Company lists · Data refreshed September 2026
Top 20 Fractional cfp services agencies based in Orlando, United States
RevenueBase identified 32 fractional cfp services agencies headquartered in Orlando, United States as of September 2026 and tracks 217 professional contacts across them, including 115 with verified work emails. New York is the largest hub.
This list covers fractional cfp services agencies 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.
The 20 largest fractional cfp services agencies based in Orlando, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 36 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, 2026Thanks. The Data Team will review it. | |||||
| 2 | 29 contacts → | ||||
Indirect evidence “AllGen Financial Advisors, Inc.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 3 | 23 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, 2026Thanks. The Data Team will review it. | |||||
| 4 | 20 contacts → | ||||
Indirect evidence “Founded in 1988, Resource Consulting Group is a fee-only financial planning and investment advisory practice serving high-net-worth clients in the Central Florida area.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 5 | 13 contacts → | ||||
Indirect 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 19, 2026Thanks. The Data Team will review it. | |||||
| 6 | 11 contacts → | ||||
Indirect evidence “Your goals are different - We understand that.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 7 | 9 contacts → | ||||
Indirect 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, 2026Thanks. The Data Team will review it. | |||||
| 8 | 8 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, 2026Thanks. The Data Team will review it. | |||||
| 9 | 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 19, 2026Thanks. The Data Team will review it. | |||||
| 10 | 6 contacts → | ||||
Indirect 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 19, 2026Thanks. The Data Team will review it. | |||||
| 11 | 4 contacts → | ||||
Indirect evidence “Our team will guide you through the financial maze with ease and simplicity.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 12 | 4 contacts → | ||||
Indirect 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 19, 2026Thanks. The Data Team will review it. | |||||
| 13 | 3 contacts → | ||||
Indirect evidence “We were founded with the goal of assisting our clients in every aspect of their financial lives.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 14 | 3 contacts → | ||||
Indirect evidence “Orlando based registered investment advisor” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 15 | 3 contacts → | ||||
Indirect evidence “Our approach at Pathway Financial Group is to help you along the path to Financial Freedom.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 16 | 2 contacts → | ||||
Indirect evidence “Welcome to Patel Financial Planning!” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 17 | 2 contacts → | ||||
Indirect 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 19, 2026Thanks. The Data Team will review it. | |||||
| 18 | 2 contacts → | ||||
Indirect 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 19, 2026Thanks. The Data Team will review it. | |||||
| 19 | 1 contacts → | ||||
Indirect evidence “Rebel Rock Wealth is not where you will find 'typical' financial advisors.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 20 | 1 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 19, 2026Thanks. The Data Team will review it. | |||||
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: fractional cfp services agencies. 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 fractional cfp services agencies.
- Partial evidence
- Its own public description names part of fractional cfp services agencies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name fractional cfp services agencies. 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 20 of 32 fractional cfp services agencies based in Orlando, United States
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Fractional cfp services agencies based in Orlando, United States at a glance
As of Sep 19, 2026Companies by employee count
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 32 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 fractional cfp services agencies, 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 “fractional cfp services agencies”. 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 fractional cfp services agencies), 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 fractional cfp services agencies, 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, 115 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.
Fractional cfp services agencies by metro in the United States
- Fractional cfp services agencies in New York160
- Fractional cfp services agencies in Atlanta132
- Fractional cfp services agencies in Houston113
- Fractional cfp services agencies in Dallas107
- Fractional cfp services agencies in Austin105
- Fractional cfp services agencies in Chicago103
- Fractional cfp services agencies in San Diego102
- Fractional cfp services agencies in Denver86
- Fractional cfp services agencies in Charlotte81
- Fractional cfp services agencies in Scottsdale78
- Fractional cfp services agencies in San Francisco71
- Fractional cfp services agencies in Cincinnati69
- Fractional cfp services agencies in Tampa66
- Fractional cfp services agencies in Columbus64
- Fractional cfp services agencies in Los Angeles61
- Fractional cfp services agencies in Portland61
- Fractional cfp services agencies in Raleigh57
- Fractional cfp services agencies in Overland Park54
- Fractional cfp services agencies in Irvine52
- Fractional cfp services agencies in Phoenix52
- Fractional cfp services agencies in Boston47
- Fractional cfp services agencies in Columbia46
- Fractional cfp services agencies in Minneapolis43
- Fractional cfp services agencies in Omaha43
- Fractional cfp services agencies in Indianapolis42
- Fractional cfp services agencies in San Antonio42
- Fractional cfp services agencies in Seattle42
- Fractional cfp services agencies in Fort Worth40
- Fractional cfp services agencies in Greenville40
- Fractional cfp services agencies in Plano40
- Fractional cfp services agencies in Birmingham39
- Fractional cfp services agencies in Colorado Springs39
- Fractional cfp services agencies in Miami39
- Fractional cfp services agencies in Grand Rapids38
- Fractional cfp services agencies in Pittsburgh38
- Fractional cfp services agencies in Greenwood Village37
- Fractional cfp services agencies in Las Vegas36
- Fractional cfp services agencies in Louisville36
- Fractional cfp services agencies in Madison36
- Fractional cfp services agencies in Newport Beach36
- Fractional cfp services agencies in Richmond36
- Fractional cfp services agencies in Fort Lauderdale35
- Fractional cfp services agencies in Jacksonville35
- Fractional cfp services agencies in Rochester35
- Fractional cfp services agencies in Troy33
- Fractional cfp services agencies in Boca Raton32
- Fractional cfp services agencies in Lexington32
- Fractional cfp services agencies in Orlando32
- Fractional cfp services agencies in Bellevue31
- Fractional cfp services agencies in Tulsa31
- Fractional cfp services agencies in Cleveland30
- Fractional cfp services agencies in Nashville30
- Fractional cfp services agencies in Salt Lake City30
- Fractional cfp services agencies in Tucson30
- Fractional cfp services agencies in Wilmington30
- Fractional cfp services agencies in Lincoln29
- Fractional cfp services agencies in Plymouth28
- Fractional cfp services agencies in Kansas City27
- Fractional cfp services agencies in Lafayette26
- Fractional cfp services agencies in Springfield26
- Fractional cfp services agencies in Walnut Creek26
- Fractional cfp services agencies in Washington26
- Fractional cfp services agencies in Memphis25
- Fractional cfp services agencies in Sarasota25
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 fractional cfp services agencies, 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 fractional cfp services agencies are there based in Orlando, United States?
RevenueBase identified 32 fractional cfp services agencies 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 fractional cfp services agencies?
New York leads with 160 headquartered companies, followed by Atlanta (132) and Houston (113).
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 115 verified decision-maker contacts tracked across these 32 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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Fractional cfp services agencies by geography
- Fractional cfp services agencies based in Brisbane, Australia
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- Fractional cfp services agencies based in New Delhi, India
- Fractional cfp services agencies based in Atlanta, United States
- Fractional cfp services agencies based in Austin, United States
- Fractional cfp services agencies based in Bellevue, United States
- Fractional cfp services agencies based in Birmingham, United States
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.
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