Company lists · Data refreshed September 2026

Top 21 Family offices based in Orlando, United States

RevenueBase identified 43 family offices headquartered in Orlando, United States as of September 2026 and tracks 298 professional contacts across them, including 108 with verified work emails. New York is the largest hub.

This list covers family offices 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 19, 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 19, 2026 86% judged on-target in blind review
43Companies
298Contacts tracked
108Verified emails
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The 21 largest family offices based in Orlando, United States

Ranked by team size
Top 21 of 43 family offices based in Orlando, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to family offices: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceOrlando, FL, United StatesHQ checked Sep 19, 202611-5036 contacts →

Indirect 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 19, 2026
2Partial evidenceOrlando, FL, United StatesHQ checked Sep 19, 202611-5032 contacts →

Partial evidence

“Oxford Advisory Group is a private, family-owned retirement planning & wealth management firm that focuses on helping pre-retirees and retirees navigate their retirement years.”

Source: RevenueBase Database · checked Sep 19, 2026
3Strong evidenceOrlando, FL, United StatesHQ checked Sep 19, 202611-5024 contacts →

Strong evidence

“At Magnolia Hill Partners, we are redefining the Family Office model with a unique focus on Op Co and Prop Co investments in high-barrier sectors like professional sports.”

Source: RevenueBase Database · checked Sep 19, 2026
4Indirect evidenceOrlando, FL, United StatesHQ checked Sep 19, 202611-5023 contacts →

Indirect evidence

“At Moisand Fitzgerald Tamayo, LLC, we are more than just financial advisors-we are your dedicated partners in achieving financial security and long-term success.”

Source: RevenueBase Database · checked Sep 19, 2026
5Indirect evidenceOrlando, FL, United StatesHQ checked Sep 19, 202611-5016 contacts →

Indirect evidence

“At Signature Wealth Advisors, we provide a “signature” experience – comprehensive, holistic wealth management solutions that help our clients address the issues affecting the many…”

Source: RevenueBase Database · checked Sep 19, 2026
6Indirect evidenceOrlando, FL, United StatesHQ checked Sep 19, 202611-5012 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 19, 2026
7Partial evidenceOrlando, FL, United StatesHQ checked Sep 19, 202611-509 contacts →

Partial 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 19, 2026
8Indirect evidenceOrlando, FL, United StatesHQ checked Sep 19, 20261-108 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 19, 2026
9Indirect evidenceOrlando, FL, United StatesHQ checked Sep 19, 202611-507 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 19, 2026
10Indirect evidenceOrlando, FL, United StatesHQ checked Sep 19, 20261-107 contacts →

Indirect evidence

“Polley Wealth Management: Where fiduciary excellence meets uncompromising independence.”

Source: RevenueBase Database · checked Sep 19, 2026
11Indirect evidenceOrlando, FL, United StatesHQ checked Sep 19, 20261-104 contacts →

Indirect evidence

“Your financial, insurance, business, and wealth transfer needs, respected and secured for your life and legacy.”

Source: RevenueBase Database · checked Sep 19, 2026
12Indirect evidenceOrlando, FL, United StatesHQ checked Sep 19, 20261-104 contacts →

Indirect evidence

“If you are thinking about having an estate plan prepared, you should definitely consider contacting me, Lea Anne Groover, of Groover Law.”

Source: RevenueBase Database · checked Sep 19, 2026
13Partial evidenceOrlando, FL, United StatesHQ checked Sep 19, 20261-103 contacts →

Partial evidence

“RMC Private Office, is a company that provides administrative support and solutions for UHNW and HNW, independently, using strategic due-diligence, searching for overlap costs in…”

Source: RevenueBase Database · checked Sep 19, 2026
14Indirect evidenceOrlando, FL, United StatesHQ checked Sep 19, 20261-103 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 19, 2026
15Strong evidenceOrlando, FL, United StatesHQ checked Sep 19, 20261-103 contacts →

Strong evidence

“Neanics is a boutique consulting company specializing in Single-family office management.”

Source: RevenueBase Database · checked Sep 19, 2026
16Strong evidenceOrlando, FL, United StatesHQ checked Sep 19, 20261-103 contacts →

Strong evidence

“Springlake Partners is a family office with a collection of specialized operating platforms and select investments in the real estate, financial services and hospitality sectors.”

Source: RevenueBase Database · checked Sep 19, 2026
17Indirect evidenceOrlando, FL, United StatesHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“ATI Professional Services is an independent full-service wealth management firm offering a complete range of tax, financial planning and business solutions.”

Source: RevenueBase Database · checked Sep 19, 2026
18Indirect evidenceOrlando, FL, United StatesHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“Welcome to Patel Financial Planning!”

Source: RevenueBase Database · checked Sep 19, 2026
19Partial evidenceOrlando, FL, United StatesHQ checked Sep 19, 20261-102 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 19, 2026
20Indirect evidenceOrlando, FL, United StatesHQ checked Sep 19, 202611-501 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026
21Indirect evidenceOrlando, FL, United StatesHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

“Wealth Management Solutions”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 21 of 43 family offices based in Orlando, United States

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Family offices based in Orlando, United States at a glance

As of Sep 19, 2026
36.2%Verified-email coverage
6.9Average contacts per company
1-10Median size (employees)
1639.5%Largest-city concentration · New York
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
30
11-50
12
51-200
1

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 43 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 family offices, 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 “family offices”. 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 family offices), 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 family offices, 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, 108 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 19, 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.

Family offices 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 family offices, 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 family offices are there based in Orlando, United States?

RevenueBase identified 43 family offices 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?

Security Financial Management, INC, headquartered in Orlando, tops this list with the largest team on record.

Which city has the most family offices?

New York leads with 705 headquartered companies, followed by Dallas (251) and Chicago (246).

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 108 verified decision-maker contacts tracked across these 43 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 19, 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.