Company lists · Data refreshed September 2026
Top 25 Multi-family office firms based in Sarasota, United States
RevenueBase identified 55 multi-family office firms headquartered in Sarasota, United States as of September 2026 and tracks 255 professional contacts across them, including 69 with verified work emails. New York is the largest hub.
This list covers multi-family office 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 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.
The 25 largest multi-family office firms based in Sarasota, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 18 contacts → | ||||
Indirect 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, 2026Thanks. The Data Team will review it. | |||||
| 2 | 14 contacts → | ||||
Indirect evidence “We're not just in the money business, we're in the people business.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 3 | 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, 2026Thanks. The Data Team will review it. | |||||
| 4 | 10 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 20, 2026Thanks. The Data Team will review it. | |||||
| 5 | 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, 2026Thanks. The Data Team will review it. | |||||
| 6 | 7 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 20, 2026Thanks. The Data Team will review it. | |||||
| 7 | 7 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 20, 2026Thanks. The Data Team will review it. | |||||
| 8 | 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 20, 2026Thanks. The Data Team will review it. | |||||
| 9 | 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, 2026Thanks. The Data Team will review it. | |||||
| 10 | 6 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 20, 2026Thanks. The Data Team will review it. | |||||
| 11 | 6 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 20, 2026Thanks. The Data Team will review it. | |||||
| 12 | 4 contacts → | ||||
Partial evidence “Freeman Financial is a family-oriented business.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 13 | 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, 2026Thanks. The Data Team will review it. | |||||
| 14 | 4 contacts → | ||||
Indirect evidence “STAR Financial Solutions is a full service financial firm.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 15 | 3 contacts → | ||||
Indirect evidence “Experts in helping first-generation wealth successfully manage financial outcomes.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 16 | 3 contacts → | ||||
Indirect evidence “WealthGen Advisors is a fee-only, concierge wealth management firm.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 17 | 3 contacts → | ||||
Indirect evidence “Truvestments is an asset management and advisory firm for high net worth clients, advisors, and institutions.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 18 | 3 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 20, 2026Thanks. The Data Team will review it. | |||||
| 19 | 2 contacts → | ||||
Partial 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, 2026Thanks. The Data Team will review it. | |||||
| 20 | 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, 2026Thanks. The Data Team will review it. | |||||
| 21 | 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 20, 2026Thanks. The Data Team will review it. | |||||
| 22 | 1 contacts → | ||||
Indirect evidence “Independent Advice.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 23 | 1 contacts → | ||||
Indirect evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 24 | 1 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 20, 2026Thanks. The Data Team will review it. | |||||
| 25 | 1 contacts → | ||||
Indirect evidence “We are dedicated to providing investment management and strategic wealth planning that is right for you.” Source: RevenueBase Database · checked Sep 20, 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: multi-family office 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 multi-family office firms.
- Partial evidence
- Its own public description names part of multi-family office firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name multi-family office 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 25 of 55 multi-family office firms based in Sarasota, United States
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Multi-family office firms based in Sarasota, United States at a glance
As of Sep 20, 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 55 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 multi-family office 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 “multi-family office 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 multi-family office 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 multi-family office 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, 69 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.
