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Investment Advisors in Sarasota, FL: 2026 rankings

77 investment advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Sarasota: Greywolfe Investing, RFA Score 73/100; 4.9★ from 30 Google reviews.

  2. 4

    Most-reviewed: INVESTOR FRIENDLY CPA®, 242 Google reviews at 4.9★, the most of 77 ranked; ranked #4.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

77 Sarasota investment advisors are ranked here by RFA Score, from eight published factors. 5 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 5.0★ across 77 rated firms.

Top 10 investment advisors in Sarasota at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 investment advisors in Sarasota at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Greywolfe Investing734.9★ (30)Sarasota—Top score
2Bequest Asset Management704.8★ (13)Sarasota——
3PHIL'S GANG694.3★ (13)Sarasota——
4INVESTOR FRIENDLY CPA®694.9★ (242)SarasotaSat · Sun · EveningsMost reviews
5Gold Ring Investments Inc694.5★ (8)SarasotaSat—
6Capstan Financial Consulting Group685.0★ (5)Sarasota——
7Rudd International Inc685.0★ (4)Sarasota——
8Plan Confidence Corp675.0★ (3)Sarasota——
9Wells Fargo Advisors663.3★ (3)Sarasota——
10Aksala Wealth Advisors - Retirement Planning & Portfolio Management665.0★ (38)Bradenton, 6 mi away——

All 77 investment advisors in Sarasota, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Sarasota

    #1 Greywolfe Investing

    Based in Sarasota

    73/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.9★ from 30 Google reviews, listed on Google as “Investment service”.

    • 4.9★ from 30 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2075 Main St Ste 16, Sarasota, FL 34237
    View profile for Greywolfe Investing(941) 541-3557

  3. #3 PHIL'S GANG

    Based in Sarasota

    69/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 4.3★ from 13 Google reviews, listed on Google as “Investment service”.

    • 4.3★ from 13 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    50 Central Ave #940, Sarasota, FL 34236
    View profile for PHIL'S GANG(877) 600-4264

  5. #5 Gold Ring Investments Inc

    Based in Sarasota

    69/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.5★ from 8 Google reviews, listed on Google as “Investment service”.

    • 4.5★ from 8 Google reviews
    Hours
    Mon 8:30 AM–4:30 PM · Tue–Fri 8:30 AM–5 PM · Sat 8:30 AM–4:30 PM · Sun closed
    Address
    5400 Ocean Blvd Apt 4-4, Sarasota, FL 34242
    View profile for Gold Ring Investments Inc(201) 280-8916

  8. #8 Plan Confidence Corp

    Based in Sarasota

    67/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Thu 10 AM–6 PM · Fri 10 AM–4 PM · Sat–Sun closed
    Address
    1900 Main St #308, Sarasota, FL 34236
    View profile for Plan Confidence Corp(312) 373-0772

  12. #12 Gasima Global

    Based in Venice, 17 mi away

    65/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 5.0★ from 9 Google reviews, listed on Google as “Investment company”.

    • 5.0★ from 9 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    304 W Venice Ave, Venice, FL 34285
    View profile for Gasima Global(941) 538-5791

  15. #15 Ranch Capital Advisors

    Based in Sarasota

    64/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 42 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 42 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    4910 Lakewood Ranch Blvd N #130, Sarasota, FL 34240
    View profile for Ranch Capital Advisors(941) 462-2666

  17. #17 Starkel Wealth Advisors

    Based in Sarasota

    63/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 34 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 34 Google reviews
    Hours
    Mon–Tue 8 AM–5 PM · Wed closed · Thu–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    1990 Main St Office 750, Sarasota, FL 34236
    View profile for Starkel Wealth Advisors(941) 280-1912

  20. #20 Jon Keller - 1031 Solutions Advisor & REALTOR - Keller Williams On the Water Sarasota

    Based in Sarasota

    62/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 19 Google reviews, listed on Google as “Property investment company”.

    • 5.0★ from 19 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat 9 AM–4 PM · Sun closed
    Address
    1031 Solutions - Jon D. Keller Group, 1549 Ringling Blvd Suite 600, Sarasota, FL 34236
    View profile for Jon Keller - 1031 Solutions Advisor & REALTOR - Keller Williams On the Water Sarasota(888) 871-1031

  25. #25 WealthGen Advisors

    Based in Sarasota

    61/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 13 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 13 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    650 Central Ave #1, Sarasota, FL 34236
    View profile for WealthGen Advisors(941) 706-4151

Investment advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 77 ranked investment advisors here; the rest are on their profiles.

