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 company matches for financial planning outsourcing companies associated with 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 (241 companies); Orlando has 48.

This list covers company matches for financial planning outsourcing companies associated with Orlando, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 28, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 RevenueBase SmartSearch · Exact Recorded Sep 28, 2026 How this list was built

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 company matches for financial planning outsourcing companies based in Orlando, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Security Financial Management, INC	Exact match	Orlando, FL, United StatesHQ recorded Sep 28, 2026	11-50	36 contacts →
	Exact match “Security Financial Management, where service and dedication to our clients has been our main stay for over 25 years.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	Allgen Financial Advisors	Exact match	Orlando, FL, United StatesHQ recorded Sep 28, 2026	11-50	29 contacts →
	Exact match “AllGen Financial Advisors, Inc.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3	Moisand Fitzgerald Tamayo, LLC	Exact match	Orlando, FL, United StatesHQ recorded Sep 28, 2026	11-50	23 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	Summit Wealth Partners, LLC	Exact match	Orlando, FL, United StatesHQ recorded Sep 28, 2026	11-50	13 contacts →
	Exact match “For nearly 40 years, Summit Wealth Partners has helped individuals, families, and business owners manage their full financial picture.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	Strong Point Financial INC	Exact match	Orlando, FL, United StatesHQ recorded Sep 28, 2026	11-50	9 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	Burgos & Brein Wealth Management	Exact match	Orlando, FL, United StatesHQ recorded Sep 28, 2026	1-10	8 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	Vision Wealth Advisors	Exact match	Orlando, FL, United StatesHQ recorded Sep 28, 2026	1-10	7 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	REA Financial	Exact match	Orlando, FL, United StatesHQ recorded Sep 28, 2026	11-50	7 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	Signature Wealth Partners, LLC	Exact match	Orlando, FL, United StatesHQ recorded Sep 28, 2026	1-10	6 contacts →
	Exact match “At Signature Wealth Partners, our mission is to guide families and professionals and remove the burden of short and long-term financial planning.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	Truemate Insurance Financial	Exact match	Orlando, FL, United StatesHQ recorded Sep 28, 2026	11-50	5 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	Fong & Associates, LLC	Exact match	Orlando, FL, United StatesHQ recorded Sep 28, 2026	1-10	4 contacts →
	Exact match “We are a provider of tax, accounting, and financial planning services with a focus on international businesses.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	Tripletail Wealth Management	Exact match	Orlando, FL, United StatesHQ recorded Sep 28, 2026	1-10	4 contacts →
	Exact match “Our team will guide you through the financial maze with ease and simplicity.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	Evolve Advisor Group	Exact match	Orlando, FL, United StatesHQ recorded Sep 28, 2026	1-10	4 contacts →
	Exact match “Evolve Advisor Group is a fee-based financial planning practice whose professionals are committed to helping people control their financial future.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	Breske & Breske, INC	Exact match	Orlando, FL, United StatesHQ recorded Sep 28, 2026	1-10	4 contacts →
	Exact match “Robert W.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	Vandergrift Financial Group Of Raymond James	Exact match	Orlando, FL, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “Our goal is to provide client confidence by delivering quality financial planning advice from an eternal perspective.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	East Coast Financial Of Central Florida	Exact match	Orlando, FL, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “East Coast Financial of Central Florida has been in business since 1992 providing individuals, families & businesses insurance, financial and investment services.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	Mcdonough Capital Management	Exact match	Orlando, FL, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “We were founded with the goal of assisting our clients in every aspect of their financial lives.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	Wisdom Planning Group	Exact match	Orlando, FL, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “Orlando based registered investment advisor” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	Pathway Wealth Management & Insurance Group Of Central Florida	Exact match	Orlando, FL, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “Our approach at Pathway Financial Group is to help you along the path to Financial Freedom.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	Livia Wealth	Exact match	Orlando, FL, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “Welcome to Livia Wealth, where financial empowerment meets personalized excellence.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	ATI Professional Services	Exact match	Orlando, FL, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “ATI Professional Services is an independent full-service wealth management firm offering a complete range of tax, financial planning and business solutions.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	Patel Financial Planning	Exact match	Orlando, FL, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “Welcome to Patel Financial Planning!” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	Global TAX Advisory	Exact match	Orlando, FL, United StatesHQ recorded Sep 28, 2026	11-50	2 contacts →
	Exact match “Excelência para você Por mais de duas décadas, mantemos o nosso foco em uma única coisa: ajudar as pessoas a alcançar seus objetivos.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	Stonebridge Financial Planning Group, LLC	Exact match	Orlando, FL, United StatesHQ recorded Sep 28, 2026	11-50	2 contacts →
	Exact match “Stonebridge Financial Planning Group is a passionate team of professionals who are committed to helping you experience the lifestyle outcomes you desire.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25	Decision Tree Financial	Exact match	Orlando, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “Since 2009 Decision Tree Financial's mission has been to provide Clarity, Confidence, Certainty, Serenity and Efficiency to Families and Businesses concerning their Financial…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “financial planning outsourcing companies”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 48 financial planning outsourcing companies based in Orlando, United States

See the full list, filter by size, metro and specialty, and access 108 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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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

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Orlando, United States whose business descriptions match “financial planning outsourcing companies” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 108 professional contacts with verified work emails across the full matched dataset. 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.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Financial planning outsourcing companies by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “financial planning outsourcing companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 48 company matches for financial planning outsourcing companies associated with Orlando, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Security Financial Management, INC tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most financial planning outsourcing companies?

New York leads the United States with 241 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 108 professional contacts with verified work emails tracked across these 48 companies; direct dials are available where recorded.

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 SmartSearch, 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.