Find a Financial Advisor in Sarasota, FL
If you’re searching for smart, sophisticated financial planning and investment solutions, you’ve come to the right place.
Everything a modern investor needs – all under one roof.

97%
client loyalty
25,000+ Clients2
30
years in business
$26 Billion AUM4
14th Ranked RIA
Barron’s1
Best Financial Advisory Firms
USA Today8
Best in Class Ethics
NBRI9
Meet Your Sarasota Financial Advisory Team
Our team of fiduciary financial advisors in Sarasota has been a trusted partner for individuals and families looking for customized and comprehensive wealth management services around Florida and the greater Sarasota area for two decades. We pride ourselves on our transparency and integrity, ensuring you receive advice and solutions that are aligned with your personal financial goals.
Visit us on Main Street to experience the expertise and personalized service that our Sarasota financial planners have to offer. We look forward to meeting you!
Our Integrated Services
At Allworth, you have unparalleled access to a team of in-house financial experts—giving your wealth the advantage every modern investor needs.