Local Pros · Sarasota
Local Financial Advisors in Sarasota, FL
Locally owned and operated financial advisors serving Sarasota and the surrounding area. Supporting local businesses means faster response and accountability.
As of July 2026, RatingsNearMe ranks 18 financial advisors in Sarasota, FL by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is SRQ Wealth with a 5.0-star rating from 206 Google reviews and an RNM Score of 87/100. Also in the top tier: Integrity Wealth Management, inc and J & J Wealth Advisors. The average rating across all listed financial advisors in Sarasota is 5 stars from 46 reviews per business on average.
Financial advisors in Sarasota typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
18
Businesses listed
5★
Avg rating
46
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Trusted by hundreds of clients with a flawless 5.0-star rating in Sarasota.
1 N Tuttle Ave Suite 1, Sarasota, FL 34237, USASarasota's top-rated financial advisor with a perfect 5.0-star score from over 100 reviews.
6561 Palmer Park Cir suite c, Sarasota, FL 34238, USATop-rated Sarasota financial advisor with a perfect 5.0 rating from over 100 reviews.
8470 Enterprise Cir Suite 301-F, Lakewood Ranch, FL 34202, USAFinancial Advisors Rankings in Sarasota, FL
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | SRQ Wealth1 N Tuttle Ave Suite 1, Sarasota, FL 34237, USA | 5.0★ | 206 |
| #2 | Integrity Wealth Management, inc6561 Palmer Park Cir suite c, Sarasota, FL 34238, USA | 5.0★ | 116 |
| #3 | J & J Wealth Advisors8470 Enterprise Cir Suite 301-F, Lakewood Ranch, FL 34202, USA | 5.0★ | 107 |
| #4 | Beacon Pointe Advisors1943 Morrill St #1, Sarasota, FL 34236, USA | 5.0★ | 43 |
| #5 | Ranch Capital Advisors4910 Lakewood Ranch Blvd N #130, Sarasota, FL 34240, USA | 5.0★ | 42 |
| #6 | Kennon Financial1 S School Ave Penthouse Suite, Sarasota, FL 34237, USA | 4.9★ | 65 |
| #7 | HD Money, Inc3322 Bee Ridge Rd, Sarasota, FL 34239, USA | 4.6★ | 54 |
| #8 | LCM Capital Advisors, LLC2070 Ringling Blvd Suite 200, Sarasota, FL 34237, USA | 5.0★ | 41 |
| #9 | Aksala Wealth Advisors - Retirement Planning & Portfolio Management6260 Lake Osprey Dr, Lakewood Ranch, FL 34240, USA | 5.0★ | 34 |
| #10 | Wealth Enhancement Group1577 Fruitville Rd, Sarasota, FL 34236, USA | 5.0★ | 12 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Sarasota
Top-rated Sarasota financial advisor with a perfect 5.0-star rating from 43 reviews.
1943 Morrill St #1, Sarasota, FL 34236, USA
5.0 stars from 42 reviews, reflecting exceptional client satisfaction in Sarasota.
4910 Lakewood Ranch Blvd N #130, Sarasota, FL 34240, USA
Serving Sarasota with a perfect 4.9-star rating from 65 client reviews.
1 S School Ave Penthouse Suite, Sarasota, FL 34237, USA
Trusted by clients with a strong 4.6-star rating from over 50 reviews.
3322 Bee Ridge Rd, Sarasota, FL 34239, USA
5.0 stars from 41 reviews, reflecting consistently exceptional client satisfaction in Sarasota.
2070 Ringling Blvd Suite 200, Sarasota, FL 34237, USA
5.0 stars from 34 reviews, reflecting exceptional client satisfaction in Sarasota.
6260 Lake Osprey Dr, Lakewood Ranch, FL 34240, USA
Exceptional 5.0-star rating from 12 Google reviews in Sarasota.
1577 Fruitville Rd, Sarasota, FL 34236, USA
5.0 stars from 11 Google reviews in Sarasota.
6151 Lake Osprey Dr rm 300, Sarasota, FL 34240, USA
Rated 5.0 stars from 10 Google reviews, this local advisor earns exceptional client trust.
3277 Fruitville Rd building F1, Sarasota, FL 34237, USA
A trusted local choice with a perfect 5.0-star rating from 7 Google reviews.
Sawyer Oaks Professional Park, 5605 Marquesas Cir, Sarasota, FL 34233, USA
Rated 5.0 stars from 6 Google reviews, this Sarasota financial advisor is highly recommended.
1819 Main St #510, Sarasota, FL 34236, USA
5.0 stars from 2 reviews for a Sarasota financial advisor.
1 S School Ave #900, Sarasota, FL 34237, USA
Trusted by 14 clients with a perfect 5.0-star rating on Google.
650 Central Ave #1, Sarasota, FL 34236, USA
Rated 4.9 stars from 51 reviews, a top-rated financial advisor in Sarasota.
2033 Main St SUITE 103, Sarasota, FL 34237, USA
5.0-star rating from 10 Google reviews for a Sarasota financial advisor.
1819 Main St Suite 1150, Sarasota, FL 34236, USA
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Financial Advisors in Sarasota, FL — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | SRQ Wealth | 87/100 | 5.0 ★ | 206 |
| 2 | Integrity Wealth Management, inc | 84/100 | 5.0 ★ | 116 |
| 3 | J & J Wealth Advisors | 84/100 | 5.0 ★ | 107 |
| 4 | Beacon Pointe Advisors | 79/100 | 5.0 ★ | 43 |
| 5 | Ranch Capital Advisors | 79/100 | 5.0 ★ | 42 |
| 6 | Kennon Financial | 79/100 | 4.9 ★ | 65 |
| 7 | HD Money, Inc | 73/100 | 4.6 ★ | 54 |
| 8 | LCM Capital Advisors, LLC | 79/100 | 5.0 ★ | 41 |
| 9 | Aksala Wealth Advisors - Retirement Planning & Portfolio Management | 78/100 | 5.0 ★ | 34 |
| 10 | Wealth Enhancement Group | 72/100 | 5.0 ★ | 12 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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Frequently Asked Questions — Financial Advisors in Sarasota
What is a fiduciary financial advisor and why does it matter in Sarasota?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Sarasota, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Sarasota?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: July 4, 2026.
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