Company lists · Data refreshed September 2026
Top 19 Investment advisory law firms based in Sarasota, United States
RevenueBase identified 36 investment advisory law firms headquartered in Sarasota, United States as of September 2026 and tracks 163 professional contacts across them, including 46 with verified work emails. Across the United States, New York is the largest hub for this category (280 companies); Sarasota has 36.
This list covers investment advisory law firms 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 28, 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 19 largest investment advisory law firms based in Sarasota, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 22 contacts → | ||||
Strong evidence “Registered Investment Advisor principally located in Sarasota, Florida with over 265 advisors across the US and Singapore.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 2 | 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 28, 2026Thanks. The Data Team will review it. | |||||
| 3 | 14 contacts → | ||||
Indirect evidence “We're not just in the money business, we're in the people business.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 4 | 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 28, 2026Thanks. The Data Team will review it. | |||||
| 5 | 6 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 28, 2026Thanks. The Data Team will review it. | |||||
| 6 | 5 contacts → | ||||
Strong evidence “Elite Life Management is a unique Registered Investment Advisor that offers fiduciary services in a comfortable & relaxed environment.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 7 | 4 contacts → | ||||
Indirect evidence “Freeman Financial is a family-oriented business.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 8 | 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 28, 2026Thanks. The Data Team will review it. | |||||
| 9 | 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 28, 2026Thanks. The Data Team will review it. | |||||
| 10 | 4 contacts → | ||||
Indirect evidence “STAR Financial Solutions is a full service financial firm.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 11 | 3 contacts → | ||||
Partial evidence “Truvestments is an asset management and advisory firm for high net worth clients, advisors, and institutions.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 12 | 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 28, 2026Thanks. The Data Team will review it. | |||||
| 13 | 3 contacts → | ||||
Strong 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 28, 2026Thanks. The Data Team will review it. | |||||
| 14 | 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 28, 2026Thanks. The Data Team will review it. | |||||
| 15 | 2 contacts → | ||||
Indirect evidence “PlanConfidence Corporation created the first Operating System purpose-built for retirement plan advice.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 16 | 2 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 28, 2026Thanks. The Data Team will review it. | |||||
| 17 | 2 contacts → | ||||
Partial evidence “Cambria Wealth Management Boutique financial planning and investment management firm in Sarasota, Florida.” Source: RevenueBase Database · checked Sep 28, 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 28, 2026Thanks. The Data Team will review it. | |||||
| 19 | 1 contacts → | ||||
Strong 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 28, 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: investment advisory law firms. 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 investment advisory law firms.
- Partial evidence
- Its own public description names part of investment advisory law firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name investment advisory law firms. 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 19 of 36 investment advisory law firms based in Sarasota, United States
See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 46 reachable decision-makers.
Free signup · no credit card
Investment advisory law firms based in Sarasota, United States at a glance
As of Sep 28, 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 36 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 investment advisory law firms, 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 “investment advisory law firms”. 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 investment advisory law firms), 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 investment advisory law firms, 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, 46 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 28, 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.
