Company lists · Data refreshed September 2026

Top 22 Finance consulting firms based in Orlando, United States

RevenueBase identified 55 finance consulting firms headquartered in Orlando, United States as of September 2026 and tracks 301 professional contacts across them, including 97 with verified work emails. Across the United States, New York is the largest hub for this category (535 companies); Orlando has 55.

This list covers finance consulting firms 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 28, 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 28, 2026 86% judged on-target in blind review
55Companies
301Contacts tracked
97Verified emails
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The 22 largest finance consulting firms based in Orlando, United States

Ranked by team size
Top 22 of 55 finance consulting firms based in Orlando, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to finance consulting firms: 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 28, 202651-20065 contacts →

Indirect evidence

“International Assets Advisory, LLC (“IAA”) is a full-service brokerage firm established in 1982.”

Source: RevenueBase Database · checked Sep 28, 2026
2Indirect evidenceOrlando, FL, United StatesHQ checked Sep 28, 202651-20042 contacts →

Indirect evidence

“For 50 years, MSL has been advising clients on areas of opportunity.”

Source: RevenueBase Database · checked Sep 28, 2026
3Partial evidenceOrlando, FL, United StatesHQ checked Sep 28, 202611-5036 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 28, 2026
4Indirect evidenceOrlando, FL, United StatesHQ checked Sep 28, 20261-1011 contacts →

Indirect evidence

“Your goals are different - We understand that.”

Source: RevenueBase Database · checked Sep 28, 2026
5Partial evidenceOrlando, FL, United StatesHQ checked Sep 28, 202611-509 contacts →

Partial evidence

“Atlas Financial Partners, established more than two decades ago, supports companies in managing the risks and costs of their executive benefit plans by optimally administering…”

Source: RevenueBase Database · checked Sep 28, 2026
6Partial evidenceOrlando, FL, United StatesHQ checked Sep 28, 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 28, 2026
7Strong evidenceOrlando, FL, United StatesHQ checked Sep 28, 202611-509 contacts →

Strong evidence

“VenQuest Group is a diversified financial services leader, providing strategic consulting, private equity, asset management, and investment banking solutions.”

Source: RevenueBase Database · checked Sep 28, 2026
8Partial evidenceOrlando, FL, United StatesHQ checked Sep 28, 20261-108 contacts →

Partial 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 28, 2026
9Indirect evidenceOrlando, FL, United StatesHQ checked Sep 28, 20261-107 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 28, 2026
10Partial evidenceOrlando, FL, United StatesHQ checked Sep 28, 20261-106 contacts →

Partial evidence

“At Signature Wealth Partners, our mission is to guide families and professionals and remove the burden of short and long-term financial planning.”

Source: RevenueBase Database · checked Sep 28, 2026
11Partial evidenceOrlando, FL, United StatesHQ checked Sep 28, 20261-104 contacts →

Partial evidence

“Evolve Advisor Group is a fee-based financial planning practice whose professionals are committed to helping people control their financial future.”

Source: RevenueBase Database · checked Sep 28, 2026
12Indirect evidenceOrlando, FL, United StatesHQ checked Sep 28, 20261-104 contacts →

Indirect evidence

“Robert W.”

Source: RevenueBase Database · checked Sep 28, 2026
13Indirect evidenceOrlando, FL, United StatesHQ checked Sep 28, 202611-503 contacts →

Indirect evidence

“BCA is an independent Florida corporation founded in 1988.”

Source: RevenueBase Database · checked Sep 28, 2026
14Partial evidenceOrlando, FL, United StatesHQ checked Sep 28, 20261-103 contacts →

Partial evidence

“East Coast Financial of Central Florida has been in business since 1992 providing individuals, families & businesses insurance, financial and investment services.”

Source: RevenueBase Database · checked Sep 28, 2026
15Partial evidenceOrlando, FL, United StatesHQ checked Sep 28, 20261-103 contacts →

Partial evidence

“Customized F&I consulting for the automotive industry.”

Source: RevenueBase Database · checked Sep 28, 2026
16Partial evidenceOrlando, FL, United StatesHQ checked Sep 28, 20261-103 contacts →

Partial evidence

“Our approach at Pathway Financial Group is to help you along the path to Financial Freedom.”

Source: RevenueBase Database · checked Sep 28, 2026
17Partial evidenceOrlando, United StatesHQ checked Sep 28, 20261-102 contacts →

Partial evidence

“Since 2009 Decision Tree Financial's mission has been to provide Clarity, Confidence, Certainty, Serenity and Efficiency to Families and Businesses concerning their Financial…”

Source: RevenueBase Database · checked Sep 28, 2026
18Partial evidenceOrlando, FL, United StatesHQ checked Sep 28, 20261-102 contacts →

Partial evidence

“We advise our clients while they establish, pursue and realize their financial goals through business ownership.”

Source: RevenueBase Database · checked Sep 28, 2026
19Partial evidenceOrlando, FL, United StatesHQ checked Sep 28, 20261-101 contacts →

Partial evidence

“BottomLine Clarity specializes in Strategy Consulting, Back Office Support, & CFO Services.”

Source: RevenueBase Database · checked Sep 28, 2026
20Partial evidenceOrlando, FL, United StatesHQ checked Sep 28, 20261-101 contacts →

Partial evidence

“Daybreak Business Consulting is a boutique fractional CFO and strategic business advisory firm, focused on small to mid-size businesses throughout the United States.”

Source: RevenueBase Database · checked Sep 28, 2026
21Partial evidenceOrlando, FL, United StatesHQ checked Sep 28, 20261-101 contacts →

Partial evidence

“Partnering with finance leaders at small and medium sized businesses globally by aligning strategy and delivering transformation initiatives faster, more cost-effectively, and…”

Source: RevenueBase Database · checked Sep 28, 2026
22Partial evidenceOrlando, United StatesHQ checked Sep 28, 20261-101 contacts →

Partial evidence

“At Donaldson & Donaldson, our mission is to empower financial institutions through expert guidance and innovative solutions, enabling them to navigate complex engagements with…”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 22 of 55 finance consulting firms based in Orlando, United States

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Finance consulting firms based in Orlando, United States at a glance

As of Sep 28, 2026
32.2%Verified-email coverage
5.5Average contacts per company
1-10Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
42
11-50
10
51-200
3

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 55 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 finance consulting firms, 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 “finance consulting firms”. 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 finance consulting firms), 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 finance consulting firms, 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, 97 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 28, 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.

Finance consulting firms 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 finance consulting firms, 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 finance consulting firms are there based in Orlando, United States?

RevenueBase identified 55 finance consulting firms 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 in the United States has the most finance consulting firms?

New York leads the United States with 535 headquartered companies, followed by Chicago (194) and Houston (190). Orlando has 55.

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 97 verified decision-maker contacts tracked across these 55 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 28, 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.