Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Sarasota, FL
Every SEC-registered financial advisor at a firm office in Sarasota who lists the Certified Financial Planner designation, A to Z.
161 CFP professionals work in Sarasota; the most are at Origin Investment Advisory LLC (17). 86 are also registered broker representatives.
CFP advisors in Sarasota, A to Z
Every advisor in Sarasota →- Peter J. AbbottEdward Jones · Certified Financial Planner
- Robert E. Armstrong Jr.Ameriprise Financial Services, LLC · Certified Financial Planner
- Victoria C. AvilaHbks Wealth Advisors · Certified Financial Planner
- Albert J. BartolomeoBroad Reach Wealth Management, LLC · Certified Financial Planner
- Thomas C. BauerBauer Financial Services, Inc. · Certified Financial Planner
- Anthony J. BenanteBaron Financial Group LLC · Certified Financial Planner, Chartered Financial Analyst
- Andrew J. BencivengaOrigin Investment Advisory LLC · Certified Financial Planner
- Daniel G. BennettLake Water Advisory, LLC · Certified Financial Planner
- Kimberly M. BleachMerrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner
- Peter G. BoboliaOrigin Investment Advisory LLC · Certified Financial Planner, Chartered Financial Consultant
- Fred BrickelWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Kelsey BrinkRBC Capital Markets, LLC · Certified Financial Planner
- Nathan W. BrownOrigin Investment Advisory LLC · Certified Financial Planner
- Jennifer BrugnolaStrategic Advisers LLC · Certified Financial Planner
- Brenton R. CampbellEdward Jones · Certified Financial Planner
- John R. CampbellAdvisory Services Network · Certified Financial Planner
- Stephanie N. CamposOrigin Investment Advisory LLC · Certified Financial Planner
- Paul CarriereOrigin Investment Advisory LLC · Certified Financial Planner
- Kristin A. CarterWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Gillian C. CassidyMariner · Certified Financial Planner
- Claudio G. CeronStrategic Advisers LLC · Certified Financial Planner
- William J. Chase IVHbks Wealth Advisors · Certified Financial Planner
- Cheryl B. ChristensenWells Fargo Clearing Services, LLC · Certified Financial Planner
- Mark R. ClarkPrestige Advisors Inc. · Certified Financial Planner
- Matthew W. CoffeyRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Austin D. CollinsEdward Jones · Certified Financial Planner
- Catherine J. CooperAzure Financial Advisors LLC · Certified Financial Planner, Chartered Financial Analyst
- Phillip Q. CoutureCouture Financial Inc. · Certified Financial Planner
- Michelle J. CrossMariner · Certified Financial Planner
- Jeffrey CrouseCharles Schwab & Co., Inc. · Certified Financial Planner
- Michael D. CroweSynovus Securities, Inc. · Certified Financial Planner
- Stephen M. CunhaGlobal Retirement Partners LLC · Certified Financial Planner
- Michael D. DancerRaymond James & Associates, Inc. · Certified Financial Planner
- Cody T. DanielsWells Fargo Clearing Services, LLC · Certified Financial Planner
- James R. DavenportCompass Financial Management LLC · Certified Financial Planner
- Charles C. DeesMariner · Certified Financial Planner, Chartered Financial Analyst
- Dace A. DekruifOrigin Investment Advisory LLC · Certified Financial Planner
- Amanda P. DelahuntEdward Jones · Certified Financial Planner
- Jennifer L. DoakWealthgen Advisors, LLC · Certified Financial Planner
- Christine M. DroneRBC Capital Markets, LLC · Certified Financial Planner
- Corey S. ElliottCharles Schwab & Co., Inc. · Certified Financial Planner
- Yamen ElsaidMorgan Stanley · Certified Financial Planner
- George V. Famiglio Jr.Cetera Investment Advisers LLC · Certified Financial Planner
- Stephen M. FedakGlobal Financial Private Client · Certified Financial Planner
- Michael G. FeducciaLPL Financial LLC · Certified Financial Planner
- Erik FischerMML Investors Services, LLC · Certified Financial Planner
- Jose E. Flores Jr.Edward Jones · Certified Financial Planner, Chartered Financial Consultant
- Geoffrey A. FrazierGlobal Financial Private Client · Certified Financial Planner, Chartered Financial Consultant
- Cameron S. FreemanKestra Advisory Services, LLC · Certified Financial Planner
- James D. FreemanKestra Advisory Services, LLC · Certified Financial Planner
- Nycole B. FreerOrigin Investment Advisory LLC · Certified Financial Planner
- Michael J. FullerNorthwestern Mutual Investment Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Susan M. GarbarinoIht Wealth Management LLC · Certified Financial Planner
- Steven A. GattusoCourier Capital, LLC · Certified Financial Planner, Chartered Financial Analyst
- William C. GeisdorfMariner · Certified Financial Planner