Multi-family office firms by metro in the United States
- Multi-family office firms in New York501
- Multi-family office firms in Dallas215
- Multi-family office firms in Atlanta212
- Multi-family office firms in Houston207
- Multi-family office firms in Chicago195
- Multi-family office firms in San Diego180
- Multi-family office firms in Miami174
- Multi-family office firms in Austin158
- Multi-family office firms in San Francisco152
- Multi-family office firms in Scottsdale140
- Multi-family office firms in Boston137
- Multi-family office firms in Los Angeles128
- Multi-family office firms in Charlotte127
- Multi-family office firms in Denver127
- Multi-family office firms in Tampa112
- Multi-family office firms in Newport Beach91
- Multi-family office firms in Portland91
- Multi-family office firms in Cincinnati90
- Multi-family office firms in Seattle83
- Multi-family office firms in Irvine79
- Multi-family office firms in Boca Raton78
- Multi-family office firms in Indianapolis77
- Multi-family office firms in Minneapolis73
- Multi-family office firms in Overland Park73
- Multi-family office firms in Columbus72
- Multi-family office firms in Raleigh72
- Multi-family office firms in Phoenix68
- Multi-family office firms in Bellevue66
- Multi-family office firms in Birmingham64
- Multi-family office firms in San Antonio64
- Multi-family office firms in Omaha62
- Multi-family office firms in Fort Worth61
- Multi-family office firms in Pittsburgh61
- Multi-family office firms in Las Vegas60
- Multi-family office firms in Columbia59
- Multi-family office firms in Rochester57
- Multi-family office firms in Sarasota55
- Multi-family office firms in Louisville54
- Multi-family office firms in Richmond54
- Multi-family office firms in Salt Lake City54
- Multi-family office firms in Wilmington53
- Multi-family office firms in Grand Rapids52
- Multi-family office firms in Greenville52
- Multi-family office firms in Cleveland51
- Multi-family office firms in Madison51
- Multi-family office firms in Washington51
- Multi-family office firms in Coral Gables50
- Multi-family office firms in Nashville50
- Multi-family office firms in Fort Lauderdale49
- Multi-family office firms in Greenwood Village49
- Multi-family office firms in Jacksonville49
- Multi-family office firms in Naples49
- Multi-family office firms in Orlando48
- Multi-family office firms in Pasadena48
- Multi-family office firms in Walnut Creek47
- Multi-family office firms in Colorado Springs46
- Multi-family office firms in Memphis44
- Multi-family office firms in Tulsa44
- Multi-family office firms in Plano42
- Multi-family office firms in Springfield42
- Multi-family office firms in Troy39
- Multi-family office firms in Lexington38
- Multi-family office firms in St Louis38
- Multi-family office firms in Baton Rouge37
- Multi-family office firms in Charleston36
- Multi-family office firms in Philadelphia36
- Multi-family office firms in Frisco35
- Multi-family office firms in Santa Barbara35
- Multi-family office firms in Alpharetta34
- Multi-family office firms in Bethesda34
- Multi-family office firms in Mclean34
- Multi-family office firms in Melville34
- Multi-family office firms in Oklahoma City34
- Multi-family office firms in Westlake Village34
- Multi-family office firms in Beverly Hills33
- Multi-family office firms in Franklin33
- Multi-family office firms in Knoxville33
- Multi-family office firms in Lake Oswego33
- Multi-family office firms in The Woodlands33
- Multi-family office firms in Tucson33
- Multi-family office firms in Boulder32
- Multi-family office firms in Brentwood32
- Multi-family office firms in Greensboro31
- Multi-family office firms in Englewood30
- Multi-family office firms in Kansas City30
- Multi-family office firms in Lafayette30
- Multi-family office firms in Plymouth30
- Multi-family office firms in Red Bank30
- Multi-family office firms in Roseville30
- Multi-family office firms in San Jose30
- Multi-family office firms in St. Louis30
- Multi-family office firms in Buffalo29
- Multi-family office firms in Chattanooga29
- Multi-family office firms in Fort Wayne29
- Multi-family office firms in Virginia Beach29
- Multi-family office firms in Westport29
- Multi-family office firms in Bloomington28
- Multi-family office firms in Reston28
- Multi-family office firms in West Des Moines28
- Multi-family office firms in Annapolis27
- Multi-family office firms in Lincoln27
- Multi-family office firms in Pittsford27
- Multi-family office firms in Reno27
- Multi-family office firms in West Chester27
- Multi-family office firms in Wichita27
- Multi-family office firms in Fort Collins26
- Multi-family office firms in Jackson26
- Multi-family office firms in Princeton26
- Multi-family office firms in Wayne26
- Multi-family office firms in Woodbury26
- Multi-family office firms in Alexandria25
- Multi-family office firms in Carlsbad25
- Multi-family office firms in Chesterfield25
- Multi-family office firms in Honolulu25
- Multi-family office firms in Little Rock25
- Multi-family office firms in Northbrook25
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 multi-family office 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 multi-family office firms are there based in Sarasota, United States?
RevenueBase identified 55 multi-family office 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?
Integrity Wealth Management, headquartered in Sarasota, tops this list with the largest team on record.
Which city has the most multi-family office firms?
New York leads with 501 headquartered companies, followed by Dallas (215) and Atlanta (212).
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 69 verified decision-maker contacts tracked across these 55 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.
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