Company lists · Data refreshed September 2026

Top 25 Portfolio management consultants based in Sarasota, United States

Name: Portfolio management consultants based in Sarasota, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 29, 2026 50 companies tracked

RevenueBase identified 50 portfolio management consultants headquartered in Sarasota, United States as of September 2026 and tracks 252 professional contacts across them, including 87 with verified work emails. Across the United States, New York is the largest hub for this category (604 companies); Sarasota has 50.

This list covers portfolio management consultants 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 29, 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 29, 2026 86% judged on-target in blind review

50Companies

252Contacts tracked

87Verified emails

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The 25 largest portfolio management consultants based in Sarasota, United States

Ranked by team size

Top 25 of 50 portfolio management consultants based in Sarasota, United States, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to portfolio management consultants: 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 29, 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 29, 2026
2	Integrity Wealth Management	Partial evidence	Sarasota, FL, United StatesHQ checked Sep 29, 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 29, 2026
3	SRQ Wealth	Indirect evidence	Sarasota, FL, United StatesHQ checked Sep 29, 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 29, 2026
4	JL Bainbridge & Company	Indirect evidence	Sarasota, FL, United StatesHQ checked Sep 29, 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 29, 2026
5	Freedom Capital Group LLC	Indirect evidence	Sarasota, FL, United StatesHQ checked Sep 29, 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 29, 2026
6	LPF Advisors LLC	Indirect evidence	Sarasota, FL, United StatesHQ checked Sep 29, 2026	1-10	8 contacts →
	Indirect evidence “LPF ADVISORS LLC is a company based out of 2601 CATTLEMAN ROAD, SUITE 302, SARASOTA, Florida, United States.” Source: RevenueBase Database · checked Sep 29, 2026
7	Global Financial Private Client, LLC	Partial evidence	Sarasota, FL, United StatesHQ checked Sep 29, 2026	1-10	6 contacts →
	Partial 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 29, 2026
8	Forza Wealth Management	Indirect evidence	Sarasota, FL, United StatesHQ checked Sep 29, 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 29, 2026
9	Ranch Capital Advisors	Partial evidence	Sarasota, FL, United StatesHQ checked Sep 29, 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 29, 2026
10	Capcompass Partners	Indirect evidence	Sarasota, FL, United StatesHQ checked Sep 29, 2026	1-10	5 contacts →
	Indirect evidence “Investment Banking: CapCompass has been helping clients raise funds since the start of the business in 2020.” Source: RevenueBase Database · checked Sep 29, 2026
11	Freeman Financial INC	Indirect evidence	Sarasota, FL, United StatesHQ checked Sep 29, 2026	1-10	4 contacts →
	Indirect evidence “Freeman Financial is a family-oriented business.” Source: RevenueBase Database · checked Sep 29, 2026
12	Full Spectrum Financial Group	Indirect evidence	Sarasota, FL, United StatesHQ checked Sep 29, 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 29, 2026
13	Aviance Capital Management, LLC	Partial evidence	Sarasota, FL, United StatesHQ checked Sep 29, 2026	1-10	4 contacts →
	Partial 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 29, 2026
14	Star Financial Solutions	Indirect evidence	Sarasota, FL, United StatesHQ checked Sep 29, 2026	1-10	4 contacts →
	Indirect evidence “STAR Financial Solutions is a full service financial firm.” Source: RevenueBase Database · checked Sep 29, 2026
15	Fortified Wealth Management, LLC	Indirect evidence	Sarasota, FL, United StatesHQ checked Sep 29, 2026	1-10	3 contacts →
	Indirect evidence “Experts in helping first-generation wealth successfully manage financial outcomes.” Source: RevenueBase Database · checked Sep 29, 2026
16	Truvestments	Partial evidence	Sarasota, FL, United StatesHQ checked Sep 29, 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 29, 2026
17	Sage Advisors LLC	Indirect evidence	Sarasota, FL, United StatesHQ checked Sep 29, 2026	1-10	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 29, 2026
18	Couture Financial	Indirect evidence	Sarasota, FL, United StatesHQ checked Sep 29, 2026	1-10	3 contacts →
	Indirect 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 29, 2026
19	HD Money INC	Indirect evidence	Sarasota, FL, United StatesHQ checked Sep 29, 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 29, 2026
20	Benson Avenue Capital LLC	Strong evidence	Sarasota, FL, United StatesHQ checked Sep 29, 2026	1-10	2 contacts →
	Strong evidence “Founded in 2015 by Christopher Palmer, CFA, Benson Avenue Capital LLC is a registered investment advisor providing investment research, portfolio management, and custom research…” Source: RevenueBase Database · checked Sep 29, 2026
21	Cambria Wealth Management	Partial evidence	Sarasota, FL, United StatesHQ checked Sep 29, 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 29, 2026
22	Allegiant Private Advisors	Partial evidence	Sarasota, FL, United StatesHQ checked Sep 29, 2026	11-50	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 29, 2026
23	Alston & Royale Financial Advisory Group	Indirect evidence	Sarasota, FL, United StatesHQ checked Sep 29, 2026	1-10	1 contacts →
	Indirect evidence “The Alston & Royale Financial Advisory Group mission is to bring calm to chaos.” Source: RevenueBase Database · checked Sep 29, 2026
24	RBF Capital Management, INC	Partial evidence	Sarasota, FL, United StatesHQ checked Sep 29, 2026	1-10	1 contacts →
	Partial 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 29, 2026
25	Walters Strategic Advisors	Partial evidence	Sarasota, FL, United StatesHQ checked Sep 29, 2026	1-10	1 contacts →
	Partial evidence “We are dedicated to providing investment management and strategic wealth planning that is right for you.” Source: RevenueBase Database · checked Sep 29, 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: portfolio management consultants. 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 portfolio management consultants.
Partial evidence: Its own public description names part of portfolio management consultants, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name portfolio management consultants. 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 50 portfolio management consultants based in Sarasota, United States

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Portfolio management consultants based in Sarasota, United States at a glance

As of Sep 29, 2026

34.5%Verified-email coverage

5.0Average contacts per company

1-10Median size (employees)

Sep 29, 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 50 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 portfolio management consultants, 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 “portfolio management consultants”. 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 portfolio management consultants), 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 portfolio management consultants, 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, 87 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 29, 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.

Portfolio management consultants 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 portfolio management consultants, 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 portfolio management consultants are there based in Sarasota, United States?

RevenueBase identified 50 portfolio management consultants 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 in the United States has the most portfolio management consultants?

New York leads the United States with 604 headquartered companies, followed by Chicago (238) and Atlanta (222). Sarasota has 50.

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 87 verified decision-maker contacts tracked across these 50 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 29, 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.