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 Trusts & Estates advisors in FL, SARASOTA
48 advisers found
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
INVESTMENT ADVISORY GROUP LLC
Sarasota, FL
AUM
$1.22B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
781-826-1235
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
TRUVESTMENTS CAPITAL LLC
Sarasota, FL
AUM
$660.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
15 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(855) 955-1982
TACTIVE ADVISORS, LLC
Sarasota, FL
AUM
$619.0M
Wealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
1-10
Fees
Percentage of AUM
855-282-2848
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
FORZA WEALTH MANAGEMENT
Sarasota, FL
AUM
$422.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
941-203-3748
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
SARA-BAY FINANCIAL CORP.
Sarasota, FL
AUM
$396.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM
941-371-8027
HD MONEY, INC.
Sarasota, FL
AUM
$386.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
941-925-2121
RANCH CAPITAL ADVISORS INC.
Sarasota, FL
AUM
$385.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
(941) 462-2666
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
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
KENNON FINANCIAL
Sarasota, FL
AUM
$300.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
941-556-6307
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
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
REALITY FINANCIAL PLANNING SERVICES, LLC
Sarasota, FL
AUM
$125.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(941) 366-5700
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
Page 1 of 2Next