Company lists · Data refreshed September 2026

Top 24 Specialist investment managers based in Orlando, United States

Name: Specialist investment managers based in Orlando, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 22, 2026 46 companies tracked

RevenueBase identified 46 company matches for specialist investment managers associated with Orlando, United States as of September 2026 and tracks 778 professional contacts across them, including 150 with verified work emails. Across the United States, New York is the largest hub for this category (1,055 companies); Orlando has 46.

This list covers company matches for specialist investment managers 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 22, 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 22, 2026 How this list was built

46Companies

778Contacts tracked

150Verified emails

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The 24 largest specialist investment managers based in Orlando, United States

Ranked by team size

Top 24 of 46 company matches for specialist investment managers based in Orlando, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 22, 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	CNL Financial Group	Exact match	Orlando, FL, United StatesHQ recorded Sep 22, 2026	201-500	364 contacts →
	Exact match “CNL Financial Group (CNL) is a leading private investment management firm providing alternative investments opportunities.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
2	Security Financial Management, INC	Exact match	Orlando, FL, United StatesHQ recorded Sep 22, 2026	11-50	36 contacts →
	Exact match “Security Financial Management, where service and dedication to our clients has been our main stay for over 25 years.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
3	Oxford Advisory Group	Exact match	Orlando, FL, United StatesHQ recorded Sep 22, 2026	11-50	32 contacts →
	Exact match “Oxford Advisory Group is a private, family-owned retirement planning & wealth management firm that focuses on helping pre-retirees and retirees navigate their retirement years.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
4	Liberty Investment Properties	Exact match	Orlando, FL, United StatesHQ recorded Sep 22, 2026	11-50	27 contacts →
	Exact match “Liberty Investment Properties, Inc.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
5	Signature Wealth Advisors, LLC	Exact match	Orlando, FL, United StatesHQ recorded Sep 22, 2026	11-50	16 contacts →
	Exact match “At Signature Wealth Advisors, we provide a “signature” experience – comprehensive, holistic wealth management solutions that help our clients address the issues affecting the many…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
6	Fortiv Wealth Management	Exact match	Orlando, FL, United StatesHQ recorded Sep 22, 2026	11-50	12 contacts →
	Exact match “Fortiv, a multi-disciplinary private wealth firm can help you create and implement a comprehensive strategic plan.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
7	Strong Point Financial INC	Exact match	Orlando, FL, United StatesHQ recorded Sep 22, 2026	11-50	9 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
8	Venquest Group	Exact match	Orlando, FL, United StatesHQ recorded Sep 22, 2026	11-50	9 contacts →
	Exact match “VenQuest Group is a diversified financial services leader, providing strategic consulting, private equity, asset management, and investment banking solutions.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
9	Sentio Investments, LLC	Exact match	Orlando, FL, United StatesHQ recorded Sep 22, 2026	1-10	7 contacts →
	Exact match “Sentio Investments, LLC sets itself apart with decades of experience, an industry-leading track record, access to capital, a long-term operational perspective, thoughtful…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
10	Upshot Capital Advisors, LLC	Exact match	Orlando, FL, United StatesHQ recorded Sep 22, 2026	1-10	7 contacts →
	Exact match “Upshot Capital Advisors is an alternative asset management and advisory firm based in Orlando, FL.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
11	Commongood Capital	Exact match	Orlando, FL, United StatesHQ recorded Sep 22, 2026	1-10	7 contacts →
	Exact match “CommonGood is a financial services firm aligning capital with the values and goals of investors.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
12	Vision Wealth Advisors	Exact match	Orlando, FL, United StatesHQ recorded Sep 22, 2026	1-10	7 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
13	REA Financial	Exact match	Orlando, FL, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
14	Arvo Equities	Exact match	Orlando, FL, United StatesHQ recorded Sep 22, 2026	11-50	7 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
15	Polley Wealth Management	Exact match	Orlando, FL, United StatesHQ recorded Sep 22, 2026	1-10	7 contacts →
	Exact match “Polley Wealth Management: Where fiduciary excellence meets uncompromising independence.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
16	Finsec Life	Exact match	Orlando, FL, United StatesHQ recorded Sep 22, 2026	1-10	4 contacts →
	Exact match “Your financial, insurance, business, and wealth transfer needs, respected and secured for your life and legacy.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
17	The Bluwater Group	Exact match	Orlando, FL, United StatesHQ recorded Sep 22, 2026	11-50	4 contacts →
	Exact match “We believe value is created through superior knowledge, hard work, and attention to detail.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
18	Vandergrift Financial Group Of Raymond James	Exact match	Orlando, FL, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
19	Burgess Chambers & Associates INC	Exact match	Orlando, United StatesHQ recorded Sep 22, 2026	11-50	3 contacts →
	Exact match “Institutional investment advisors” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
20	ATI Professional Services	Exact match	Orlando, FL, United StatesHQ recorded Sep 22, 2026	1-10	2 contacts →
	Exact match “ATI Professional Services is an independent full-service wealth management firm offering a complete range of tax, financial planning and business solutions.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
21	Securities Capital	Exact match	Orlando, FL, United StatesHQ recorded Sep 22, 2026	11-50	2 contacts →
	Exact match “Securities Capital Partners was established with a clear focus: to launch and manage alternative asset management funds within the commercial real estate lending sector.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
22	Warwick Shore Advisors	Exact match	Orlando, FL, United StatesHQ recorded Sep 22, 2026	1-10	2 contacts →
	Exact match “Warwick Shore Advisors was founded with the passion to provide institutional investment management and wealth guidance to endowments, foundations and high net worth families.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
23	Covenant Capital Advisors, LLC	Exact match	Orlando, FL, United StatesHQ recorded Sep 22, 2026	1-10	1 contacts →
	Exact match “Wealth Management Solutions” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
24	Urban Bear Capital	Exact match	Orlando, United StatesHQ recorded Sep 22, 2026	1-10	1 contacts →
	Exact match “Urban Bear Capital is an investment firm offering various solutions that align with your investing needs.” Recorded in the RevenueBase company graph · Sep 22, 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 “specialist investment managers”. 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 24 of 46 specialist investment managers based in Orlando, United States

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Specialist investment managers based in Orlando, United States at a glance

As of Sep 22, 2026

19.3%Verified-email coverage

16.9Average contacts per company

1-10Median size (employees)

Sep 22, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 46 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 “specialist investment managers” 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 150 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 22, 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.

Specialist investment managers 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 “specialist investment managers”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many specialist investment managers are there based in Orlando, United States?

RevenueBase identified 46 company matches for specialist investment managers 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?

CNL Financial Group 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 specialist investment managers?

New York leads the United States with 1,055 company records, followed by Chicago (270) and Miami (238). Orlando has 46.

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 150 professional contacts with verified work emails tracked across these 46 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 22, 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.