Company lists · Data refreshed September 2026

Top 18 Retirement planning companies based in Sarasota, United States

Name: Retirement planning companies based in Sarasota, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 46 companies tracked

RevenueBase identified 46 company matches for retirement planning companies associated with Sarasota, United States as of September 2026 and tracks 187 professional contacts across them, including 39 with verified work emails. Across the United States, New York is the largest hub for this category (242 companies); Sarasota has 46.

This list covers company matches for retirement planning companies 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 19, 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 19, 2026 How this list was built

46Companies

187Contacts tracked

39Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 18 largest retirement planning companies based in Sarasota, United States

Ranked by team size

Top 18 of 46 company matches for retirement planning companies based in Sarasota, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 19, 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 19, 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 19, 2026 · View company records in RevenueBase
2	SRQ Wealth	Exact match	Sarasota, FL, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
3	Advanced Wealth Management, LLC	Exact match	Sarasota, FL, United StatesHQ recorded Sep 19, 2026	1-10	10 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 · Sep 19, 2026 · View company records in RevenueBase
4	Freedom Capital Group LLC	Exact match	Sarasota, FL, United StatesHQ recorded Sep 19, 2026	1-10	9 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 · Sep 19, 2026 · View company records in RevenueBase
5	LPF Advisors LLC	Exact match	Sarasota, FL, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
6	Freeman Financial INC	Exact match	Sarasota, FL, United StatesHQ recorded Sep 19, 2026	1-10	4 contacts →
	Exact match “Freeman Financial is a family-oriented business.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
7	Full Spectrum Financial Group	Exact match	Sarasota, FL, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
8	Star Financial Solutions	Exact match	Sarasota, FL, United StatesHQ recorded Sep 19, 2026	1-10	4 contacts →
	Exact match “STAR Financial Solutions is a full service financial firm.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
9	Baacke Insurance & Financial Services	Exact match	Sarasota, FL, United StatesHQ recorded Sep 19, 2026	1-10	3 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
10	Sage Advisors LLC	Exact match	Sarasota, FL, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
11	HD Money INC	Exact match	Sarasota, FL, United StatesHQ recorded Sep 19, 2026	11-50	2 contacts →
	Exact match “Founded in 2004, HD Money is a trusted presence in the financial services sector, operating from offices in Sarasota and St.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
12	Studdard Financial	Exact match	Sarasota, FL, United StatesHQ recorded Sep 19, 2026	1-10	2 contacts →
	Exact match “Studdard Financial was founded to help you build wealth, protect it, and pass it down from one generation to the next.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
13	Cambria Wealth Management	Exact match	Sarasota, FL, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
14	Alston & Royale Financial Advisory Group	Exact match	Sarasota, FL, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
15	RBF Capital Management, INC	Exact match	Sarasota, FL, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
16	Benzina Wealth	Exact match	Sarasota, FL, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
17	Walters Strategic Advisors	Exact match	Sarasota, FL, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
18	Power Wealth Advisors	Exact match	Sarasota, FL, United StatesHQ recorded Sep 19, 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 19, 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 “retirement planning companies”. 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 18 of 46 retirement planning companies based in Sarasota, United States

See the full list, filter by size, metro and specialty, and access 39 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Retirement planning companies based in Sarasota, United States at a glance

As of Sep 19, 2026

20.9%Verified-email coverage

4.1Average contacts per company

1-10Median size (employees)

Sep 19, 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 46 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 “retirement planning companies” 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 39 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 19, 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.

Retirement planning companies 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 “retirement planning companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many retirement planning companies are there based in Sarasota, United States?

RevenueBase identified 46 company matches for retirement planning companies 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 retirement planning companies?

New York leads the United States with 242 company records, followed by Houston (179) and Atlanta (157). Sarasota has 46.

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 39 professional contacts with verified work emails tracked across these 46 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 19, 2026.

Ready to reach these companies? Verified emails and direct dials for all 46 retirement planning companies based in Sarasota, United States. Start with a free account, no credit card.

Download this list →

Related lists

Retirement planning companies by geography

Browse the directory

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.