Company lists · Data refreshed September 2026
Top 21 Asset management services based in Sarasota, United States
RevenueBase identified 42 asset management services headquartered in Sarasota, United States as of September 2026 and tracks 236 professional contacts across them, including 68 with verified work emails. New York is the largest hub.
This list covers asset management services headquartered in Sarasota, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 21, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 21 largest asset management services based in Sarasota, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 37 contacts → | ||||
Partial evidence “Since 1973, Cumberland Advisors has been a trusted source for market expertise, personal service, and individual and institutional money management.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 2 | 22 contacts → | ||||
Indirect evidence “Registered Investment Advisor principally located in Sarasota, Florida with over 265 advisors across the US and Singapore.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 3 | 18 contacts → | ||||
Partial evidence “Based in Sarasota, Florida, Integrity Wealth Management, Inc.(IWM) is a registered independent advisory firm dedicated to helping those at or near retirement create solutions for…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 4 | 14 contacts → | ||||
Indirect evidence “We're not just in the money business, we're in the people business.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 5 | 10 contacts → | ||||
Indirect evidence “You’ve worked hard to build your success-now it’s time to make your wealth work for you.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 6 | 9 contacts → | ||||
Indirect evidence “Freedom Capital Group is a comprehensive financial services firm committed to helping our clients improve their long-term financial success.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 7 | 6 contacts → | ||||
Partial evidence “An independent wealth management firm that offers a team approach to handling your investment, tax, and financial planning needs all under one roof.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 8 | 5 contacts → | ||||
Indirect evidence “Investment Banking: CapCompass has been helping clients raise funds since the start of the business in 2020.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 9 | 4 contacts → | ||||
Indirect evidence “Freeman Financial is a family-oriented business.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 10 | 4 contacts → | ||||
Indirect evidence “Our purpose has always been to help our clients achieve their life goals and provide clarity about their financial future.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 11 | 4 contacts → | ||||
Strong evidence “Headquartered in Sarasota, Florida, Aviance Capital Management is an independent investment advisor registered with the SEC managing more than $2.3 billion in assets as of…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 12 | 4 contacts → | ||||
Indirect evidence “STAR Financial Solutions is a full service financial firm.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 13 | 3 contacts → | ||||
Indirect evidence “Experts in helping first-generation wealth successfully manage financial outcomes.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 14 | 3 contacts → | ||||
Strong evidence “Truvestments is an asset management and advisory firm for high net worth clients, advisors, and institutions.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 15 | 3 contacts → | ||||
Partial evidence “At Sage Advisors, we work with clients of all ages and backgrounds who have at least a million dollars of liquid assets.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 16 | 3 contacts → | ||||
Indirect evidence “SPECIAL NOTE FOR OUR FRIENDS AND CLIENTS WHO WOULD LIKE TO ENDORSE US: Our registration as an Investment Advisory Firm DOES NOT allow us to publicize any testimonials about our…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 17 | 2 contacts → | ||||
Indirect evidence “Founded in 2004, HD Money is a trusted presence in the financial services sector, operating from offices in Sarasota and St.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 18 | 1 contacts → | ||||
Partial evidence “Since 1997, Allegiant Private Advisors has been creating customized wealth management solutions for high-net-worth families, entrepreneurs, nonprofit organizations, and…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 19 | 1 contacts → | ||||
Partial evidence “At RBF Capital Management, we deliver highly personalized investment management strategies and retirement plan solutions designed to put your best interests first.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 20 | 1 contacts → | ||||
Partial evidence “We are dedicated to providing investment management and strategic wealth planning that is right for you.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 21 | 1 contacts → | ||||
Indirect evidence “At Power Wealth Advisors, we design and implement personalized investment portfolios that cater to your unique needs and objectivities.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: asset management services. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names asset management services.
- Partial evidence
- Its own public description names part of asset management services, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name asset management services. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 21 of 42 asset management services based in Sarasota, United States
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Asset management services based in Sarasota, United States at a glance
As of Sep 21, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Sarasota, so it is reported there. Company counts and contact totals on this page are exact for Sarasota, over 42 companies.
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among asset management services, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in Sarasota, United States whose own description of what they do matches “asset management services”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names asset management services), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among asset management services, and records with no verified work email. Companies headquartered outside Sarasota are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every listed company carries at least one verified work email, 68 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 21, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Asset management services by metro in the United States
- Asset management services in New York380
- Asset management services in Atlanta171
- Asset management services in Chicago150
- Asset management services in Dallas144
- Asset management services in Houston144
- Asset management services in San Diego117
- Asset management services in Boston110
- Asset management services in Austin104
- Asset management services in San Francisco101
- Asset management services in Denver100
- Asset management services in Miami99
- Asset management services in Scottsdale98
- Asset management services in Charlotte94
- Asset management services in Los Angeles88
- Asset management services in Tampa85
- Asset management services in Portland72
- Asset management services in Newport Beach71
- Asset management services in Cincinnati65
- Asset management services in Overland Park65
- Asset management services in Irvine64
- Asset management services in Raleigh63
- Asset management services in Minneapolis62
- Asset management services in Seattle60
- Asset management services in Indianapolis58
- Asset management services in Omaha58
- Asset management services in San Antonio57
- Asset management services in Pittsburgh54
- Asset management services in Boca Raton53
- Asset management services in Columbus53
- Asset management services in Columbia50
- Asset management services in Birmingham48
- Asset management services in Phoenix48
- Asset management services in Richmond48
- Asset management services in Greenville46
- Asset management services in Madison46
- Asset management services in Greenwood Village44
- Asset management services in Louisville44
- Asset management services in Las Vegas43
- Asset management services in Bellevue42
- Asset management services in Fort Worth42
- Asset management services in Rochester42
- Asset management services in Sarasota42
- Asset management services in Wilmington42
- Asset management services in Naples41
- Asset management services in Lexington40
- Asset management services in Springfield39
- Asset management services in Washington39
- Asset management services in Colorado Springs38
- Asset management services in Memphis37
- Asset management services in Troy37
- Asset management services in Jacksonville36
- Asset management services in Salt Lake City36
- Asset management services in Grand Rapids35
- Asset management services in Pasadena35
- Asset management services in Nashville34
- Asset management services in Alpharetta33
- Asset management services in Cleveland33
- Asset management services in Tulsa33
- Asset management services in Philadelphia32
- Asset management services in Plano32
- Asset management services in Fort Lauderdale31
- Asset management services in Orlando30
- Asset management services in Tucson30
- Asset management services in Knoxville29
- Asset management services in Walnut Creek29
- Asset management services in Ann Arbor28
- Asset management services in Baton Rouge28
- Asset management services in Virginia Beach28
- Asset management services in Kansas City27
- Asset management services in Lafayette27
- Asset management services in Lake Oswego27
- Asset management services in Red Bank27
- Asset management services in Westlake Village27
- Asset management services in Brentwood26
- Asset management services in Chattanooga26
- Asset management services in Coral Gables26
- Asset management services in Fort Collins26
- Asset management services in Bethesda25
- Asset management services in Little Rock25
- Asset management services in Rockville25
- Asset management services in Stamford25
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names asset management services, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many asset management services are there based in Sarasota, United States?
RevenueBase identified 42 asset management services headquartered in Sarasota, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Cumberland Advisors, headquartered in Sarasota, tops this list with the largest team on record.
Which city has the most asset management services?
New York leads with 380 headquartered companies, followed by Atlanta (171) and Chicago (150).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 68 verified decision-maker contacts tracked across these 42 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 21, 2026.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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