Company lists · Data refreshed September 2026
Top 17 Asset management services based in Orlando, United States
RevenueBase identified 30 asset management services headquartered in Orlando, United States as of September 2026 and tracks 378 professional contacts across them, including 111 with verified work emails. New York is the largest hub.
This list covers asset management services headquartered in Orlando, 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 21, 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.
The 17 largest asset management services based in Orlando, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 65 contacts → | ||||
Partial evidence “International Assets Advisory, LLC (“IAA”) is a full-service brokerage firm established in 1982.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 2 | 36 contacts → | ||||
Partial evidence “Security Financial Management, where service and dedication to our clients has been our main stay for over 25 years.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 3 | 29 contacts → | ||||
Indirect evidence “AllGen Financial Advisors, Inc.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 4 | 13 contacts → | ||||
Indirect evidence “For nearly 40 years, Summit Wealth Partners has helped individuals, families, and business owners manage their full financial picture.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 5 | 12 contacts → | ||||
Indirect evidence “Fortiv, a multi-disciplinary private wealth firm can help you create and implement a comprehensive strategic plan.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 6 | 11 contacts → | ||||
Indirect evidence “Your goals are different - We understand that.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 7 | 9 contacts → | ||||
Indirect evidence “STRONG POINT FINANCIAL is a financial advising firm in business since 1982, offering the necessary experience and various tools and services to successfully manage family…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 8 | 8 contacts → | ||||
Indirect evidence “As an independent firm Burgos & Brein offers a broad range of financial resources to clients without bias to any one company or product, which allows them to truly focus on their…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 9 | 7 contacts → | ||||
Indirect evidence “With over 50 years experience serving the greater Orlando area, Vision Wealth Advisors team strives to provide each of our clients with the best possible investment and portfolio…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 10 | 7 contacts → | ||||
Indirect evidence “REA Financial is an experienced, well-orchestrated and talented team of professionals who are focused on helping clients take their finances to the next level with a personal…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 11 | 7 contacts → | ||||
Partial evidence “Polley Wealth Management: Where fiduciary excellence meets uncompromising independence.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 12 | 4 contacts → | ||||
Indirect evidence “Our team will guide you through the financial maze with ease and simplicity.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 13 | 4 contacts → | ||||
Indirect evidence “Robert W.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 14 | 3 contacts → | ||||
Indirect evidence “Our goal is to provide client confidence by delivering quality financial planning advice from an eternal perspective.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 15 | 3 contacts → | ||||
Indirect evidence “Institutional investment advisors” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 16 | 3 contacts → | ||||
Indirect evidence “Orlando based registered investment advisor” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 17 | 2 contacts → | ||||
Partial evidence “Warwick Shore Advisors was founded with the passion to provide institutional investment management and wealth guidance to endowments, foundations and high net worth families.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
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: asset management services. 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 asset management services.
- Partial evidence
- Its own public description names part of asset management services, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name asset management services. 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 17 of 30 asset management services based in Orlando, United States
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Asset management services based in Orlando, United States at a glance
As of Sep 21, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Orlando, so it is reported there. Company counts and contact totals on this page are exact for Orlando, over 30 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 asset management services, 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 Orlando, United States whose own description of what they do matches “asset management services”. 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 asset management services), 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 asset management services, and records with no verified work email. Companies headquartered outside Orlando 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, 111 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 21, 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.
Asset management services by metro in the United States
- Asset management services in New York380
- Asset management services in Atlanta171
- Asset management services in Chicago150
- Asset management services in Dallas144
- Asset management services in Houston144
- Asset management services in San Diego117
- Asset management services in Boston110
- Asset management services in Austin104
- Asset management services in San Francisco101
- Asset management services in Denver100
- Asset management services in Miami99
- Asset management services in Scottsdale98
- Asset management services in Charlotte94
- Asset management services in Los Angeles88
- Asset management services in Tampa85
- Asset management services in Portland72
- Asset management services in Newport Beach71
- Asset management services in Cincinnati65
- Asset management services in Overland Park65
- Asset management services in Irvine64
- Asset management services in Raleigh63
- Asset management services in Minneapolis62
- Asset management services in Seattle60
- Asset management services in Indianapolis58
- Asset management services in Omaha58
- Asset management services in San Antonio57
- Asset management services in Pittsburgh54
- Asset management services in Boca Raton53
- Asset management services in Columbus53
- Asset management services in Columbia50
- Asset management services in Birmingham48
- Asset management services in Phoenix48
- Asset management services in Richmond48
- Asset management services in Greenville46
- Asset management services in Madison46
- Asset management services in Greenwood Village44
- Asset management services in Louisville44
- Asset management services in Las Vegas43
- Asset management services in Bellevue42
- Asset management services in Fort Worth42
- Asset management services in Rochester42
- Asset management services in Sarasota42
- Asset management services in Wilmington42
- Asset management services in Naples41
- Asset management services in Lexington40
- Asset management services in Springfield39
- Asset management services in Washington39
- Asset management services in Colorado Springs38
- Asset management services in Memphis37
- Asset management services in Troy37
- Asset management services in Jacksonville36
- Asset management services in Salt Lake City36
- Asset management services in Grand Rapids35
- Asset management services in Pasadena35
- Asset management services in Nashville34
- Asset management services in Alpharetta33
- Asset management services in Cleveland33
- Asset management services in Tulsa33
- Asset management services in Philadelphia32
- Asset management services in Plano32
- Asset management services in Fort Lauderdale31
- Asset management services in Orlando30
- Asset management services in Tucson30
- Asset management services in Knoxville29
- Asset management services in Walnut Creek29
- Asset management services in Ann Arbor28
- Asset management services in Baton Rouge28
- Asset management services in Virginia Beach28
- Asset management services in Kansas City27
- Asset management services in Lafayette27
- Asset management services in Lake Oswego27
- Asset management services in Red Bank27
- Asset management services in Westlake Village27
- Asset management services in Brentwood26
- Asset management services in Chattanooga26
- Asset management services in Coral Gables26
- Asset management services in Fort Collins26
- Asset management services in Bethesda25
- Asset management services in Little Rock25
- Asset management services in Rockville25
- Asset management services in Stamford25
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 asset management services, 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 asset management services are there based in Orlando, United States?
RevenueBase identified 30 asset management services headquartered in Orlando, 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?
International Assets Advisory, headquartered in Orlando, tops this list with the largest team on record.
Which city has the most asset management services?
New York leads with 380 headquartered companies, followed by Atlanta (171) and Chicago (150).
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 111 verified decision-maker contacts tracked across these 30 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 21, 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.
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