Company lists · Data refreshed September 2026

Top 23 Family offices based in Sarasota, United States

RevenueBase identified 49 family offices headquartered in Sarasota, United States as of September 2026 and tracks 203 professional contacts across them, including 59 with verified work emails. New York is the largest hub.

This list covers family offices 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 19, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review
49Companies
203Contacts tracked
59Verified emails
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The 23 largest family offices based in Sarasota, United States

Ranked by team size
Top 23 of 49 family offices based in Sarasota, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to family offices: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceSarasota, FL, United StatesHQ checked Sep 19, 20261-1014 contacts →

Indirect evidence

“We're not just in the money business, we're in the people business.”

Source: RevenueBase Database · checked Sep 19, 2026
2Strong evidenceSarasota, FL, United StatesHQ checked Sep 19, 20261-1010 contacts →

Strong evidence

“Our family office brings together a select group of professionals to coordinate all aspects of your financial affairs.”

Source: RevenueBase Database · checked Sep 19, 2026
3Strong evidenceSarasota, FL, United StatesHQ checked Sep 19, 202611-507 contacts →

Strong evidence

“Pantheon Investments is a private investment platform and Virtual Family Office helping high-income earners, entrepreneurs, and accredited investors build wealth beyond…”

Source: RevenueBase Database · checked Sep 19, 2026
4Strong evidenceSarasota, FL, United StatesHQ checked Sep 19, 20261-107 contacts →

Strong evidence

“M3 Family Office is the latest entity in the evolution of the M3 brand which began in 2002.”

Source: RevenueBase Database · checked Sep 19, 2026
5Strong evidenceSarasota, FL, United StatesHQ checked Sep 19, 20261-107 contacts →

Strong evidence

“We offer our clients family office services and are on the forefront of bringing family office strategies down market to high net worth and ultra high net worth families.”

Source: RevenueBase Database · checked Sep 19, 2026
6Indirect evidenceSarasota, FL, United StatesHQ checked Sep 19, 20261-106 contacts →

Indirect evidence

“More than Wealth Management, we strive to offer clarity to help you to reach, achieve and exceed Life's goals.”

Source: RevenueBase Database · checked Sep 19, 2026
7Indirect evidenceSarasota, FL, United StatesHQ checked Sep 19, 20261-106 contacts →

Indirect evidence

“Our diverse work experience over the past 20 years at major brokerage firms and trust companies inspired us to start FORZA in order to provide independent objective advice to our…”

Source: RevenueBase Database · checked Sep 19, 2026
8Indirect evidenceSarasota, FL, United StatesHQ checked Sep 19, 20261-106 contacts →

Indirect 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 19, 2026
9Indirect evidenceSarasota, FL, United StatesHQ checked Sep 19, 20261-106 contacts →

Indirect evidence

“At Lifestyle Freedom, we focus on freeing clients from the everyday worries of wealth management so they can focus on what makes them feel fulfilled.”

Source: RevenueBase Database · checked Sep 19, 2026
10Strong evidenceSarasota, FL, United StatesHQ checked Sep 19, 202611-506 contacts →

Strong evidence

“Coatue is a full service commercial real estate firm specializing in Family Offices & Trusts, Consulting, Construction, Property Management & Residential Estate Management.”

Source: RevenueBase Database · checked Sep 19, 2026
11Indirect evidenceSarasota, FL, United StatesHQ checked Sep 19, 20261-104 contacts →

Indirect evidence

“STAR Financial Solutions is a full service financial firm.”

Source: RevenueBase Database · checked Sep 19, 2026
12Strong evidenceSarasota, FL, United StatesHQ checked Sep 19, 202611-503 contacts →

Strong evidence

“Chessler Holdings is a family office investing in small to medium-sized businesses.”

Source: RevenueBase Database · checked Sep 19, 2026
13Indirect evidenceSarasota, FL, United StatesHQ checked Sep 19, 20261-103 contacts →

Indirect evidence

“WealthGen Advisors is a fee-only, concierge wealth management firm.”

Source: RevenueBase Database · checked Sep 19, 2026
14Strong evidenceSarasota, FL, United StatesHQ checked Sep 19, 202611-503 contacts →

Strong evidence

“Skyline Group MC is the family office of private aviation, a single platform for aircraft acquisition, management, and advisory, built for owners and family offices who expect…”

Source: RevenueBase Database · checked Sep 19, 2026
15Indirect evidenceSarasota, FL, United StatesHQ checked Sep 19, 202611-503 contacts →

Indirect evidence

“Truvestments is an asset management and advisory firm for high net worth clients, advisors, and institutions.”

Source: RevenueBase Database · checked Sep 19, 2026
16Indirect evidenceSarasota, FL, United StatesHQ checked Sep 19, 20261-103 contacts →

Indirect 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 19, 2026
17Indirect evidenceSarasota, FL, United StatesHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“Studdard Financial was founded to help you build wealth, protect it, and pass it down from one generation to the next.”

Source: RevenueBase Database · checked Sep 19, 2026
18Partial evidenceSarasota, FL, United StatesHQ checked Sep 19, 202611-501 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 19, 2026
19Indirect evidenceSarasota, FL, United StatesHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

“Independent Advice.”

Source: RevenueBase Database · checked Sep 19, 2026
20Indirect evidenceSarasota, FL, United StatesHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

“We are a closely held private real estate company focused primarily on development and value-add repositions.”

Source: RevenueBase Database · checked Sep 19, 2026
21Partial evidenceSarasota, FL, United StatesHQ checked Sep 19, 20261-101 contacts →

Partial evidence

“Motus Partners manages equity portfolios in the form of separate accounts for individuals and families.”

Source: RevenueBase Database · checked Sep 19, 2026
22Indirect evidenceSarasota, FL, United StatesHQ checked Sep 19, 20261-101 contacts →

Indirect 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 19, 2026
23Indirect evidenceSarasota, FL, United StatesHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

“We are dedicated to providing investment management and strategic wealth planning that is right for you.”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 23 of 49 family offices based in Sarasota, United States

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Family offices based in Sarasota, United States at a glance

As of Sep 19, 2026
29.1%Verified-email coverage
4.1Average contacts per company
1-10Median size (employees)
1438.8%Largest-city concentration · New York
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
37
11-50
10
51-200
1
201-500
1

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 49 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 family offices, 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 “family offices”. 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 family offices), 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 family offices, 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, 59 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 19, 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.

Family offices by metro in the United States

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 family offices, 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 family offices are there based in Sarasota, United States?

RevenueBase identified 49 family offices 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?

SRQ Wealth, headquartered in Sarasota, tops this list with the largest team on record.

Which city has the most family offices?

New York leads with 705 headquartered companies, followed by Dallas (251) and Chicago (246).

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 59 verified decision-maker contacts tracked across these 49 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 19, 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.