Company lists · Data refreshed September 2026
Top 18 Investment firms based in Orlando, United States
RevenueBase identified 47 investment firms headquartered in Orlando, United States as of September 2026 and tracks 536 professional contacts across them, including 130 with verified work emails. New York is the largest hub.
This list covers investment 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, how directly it supports the match, and when it was last checked. Data refreshed September 4, 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.
The 18 largest investment firms based in Orlando, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 66 | ||||
“International Assets Advisory, LLC (“IAA”) is a full-service brokerage firm established in 1982.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 2 | Security Financial Management, INCIndirect evidence | 36 | |||
“Security Financial Management, where service and dedication to our clients has been our main stay for over 25 years.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 3 | 28 | ||||
“AllGen Financial Advisors, Inc.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 4 | Global Growth HoldingsStrong evidence | 12 | |||
“Global Growth is a global private investment firm with investments in healthcare technology, financial services, collectibles, alternative assets, and communications.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 5 | 12 | ||||
“Fortiv, a multi-disciplinary private wealth firm can help you create and implement a comprehensive strategic plan.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 6 | Sunrise Wealth AdvisorsIndirect evidence | 11 | |||
“Your goals are different - We understand that.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 7 | Strong Point Financial INCIndirect evidence | 10 | |||
“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: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 8 | 7 | ||||
“Arvo Equities offers a forward-thinking approach to investment management, leveraging cutting-edge technology and diverse expertise to drive growth and innovation in today's…” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 9 | REA FinancialIndirect evidence | 6 | |||
“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: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 10 | Tripletail Wealth ManagementIndirect evidence | 4 | |||
“Our team will guide you through the financial maze with ease and simplicity.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 11 | 4 | ||||
“Robert W.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 12 | Vandergrift Financial Group Of Raymond JamesIndirect evidence | 3 | |||
“Our goal is to provide client confidence by delivering quality financial planning advice from an eternal perspective.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 13 | Burgess Chambers & Associates INCStrong evidence | 3 | |||
“Institutional investment advisors” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 14 | Wisdom Planning GroupStrong evidence | 3 | |||
“Orlando based registered investment advisor” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 15 | Mcdonough Capital ManagementIndirect evidence | 3 | |||
“We were founded with the goal of assisting our clients in every aspect of their financial lives.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 16 | Urban Bear CapitalStrong evidence | 1 | |||
“Urban Bear Capital is an investment firm offering various solutions that align with your investing needs.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 17 | 1 | ||||
“Wealth Management Solutions” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 18 | Warwick Shore AdvisorsStrong evidence | 1 | |||
“Warwick Shore Advisors was founded with the passion to provide institutional investment management and wealth guidance to endowments, foundations and high net worth families.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
Showing 18 of 47 investment firms based in Orlando, United States
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Investment firms based in Orlando, United States at a glance
As of Sep 4, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for Orlando, over 47 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 investment firms, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, 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 “investment firms”. Matching reads each company's description, not its industry code or its name.
- What we exclude
- Companies whose own description does not clearly place them among investment 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 an evidence 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, 130 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 4, 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.
Investment firms by metro in the United States
- Investment firms in New York1002
- Investment firms in Chicago301
- Investment firms in Dallas277
- Investment firms in Atlanta227
- Investment firms in Houston226
- Investment firms in Miami208
- Investment firms in Boston195
- Investment firms in San Francisco189
- Investment firms in Los Angeles179
- Investment firms in Austin174
- Investment firms in San Diego151
- Investment firms in Denver138
- Investment firms in Charlotte136
- Investment firms in Scottsdale114
- Investment firms in Tampa112
- Investment firms in Newport Beach96
- Investment firms in Portland92
- Investment firms in Boca Raton86
- Investment firms in Indianapolis82
- Investment firms in Minneapolis82
- Investment firms in Irvine80
- Investment firms in Seattle74
- Investment firms in Cincinnati73
- Investment firms in Overland Park70
- Investment firms in Columbus69
- Investment firms in San Antonio69
- Investment firms in Omaha68
- Investment firms in Birmingham67
- Investment firms in Phoenix67
- Investment firms in Las Vegas66
- Investment firms in Naples63
- Investment firms in Pittsburgh63
- Investment firms in Raleigh62
- Investment firms in Richmond60
- Investment firms in Washington58
- Investment firms in Nashville54
- Investment firms in Columbia53
- Investment firms in Greenville53
- Investment firms in Bellevue51
- Investment firms in Greenwich51
- Investment firms in Greenwood Village49
- Investment firms in Philadelphia49
- Investment firms in Salt Lake City49
- Investment firms in Fort Worth48
- Investment firms in Grand Rapids48
- Investment firms in Memphis48
- Investment firms in Wilmington48
- Investment firms in Louisville47
- Investment firms in Orlando47
- Investment firms in Sarasota46
- Investment firms in Fort Lauderdale43
- Investment firms in Madison43
- Investment firms in Rochester43
- Investment firms in Colorado Springs42
- Investment firms in Pasadena42
- Investment firms in Tucson42
- Investment firms in New York City40
- Investment firms in Stamford40
- Investment firms in Jacksonville39
- Investment firms in Lexington39
- Investment firms in Tulsa39
- Investment firms in Springfield38
- Investment firms in Baton Rouge37
- Investment firms in Coral Gables37
- Investment firms in Bethesda36
- Investment firms in Kansas City36
- Investment firms in Plano36
- Investment firms in Troy36
- Investment firms in Walnut Creek36
- Investment firms in Cleveland35
- Investment firms in St Louis35
- Investment firms in Westport35
- Investment firms in Alpharetta34
- Investment firms in Palo Alto34
- Investment firms in Melville33
- Investment firms in Virginia Beach33
- Investment firms in Mclean32
- Investment firms in St. Louis32
- Investment firms in Ann Arbor31
- Investment firms in Lake Oswego31
- Investment firms in Oklahoma City31
- Investment firms in Baltimore30
- Investment firms in Beverly Hills30
- Investment firms in Brentwood30
- Investment firms in Carmel30
- Investment firms in Charleston30
- Investment firms in Lincoln30
- Investment firms in Milwaukee30
- Investment firms in Boise29
- Investment firms in Palm Beach Gardens29
- Investment firms in Red Bank29
- Investment firms in Westlake Village29
- Investment firms in West Des Moines28
- Investment firms in Boulder27
- Investment firms in Little Rock27
- Investment firms in Wayne27
- Investment firms in West Palm Beach27
- Investment firms in Albuquerque26
- Investment firms in Greensboro26
- Investment firms in Jackson26
- Investment firms in Knoxville26
- Investment firms in Lafayette26
- Investment firms in Reston26
- Investment firms in Santa Monica26
- Investment firms in West Chester26
- Investment firms in Bloomfield Hills25
- Investment firms in Buffalo25
- Investment firms in Charlottesville25
- Investment firms in Clearwater25
- Investment firms in El Segundo25
- Investment firms in Franklin25
- Investment firms in Frisco25
- Investment firms in Lancaster25
- Investment firms in Princeton25
- Investment firms in Sacramento25
Frequently asked
How many investment firms are there based in Orlando, United States?
RevenueBase identified 47 investment 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 has the most investment firms?
New York leads with 1002 headquartered companies, followed by Chicago (301) and Dallas (277).
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 130 verified decision-maker contacts tracked across these 47 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 4, 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.