- Taylor M. GilchristWalsh & Associates, LLC · Certified Financial Planner
- Elizabeth A. GreenRaymond James & Associates, Inc. · Certified Financial Planner
- Stephen A. GriffinEagle Strategies LLC · Certified Financial Planner
- Nicholas P. GyeszatReality Financial Planning Services, LLC · Certified Financial Planner
- Collin T. HabigSummit Financial, LLC · Certified Financial Planner
- Michael J. HakimiOrigin Investment Advisory LLC · Certified Financial Planner
- Benjamin M. HardSara-Bay Financial Corp. · Certified Financial Planner
- Derek HartmanGlobal Financial Private Client · Certified Financial Planner
- John HelmsSarasota Capital Strategies,inc. · Certified Financial Planner, Chartered Financial Consultant
- Kristopher R. HissamBankers Life Advisory Services, Inc. · Certified Financial Planner
- Daniel A. HoffeWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Nicholas HolstEdward Jones · Certified Financial Planner
- James T. HornOrigin Investment Advisory LLC · Certified Financial Planner
- Tucker M. HorsleyMariner · Certified Financial Planner
- Edward J. JaaxTactive Advisors, LLC · Certified Financial Planner
- Krishna Rani JeffriesStrategic Advisers LLC · Certified Financial Planner
- Michael S. JohnsonEdward Jones · Certified Financial Planner
- Benjamin W. JonesMariner · Certified Financial Planner
- Faiza KedirSteward Partners Investment Advisory, LLC · Certified Financial Planner
- John F. KeenanEquity Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Sandra O. KeirChelsea Advisory Services, Inc. · Certified Financial Planner
- David A. KlenkeRobert W. Baird & Co. Incorporated · Certified Financial Planner
- Thomas M. KnightMariner · Certified Financial Planner, Chartered Financial Analyst
- Daniel M. KoppWise Stewardship Financial Planning, LLC · Certified Financial Planner
- Noah KoremanMariner · Certified Financial Planner
- Rengan KrishnakumarCumberland Advisors · Certified Financial Planner
- John B. Leeming IIJ. L. Bainbridge & Co., Inc. · Certified Financial Planner
- Jared S. LevyMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Joseph A. LewisMariner · Certified Financial Planner
- Jay V. LoganRobert W. Baird & Co. Incorporated · Certified Financial Planner
- Elissa A. LovellRanch Capital Advisors Inc. · Certified Financial Planner
- Andrew T. LowtherWells Fargo Clearing Services, LLC · Certified Financial Planner
- Ronald J. LumleyTruvestments Capital LLC · Certified Financial Planner, Chartered Financial Consultant
- Michael L. MainlandMainland Financial · Certified Financial Planner
- Joe MalaveCapitol Securities Management, Inc. · Certified Financial Planner
- Stephen J. MartinCwm, LLC · Certified Financial Planner
- Donald D. MartiniOrigin Investment Advisory LLC · Certified Financial Planner, Chartered Financial Analyst
- Renee' Martone-CecilAmeriprise Financial Services, LLC · Certified Financial Planner
- Orion J. MarxMariner · Certified Financial Planner, Chartered Financial Consultant
- Laura MattiaWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- George A. McCallInvestment Advisory Group LLC · Certified Financial Planner
- Joshua L. McCoyAmeriprise Financial Services, LLC · Certified Financial Planner
- Thomas M. McDonaldWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Mary N. McEachernMorgan Stanley · Certified Financial Planner
- Kelly McLean HolleranWalsh & Associates, LLC · Certified Financial Planner
- Ryan J. McMahonRanch Capital Advisors Inc. · Certified Financial Planner
- Eric A. MidiliWells Fargo Clearing Services, LLC · Certified Financial Planner
- Jonathan J. MilesLPL Financial LLC · Certified Financial Planner
- Marcus P. MillerOrigin Investment Advisory LLC · Certified Financial Planner
- Gregory L. MillsEdward Jones · Certified Financial Planner
- James C. MillsSara-Bay Financial Corp. · Certified Financial Planner
- Dena M. MinningVioni Capital Management, LLC · Certified Financial Planner, Chartered Financial Analyst
- Gregory M. MiskoTruist Advisory Services, Inc. · Certified Financial Planner
- Troy MooreWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Jared R. MotzenbeckerLPL Financial LLC · Certified Financial Planner
- Ryan M. MullerWells Fargo Clearing Services, LLC · Certified Financial Planner
- Matthew NastasiCharles Schwab & Co., Inc. · Certified Financial Planner
- Luke NicholasMariner · Certified Financial Planner, Chartered Financial Analyst
- Aaron W. NiecJmg Financial Group Ltd. · Certified Financial Planner
- Lee W. NorthernAlphastar Capital Management · Certified Financial Planner
- James P. OlsonOlson Wealth Management, Inc. · Certified Financial Planner
- Vincent L. OtterbeinColorado Capital Management · Certified Financial Planner
