Ways to browse advisors serving Sarasota, FL

Pick a specialty or descriptor to browse more advisors serving Sarasota, FL.

By how they work

Type	Advisors
Large-firm	1,450
Seasoned	886
Flat-fee	876
Independent	469
CFP®-certified	311

By who they serve

Type	Advisors
High-net-worth	347
Baby Boomer	24

Browse by specialty

Find advisors serving Sarasota, FL who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	1,189
Wealth management	731
Executive	727
Retired	647
Tax-loss harvesting	470
Retirement plans for business owners (SEP, solo 401k)	387
Retirement income strategy	382
General retirement planning	328
Active portfolio management	319
General estate planning guidance	262
Approaching retirement	230
HENRY (High Earners, Not Rich Yet)	198
College savings (529s, UTMA, etc.)	190
Private / alternative investments	181
Cash flow / budgeting	179
Income planning	173
Mid-Career Professionals	173
Options & derivatives strategies	157
Charitable giving & philanthropy	135
Passive / index investing	135
Annuities	130
Social Security optimization	115
ESG / Sustainable investing	110
Business exit / sale strategy	107
Concentrated stock management	93
Retirement withdrawal strategies	86
Multi-generational wealth transfer	81
Divorce financial planning	74
Business ownership considerations	53
Equity compensation tax strategy	53
Financial Professional	50
General tax planning	45
Real estate investing	45
Business succession planning	42
Values-based investing	33
Divorced	24
Married/Couples/Partners	24
Self-Employed	22
Women Professionals	21
Factor investing / smart beta	17
Long-term care insurance	15
Tax strategies for small businesses	14
Debt management	11
Established Professionals	11
Medicare planning	11
Family Business	10
Military & Veterans	10
Doctor or Medical Professional	8
Educators, Teachers, and Academics	6
Life insurance needs analysis	6
Business sale tax planning	5
Liquidity event planning	5
Professional Athlete	5
Business Financial Management	4
Early retirement planning	4
Young Professionals	3

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