Company lists · Data refreshed November 2026

Top 24 Private client advisors based in Sarasota, United States

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

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 76 companies tracked

RevenueBase identified 76 company matches for private client advisors associated with Sarasota, United States as of November 2026 and tracks 439 professional contacts across them, including 166 with verified work emails. Across the United States, New York is the largest hub for this category (617 companies); Sarasota has 76.

This list covers company matches for private client advisors 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 November 6, 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 Nov 6, 2026 How this list was built

76Companies

439Contacts tracked

166Verified emails

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The 24 largest private client advisors based in Sarasota, United States

Ranked by team size

Top 24 of 76 company matches for private client advisors based in Sarasota, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 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 Nov 6, 2026	1-10	19 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 · Nov 6, 2026 · View company records in RevenueBase
2	SRQ Wealth	Exact match	Sarasota, FL, United StatesHQ recorded Nov 6, 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 · Nov 6, 2026 · View company records in RevenueBase
3	JL Bainbridge & Company	Exact match	Sarasota, FL, United StatesHQ recorded Nov 6, 2026	1-10	11 contacts →
	Exact match “You’ve worked hard to build your success-now it’s time to make your wealth work for you.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4	Base Wealth Management	Exact match	Sarasota, FL, United StatesHQ recorded Nov 6, 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 · Nov 6, 2026 · View company records in RevenueBase
5	Advanced Wealth Management, LLC	Exact match	Sarasota, FL, United StatesHQ recorded Nov 6, 2026	1-10	9 contacts →
	Exact match “Our family office brings together a select group of professionals to coordinate all aspects of your financial affairs.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6	LPF Advisors LLC	Exact match	Sarasota, FL, United StatesHQ recorded Nov 6, 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 · Nov 6, 2026 · View company records in RevenueBase
7	M3 Family Office, LLC	Exact match	Sarasota, FL, United StatesHQ recorded Nov 6, 2026	1-10	8 contacts →
	Exact match “M3 Family Office is the latest entity in the evolution of the M3 brand which began in 2002.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8	Freedom Capital Group LLC	Exact match	Sarasota, FL, United StatesHQ recorded Nov 6, 2026	1-10	8 contacts →
	Exact match “Freedom Capital Group is a comprehensive financial services firm committed to helping our clients improve their long-term financial success.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9	Forza Wealth Management	Exact match	Sarasota, FL, United StatesHQ recorded Nov 6, 2026	1-10	6 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10	Global Financial Private Client, LLC	Exact match	Sarasota, FL, United StatesHQ recorded Nov 6, 2026	1-10	6 contacts →
	Exact match “More than Wealth Management, we strive to offer clarity to help you to reach, achieve and exceed Life's goals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11	Ranch Capital Advisors	Exact match	Sarasota, FL, United StatesHQ recorded Nov 6, 2026	1-10	6 contacts →
	Exact match “An independent wealth management firm that offers a team approach to handling your investment, tax, and financial planning needs all under one roof.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12	Wealthgen Advisors	Exact match	Sarasota, FL, United StatesHQ recorded Nov 6, 2026	1-10	6 contacts →
	Exact match “WealthGen Advisors is a fee-only, concierge wealth management firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13	Elite Life Management LLC	Exact match	Sarasota, FL, United StatesHQ recorded Nov 6, 2026	1-10	5 contacts →
	Exact match “Elite Life Management is a unique Registered Investment Advisor that offers fiduciary services in a comfortable & relaxed environment.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14	Kennon Financial	Exact match	Sarasota, FL, United StatesHQ recorded Nov 6, 2026	1-10	5 contacts →
	Exact match “Kennon Financial and David Kennon is committed to helping people live their best lives in retirement and getting the most from their hard-earned money.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15	Freeman Financial INC	Exact match	Sarasota, FL, United StatesHQ recorded Nov 6, 2026	1-10	4 contacts →
	Exact match “Freeman Financial is a family-oriented business.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16	Couture Financial	Exact match	Sarasota, FL, United StatesHQ recorded Nov 6, 2026	1-10	4 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17	Star Financial Solutions	Exact match	Sarasota, FL, United StatesHQ recorded Nov 6, 2026	1-10	4 contacts →
	Exact match “STAR Financial Solutions is a full service financial firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18	Aviance Capital Management, LLC	Exact match	Sarasota, FL, United StatesHQ recorded Nov 6, 2026	1-10	4 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19	Baacke Insurance & Financial Services	Exact match	Sarasota, FL, United StatesHQ recorded Nov 6, 2026	1-10	3 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20	Cambria Wealth Management	Exact match	Sarasota, FL, United StatesHQ recorded Nov 6, 2026	1-10	3 contacts →
	Exact match “Cambria Wealth Management Boutique financial planning and investment management firm in Sarasota, Florida.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21	Fortified Wealth Management, LLC	Exact match	Sarasota, FL, United StatesHQ recorded Nov 6, 2026	1-10	3 contacts →
	Exact match “Experts in helping first-generation wealth successfully manage financial outcomes.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22	Truvestments	Exact match	Sarasota, FL, United StatesHQ recorded Nov 6, 2026	11-50	3 contacts →
	Exact match “Truvestments is an asset management and advisory firm for high net worth clients, advisors, and institutions.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23	Full Spectrum Financial Group	Exact match	Sarasota, FL, United StatesHQ recorded Nov 6, 2026	1-10	2 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 · Nov 6, 2026 · View company records in RevenueBase
24	Sage Advisors LLC	Exact match	Sarasota, FL, United StatesHQ recorded Nov 6, 2026	1-10	2 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 · Nov 6, 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 “private client advisors”. 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 24 of 76 private client advisors based in Sarasota, United States

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Private client advisors based in Sarasota, United States at a glance

As of Nov 6, 2026

37.8%Verified-email coverage

5.8Average contacts per company

1-10Median size (employees)

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 76 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 “private client advisors” 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 166 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 November 6, 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.

Private client advisors 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 “private client advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 76 company matches for private client advisors associated with Sarasota, United States as of November 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 private client advisors?

New York leads the United States with 617 company records, followed by Houston (308) and Atlanta (297). Sarasota has 76.

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 166 professional contacts with verified work emails tracked across these 76 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 November 6, 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.