Company lists · Data refreshed September 2026

Top 16 Personal financial coaches based in Sarasota, United States

Name: Personal financial coaches 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 38 companies tracked

RevenueBase identified 38 company matches for personal financial coaches associated with Sarasota, United States as of September 2026 and tracks 151 professional contacts across them, including 37 with verified work emails. Across the United States, New York is the largest hub for this category (230 companies); Sarasota has 38.

This list covers company matches for personal financial coaches 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

38Companies

151Contacts tracked

37Verified emails

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The 16 largest personal financial coaches based in Sarasota, United States

Ranked by team size

Top 16 of 38 company matches for personal financial coaches 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	SRQ Wealth	Exact match	Sarasota, FL, United StatesHQ recorded Sep 20, 2026	1-10	14 contacts →
	Exact match “We're not just in the money business, we're in the people business.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Base Wealth Management	Exact match	Sarasota, FL, United StatesHQ recorded Sep 20, 2026	1-10	11 contacts →
	Exact match “Base Wealth Management is a fee-based financial planning firm that puts client interests first and offers total transparency with fees, services and philosophies.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	LPF Advisors LLC	Exact match	Sarasota, FL, United StatesHQ recorded Sep 20, 2026	1-10	8 contacts →
	Exact match “LPF ADVISORS LLC is a company based out of 2601 CATTLEMAN ROAD, SUITE 302, SARASOTA, Florida, United States.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Freeman Financial INC	Exact match	Sarasota, FL, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Freeman Financial is a family-oriented business.” 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	Sage Advisors LLC	Exact match	Sarasota, FL, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “At Sage Advisors, we work with clients of all ages and backgrounds who have at least a million dollars of liquid assets.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Bozer Financial Solutions	Exact match	Sarasota, FL, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Bozer Financial Solutions provides smart financial solutions to help you manage your financial future with confidence.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Cambria Wealth Management	Exact match	Sarasota, FL, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Cambria Wealth Management Boutique financial planning and investment management firm in Sarasota, Florida.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	GCP Financial LLC	Exact match	Sarasota, FL, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “cash flow reporting, bank account transactions, online banking assistance, Estate planning, Investment tracking, Financial Advisor, Sarasota, Florida” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Alston & Royale Financial Advisory Group	Exact match	Sarasota, FL, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “The Alston & Royale Financial Advisory Group mission is to bring calm to chaos.” 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
14	Benzina Wealth	Exact match	Sarasota, FL, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Flat, fee only comprehensive financial planning firm owned by Filip Telibasa, CFP® that helps mid career professionals and business owners virtually (remotely) across the United…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Walters Strategic Advisors	Exact match	Sarasota, FL, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “We are dedicated to providing investment management and strategic wealth planning that is right for you.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Power Wealth Advisors	Exact match	Sarasota, FL, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “At Power Wealth Advisors, we design and implement personalized investment portfolios that cater to your unique needs and objectivities.” 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 “personal financial coaches”. 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 16 of 38 personal financial coaches based in Sarasota, United States

See the full list, filter by size, metro and specialty, and access 37 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Personal financial coaches based in Sarasota, United States at a glance

As of Sep 20, 2026

24.5%Verified-email coverage

4.0Average 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 38 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 “personal financial coaches” 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 37 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.

Personal financial coaches 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 “personal financial coaches”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many personal financial coaches are there based in Sarasota, United States?

RevenueBase identified 38 company matches for personal financial coaches 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 personal financial coaches?

New York leads the United States with 230 company records, followed by Atlanta (179) and Houston (156). Sarasota has 38.

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 37 professional contacts with verified work emails tracked across these 38 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.