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 May 2026, RatingsNearMe ranks 18 financial advisors in Sarasota, FL by verified customer ratings and review volume. The highest-rated is SRQ Wealth with a 5.0-star rating from 206 verified reviews. 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 May 17, 2026 · Scored by 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
May 17, 2026
Last updated
Top Rated Financial Advisors
SRQ Wealth
1 N Tuttle Ave Suite 1, Sarasota, FL 34237, USA
Integrity Wealth Management, inc
6561 Palmer Park Cir suite c, Sarasota, FL 34238, USA
J & J Wealth Advisors
8470 Enterprise Cir Suite 301-F, Lakewood Ranch, FL 34202, USA
Financial 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 | Kennon Financial1 S School Ave Penthouse Suite, Sarasota, FL 34237, USA | 4.9★ | 65 |
| #5 | Ranch Capital Advisors4910 Lakewood Ranch Blvd N #130, Sarasota, FL 34240, USA | 5.0★ | 42 |
| #6 | Beacon Pointe Advisors1943 Morrill St #1, Sarasota, FL 34236, USA | 5.0★ | 43 |
| #7 | Gulf Coast Wealth Advisors: Jeff LaBelle2033 Main St SUITE 103, Sarasota, FL 34237, USA | 4.9★ | 51 |
| #8 | LCM Capital Advisors, LLC2070 Ringling Blvd Suite 200, Sarasota, FL 34237, USA | 5.0★ | 41 |
| #9 | Wealth Enhancement Group1577 Fruitville Rd, Sarasota, FL 34236, USA | 5.0★ | 12 |
| #10 | Edward Jones - Financial Advisor: Michael Johnson, CFP®|CEPA®1819 Main St Suite 1150, Sarasota, FL 34236, USA | 5.0★ | 10 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Sarasota
Kennon Financial
1 S School Ave Penthouse Suite, Sarasota, FL 34237, USA
Ranch Capital Advisors
4910 Lakewood Ranch Blvd N #130, Sarasota, FL 34240, USA
Beacon Pointe Advisors
1943 Morrill St #1, Sarasota, FL 34236, USA
Gulf Coast Wealth Advisors: Jeff LaBelle
2033 Main St SUITE 103, Sarasota, FL 34237, USA
LCM Capital Advisors, LLC
2070 Ringling Blvd Suite 200, Sarasota, FL 34237, USA
Wealth Enhancement Group
1577 Fruitville Rd, Sarasota, FL 34236, USA
Edward Jones - Financial Advisor: Michael Johnson, CFP®|CEPA®
1819 Main St Suite 1150, Sarasota, FL 34236, USA
Forza Wealth Management
Sawyer Oaks Professional Park, 5605 Marquesas Cir, Sarasota, FL 34233, USA
HD Money, Inc
3322 Bee Ridge Rd, Sarasota, FL 34239, USA
Cumberland Advisors
1 S School Ave #900, Sarasota, FL 34237, USA
Sage Wealth Consulting, LLC
6151 Lake Osprey Dr rm 300, Sarasota, FL 34240, USA
Stanley Wealth & Retirement
1819 Main St #510, Sarasota, FL 34236, USA
Forth Wealth Management
3277 Fruitville Rd building F1, Sarasota, FL 34237, USA
Aksala Wealth Advisors - Retirement Planning & Portfolio Management
6260 Lake Osprey Dr, Lakewood Ranch, FL 34240, USA
WealthGen Advisors
650 Central Ave #1, Sarasota, FL 34236, USA
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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: May 17, 2026.
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