advisory firm office: Sarasota, FL

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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MONORAIL SECURITIES LLCCRD 285309

Advisory firm

Filed advisory firm office: Sarasota, FL

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Other investment advisersPortfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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Public source record; verify directly
MRA ADVISORY GROUPCRD 287933

Advisory firm

Filed advisory firm office: Sarasota, FL

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Pension and profit sharing plansEducational seminars/workshops
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
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