Company lists · Data refreshed September 2026

Top 25 Private client accounting firms based in Sarasota, United States

Name: Private client accounting firms based in Sarasota, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 66 companies tracked

RevenueBase identified 66 private client accounting firms headquartered in Sarasota, United States as of September 2026 and tracks 461 professional contacts across them, including 217 with verified work emails. New York is the largest hub.

This list covers private client accounting 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 5, 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 5, 2026 86% judged on-target in blind review

66Companies

461Contacts tracked

217Verified emails

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The 25 largest private client accounting firms based in Sarasota, United States

Ranked by team size

Top 25 of 66 private client accounting firms based in Sarasota, United States, ranked by team size, largest first. Data refreshed Sep 5, 2026. Evidence rates how directly each company's own description names private client accounting 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.
#	Company	Headquarters	Employees	Contacts
1	Kerkering BarberioPartial evidence	Sarasota, FL, United StatesHQ checked Sep 5, 2026	51-200	152
	“You need an accounting professional with the benefits of a reputable and resourceful firm.” Source: company website · checked Sep 5, 2026
2	Miles & Thirion CPA Firm, INCIndirect evidence	Sarasota, FL, United StatesHQ checked Sep 5, 2026	11-50	18
	“Our Company Miles & Thirion CPA Firm, Inc.” Source: company website · checked Sep 5, 2026
3	Integrity Wealth ManagementIndirect evidence	Sarasota, FL, United StatesHQ checked Sep 5, 2026	1-10	18
	“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 5, 2026
4	Walters & Associates CpasIndirect evidence	Sarasota, FL, United StatesHQ checked Sep 5, 2026	11-50	17
	“Walters & Associates CPAs is a CPA firm built around home health and hospice.” Source: company website · checked Sep 5, 2026
5	SRQ WealthIndirect evidence	Sarasota, FL, United StatesHQ checked Sep 5, 2026	1-10	14
	“We're not just in the money business, we're in the people business.” Source: company website · checked Sep 5, 2026
6	Sabella & Marshall Cpa'sPartial evidence	Sarasota, FL, United StatesHQ checked Sep 5, 2026	11-50	13
	“We offer more because we look beyond the numbers Our clients deal directly with our partners and senior professionals whose skills have been honed by years of experience…” Source: company website · checked Sep 5, 2026
7	Suplee, Shea, Cramer & Miller, PA Certified Public AccountantsIndirect evidence	Sarasota, FL, United StatesHQ checked Sep 5, 2026	11-50	11
	“At Suplee Shea Cramer & Miller, PA we believe in the value of relationships.” Source: company website · checked Sep 5, 2026
8	Piper Hawkins & CompanyPartial evidence	Sarasota, FL, United StatesHQ checked Sep 5, 2026	11-50	10
	“Piper Hawkins & Company is a locally owned Certified Public Accounting firm headquartered in Sarasota, Florida, serving small and medium-sized businesses of all kinds.” Source: company website · checked Sep 5, 2026
9	Advanced Wealth Management, LLCIndirect evidence	Sarasota, FL, United StatesHQ checked Sep 5, 2026	1-10	10
	“Our family office brings together a select group of professionals to coordinate all aspects of your financial affairs.” Source: company website · checked Sep 5, 2026
10	Gardner & Thomas CpasPartial evidence	Sarasota, FL, United StatesHQ checked Sep 5, 2026	11-50	7
	“Gardner & Thomas is a full-service Accounting firm based in Sarasota, FL with combined experience exceeding 50 years in the industry.” Source: company website · checked Sep 5, 2026
11	Bobbitt, Pittenger & Company, PAIndirect evidence	Sarasota, FL, United StatesHQ checked Sep 5, 2026	11-50	7
	“Bobbitt, Pittenger & Company, P.A.” Source: company website · checked Sep 5, 2026
12	M3 Family Office, LLCIndirect evidence	Sarasota, FL, United StatesHQ checked Sep 5, 2026	1-10	7
	“M3 Family Office is the latest entity in the evolution of the M3 brand which began in 2002.” Source: company website · checked Sep 5, 2026
13	Forza Wealth ManagementIndirect evidence	Sarasota, FL, United StatesHQ checked Sep 5, 2026	1-10	6
	“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: company website · checked Sep 5, 2026
14	Global Financial Private Client, LLCIndirect evidence	Sarasota, FL, United StatesHQ checked Sep 5, 2026	1-10	6
