Company lists · Data refreshed September 2026

Top 24 Specialist investment managers based in Sarasota, United States

Name: Specialist investment managers based in Sarasota, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 22, 2026 50 companies tracked

RevenueBase identified 50 specialist investment managers headquartered in Sarasota, United States as of September 2026 and tracks 241 professional contacts across them, including 77 with verified work emails. New York is the largest hub.

This list covers specialist investment managers 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 22, 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 22, 2026 86% judged on-target in blind review

50Companies

241Contacts tracked

77Verified emails

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The 24 largest specialist investment managers based in Sarasota, United States

Ranked by team size

Top 24 of 50 specialist investment managers based in Sarasota, United States, ranked by team size, largest first. Data refreshed Sep 22, 2026. RevenueBase Smart Search rates how each company's information relates to specialist investment managers: 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	Bequest Asset Management	Partial evidence	Sarasota, FL, United StatesHQ checked Sep 22, 2026	11-50	20 contacts →
	Partial evidence “Our expertise is in real estate, mortgage, and energy assets from acquisition to disposition with the ability to assist clients in alternative investment areas.” Source: RevenueBase Database · checked Sep 22, 2026
2	Integrity Wealth Management	Partial evidence	Sarasota, FL, United StatesHQ checked Sep 22, 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 22, 2026
3	SRQ Wealth	Indirect evidence	Sarasota, FL, United StatesHQ checked Sep 22, 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 22, 2026
4	JL Bainbridge & Company	Indirect evidence	Sarasota, FL, United StatesHQ checked Sep 22, 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 22, 2026
5	Freedom Capital Group LLC	Indirect evidence	Sarasota, FL, United StatesHQ checked Sep 22, 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 22, 2026
6	DAY Hagan Asset Management	Strong evidence	Sarasota, FL, United StatesHQ checked Sep 22, 2026	11-50	7 contacts →
	Strong evidence “Day Hagan Asset Management provides investment management, portfolio construction, and risk management solutions designed to help financial professionals navigate today's evolving…” Source: RevenueBase Database · checked Sep 22, 2026
7	Global Financial Private Client, LLC	Partial evidence	Sarasota, FL, United StatesHQ checked Sep 22, 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 22, 2026
8	Forza Wealth Management	Indirect evidence	Sarasota, FL, United StatesHQ checked Sep 22, 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 22, 2026
9	Ranch Capital Advisors	Strong evidence	Sarasota, FL, United StatesHQ checked Sep 22, 2026	1-10	6 contacts →
	Strong 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 22, 2026
10	Capcompass Partners	Partial evidence	Sarasota, FL, United StatesHQ checked Sep 22, 2026	1-10	5 contacts →
	Partial evidence “Investment Banking: CapCompass has been helping clients raise funds since the start of the business in 2020.” Source: RevenueBase Database · checked Sep 22, 2026
11	Aviance Capital Management, LLC	Strong evidence	Sarasota, FL, United StatesHQ checked Sep 22, 2026	1-10	4 contacts →
	Strong 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 22, 2026
12	Star Financial Solutions	Indirect evidence	Sarasota, FL, United StatesHQ checked Sep 22, 2026	1-10	4 contacts →
	Indirect evidence “STAR Financial Solutions is a full service financial firm.” Source: RevenueBase Database · checked Sep 22, 2026
13	Fortified Wealth Management, LLC	Partial evidence	Sarasota, FL, United StatesHQ checked Sep 22, 2026	1-10	3 contacts →
	Partial evidence “Experts in helping first-generation wealth successfully manage financial outcomes.” Source: RevenueBase Database · checked Sep 22, 2026
14	Truvestments	Partial evidence	Sarasota, FL, United StatesHQ checked Sep 22, 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 22, 2026
15	Sage Advisors LLC	Indirect evidence	Sarasota, FL, United StatesHQ checked Sep 22, 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 22, 2026
16	Couture Financial	Partial evidence	Sarasota, FL, United StatesHQ checked Sep 22, 2026	1-10	3 contacts →
	Partial 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 22, 2026
17	Crawford Capital Management, LLC	Partial evidence	Sarasota, FL, United StatesHQ checked Sep 22, 2026	1-10	3 contacts →
	Partial evidence “CCM introduces alternative investment strategies to qualified investors.” Source: RevenueBase Database · checked Sep 22, 2026
18	HD Money INC	Indirect evidence	Sarasota, FL, United StatesHQ checked Sep 22, 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 22, 2026
19	Studdard Financial	Indirect evidence	Sarasota, FL, United StatesHQ checked Sep 22, 2026	1-10	2 contacts →
	Indirect evidence “Studdard Financial was founded to help you build wealth, protect it, and pass it down from one generation to the next.” Source: RevenueBase Database · checked Sep 22, 2026
20	Allegiant Private Advisors	Partial evidence	Sarasota, FL, United StatesHQ checked Sep 22, 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 22, 2026
21	RBF Capital Management, INC	Strong evidence	Sarasota, FL, United StatesHQ checked Sep 22, 2026	1-10	1 contacts →
	Strong 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 22, 2026
22	Walters Strategic Advisors	Strong evidence	Sarasota, FL, United StatesHQ checked Sep 22, 2026	1-10	1 contacts →
	Strong evidence “We are dedicated to providing investment management and strategic wealth planning that is right for you.” Source: RevenueBase Database · checked Sep 22, 2026
23	Power Wealth Advisors	Partial evidence	Sarasota, FL, United StatesHQ checked Sep 22, 2026	1-10	1 contacts →
	Partial evidence “At Power Wealth Advisors, we design and implement personalized investment portfolios that cater to your unique needs and objectivities.” Source: RevenueBase Database · checked Sep 22, 2026
24	Hedge Fund Alternatives	Partial evidence	Sarasota, FL, United StatesHQ checked Sep 22, 2026	1-10	1 contacts →
	Partial evidence “Alternative Financial Services, Alternative Investments, Alternative Financing, Alternative Financial Solutions Alternative Financial Solutions Alternative investments, private…” Source: RevenueBase Database · checked Sep 22, 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: specialist investment managers. 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 specialist investment managers.
Partial evidence: Its own public description names part of specialist investment managers, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name specialist investment managers. 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 24 of 50 specialist investment managers based in Sarasota, United States

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Specialist investment managers based in Sarasota, United States at a glance

As of Sep 22, 2026

32.0%Verified-email coverage

4.8Average contacts per company

1-10Median size (employees)

2042.0%Largest-city concentration · New York

Sep 22, 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 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 specialist investment managers, 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 “specialist investment managers”. 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 specialist investment managers), 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 specialist investment managers, 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, 77 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 22, 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.

Specialist investment managers 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 specialist investment managers, 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 specialist investment managers are there based in Sarasota, United States?

RevenueBase identified 50 specialist investment managers 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?

Bequest Asset Management, headquartered in Sarasota, tops this list with the largest team on record.

Which city has the most specialist investment managers?

New York leads with 1021 headquartered companies, followed by Chicago (270) and Miami (238).

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 77 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 22, 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.