Company lists · Data refreshed September 2026
Top 25 Investment management consulting firms based in Orlando, United States
RevenueBase identified 45 investment management consulting firms headquartered in Orlando, United States as of September 2026 and tracks 306 professional contacts across them, including 135 with verified work emails. New York is the largest hub.
This list covers investment management consulting 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, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 21, 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 25 largest investment management consulting firms based in Orlando, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 65 contacts → | ||||
Indirect evidence “International Assets Advisory, LLC (“IAA”) is a full-service brokerage firm established in 1982.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 2 | 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 21, 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 21, 2026Thanks. The Data Team will review it. | |||||
| 4 | 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 21, 2026Thanks. The Data Team will review it. | |||||
| 5 | 12 contacts → | ||||
Indirect evidence “Fortiv, a multi-disciplinary private wealth firm can help you create and implement a comprehensive strategic plan.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 6 | 12 contacts → | ||||
Indirect evidence “CAPS, Inc.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 7 | 11 contacts → | ||||
Indirect evidence “Your goals are different - We understand that.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 8 | 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 21, 2026Thanks. The Data Team will review it. | |||||
| 9 | 9 contacts → | ||||
Strong evidence “VenQuest Group is a diversified financial services leader, providing strategic consulting, private equity, asset management, and investment banking solutions.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 10 | 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 21, 2026Thanks. The Data Team will review it. | |||||
| 11 | 7 contacts → | ||||
Partial evidence “Haven Private, LLC is an SEC Registered Investment Advisory firm headquartered in Central Florida serving successful individuals, families, businesses, and institutions.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 12 | 7 contacts → | ||||
Partial 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 21, 2026Thanks. The Data Team will review it. | |||||
| 13 | 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 21, 2026Thanks. The Data Team will review it. | |||||
| 14 | 4 contacts → | ||||
Indirect evidence “Our team will guide you through the financial maze with ease and simplicity.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 15 | 3 contacts → | ||||
Indirect evidence “BCA is an independent Florida corporation founded in 1988.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 16 | 3 contacts → | ||||
Indirect evidence “Our goal is to provide client confidence by delivering quality financial planning advice from an eternal perspective.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 17 | 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 21, 2026Thanks. The Data Team will review it. | |||||
| 18 | 3 contacts → | ||||
Partial evidence “Orlando based registered investment advisor” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 19 | 2 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 20 | 2 contacts → | ||||
Partial evidence “6S Integrative Solutions, LLC is the high-performing independent financial advisor's one-stop shop for premium functional design, content-writing, business consulting, and…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 21 | 2 contacts → | ||||
Strong evidence “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: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 22 | 2 contacts → | ||||
Indirect evidence “We advise our clients while they establish, pursue and realize their financial goals through business ownership.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 23 | 2 contacts → | ||||
Partial evidence “Since 1994, PRISM Wealth Management Recruiting has been a recognized leader in recruiting the elite wealth managers in the Financial Securities industry.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 24 | 1 contacts → | ||||
Partial evidence “Wealth Management Solutions” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 25 | 1 contacts → | ||||
Indirect evidence “At Donaldson & Donaldson, our mission is to empower financial institutions through expert guidance and innovative solutions, enabling them to navigate complex engagements with…” Source: RevenueBase Database · checked Sep 21, 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: investment management consulting firms. 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 investment management consulting firms.
- Partial evidence
- Its own public description names part of investment management consulting firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name investment management consulting firms. 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 45 investment management consulting firms based in Orlando, United States
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Investment management consulting firms based in Orlando, United States at a glance
As of Sep 21, 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 45 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 management consulting firms, 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 “investment management consulting firms”. 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 investment management consulting firms), 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 investment management consulting 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 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, 135 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 21, 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 management consulting firms by metro in the United States
- Investment management consulting firms in New York681
- Investment management consulting firms in Chicago216
- Investment management consulting firms in Atlanta190
- Investment management consulting firms in Houston159
- Investment management consulting firms in Dallas146
- Investment management consulting firms in Boston140
- Investment management consulting firms in Miami139
- Investment management consulting firms in Los Angeles134
- Investment management consulting firms in San Diego123
- Investment management consulting firms in Austin116
- Investment management consulting firms in San Francisco105
- Investment management consulting firms in Charlotte104
- Investment management consulting firms in Denver100
- Investment management consulting firms in Scottsdale89
- Investment management consulting firms in Tampa85
- Investment management consulting firms in Newport Beach73
- Investment management consulting firms in Portland69
- Investment management consulting firms in Washington69
- Investment management consulting firms in Raleigh65
- Investment management consulting firms in Seattle63
- Investment management consulting firms in Cincinnati61
- Investment management consulting firms in Irvine60
- Investment management consulting firms in Minneapolis58
- Investment management consulting firms in Indianapolis57
- Investment management consulting firms in Overland Park56
- Investment management consulting firms in Pittsburgh52
- Investment management consulting firms in Columbus51
- Investment management consulting firms in Columbia50
- Investment management consulting firms in Boca Raton49
- Investment management consulting firms in Omaha48
- Investment management consulting firms in Phoenix48
- Investment management consulting firms in Richmond47
- Investment management consulting firms in San Antonio46
- Investment management consulting firms in Greenville45
- Investment management consulting firms in Orlando45
- Investment management consulting firms in Wilmington44
- Investment management consulting firms in Birmingham43
- Investment management consulting firms in Las Vegas43
- Investment management consulting firms in Rochester43
- Investment management consulting firms in Grand Rapids41
- Investment management consulting firms in Fort Lauderdale39
- Investment management consulting firms in Philadelphia39
- Investment management consulting firms in Coral Gables38
- Investment management consulting firms in Salt Lake City37
- Investment management consulting firms in Sarasota37
- Investment management consulting firms in Springfield36
- Investment management consulting firms in Jacksonville35
- Investment management consulting firms in Tucson35
- Investment management consulting firms in Greenwood Village34
- Investment management consulting firms in Memphis34
- Investment management consulting firms in Nashville34
- Investment management consulting firms in Madison32
- Investment management consulting firms in Bethesda31
- Investment management consulting firms in Cleveland31
- Investment management consulting firms in Fort Worth31
- Investment management consulting firms in Lexington31
- Investment management consulting firms in Plano31
- Investment management consulting firms in Troy31
- Investment management consulting firms in Alpharetta29
- Investment management consulting firms in Colorado Springs29
- Investment management consulting firms in Naples29
- Investment management consulting firms in Tulsa29
- Investment management consulting firms in Bellevue28
- Investment management consulting firms in Charleston28
- Investment management consulting firms in New York City28
- Investment management consulting firms in Pasadena28
- Investment management consulting firms in Jackson27
- Investment management consulting firms in Louisville27
- Investment management consulting firms in Ann Arbor26
- Investment management consulting firms in Arlington26
- Investment management consulting firms in Mclean26
- Investment management consulting firms in Virginia Beach26
- Investment management consulting firms in West Chester26
- Investment management consulting firms in Carmel25
- Investment management consulting firms in Greenwich25
- Investment management consulting firms in Kansas City25
- Investment management consulting firms in St. Louis25
- Investment management consulting firms in Stamford25
- Investment management consulting firms in Walnut Creek25
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 investment management consulting firms, 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 investment management consulting firms are there based in Orlando, United States?
RevenueBase identified 45 investment management consulting 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 management consulting firms?
New York leads with 681 headquartered companies, followed by Chicago (216) and Atlanta (190).
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 135 verified decision-maker contacts tracked across these 45 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 21, 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.
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