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Fidelon
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Market Standing · 2026
The most transparent firms in North Port-Bradenton-Sarasota.
201 scored firmsTop 10 recognizedfidelon.com/markets/north-port-bradenton-sarasota-fl
1IA-only—91Arank within Top 10; below the 80 standard
2IA-only$88.4M91ARecognized · Top 10
3IA-only—91Arank within Top 10; below the 80 standard
4IA-only—91Arank within Top 10; below the 80 standard
5
Cma Advisors
CRD 336813
IA-only—91Arank within Top 10; below the 80 standard
6IA-only—90.9Arank within Top 10; below the 80 standard
7IA-only$74.6M90.8ARecognized · Top 10
8IA-only—90.1Arank within Top 10; below the 80 standard
9IA-only$114M89.9ARecognized · Top 10
10IA-only—89.8Arank within Top 10; below the 80 standard
11IA-only—89.7A—
12IA-only—89.2A—
13IA-only$828M89.2A—
14IA-only$29.5M89.2A—
15IA-only$235M89A—
16IA-only$649M88.9A—
17
Ifs Advisors
CRD 153975
IA-only$257M88.9A—
18IA-only$51.4M88.9A—
19
Lpf Advisors
CRD 298068
IA-only$277M88.7A—
20IA-only$5M88.6A—
21IA-only$413K88.5A—
22IA-only$28M88.5A—
23IA-only$2.8M88.5A—
24IA-only$9.5M88.4A—
25IA-only$2.5M88.1A—
Recognized firms carry the Fidelon market badge and are eligible for the annual plaque. Rankings move with the monthly rescore cycle — a badge that stops being true retires itself.

Rankings are computed by Fidelon — an independent transparency platform — from public regulatory filings, refreshed monthly. No firm pays for placement, and no firm can edit its score. Recognition requires a composite of 80 or higher regardless of rank.