EULAV ASSET MANAGEMENT
Sarasota, FL
AUM
$4.90B
Wealth MgmtInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM
212-907-1900
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in FL, SARASOTA
23 advisers found
CUMBERLAND ADVISORS
Sarasota, FL
AUM
$3.22B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
18 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
800-257-7013
ARISTOTLE ATLANTIC PARTNERS, LLC
Sarasota, FL
AUM
$2.22B
Wealth MgmtTrusts & EstatesInstitutional
Team
7 employees
Clients
—
Fees
Percentage of AUM
212-652-4150
J. L. BAINBRIDGE & CO., INC.
Sarasota, FL
AUM
$1.37B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM
941-365-3435
GLOBAL FINANCIAL PRIVATE CLIENT
Sarasota, FL
AUM
$828.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
941-441-1624
WALSH & ASSOCIATES, LLC
Sarasota, FL
AUM
$827.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
941-952-1188
COMPOUND FAMILY OFFICES, LLC
Sarasota, FL
AUM
$540.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM
(941) 556-9294
MILLER VALUE PARTNERS, LLC
Sarasota, FL
AUM
$418.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
410-454-3130
WEALTH PRO ADVISORS, INC.
Sarasota, FL
AUM
$317.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
941-907-2203
ALIGN PRIVATE CAPITAL
Sarasota, FL
AUM
$226.2M
Wealth MgmtInstitutional
Team
5 advisors
Clients
—
Fees
Fixed fees; Performance-based fees
917-365-9073
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.
Sarasota, FL
AUM
$207.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
941-349-9200
GLAXIS CAPITAL MANAGEMENT, LLC
Sarasota, FL
AUM
$160.8M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(941) 556 5333
WEALTHGEN ADVISORS, LLC
Sarasota, FL
AUM
$146.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(941) 706-4151
PRINCE ASSET MANAGEMENT, INC.
Sarasota, FL
AUM
$137.7M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM
941-363-9090
CAMBRIA WEALTH MANAGEMENT
Sarasota, FL
AUM
$115.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(941) 444-1120
SWAN RETIREMENT STRATEGIES
Sarasota, FL
AUM
$48.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(941) 271-9005
PATH FINANCIAL, LLC
Sarasota, FL
AUM
$40.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
941-350-7904
BEQUEST CAPITAL LLC
Sarasota, FL
AUM
$39.5M
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
941-957-9979
MELBERTH CAPITAL
Sarasota, FL
AUM
$14.8M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
941-320-1359
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
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
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