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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in FL, SARASOTA
16 advisers found
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
TACTIVE ADVISORS, LLC
Sarasota, FL
AUM
$619.0M
Wealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
1-10
Fees
Percentage of AUM
855-282-2848
MRA ADVISORY GROUP
Sarasota, FL
AUM
$361.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM · Subscription fees +1 more
844.672.7623
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
RBF CAPITAL MANAGEMENT, INC.
Sarasota, FL
AUM
$160.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
941-870-1944
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
CLARITY FINANCIAL DESIGN
Sarasota, FL
AUM
$51.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
407-494-0593
COUTURE FINANCIAL INC.
Sarasota, FL
AUM
$28.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
941-366-3551
AK INVESTING
Sarasota, FL
AUM
$25.6M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +3 more
847-220-3989
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
TRUE PATH FINANCIAL LLC
Sarasota, FL
AUM
$0
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
941 867-4745
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
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