	“More than Wealth Management, we strive to offer clarity to help you to reach, achieve and exceed Life's goals.” Source: company website · checked Sep 5, 2026
15	Ranch Capital AdvisorsIndirect evidence	Sarasota, FL, United StatesHQ checked Sep 5, 2026	1-10	6
	“An independent wealth management firm that offers a team approach to handling your investment, tax, and financial planning needs all under one roof.” Source: company website · checked Sep 5, 2026
16	Goar, Endriss & Walker, P.AIndirect evidence	Sarasota, FL, United StatesHQ checked Sep 5, 2026	11-50	5
	Source: company website · checked Sep 5, 2026
17	360 TAX Consulting, LLCPartial evidence	Sarasota, FL, United StatesHQ checked Sep 5, 2026	1-10	5
	“360 Tax Consulting is a full-service tax consulting firm serving clients throughout the Sarasota/Bradenton area; greater Tampa Bay area and Southwest Florida, dedicated to…” Source: company website · checked Sep 5, 2026
18	Freeman Financial INCIndirect evidence	Sarasota, FL, United StatesHQ checked Sep 5, 2026	1-10	4
	“Freeman Financial is a family-oriented business.” Source: company website · checked Sep 5, 2026
19	Full Spectrum Financial GroupPartial evidence	Sarasota, FL, United StatesHQ checked Sep 5, 2026	1-10	4
	“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 5, 2026
20	Star Financial SolutionsIndirect evidence	Sarasota, FL, United StatesHQ checked Sep 5, 2026	1-10	4
	“STAR Financial Solutions is a full service financial firm.” Source: company website · checked Sep 5, 2026
21	Tyack CpasPartial evidence	Sarasota, FL, United StatesHQ checked Sep 5, 2026	1-10	3
	“Tyack CPAs is a Certified Public Accounting firm that provides audit, taxation and accounting services to small and medium size businesses throughout southwest Florida.” Source: company website · checked Sep 5, 2026
22	Sage Advisors LLCPartial evidence	Sarasota, FL, United StatesHQ checked Sep 5, 2026	1-10	3
	“At Sage Advisors, we work with clients of all ages and backgrounds who have at least a million dollars of liquid assets.” Source: company website · checked Sep 5, 2026
23	Sharp Income TAX ServicePartial evidence	Sarasota, FL, United StatesHQ checked Sep 5, 2026	1-10	2
	“For 30 years, Sharp Income Tax has been dedicated to serving their clients with personalized professional service and guidance for a wide range of financial and business needs.” Source: company website · checked Sep 5, 2026
24	HD Money INCIndirect evidence	Sarasota, FL, United StatesHQ checked Sep 5, 2026	11-50	2
	“Founded in 2004, HD Money is a trusted presence in the financial services sector, operating from offices in Sarasota and St.” Source: company website · checked Sep 5, 2026
25	Cambria Wealth ManagementIndirect evidence	Sarasota, FL, United StatesHQ checked Sep 5, 2026	1-10	2
	“Cambria Wealth Management Boutique financial planning and investment management firm in Sarasota, Florida.” Source: company website · checked Sep 5, 2026

Showing 25 of 66 private client accounting firms based in Sarasota, United States

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Private client accounting firms based in Sarasota, United States at a glance

As of Sep 5, 2026

1-10Median size (employees)

New YorkLargest hub · 650 HQs

Contacts with mobile numbers

Sep 5, 2026Data 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 this city, so it is reported there. Company counts and contact totals on this page are exact for Sarasota, over 66 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 private client accounting 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 “private client accounting 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 private client accounting 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, 217 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 5, 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.

Private client accounting firms by metro in the United States

Frequently asked

How many private client accounting firms are there based in Sarasota, United States?

RevenueBase identified 66 private client accounting 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?

Kerkering Barberio, headquartered in Sarasota, tops this list with the largest team on record.

Which city has the most private client accounting firms?

New York leads with 650 headquartered companies, followed by Houston (422) and Atlanta (329).

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 217 verified decision-maker contacts tracked across these 66 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 5, 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.