Company lists · Data refreshed September 2026

Top 13 Fiduciary services companies based in Sarasota, United States

Name: Fiduciary services companies based in Sarasota, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 28 companies tracked

RevenueBase identified 28 company matches for fiduciary services companies associated with Sarasota, United States as of September 2026 and tracks 118 professional contacts across them, including 27 with verified work emails. Across the United States, New York is the largest hub for this category (147 companies); Sarasota has 28.

This list covers company matches for fiduciary services companies associated with Sarasota, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 20, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 RevenueBase SmartSearch · Exact Recorded Sep 20, 2026 How this list was built

28Companies

118Contacts tracked

27Verified emails

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The 13 largest fiduciary services companies based in Sarasota, United States

Ranked by team size

Top 13 of 28 company matches for fiduciary services companies based in Sarasota, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Integrity Wealth Management	Exact match	Sarasota, FL, United StatesHQ recorded Sep 20, 2026	1-10	18 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Advanced Wealth Management, LLC	Exact match	Sarasota, FL, United StatesHQ recorded Sep 20, 2026	1-10	10 contacts →
	Exact match “Our family office brings together a select group of professionals to coordinate all aspects of your financial affairs.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Freedom Capital Group LLC	Exact match	Sarasota, FL, United StatesHQ recorded Sep 20, 2026	1-10	9 contacts →
	Exact match “Freedom Capital Group is a comprehensive financial services firm committed to helping our clients improve their long-term financial success.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	M3 Family Office, LLC	Exact match	Sarasota, FL, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “M3 Family Office is the latest entity in the evolution of the M3 brand which began in 2002.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Global Financial Private Client, LLC	Exact match	Sarasota, FL, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “More than Wealth Management, we strive to offer clarity to help you to reach, achieve and exceed Life's goals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Full Spectrum Financial Group	Exact match	Sarasota, FL, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Our purpose has always been to help our clients achieve their life goals and provide clarity about their financial future.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Star Financial Solutions	Exact match	Sarasota, FL, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “STAR Financial Solutions is a full service financial firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Baacke Insurance & Financial Services	Exact match	Sarasota, FL, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	HD Money INC	Exact match	Sarasota, FL, United StatesHQ recorded Sep 20, 2026	11-50	2 contacts →
	Exact match “Founded in 2004, HD Money is a trusted presence in the financial services sector, operating from offices in Sarasota and St.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Mclean Equity Research	Exact match	Sarasota, FL, United StatesHQ recorded Sep 20, 2026	11-50	1 contacts →
	Exact match “Fiduciary Duties come with both ethical and legal responsibilities.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Allegiant Private Advisors	Exact match	Sarasota, FL, United StatesHQ recorded Sep 20, 2026	11-50	1 contacts →
	Exact match “Since 1997, Allegiant Private Advisors has been creating customized wealth management solutions for high-net-worth families, entrepreneurs, nonprofit organizations, and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Trumpler Wealth Consulting LLC	Exact match	Sarasota, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Capitalizing on 48 years in the wealth management arena, of which 46 years was in trust department management with 20 years at the "C" level, Trumpler Wealth Consulting LLC now…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	RBF Capital Management, INC	Exact match	Sarasota, FL, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “At RBF Capital Management, we deliver highly personalized investment management strategies and retirement plan solutions designed to put your best interests first.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “fiduciary services companies”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 13 of 28 fiduciary services companies based in Sarasota, United States

See the full list, filter by size, metro and specialty, and access 27 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Fiduciary services companies based in Sarasota, United States at a glance

As of Sep 20, 2026

22.9%Verified-email coverage

4.2Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

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 28 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Sarasota, United States whose business descriptions match “fiduciary services companies” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 27 professional contacts with verified work emails across the full matched dataset. 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 20, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Fiduciary services companies by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “fiduciary services companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many fiduciary services companies are there based in Sarasota, United States?

RevenueBase identified 28 company matches for fiduciary services companies associated with Sarasota, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Integrity Wealth Management tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most fiduciary services companies?

New York leads the United States with 147 company records, followed by Houston (114) and San Diego (99). Sarasota has 28.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 27 professional contacts with verified work emails tracked across these 28 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 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 SmartSearch, 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.