Company lists · Data refreshed September 2026

Top 25 Portfolio management consultants based in Orlando, United States

RevenueBase identified 50 portfolio management consultants headquartered in Orlando, United States as of September 2026 and tracks 613 professional contacts across them, including 170 with verified work emails. Across the United States, New York is the largest hub for this category (604 companies); Orlando has 50.

This list covers portfolio management consultants 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 29, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 29, 2026 86% judged on-target in blind review
50Companies
613Contacts tracked
170Verified emails
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The 25 largest portfolio management consultants based in Orlando, United States

Ranked by team size
Top 25 of 50 portfolio management consultants based in Orlando, United States, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to portfolio management consultants: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceOrlando, FL, United StatesHQ checked Sep 29, 202651-20065 contacts →

Indirect evidence

“International Assets Advisory, LLC (“IAA”) is a full-service brokerage firm established in 1982.”

Source: RevenueBase Database · checked Sep 29, 2026
2Partial evidenceOrlando, FL, United StatesHQ checked Sep 29, 202611-5036 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 29, 2026
3Indirect evidenceOrlando, FL, United StatesHQ checked Sep 29, 202611-5029 contacts →

Indirect evidence

“AllGen Financial Advisors, Inc.”

Source: RevenueBase Database · checked Sep 29, 2026
4Indirect evidenceOrlando, FL, United StatesHQ checked Sep 29, 202611-5023 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 29, 2026
5Indirect evidenceOrlando, FL, United StatesHQ checked Sep 29, 202611-5020 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 29, 2026
6Indirect evidenceOrlando, FL, United StatesHQ checked Sep 29, 202611-5013 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 29, 2026
7Indirect evidenceOrlando, FL, United StatesHQ checked Sep 29, 202611-5012 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 29, 2026
8Indirect evidenceOrlando, FL, United StatesHQ checked Sep 29, 20261-1011 contacts →

Indirect evidence

“Your goals are different - We understand that.”

Source: RevenueBase Database · checked Sep 29, 2026
9Indirect evidenceOrlando, FL, United StatesHQ checked Sep 29, 202611-509 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 29, 2026
10Partial evidenceOrlando, FL, United StatesHQ checked Sep 29, 202611-509 contacts →

Partial 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 29, 2026
11Indirect evidenceOrlando, FL, United StatesHQ checked Sep 29, 20261-108 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 29, 2026
12Indirect evidenceOrlando, FL, United StatesHQ checked Sep 29, 20261-107 contacts →

Indirect 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 29, 2026
13Partial evidenceOrlando, FL, United StatesHQ checked Sep 29, 20261-107 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 29, 2026
14Indirect evidenceOrlando, FL, United StatesHQ checked Sep 29, 202611-507 contacts →

Indirect evidence

“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: RevenueBase Database · checked Sep 29, 2026
15Partial evidenceOrlando, FL, United StatesHQ checked Sep 29, 20261-107 contacts →

Partial evidence

“Polley Wealth Management: Where fiduciary excellence meets uncompromising independence.”

Source: RevenueBase Database · checked Sep 29, 2026
16Indirect evidenceOrlando, FL, United StatesHQ checked Sep 29, 20261-106 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 29, 2026
17Indirect evidenceOrlando, FL, United StatesHQ checked Sep 29, 20261-104 contacts →

Indirect evidence

“Our team will guide you through the financial maze with ease and simplicity.”

Source: RevenueBase Database · checked Sep 29, 2026
18Indirect evidenceOrlando, FL, United StatesHQ checked Sep 29, 20261-104 contacts →

Indirect evidence

“Robert W.”

Source: RevenueBase Database · checked Sep 29, 2026
19Indirect evidenceOrlando, FL, United StatesHQ checked Sep 29, 20261-103 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 29, 2026
20Indirect evidenceOrlando, United StatesHQ checked Sep 29, 202611-503 contacts →

Indirect evidence

“Institutional investment advisors”

Source: RevenueBase Database · checked Sep 29, 2026
21Indirect evidenceOrlando, FL, United StatesHQ checked Sep 29, 20261-103 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 29, 2026
22Indirect evidenceOrlando, FL, United StatesHQ checked Sep 29, 20261-103 contacts →

Indirect evidence

“Orlando based registered investment advisor”

Source: RevenueBase Database · checked Sep 29, 2026
23Indirect evidenceOrlando, FL, United StatesHQ checked Sep 29, 20261-103 contacts →

Indirect evidence

“Our approach at Pathway Financial Group is to help you along the path to Financial Freedom.”

Source: RevenueBase Database · checked Sep 29, 2026
24Indirect evidenceOrlando, FL, United StatesHQ checked Sep 29, 20261-102 contacts →

Indirect evidence

“Welcome to Patel Financial Planning!”

Source: RevenueBase Database · checked Sep 29, 2026
25Partial evidenceOrlando, FL, United StatesHQ checked Sep 29, 20261-102 contacts →

Partial 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 29, 2026

Showing 25 of 50 portfolio management consultants based in Orlando, United States

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Portfolio management consultants based in Orlando, United States at a glance

As of Sep 29, 2026
27.7%Verified-email coverage
12.3Average contacts per company
1-10Median size (employees)
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
32
11-50
15
51-200
2
201-500
1

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 50 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 portfolio management consultants, 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 “portfolio management consultants”. 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 portfolio management consultants), 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 portfolio management consultants, 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, 170 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 29, 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.

Portfolio management consultants by metro in the United States

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 portfolio management consultants, 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 portfolio management consultants are there based in Orlando, United States?

RevenueBase identified 50 portfolio management consultants 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 in the United States has the most portfolio management consultants?

New York leads the United States with 604 headquartered companies, followed by Chicago (238) and Atlanta (222). Orlando has 50.

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 170 verified decision-maker contacts tracked across these 50 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 29, 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.