- Charles F. PearsonLPL Financial LLC · Certified Financial Planner
- Donald J. PopovitchLPL Financial LLC · Certified Financial Planner
- Philip T. QuigleyTruvestments Capital LLC · Certified Financial Planner
- John J. Raleigh Jr.Cwm, LLC · Certified Financial Planner
- Joni RamettaOneseven · Certified Financial Planner
- Paul W. ReardonInvestment Advisory Group LLC · Certified Financial Planner
- Justin D. ReesCambria Wealth Management · Certified Financial Planner
- Kirk Reimer Jr.Strategic Advisers LLC · Certified Financial Planner
- John M. ReynoldsAmeriprise Financial Services, LLC · Certified Financial Planner
- Jay L. RichardsInvestment Advisory Group LLC · Certified Financial Planner
- Elizabeth M. RichardsonOrigin Investment Advisory LLC · Certified Financial Planner, Personal Financial Specialist
- Richard J. RosnackRaymond James Financial Services Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Donald M. SafstromTruvestments Capital LLC · Certified Financial Planner, Personal Financial Specialist
- Jose V. SanchezOrigin Investment Advisory LLC · Certified Financial Planner
- Christopher D. SchwartzMariner · Certified Financial Planner
- Anders J. SkagerbergOrigin Investment Advisory LLC · Certified Financial Planner
- Marc W. SloneStrategic Advisers LLC · Certified Financial Planner
- Timothy L. SmithAurora Private Wealth, Inc. · Certified Financial Planner
- Veronica J. SmithIht Wealth Management LLC · Certified Financial Planner
- Zainab SmithStrategic Advisers LLC · Certified Financial Planner
- Roman SpearCambria Wealth Management · Certified Financial Planner
- Elliott A. SternbergRobert W. Baird & Co. Incorporated · Certified Financial Planner
- Stanwood C. SweetserRaymond James & Associates, Inc. · Certified Financial Planner
- Mantas TautkusOrigin Investment Advisory LLC · Certified Financial Planner
- Regan TeagueAshton Thomas Private Wealth · Certified Financial Planner, Chartered Financial Analyst
- Filip TelibasaBenzina Wealth, LLC · Certified Financial Planner
- Douglas R. TimmermanMariner · Certified Financial Planner
- Scott E. TonnesenMorgan Stanley · Certified Financial Planner
- Stephen M. TucciRBC Capital Markets, LLC · Certified Financial Planner
- Paul J. Turco Jr.Bull & Bear Advisors LLC · Certified Financial Planner
- Mauricio I. VargasStrategic Advisers LLC · Certified Financial Planner
- Sam J. VogelStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Kathleen R. WalkerGoar, Endriss & Walker, P.A. · Certified Financial Planner
- Joseph P. Walsh Jr.Walsh & Associates, LLC · Certified Financial Planner, Chartered Financial Analyst
- Melissa E. WalshClarity Financial Design · Certified Financial Planner
- Eric WaltherEdward Jones · Certified Financial Planner
- Carl A. WatkinsMariner · Certified Financial Planner
- Angela WetzigSage Wealth Consulting, LLC · Certified Financial Planner
- Kerstin A. WilesMariner · Certified Financial Planner
- Andrew R. WilsonStrategic Advisers LLC · Certified Financial Planner
- Jared WurtzelRaymond James & Associates, Inc. · Certified Financial Planner
- Jiyao XuOrigin Investment Advisory LLC · Certified Financial Planner, Chartered Financial Analyst
- Han XueOrigin Investment Advisory LLC · Certified Financial Planner
- William A. YaegersLPL Financial LLC · Certified Financial Planner
Firms with the most CFP professionals in Sarasota
Origin Investment Advisory LLC 17Mariner 15Edward Jones 9Strategic Advisers LLC 8LPL Financial LLC 6Wells Fargo Advisors Financial Network, LLC 5Wells Fargo Clearing Services, LLC 5Ameriprise Financial Services, LLC 4Raymond James & Associates, Inc. 4Charles Schwab & Co., Inc. 3Global Financial Private Client 3Investment Advisory Group LLC 3Morgan Stanley 3RBC Capital Markets, LLC 3Robert W. Baird & Co. Incorporated 3
CFP advisors in other Florida cities
All of Florida →Tampa 351Boca Raton 179Orlando 175Palm Beach Gardens 163Naples 155Jacksonville 137Miami 118Coral Gables 96St. Petersburg 88West Palm Beach 81Clearwater 79Winter Park 79Fort Lauderdale 63Fort Myers 52Melbourne 48Ponte Vedra Beach 45Bradenton 42Jupiter 38Tallahassee 36Lakewood Ranch 35Plantation 35Stuart 34Lakeland 32Ft. Lauderdale 30
Questions
How many CFP financial advisors are in Sarasota, FL?
161 SEC-registered investment adviser representatives at firm offices in Sarasota, Florida list the CFP designation; Origin Investment Advisory LLC employs the most of them (17).
What is a CFP?
CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.
How do I check a CFP in Sarasota?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFP itself with the body that issues it.
Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.