Company lists · Data refreshed September 2026

Top 19 Financial planning recruiters based in Orlando, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 29 companies tracked

RevenueBase identified 29 company matches for financial planning recruiters associated with Orlando, United States as of September 2026 and tracks 397 professional contacts across them, including 81 with verified work emails. Across the United States, New York is the largest hub for this category (243 companies); Orlando has 29.

This list covers company matches for financial planning recruiters 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 20, 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 20, 2026 How this list was built

29Companies

397Contacts tracked

81Verified emails

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The 19 largest financial planning recruiters based in Orlando, United States

Ranked by team size

Top 19 of 29 company matches for financial planning recruiters based in Orlando, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 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	Crawford Thomas Recruiting	Exact match	Orlando, FL, United StatesHQ recorded Sep 20, 2026	51-200	126 contacts →
	Exact match “Crawford Thomas Recruiting is a nationwide recruiting and staffing firm recognized for exceeding client expectations regarding time to fill, value and quality of candidates.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Park Avenue Group	Exact match	Orlando, FL, United StatesHQ recorded Sep 20, 2026	11-50	112 contacts →
	Exact match “Park Avenue Group is a trusted executive search and recruiting partner exclusively serving the Banking and Financial Services industry.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Tews Company	Exact match	Orlando, FL, United StatesHQ recorded Sep 20, 2026	51-200	66 contacts →
	Exact match “Solving the talent equation for our clients is our passion, and we do so every day by filling quality job opportunities in the administrative, finance and accounting, information…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Executive Technocrats INC	Exact match	Orlando, FL, United StatesHQ recorded Sep 20, 2026	51-200	9 contacts →
	Exact match “About us: Executive Technocrats is a boutique staffing firm that specializes in senior management and mid management contract to full time staffing needs in Capital Aarkets and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Burgos & Brein Wealth Management	Exact match	Orlando, FL, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
6	Truvirtue	Exact match	Orlando, FL, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “TruVirtue is a premier staffing agency based in Orlando, FL, specializing in healthcare and insurance recruiting.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	REA Financial	Exact match	Orlando, FL, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
8	Signature Wealth Partners, LLC	Exact match	Orlando, FL, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
9	Talentplug LLC	Exact match	Orlando, FL, United StatesHQ recorded Sep 20, 2026	11-50	6 contacts →
	Exact match “Company growth begins by putting the right team together and we can help you find that.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Ackerhil	Exact match	Orlando, FL, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “AckerHil shines as a leading executive search firm, celebrated nationwide for its expertise in placing Accounting Professionals amongst a diverse array of clients, including CPA…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Breske & Breske, INC	Exact match	Orlando, FL, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Robert W.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Vandergrift Financial Group Of Raymond James	Exact match	Orlando, FL, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
13	Pathway Wealth Management & Insurance Group Of Central Florida	Exact match	Orlando, FL, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
14	Patel Financial Planning	Exact match	Orlando, FL, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Welcome to Patel Financial Planning!” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Decision Tree Financial	Exact match	Orlando, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
16	Onesearch Partners	Exact match	Orlando, FL, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “OneSearch Partners is a boutique executive search firm specializing in direct-hire accounting and finance recruitment.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Prism Wealth Management Recruiting	Exact match	Orlando, FL, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Since 1994, PRISM Wealth Management Recruiting has been a recognized leader in recruiting the elite wealth managers in the Financial Securities industry.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Milestone Talent	Exact match	Orlando, FL, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “At MILEStone Talent, we pride ourselves on a holistic, client-centric approach to recruiting.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Talent Pools Staffing	Exact match	Orlando, FL, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “We are dedicated to being a premier professional staffing firm, connecting exceptional talent with outstanding organizations, and empowering professionals to achieve their career…” Recorded in the RevenueBase company graph · Sep 20, 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 recruiters”. 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 19 of 29 financial planning recruiters based in Orlando, United States

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Financial planning recruiters based in Orlando, United States at a glance

As of Sep 20, 2026

20.4%Verified-email coverage

13.7Average contacts per company

1-10Median size (employees)

Sep 20, 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 29 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 recruiters” 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 81 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 20, 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 recruiters 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 recruiters”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 29 company matches for financial planning recruiters 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?

Crawford Thomas Recruiting 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 recruiters?

New York leads the United States with 243 company records, followed by Atlanta (93) and Houston (91). Orlando has 29.

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 81 professional contacts with verified work emails tracked across these 29 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 20, 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.