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New Financial Advisory Businesses in Sarasota, FL

3 financial advisory businesses recently registered in Sarasota, Florida.

Updated August 19, 2026 · Most recent business filing Aug 5, 2026

3
Total Filings
Aug 5, 2026
Most Recent
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About Financial Advisory Businesses in Sarasota

This page lists new financial advisory businesses registered in Sarasota, Florida. We currently track 3, sourced directly from the Florida Division of Corporations and refreshed daily as new financial advisory companies file.

Recent additions include Waverly Advisors, Wattinger Financial, and Stanley Wealth & Retirement. The most recent financial advisory business filing was on Aug 5, 2026.

Each entry shows the filing date and, where we can verify it, the owner name and contact details. If you sell to financial advisory businesses in Sarasota, this is one of the freshest prospect lists in the market.

Use recent financial advisory registrations in Sarasota as a timing signal, then qualify each company by formation date, website, and verified contact availability.

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All Filings

Waverly Advisors

Aug 5, 2026
Financial AdvisoryVerifiedSarasota, FL · Collier Co.

Keelwright Advisors LLC appears to be a financial advisory firm, likely operating under the name Waverly Advisors based on the matching officer name Andrew Pierce. The firm offers fee-only wealth management, financial planning, investment management, tax strategies, and estate planning for individuals, families, and business owners, as described on the Waverly Advisors website. The LLC's principal address is in Sarasota, Florida, but the candidate site lists a Birmingham, Alabama address, suggesting possible multi-state operations or a recent relocation.

Wattinger Financial

May 22, 2026
Financial AdvisoryVerifiedSarasota, FL · Collier Co.

Quenton Wattinger operates Wattinger Financial, LLC, providing financial advisory and planning services from Sarasota, Florida. The business is listed on multiple advisor directories such as IndyFin, TruePath Fin, and AdvisorCheck, indicating an active advisory practice. The filing address and candidate site addresses are both in Sarasota, FL, confirming the location.

Stanley Wealth & Retirement

Sep 4, 2025
Financial AdvisoryVerifiedSarasota, FL · Collier Co.

Stanley Wealth & Retirement is a financial advisory firm based in Sarasota, FL, specializing in retirement planning. The website offers contact information and emphasizes helping clients 'Plan Smarter. Retire Better.' The firm is led by Dustin Stanley, as indicated on a separate profile page.

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