Investment advisory law firms by metro in the United States
- Investment advisory law firms in New York280
- Investment advisory law firms in Atlanta153
- Investment advisory law firms in Houston137
- Investment advisory law firms in Chicago127
- Investment advisory law firms in San Diego122
- Investment advisory law firms in Dallas118
- Investment advisory law firms in Austin93
- Investment advisory law firms in Denver93
- Investment advisory law firms in Miami91
- Investment advisory law firms in Scottsdale90
- Investment advisory law firms in Charlotte82
- Investment advisory law firms in San Francisco81
- Investment advisory law firms in Los Angeles76
- Investment advisory law firms in Boston74
- Investment advisory law firms in Portland73
- Investment advisory law firms in Overland Park68
- Investment advisory law firms in Tampa67
- Investment advisory law firms in Newport Beach64
- Investment advisory law firms in Cincinnati56
- Investment advisory law firms in Pittsburgh54
- Investment advisory law firms in Boca Raton53
- Investment advisory law firms in Irvine53
- Investment advisory law firms in Omaha52
- Investment advisory law firms in Indianapolis51
- Investment advisory law firms in Columbus50
- Investment advisory law firms in Phoenix50
- Investment advisory law firms in Raleigh50
- Investment advisory law firms in Birmingham48
- Investment advisory law firms in Minneapolis47
- Investment advisory law firms in Greenville46
- Investment advisory law firms in Rochester46
- Investment advisory law firms in Las Vegas44
- Investment advisory law firms in Greenwood Village43
- Investment advisory law firms in San Antonio43
- Investment advisory law firms in Seattle43
- Investment advisory law firms in Bellevue42
- Investment advisory law firms in Richmond42
- Investment advisory law firms in Washington42
- Investment advisory law firms in Grand Rapids41
- Investment advisory law firms in Columbia40
- Investment advisory law firms in Wilmington38
- Investment advisory law firms in Nashville36
- Investment advisory law firms in Salt Lake City35
- Investment advisory law firms in Coral Gables34
- Investment advisory law firms in Pasadena34
- Investment advisory law firms in Memphis31
- Investment advisory law firms in Tucson31
- Investment advisory law firms in Walnut Creek31
- Investment advisory law firms in Alpharetta30
- Investment advisory law firms in Knoxville30
- Investment advisory law firms in Louisville30
- Investment advisory law firms in Plano30
- Investment advisory law firms in Springfield30
- Investment advisory law firms in Fort Lauderdale29
- Investment advisory law firms in Tulsa29
- Investment advisory law firms in Ann Arbor28
- Investment advisory law firms in Brentwood28
- Investment advisory law firms in Carmel28
- Investment advisory law firms in Jacksonville28
- Investment advisory law firms in Naples28
- Investment advisory law firms in Orlando28
- Investment advisory law firms in Albuquerque27
- Investment advisory law firms in Colorado Springs27
- Investment advisory law firms in Lake Oswego27
- Investment advisory law firms in Lexington27
- Investment advisory law firms in Philadelphia27
- Investment advisory law firms in Troy27
- Investment advisory law firms in Cleveland26
- Investment advisory law firms in St. Louis26
- Investment advisory law firms in Bethesda25
- Investment advisory law firms in Fort Worth25
- Investment advisory law firms in Kansas City25
- Investment advisory law firms in Lafayette25
- Investment advisory law firms in Lincoln25
- Investment advisory law firms in Virginia Beach25
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 investment advisory law firms, 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 investment advisory law firms are there based in Sarasota, United States?
RevenueBase identified 36 investment advisory law firms 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?
Global Financial Private Capital, LLC, headquartered in Sarasota, tops this list with the largest team on record.
Which city in the United States has the most investment advisory law firms?
New York leads the United States with 280 headquartered companies, followed by Atlanta (153) and Houston (137). Sarasota has 36.
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 46 verified decision-maker contacts tracked across these 36 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 28, 2026.
Ready to reach these companies? Verified emails and direct dials for all 36 investment advisory law firms based in Sarasota, United States. Start with a free account, no credit card.
Download this list →Related lists
Investment advisory law firms by geography
- Investment advisory law firms based in Melbourne, Australia
- Investment advisory law firms based in Sydney, Australia
- Investment advisory law firms based in Porto Alegre, Brazil
- Investment advisory law firms based in Rio De Janeiro, Brazil
- Investment advisory law firms based in Sao Paulo, Brazil
- Investment advisory law firms based in Calgary, Canada
- Investment advisory law firms based in Toronto, Canada
- Investment advisory law firms based in Vancouver, Canada
- Investment advisory law firms based in Paris, France
- Investment advisory law firms based in Ahmedabad, India
- Investment advisory law firms based in Bangalore, India
- Investment advisory law firms based in Bengaluru, India
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Investment advisory law firms based in Melbourne, Australia
- Investment advisory law firms based in Sydney, Australia
- Investment advisory law firms based in Porto Alegre, Brazil
- Investment advisory law firms based in Rio De Janeiro, Brazil
- Investment advisory law firms based in Sao Paulo, Brazil
- Investment advisory law firms based in Calgary, Canada