Financial advisors and lenders · Florida

Financial advisors and lenders in Sarasota, FL

502 financial advisors in Sarasota with phone numbers, 148 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Sarasota list freeSee a sample
502
businesses
100%
have a phone number
29%
have an email address (148)
—
average Google rating
Sample

A sample of financial advisors and lenders in Sarasota

Twelve of the 502 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
NBOA | National Boat Owners AssociationFinancial Service; Legal Service; Insurance Agency—Yes(800) •••-••••Available
The Law PlaceFinancial Service; Legal Service—Yes(941) •••-••••Available
Mark St. Clair - Preferred RateFinancial Service; Legal Service—Yes(727) •••-••••Available
Bruce & Michelle Hearon | Keller Williams On The Water Sarasota | Team HearonReal Estate Agency; Financial Service; Legal Service—Yes(941) •••-••••Available
Patriot Tax and Accounting ServicesFinancial Service; Legal Service—Yes(941) •••-••••Available
Hart & Hart Financial ServicesFinancial Service; Legal Service—Yes(941) •••-••••Available
Tropical Taxx & Paradise PayrollFinancial Service; Legal Service—Yes(941) •••-••••Available
Boston Financial ServicesFinancial Planner—Yes(941) •••-••••Available
Sara-Bay Financial CorporationFinancial Service; Legal Service—Yes(941) •••-••••Available
Movement Mortgage - Christopher Kouvatsos,1554304Financial Service; Legal Service—Yes(941) •••-••••Available
FinancingFinancial Planner—Yes(941) •••-••••Available
Edward Jones - Financial Advisor: Richard D MartinFinancial Service; Legal Service—Yes(941) •••-••••Available

Showing 12 of 502. Data refreshed October 2026.

The market

What Sarasota's financial advisors look like

0% of rated financial advisors here hold 4.5★ or better — there is room for businesses that push for reviews.
0 carry a perfect 5.0★ rating; 502 have no rating yet — prime prospects for review and reputation services.
79 (16%) have no website listed — a ready-made list for web design and SEO offers.
29% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service187
  • Financial Planner102
  • Loans Agency64
  • Financial Service; Legal Service; Business Service53
  • Financial Service15
  • Real Estate Agency; Financial Service; Legal Service13

Area codes

  • (941)448
  • (888)6
  • (800)5
  • (813)4
  • (727)4
  • (844)2
Playbook

How to sell to financial advisors in Sarasota

Financial planners, wealth managers, mortgage brokers and lenders. They sell on trust and referrals, and buy compliant marketing and client tools.

Who sells to financial advisors

  • Compliant marketing and SEO agencies
  • CRM and financial-planning software
  • Lead vendors
  • Compliance and archiving tools
  • Professional liability insurance

What keeps owners up at night

  • Steady new-client flow
  • Compliance around marketing
  • Rate-driven swings (mortgage)
  • Client communication at scale
When to reach themMid-morning on weekdays.
The angle that worksNew households and referrals, delivered within compliance rules.
Reaching out in the USB2B cold email is governed by CAN-SPAM: honest headers and subject lines, a physical address and an opt-out you honor. Phone outreach has its own rules, especially for cell phones. Read our CAN-SPAM guide and cold-calling rules before you start.
FAQ

Questions about Sarasota financial advisors leads

How many financial advisors and lenders in Sarasota, FL are in the database?
502 financial advisors and lenders in Sarasota, FL, as of October 2026. 502 of them have a phone number and 148 have an email address.
How much does it cost to get these leads?
Every account starts with 25 free credits. Unlocking a contact (phone and email together) costs 1 credit. The Starter plan is $39/month for 2,500 credits — about 1.6¢ a contact — so the whole Sarasota list of 502 costs less than one month of Starter. See pricing.
Can I export the list to a dialer or CRM?
Yes. Unlocked contacts export to CSV, Excel or JSON with phone, email, website, address, category and rating, ready for any dialer or CRM.
Where does the data come from?
From public business listings — the same information financial advisors publish so customers can find them — cleaned, de-duplicated by phone number and refreshed regularly. Businesses can ask to be removed at any time.

Financial advisors and lenders in other cities

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Other businesses in Sarasota

RestaurantsCafes and bakeriesBars and breweriesSalons and spasGyms and fitness studiosAuto repair shopsCar dealershipsReal estate officesInsurance agenciesAccounting firmsVets and pet businessesDaycares, tutors and schoolsMoving and storage companiesSenior care providersHotels and innsIT service companiesMarketing agenciesConsultantsEverything in Sarasota →

Start calling Sarasota financial advisors today

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