Company lists · Data refreshed September 2026

Top 25 Investment advisory services based in Sarasota, United States

Name: Investment advisory services 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 57 companies tracked

RevenueBase identified 57 investment advisory services headquartered in Sarasota, United States as of September 2026 and tracks 291 professional contacts across them, including 99 with verified work emails. New York is the largest hub.

This list covers investment advisory 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 20, 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 20, 2026 86% judged on-target in blind review

57Companies

291Contacts tracked

99Verified emails

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The 25 largest investment advisory services based in Sarasota, United States

Ranked by team size

Top 25 of 57 investment advisory services based in Sarasota, United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to investment advisory services: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Cumberland Advisors	Partial evidence	Sarasota, FL, United StatesHQ checked Sep 20, 2026	11-50	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 20, 2026
2	Global Financial Private Capital, LLC	Strong evidence	Sarasota, FL, United StatesHQ checked Sep 20, 2026	51-200	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 20, 2026
3	Integrity Wealth Management	Partial evidence	Sarasota, FL, United StatesHQ checked Sep 20, 2026	1-10	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 20, 2026
4	SRQ Wealth	Indirect evidence	Sarasota, FL, United StatesHQ checked Sep 20, 2026	1-10	14 contacts →
	Indirect evidence “We're not just in the money business, we're in the people business.” Source: RevenueBase Database · checked Sep 20, 2026
5	Base Wealth Management	Indirect evidence	Sarasota, FL, United StatesHQ checked Sep 20, 2026	1-10	11 contacts →
	Indirect evidence “Base Wealth Management is a fee-based financial planning firm that puts client interests first and offers total transparency with fees, services and philosophies.” Source: RevenueBase Database · checked Sep 20, 2026
6	JL Bainbridge & Company	Indirect evidence	Sarasota, FL, United StatesHQ checked Sep 20, 2026	1-10	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 20, 2026
7	Freedom Capital Group LLC	Indirect evidence	Sarasota, FL, United StatesHQ checked Sep 20, 2026	1-10	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 20, 2026
8	LPF Advisors LLC	Partial evidence	Sarasota, FL, United StatesHQ checked Sep 20, 2026	1-10	8 contacts →
	Partial evidence “LPF ADVISORS LLC is a company based out of 2601 CATTLEMAN ROAD, SUITE 302, SARASOTA, Florida, United States.” Source: RevenueBase Database · checked Sep 20, 2026
9	Forza Wealth Management	Indirect evidence	Sarasota, FL, United StatesHQ checked Sep 20, 2026	1-10	6 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 20, 2026
10	Ranch Capital Advisors	Partial evidence	Sarasota, FL, United StatesHQ checked Sep 20, 2026	1-10	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 20, 2026
11	Elite Life Management LLC	Strong evidence	Sarasota, FL, United StatesHQ checked Sep 20, 2026	1-10	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 20, 2026
12	Freeman Financial INC	Indirect evidence	Sarasota, FL, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Indirect evidence “Freeman Financial is a family-oriented business.” Source: RevenueBase Database · checked Sep 20, 2026
13	Full Spectrum Financial Group	Indirect evidence	Sarasota, FL, United StatesHQ checked Sep 20, 2026	1-10	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 20, 2026
14	Aviance Capital Management, LLC	Strong evidence	Sarasota, FL, United StatesHQ checked Sep 20, 2026	1-10	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 20, 2026
15	Star Financial Solutions	Indirect evidence	Sarasota, FL, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Indirect evidence “STAR Financial Solutions is a full service financial firm.” Source: RevenueBase Database · checked Sep 20, 2026
16	Fortified Wealth Management, LLC	Indirect evidence	Sarasota, FL, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence “Experts in helping first-generation wealth successfully manage financial outcomes.” Source: RevenueBase Database · checked Sep 20, 2026
17	Truvestments	Partial evidence	Sarasota, FL, United StatesHQ checked Sep 20, 2026	11-50	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 20, 2026
18	Baacke Insurance & Financial Services	Indirect evidence	Sarasota, FL, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026
19	Sage Advisors LLC	Partial evidence	Sarasota, FL, United StatesHQ checked Sep 20, 2026	1-10	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 20, 2026
20	Couture Financial	Strong evidence	Sarasota, FL, United StatesHQ checked Sep 20, 2026	1-10	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 20, 2026
21	Bozer Financial Solutions	Indirect evidence	Sarasota, FL, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Indirect evidence “Bozer Financial Solutions provides smart financial solutions to help you manage your financial future with confidence.” Source: RevenueBase Database · checked Sep 20, 2026
22	HD Money INC	Indirect evidence	Sarasota, FL, United StatesHQ checked Sep 20, 2026	11-50	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 20, 2026
23	Studdard Financial	Indirect evidence	Sarasota, FL, United StatesHQ checked Sep 20, 2026	1-10	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 20, 2026
24	Cambria Wealth Management	Partial evidence	Sarasota, FL, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Partial evidence “Cambria Wealth Management Boutique financial planning and investment management firm in Sarasota, Florida.” Source: RevenueBase Database · checked Sep 20, 2026
25	GCP Financial LLC	Strong evidence	Sarasota, FL, United StatesHQ checked Sep 20, 2026	1-10	1 contacts →
	Strong evidence “cash flow reporting, bank account transactions, online banking assistance, Estate planning, Investment tracking, Financial Advisor, Sarasota, Florida” Source: RevenueBase Database · checked Sep 20, 2026

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 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 investment advisory services.
Partial evidence: Its own public description names part of investment advisory services, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment advisory 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 25 of 57 investment advisory services based in Sarasota, United States

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Investment advisory services based in Sarasota, United States at a glance

As of Sep 20, 2026

34.0%Verified-email coverage

5.1Average contacts per company

1-10Median size (employees)

933.3%Largest-city concentration · New York

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 57 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 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 “investment advisory 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 investment advisory 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 investment advisory 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, 99 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 20, 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 services 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 investment advisory 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 investment advisory services are there based in Sarasota, United States?

RevenueBase identified 57 investment advisory 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 investment advisory services?

New York leads with 532 headquartered companies, followed by Atlanta (274) and Houston (253).

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 99 verified decision-maker contacts tracked across these 57 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 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 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.