Company lists · Data refreshed September 2026

Top 25 Wealth management firms based in Orlando, United States

Name: Wealth management firms based in Orlando, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 16, 2026 56 companies tracked

RevenueBase identified 56 wealth management firms headquartered in Orlando, United States as of September 2026 and tracks 477 professional contacts across them, including 164 with verified work emails. New York is the largest hub.

This list covers wealth management 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 16, 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 16, 2026 86% judged on-target in blind review

56Companies

477Contacts tracked

164Verified emails

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The 25 largest wealth management firms based in Orlando, United States

Ranked by team size

Top 25 of 56 wealth management firms based in Orlando, United States, ranked by team size, largest first. Data refreshed Sep 16, 2026. RevenueBase Smart Search rates how each company's information relates to wealth management firms: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Security Financial Management, INC	Partial evidence	Orlando, FL, United StatesHQ checked Sep 16, 2026	11-50	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 16, 2026
2	Oxford Advisory Group	Strong evidence	Orlando, FL, United StatesHQ checked Sep 16, 2026	11-50	32 contacts →
	Strong evidence “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.” Source: RevenueBase Database · checked Sep 16, 2026
3	Allgen Financial Advisors	Indirect evidence	Orlando, FL, United StatesHQ checked Sep 16, 2026	11-50	29 contacts →
	Indirect evidence “AllGen Financial Advisors, Inc.” Source: RevenueBase Database · checked Sep 16, 2026
4	Moisand Fitzgerald Tamayo, LLC	Indirect evidence	Orlando, FL, United StatesHQ checked Sep 16, 2026	11-50	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 16, 2026
5	Resource Consulting Group	Indirect evidence	Orlando, FL, United StatesHQ checked Sep 16, 2026	11-50	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 16, 2026
6	Signature Wealth Advisors, LLC	Strong evidence	Orlando, FL, United StatesHQ checked Sep 16, 2026	11-50	16 contacts →
	Strong evidence “At Signature Wealth Advisors, we provide a “signature” experience – comprehensive, holistic wealth management solutions that help our clients address the issues affecting the many…” Source: RevenueBase Database · checked Sep 16, 2026
7	Summit Wealth Partners, LLC	Partial evidence	Orlando, FL, United StatesHQ checked Sep 16, 2026	11-50	13 contacts →
	Partial 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 16, 2026
8	Fortiv Wealth Management	Partial evidence	Orlando, FL, United StatesHQ checked Sep 16, 2026	11-50	12 contacts →
	Partial evidence “Fortiv, a multi-disciplinary private wealth firm can help you create and implement a comprehensive strategic plan.” Source: RevenueBase Database · checked Sep 16, 2026
9	Strong Point Financial INC	Indirect evidence	Orlando, FL, United StatesHQ checked Sep 16, 2026	11-50	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 16, 2026
10	Burgos & Brein Wealth Management	Indirect evidence	Orlando, FL, United StatesHQ checked Sep 16, 2026	1-10	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 16, 2026
11	Vision Wealth Advisors	Partial evidence	Orlando, FL, United StatesHQ checked Sep 16, 2026	1-10	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 16, 2026
12	REA Financial	Indirect evidence	Orlando, FL, United StatesHQ checked Sep 16, 2026	11-50	7 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 16, 2026
13	Polley Wealth Management	Strong evidence	Orlando, FL, United StatesHQ checked Sep 16, 2026	1-10	7 contacts →
	Strong evidence “Polley Wealth Management: Where fiduciary excellence meets uncompromising independence.” Source: RevenueBase Database · checked Sep 16, 2026
14	Signature Wealth Partners, LLC	Partial evidence	Orlando, FL, United StatesHQ checked Sep 16, 2026	1-10	6 contacts →
	Partial 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 16, 2026
15	Truemate Insurance Financial	Indirect evidence	Orlando, FL, United StatesHQ checked Sep 16, 2026	11-50	5 contacts →
	Indirect evidence “Somos Truemate, la compañía donde te ayudamos a construir un futuro sólido para ti y los tuyos, con el programa de planificación financiera que cubre los aspectos más valiosos de…” Source: RevenueBase Database · checked Sep 16, 2026
16	Finsec Life	Partial evidence	Orlando, FL, United StatesHQ checked Sep 16, 2026	1-10	4 contacts →
	Partial evidence “Your financial, insurance, business, and wealth transfer needs, respected and secured for your life and legacy.” Source: RevenueBase Database · checked Sep 16, 2026
17	Tripletail Wealth Management	Indirect evidence	Orlando, FL, United StatesHQ checked Sep 16, 2026	1-10	4 contacts →
	Indirect evidence “Our team will guide you through the financial maze with ease and simplicity.” Source: RevenueBase Database · checked Sep 16, 2026
18	Evolve Advisor Group	Indirect evidence	Orlando, FL, United StatesHQ checked Sep 16, 2026	1-10	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 16, 2026
19	Breske & Breske, INC	Indirect evidence	Orlando, FL, United StatesHQ checked Sep 16, 2026	1-10	4 contacts →
	Indirect evidence “Robert W.” Source: RevenueBase Database · checked Sep 16, 2026
20	Vandergrift Financial Group Of Raymond James	Indirect evidence	Orlando, FL, United StatesHQ checked Sep 16, 2026	1-10	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 16, 2026
21	East Coast Financial Of Central Florida	Indirect evidence	Orlando, FL, United StatesHQ checked Sep 16, 2026	1-10	3 contacts →
	Indirect evidence “East Coast Financial of Central Florida has been in business since 1992 providing individuals, families & businesses insurance, financial and investment services.” Source: RevenueBase Database · checked Sep 16, 2026
22	Mcdonough Capital Management	Indirect evidence	Orlando, FL, United StatesHQ checked Sep 16, 2026	1-10	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 16, 2026
23	Wisdom Planning Group	Indirect evidence	Orlando, FL, United StatesHQ checked Sep 16, 2026	1-10	3 contacts →
	Indirect evidence “Orlando based registered investment advisor” Source: RevenueBase Database · checked Sep 16, 2026
24	Pathway Wealth Management & Insurance Group Of Central Florida	Indirect evidence	Orlando, FL, United StatesHQ checked Sep 16, 2026	1-10	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 16, 2026
25	ATI Professional Services	Strong evidence	Orlando, FL, United StatesHQ checked Sep 16, 2026	1-10	2 contacts →
	Strong evidence “ATI Professional Services is an independent full-service wealth management firm offering a complete range of tax, financial planning and business solutions.” Source: RevenueBase Database · checked Sep 16, 2026

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: wealth management 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 wealth management firms.
Partial evidence: Its own public description names part of wealth management firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name wealth management 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 56 wealth management firms based in Orlando, United States

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Wealth management firms based in Orlando, United States at a glance

As of Sep 16, 2026

34.4%Verified-email coverage

8.5Average contacts per company

1-10Median size (employees)

958.9%Largest-city concentration · New York

Sep 16, 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 56 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 wealth management 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 “wealth management 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 wealth management 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 wealth management 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, 164 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 16, 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.

Wealth management firms 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 wealth management 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 wealth management firms are there based in Orlando, United States?

RevenueBase identified 56 wealth management 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?

Security Financial Management, INC, headquartered in Orlando, tops this list with the largest team on record.

Which city has the most wealth management firms?

New York leads with 537 headquartered companies, followed by Atlanta (256) and Houston (251).

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 164 verified decision-maker contacts tracked across these 56 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 16, 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.