WATERSIDE INVESTMENT ADVISERS LLC
Sarasota, FL
AUM
$3.8M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
877-230-3600
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
69 advisers found
NED DAVIS RESEARCH, INC.
Sarasota, FL
AUM
$2.2M
Trusts & EstatesRetirementFee-Only/Hourly
Team
44 advisors
Clients
—
Fees
Hourly charges · Subscription fees +2 more
941-412-2300
INSIGHT FAMILY FINANCIAL
Sarasota, FL
AUM
$1.1M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
727-304-4559
ROCKFLEET FINANCIAL SERVICES, INC.
Sarasota, FL
AUM
$956K
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
888-909-4489
CAMPBELL WEALTH ADVISORS, LLC
Sarasota, FL
AUM
—
Financial Planning
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
941-549-8030
DREAMS INVESTMENT SOLUTIONS
Sarasota, FL
AUM
$0
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
941-232-1837
PLAN CONFIDENCE CORPORATION
Sarasota, FL
AUM
—
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
312-373-0772
PRESTIGE ADVISORS INC.
Sarasota, FL
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +3 more
941-799-3300
TRUE PATH FINANCIAL LLC
Sarasota, FL
AUM
$0
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
941 867-4745
WHITE OAKS INVESTMENT MANAGEMENT, INC
Sarasota, FL
AUM
$496.1M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
941-361-9000
Full profileNo website
VIONI CAPITAL MANAGEMENT, LLC
Sarasota, FL
AUM
$84.8M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
941-362-0870
Full profileNo website
ARLEN WEALTH MANAGEMENT, LLC
Sarasota, FL
AUM
$70.1M
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
941-309-5193
Full profileNo website
MAINLAND FINANCIAL
Sarasota, FL
AUM
$41.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
941-306-3020
Full profileNo website
JOHNSON PRIVATE WEALTH MANAGEMENT, LLC
Sarasota, FL
AUM
$37.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
847-980-7746
Full profileNo website
KOLLER CAPITAL LLC
Sarasota, FL
AUM
$20.1M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
917-273-7708
Full profileNo website
Full profileNo website
PreviousPage 3 of 3