Company lists · Data refreshed September 2026

Top 25 Financial planning outsourcing companies based in Orlando, United States

Name: Financial planning outsourcing companies based in Orlando, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 48 companies tracked

RevenueBase identified 48 financial planning outsourcing companies headquartered in Orlando, United States as of September 2026 and tracks 266 professional contacts across them, including 108 with verified work emails. Across the United States, New York is the largest hub for this category (238 companies); Orlando has 48.

This list covers financial planning outsourcing companies 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

48Companies

266Contacts tracked

108Verified emails

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The 25 largest financial planning outsourcing companies based in Orlando, United States

Ranked by team size

Top 25 of 48 financial planning outsourcing companies 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 financial planning outsourcing companies: 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	Security Financial Management, INC	Partial evidence	Orlando, FL, United StatesHQ checked Sep 28, 2026	11-50	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 28, 2026
2	Allgen Financial Advisors	Partial evidence	Orlando, FL, United StatesHQ checked Sep 28, 2026	11-50	29 contacts →
	Partial evidence “AllGen Financial Advisors, Inc.” Source: RevenueBase Database · checked Sep 28, 2026
3	Moisand Fitzgerald Tamayo, LLC	Partial evidence	Orlando, FL, United StatesHQ checked Sep 28, 2026	11-50	23 contacts →
	Partial 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 28, 2026
4	Summit Wealth Partners, LLC	Partial evidence	Orlando, FL, United StatesHQ checked Sep 28, 2026	11-50	13 contacts →
	Partial 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 28, 2026
5	Strong Point Financial INC	Partial evidence	Orlando, FL, United StatesHQ checked Sep 28, 2026	11-50	9 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
6	Burgos & Brein Wealth Management	Partial evidence	Orlando, FL, United StatesHQ checked Sep 28, 2026	1-10	8 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
7	Vision Wealth Advisors	Indirect evidence	Orlando, FL, United StatesHQ checked Sep 28, 2026	1-10	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 28, 2026
8	REA Financial	Partial evidence	Orlando, FL, United StatesHQ checked Sep 28, 2026	11-50	7 contacts →
	Partial 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 28, 2026
9	Signature Wealth Partners, LLC	Strong evidence	Orlando, FL, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Strong 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
10	Truemate Insurance Financial	Partial evidence	Orlando, FL, United StatesHQ checked Sep 28, 2026	11-50	5 contacts →
	Partial evidence “Somos Truemate, la compañía donde te ayudamos a construir un futuro sólido para ti y los tuyos, con el programa de planificación financiera que cubre los aspectos más valiosos de…” Source: RevenueBase Database · checked Sep 28, 2026
11	Fong & Associates, LLC	Strong evidence	Orlando, FL, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Strong evidence “We are a provider of tax, accounting, and financial planning services with a focus on international businesses.” Source: RevenueBase Database · checked Sep 28, 2026
12	Tripletail Wealth Management	Partial evidence	Orlando, FL, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Partial evidence “Our team will guide you through the financial maze with ease and simplicity.” Source: RevenueBase Database · checked Sep 28, 2026
13	Evolve Advisor Group	Strong evidence	Orlando, FL, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Strong 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
14	Breske & Breske, INC	Indirect evidence	Orlando, FL, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Indirect evidence “Robert W.” Source: RevenueBase Database · checked Sep 28, 2026
15	Vandergrift Financial Group Of Raymond James	Strong evidence	Orlando, FL, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Strong evidence “Our goal is to provide client confidence by delivering quality financial planning advice from an eternal perspective.” Source: RevenueBase Database · checked Sep 28, 2026
16	East Coast Financial Of Central Florida	Partial evidence	Orlando, FL, United StatesHQ checked Sep 28, 2026	1-10	3 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
17	Mcdonough Capital Management	Partial evidence	Orlando, FL, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Partial evidence “We were founded with the goal of assisting our clients in every aspect of their financial lives.” Source: RevenueBase Database · checked Sep 28, 2026
18	Wisdom Planning Group	Indirect evidence	Orlando, FL, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Indirect evidence “Orlando based registered investment advisor” Source: RevenueBase Database · checked Sep 28, 2026
19	Pathway Wealth Management & Insurance Group Of Central Florida	Partial evidence	Orlando, FL, United StatesHQ checked Sep 28, 2026	1-10	3 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
20	Livia Wealth	Partial evidence	Orlando, FL, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Partial evidence “Welcome to Livia Wealth, where financial empowerment meets personalized excellence.” Source: RevenueBase Database · checked Sep 28, 2026
21	ATI Professional Services	Strong evidence	Orlando, FL, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Strong 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 28, 2026
22	Patel Financial Planning	Strong evidence	Orlando, FL, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Strong evidence “Welcome to Patel Financial Planning!” Source: RevenueBase Database · checked Sep 28, 2026
23	Global TAX Advisory	Indirect evidence	Orlando, FL, United StatesHQ checked Sep 28, 2026	11-50	2 contacts →
	Indirect evidence “Excelência para você Por mais de duas décadas, mantemos o nosso foco em uma única coisa: ajudar as pessoas a alcançar seus objetivos.” Source: RevenueBase Database · checked Sep 28, 2026
24	Stonebridge Financial Planning Group, LLC	Strong evidence	Orlando, FL, United StatesHQ checked Sep 28, 2026	11-50	2 contacts →
	Strong evidence “Stonebridge Financial Planning Group is a passionate team of professionals who are committed to helping you experience the lifestyle outcomes you desire.” Source: RevenueBase Database · checked Sep 28, 2026
25	Decision Tree Financial	Partial evidence	Orlando, United StatesHQ checked Sep 28, 2026	1-10	2 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

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: financial planning outsourcing companies. 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 financial planning outsourcing companies.
Partial evidence: Its own public description names part of financial planning outsourcing companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial planning outsourcing companies. 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 25 of 48 financial planning outsourcing companies based in Orlando, United States

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Financial planning outsourcing companies based in Orlando, United States at a glance

As of Sep 28, 2026

40.6%Verified-email coverage

5.5Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 48 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 financial planning outsourcing companies, 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 “financial planning outsourcing companies”. 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 financial planning outsourcing companies), 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 financial planning outsourcing companies, 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 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.

Financial planning outsourcing companies 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 financial planning outsourcing companies, 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 financial planning outsourcing companies are there based in Orlando, United States?

RevenueBase identified 48 financial planning outsourcing companies 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 in the United States has the most financial planning outsourcing companies?

New York leads the United States with 238 headquartered companies, followed by Houston (176) and Atlanta (161). Orlando has 48.

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 48 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.