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Company lists · Data refreshed September 2026

Top 23 Investment firms based in Sarasota, United States

Compiled by the RevenueBase Data Team Data refreshed Sep 4, 2026 46 companies tracked

RevenueBase identified 46 investment firms headquartered in Sarasota, United States as of September 2026 and tracks 561 professional contacts across them, including 220 with verified work emails. New York is the largest hub.

This list covers investment 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, how directly it supports the match, and when it was last checked. Data refreshed September 4, 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 HQ checked on every row Match evidence on every row Refreshed Sep 4, 2026 86% judged on-target in blind review
46Companies
561Contacts tracked
220Verified emails
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The 23 largest investment firms based in Sarasota, United States

Ranked by team size
Top 23 of 46 investment firms based in Sarasota, United States, ranked by team size, largest first. Data refreshed Sep 4, 2026. Evidence rates how directly each company's own description names investment firms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#CompanyHeadquartersEmployeesContacts
1
Cumberland AdvisorsIndirect evidence
Sarasota, FL, United StatesHQ checked Sep 4, 202611-5037

“Since 1973, Cumberland Advisors has been a trusted source for market expertise, personal service, and individual and institutional money management.”

Source: company website · checked Sep 4, 2026
2
Global Financial Private Capital, LLCStrong evidence
Sarasota, FL, United StatesHQ checked Sep 4, 202651-20022

“Registered Investment Advisor principally located in Sarasota, Florida with over 265 advisors across the US and Singapore.”

Source: company website · checked Sep 4, 2026
3
Integrity Wealth ManagementIndirect evidence
Sarasota, FL, United StatesHQ checked Sep 4, 20261-1018

“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: company website · checked Sep 4, 2026
4
SRQ WealthIndirect evidence
Sarasota, FL, United StatesHQ checked Sep 4, 20261-1011

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

Source: company website · checked Sep 4, 2026
5
JL Bainbridge & CompanyIndirect evidence
Sarasota, FL, United StatesHQ checked Sep 4, 20261-1010

“You’ve worked hard to build your success-now it’s time to make your wealth work for you.”

Source: company website · checked Sep 4, 2026
6
Rework CapitalIndirect evidence
Sarasota, FL, United StatesHQ checked Sep 4, 202611-5010

“Rework Capital is a venture capital and services firm located in Sarasota, Florida.”

Source: company website · checked Sep 4, 2026
7
Freedom Capital Group LLCIndirect evidence
Sarasota, FL, United StatesHQ checked Sep 4, 20261-109

“Freedom Capital Group is a comprehensive financial services firm committed to helping our clients improve their long-term financial success.”

Source: company website · checked Sep 4, 2026
8
LPF Advisors LLCIndirect evidence
Sarasota, FL, United StatesHQ checked Sep 4, 20261-108

“LPF ADVISORS LLC is a company based out of 2601 CATTLEMAN ROAD, SUITE 302, SARASOTA, Florida, United States.”

Source: company website · checked Sep 4, 2026
9
Baird INCIndirect evidence
Sarasota, United StatesHQ checked Sep 4, 20261-107
Source: company website · checked Sep 4, 2026
10
West Park CapitalIndirect evidence
Sarasota, FL, United StatesHQ checked Sep 4, 20261-106
Source: company website · checked Sep 4, 2026
11
Capcompass PartnersStrong evidence
Sarasota, FL, United StatesHQ checked Sep 4, 20261-105

“Investment Banking: CapCompass has been helping clients raise funds since the start of the business in 2020.”

Source: company website · checked Sep 4, 2026
12
Freeman Financial INCIndirect evidence
Sarasota, FL, United StatesHQ checked Sep 4, 20261-104

“Freeman Financial is a family-oriented business.”

Source: company website · checked Sep 4, 2026
13
Full Spectrum Financial GroupIndirect evidence
Sarasota, FL, United StatesHQ checked Sep 4, 20261-104

“Our purpose has always been to help our clients achieve their life goals and provide clarity about their financial future.”

Source: company website · checked Sep 4, 2026
14
Aviance Capital Management, LLCStrong evidence
Sarasota, FL, United StatesHQ checked Sep 4, 20261-104

“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: company website · checked Sep 4, 2026
15
Star Financial SolutionsIndirect evidence
Sarasota, FL, United StatesHQ checked Sep 4, 20261-104

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

Source: company website · checked Sep 4, 2026
16
Fortified Wealth Management, LLCIndirect evidence
Sarasota, FL, United StatesHQ checked Sep 4, 20261-103

“Experts in helping first-generation wealth successfully manage financial outcomes.”

Source: company website · checked Sep 4, 2026
17
Couture FinancialStrong evidence
Sarasota, FL, United StatesHQ checked Sep 4, 20261-103

“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: company website · checked Sep 4, 2026
18
Bozer Financial SolutionsIndirect evidence
Sarasota, FL, United StatesHQ checked Sep 4, 20261-102

“Bozer Financial Solutions provides smart financial solutions to help you manage your financial future with confidence.”

Source: company website · checked Sep 4, 2026
19
Allegiant Private AdvisorsIndirect evidence
Sarasota, FL, United StatesHQ checked Sep 4, 202611-501

“Since 1997, Allegiant Private Advisors has been creating customized wealth management solutions for high-net-worth families, entrepreneurs, nonprofit organizations, and…”

Source: company website · checked Sep 4, 2026
20
RBF Capital Management, INCStrong evidence
Sarasota, FL, United StatesHQ checked Sep 4, 20261-101

“At RBF Capital Management, we deliver highly personalized investment management strategies and retirement plan solutions designed to put your best interests first.”

Source: company website · checked Sep 4, 2026
21
Power Wealth AdvisorsStrong evidence
Sarasota, FL, United StatesHQ checked Sep 4, 20261-101

“At Power Wealth Advisors, we design and implement personalized investment portfolios that cater to your unique needs and objectivities.”

Source: company website · checked Sep 4, 2026
22
Motus Partners LLCIndirect evidence
Sarasota, FL, United StatesHQ checked Sep 4, 20261-101

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

Source: company website · checked Sep 4, 2026
23
Walters Strategic AdvisorsStrong evidence
Sarasota, FL, United StatesHQ checked Sep 4, 20261-101

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

Source: company website · checked Sep 4, 2026

Showing 23 of 46 investment 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 220 reachable decision-makers.

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Investment firms based in Sarasota, United States at a glance

As of Sep 4, 2026
1-10Median size (employees)
New YorkLargest hub · 1002 HQs
Contacts with mobile numbers
Sep 4, 2026Data refreshed

Companies by employee count

1-10
34
11-50
8
51-200
4

Email recency for this list is measured across the whole United States list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for Sarasota, over 46 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 firms, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, 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 firms”. Matching reads each company's description, not its industry code or its name.
What we exclude
Companies whose own description does not clearly place them among investment 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 an evidence 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, 220 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 4, 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 firms by metro in the United States

Frequently asked

How many investment firms are there based in Sarasota, United States?

RevenueBase identified 46 investment 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?

Cumberland Advisors, headquartered in Sarasota, tops this list with the largest team on record.

Which city has the most investment firms?

New York leads with 1002 headquartered companies, followed by Chicago (301) and Dallas (277).

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 220 verified decision-maker contacts tracked across these 46 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 4, 2026.

Ready to reach these companies? Verified emails and direct dials for all 46 investment firms based in Sarasota, United States. Start with a free account, no credit card.

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Related lists

Browse: Companies home · Investment firms in United States · All United States lists · All Investment firms lists · New lists

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.

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