investment advisors in Sarasota, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Sara-Bay Financial Corporation605.0★ (12)In Sarasota
27Wealth Enhancement Group605.0★ (12)In Sarasota
28Sage Wealth Consulting, LLC605.0★ (11)In Sarasota
29Boyd Insurance & Investments604.6★ (48)11 mi
30Moseley Investment Management, Inc.605.0★ (7)11 mi
31Edward Jones - Financial Advisor: Michael Johnson, CFP®|CEPA®|CDFA®605.0★ (10)In Sarasota
32Trustco Bank604.2★ (18)In Sarasota
33The InCompass Group604.6★ (11)In Sarasota
34Charles Schwab593.6★ (86)In Sarasota
35F5 Financial Planning: Retirement Planning & Investment Management595.0★ (9)16 mi
36Lone Star Wealth Management594.6★ (9)In Sarasota
37Wealth Enhancement Group594.9★ (23)11 mi
38Williams Wealth Management Group595.0★ (19)12 mi
39Setchfield Asset Management585.0★ (5)15 mi
40RBC Wealth Management Branch - Sarasota584.0★ (8)In Sarasota
41Edward Jones - Financial Advisor: Michelle K Johnson, CFP®|AAMS®585.0★ (10)6 mi
42Trustco Bank584.7★ (50)21 mi
43Merrill Lynch Wealth Management583.6★ (8)In Sarasota
44Josh McCoy - Private Wealth Advisor, Ameriprise Financial Services, LLC585.0★ (4)In Sarasota
45Edward Jones - Financial Advisor: Stephen J Schweigart, CEPA®|AAMS®585.0★ (4)In Sarasota
46Edward Jones - Financial Advisor: Greg Mills, CFP®|CEPA®|AAMS®584.2★ (5)In Sarasota
47Edward Jones - Financial Advisor: Hermann A Carcamo, CFP®|ChFC®575.0★ (6)4 mi
48Fidelity Investments573.2★ (71)In Sarasota
49Edward Jones - Financial Advisor: Isaac J Valley, CFP®|AAMS®575.0★ (9)9 mi
50Trajan Wealth575.0★ (3)In Sarasota

Also serving Sarasota

20 more investment advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked investment advisors serving Sarasota
BusinessGoogle ratingDistance
AMChoice Financial5.0★ (25)In Sarasota
Baacke Insurance & Financial Services5.0★ (21)In Sarasota
Bank of America (with Drive-thru ATM)2.8★ (56)In Sarasota
Bank of America Financial Center2.3★ (91)In Sarasota
Bankers Life3.9★ (58)In Sarasota
BMO Bank N.A Branches3.7★ (22)In Sarasota
Candor Wealth Strategies5.0★ (18)In Sarasota
EXCELLence Performance5.0★ (65)In Sarasota
First Command Financial Advisor - Kristen Garcia5.0★ (26)In Sarasota
Forth Wealth Management5.0★ (16)In Sarasota
HD Money, Inc4.6★ (54)In Sarasota
Integrity Wealth Management, inc5.0★ (137)In Sarasota
Kennon Financial4.9★ (65)In Sarasota
Lake Water Advisory5.0★ (15)In Sarasota
LCM Capital Advisors, LLC5.0★ (42)In Sarasota
LPF Advisors5.0★ (22)In Sarasota
Retallick Financial Group & Retallick Wealth Management4.8★ (32)In Sarasota
SRQ Wealth5.0★ (227)In Sarasota
SWAN Retirement Strategies5.0★ (58)In Sarasota
Walsh & Associates5.0★ (34)In Sarasota

How we ranked Sarasota investment advisors

We scored 77 Sarasota investment advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Sarasota data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose an investment advisor

  1. Confirm the investment advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask an investment advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my investment advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Investment advisors in Sarasota: frequently asked questions

Which investment advisor has the highest RFA Score in Sarasota?

By RFA Score, the highest-ranked investment advisor in Sarasota, FL is Greywolfe Investing with an RFA Score of 73/100. It has 4.9★ from 30 Google reviews. Bequest Asset Management (#2) and PHIL'S GANG (#3) follow. We ranked 77 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Sarasota?

RankedFinancialAdvisors ranks 77 investment advisors serving Sarasota, FL. 34 of them are based in Sarasota; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which investment advisors in Sarasota work on weekends?

5 of 77 ranked investment advisors post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are INVESTOR FRIENDLY CPA® (#4), Gold Ring Investments Inc (#5) and Jon Keller - 1031 Solutions Advisor & REALTOR - Keller Williams On the Water Sarasota (#20). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Sarasota investment advisors have?

The median Google rating among 77 rated investment advisors in Sarasota is 5.0★, with a median of 9 reviews. INVESTOR FRIENDLY CPA® has the most, 242 reviews, and ranks #4. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank investment advisors?

Each investment advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do investment advisors outside Sarasota count in this ranking?

Yes, if they are within 25 mi of the Sarasota city center, our service radius for investment advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can investment advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does an investment advisor do?

Investment advisors manage portfolios and give advice about securities for a fee. In the US, firms register with the SEC or a state securities regulator and file a Form ADV brochure; in Canada, portfolio managers and dealers register with the provincial securities regulator.

How are investment advisors in Sarasota ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers investment advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check an investment advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every investment advisor in Sarasota a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do investment advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Sarasota

  1. November 2026: RFA Scores recalculated for 77 investment advisors serving Sarasota.

More investment advisors and Sarasota pages