Company lists · Data refreshed September 2026

Top 25 Wealth management law firms based in Orlando, United States

Name: Wealth management law 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 29, 2026 57 companies tracked

RevenueBase identified 57 company matches for wealth management law firms associated with Orlando, United States as of September 2026 and tracks 248 professional contacts across them, including 102 with verified work emails. Across the United States, New York is the largest hub for this category (471 companies); Orlando has 57.

This list covers company matches for wealth management law firms 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 29, 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 29, 2026 How this list was built

57Companies

248Contacts tracked

102Verified emails

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

Ranked by team size

Top 25 of 57 company matches for wealth management law firms based in Orlando, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 29, 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	Oxford Advisory Group	Exact match	Orlando, FL, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
2	Signature Wealth Advisors, LLC	Exact match	Orlando, FL, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
3	Fortiv Wealth Management	Exact match	Orlando, FL, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
4	Forsterboughman	Exact match	Orlando, FL, United StatesHQ recorded Sep 29, 2026	11-50	12 contacts →
	Exact match “ForsterBoughman serves as a resource for complex domestic and international business transactions, tax, health law, asset protection, and related litigation.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
5	Palumbo & Bertrand, P.A	Exact match	Orlando, FL, United StatesHQ recorded Sep 29, 2026	1-10	10 contacts →
	Exact match “Licensed in Florida, New York, and Pennsylvania.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
6	Strong Point Financial INC	Exact match	Orlando, FL, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
7	Yergey And Yergey P.A	Exact match	Orlando, FL, United StatesHQ recorded Sep 29, 2026	1-10	7 contacts →
	Exact match “Yergey and Yergey, P.A.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
8	Aspire Legal Solutions Pllc	Exact match	Orlando, FL, United StatesHQ recorded Sep 29, 2026	1-10	7 contacts →
	Exact match “Aspire Legal Solutions is a law practice based out of Orlando, Florida, United States.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
9	REA Financial	Exact match	Orlando, FL, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
10	Polley Wealth Management	Exact match	Orlando, FL, United StatesHQ recorded Sep 29, 2026	1-10	7 contacts →
	Exact match “Polley Wealth Management: Where fiduciary excellence meets uncompromising independence.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
11	E&g Financial Group LLC	Exact match	Orlando, FL, United StatesHQ recorded Sep 29, 2026	11-50	6 contacts →
	Exact match “A E&G Financial Group é uma consultoria tributária e contabilidade internacional independente, focada em uma abordagem mais intimista das necessidades fiduciárias e sucessórias…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
12	Will & Trust Express	Exact match	Orlando, FL, United StatesHQ recorded Sep 29, 2026	1-10	5 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
13	Finsec Life	Exact match	Orlando, FL, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
14	Fong & Associates, LLC	Exact match	Orlando, FL, United StatesHQ recorded Sep 29, 2026	1-10	4 contacts →
	Exact match “We are a provider of tax, accounting, and financial planning services with a focus on international businesses.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
15	Olsen LAW Group	Exact match	Orlando, FL, United StatesHQ recorded Sep 29, 2026	1-10	4 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
16	Groover Law, Pllc	Exact match	Orlando, FL, United StatesHQ recorded Sep 29, 2026	1-10	4 contacts →
	Exact match “If you are thinking about having an estate plan prepared, you should definitely consider contacting me, Lea Anne Groover, of Groover Law.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
17	Walker Flick	Exact match	Orlando, FL, United StatesHQ recorded Sep 29, 2026	1-10	4 contacts →
	Exact match “Walker \| Flick, is a law firm with locations in Orlando and Jacksonville.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
18	The Rodriguez Estate Planning And Elder LAW Firm	Exact match	Orlando, FL, United StatesHQ recorded Sep 29, 2026	1-10	4 contacts →
	Exact match “Rodriguez Elder Law is a boutique Estate Planning, Probate, Medicaid Asset Protection Planning, and Elder Law firm dedicated to providing our clients with the personable…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
19	RMC Private Office INC	Exact match	Orlando, FL, United StatesHQ recorded Sep 29, 2026	1-10	3 contacts →
	Exact match “RMC Private Office, is a company that provides administrative support and solutions for UHNW and HNW, independently, using strategic due-diligence, searching for overlap costs in…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
20	Vandergrift Financial Group Of Raymond James	Exact match	Orlando, FL, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
21	Rosenthal Meyer Pllc	Exact match	Orlando, FL, United StatesHQ recorded Sep 29, 2026	1-10	3 contacts →
	Exact match “Rosenthal Meyer PLLC works with individuals and businesses, handling transactional business matters, estate planning (including wills, trusts, and advance directives), real…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
22	ATI Professional Services	Exact match	Orlando, FL, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
23	Patel Financial Planning	Exact match	Orlando, FL, United StatesHQ recorded Sep 29, 2026	1-10	2 contacts →
	Exact match “Welcome to Patel Financial Planning!” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
24	Global TAX Advisory	Exact match	Orlando, FL, United StatesHQ recorded Sep 29, 2026	11-50	2 contacts →
	Exact match “Excelência para você Por mais de duas décadas, mantemos o nosso foco em uma única coisa: ajudar as pessoas a alcançar seus objetivos.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
25	Warwick Shore Advisors	Exact match	Orlando, FL, United StatesHQ recorded Sep 29, 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 29, 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 “wealth management law firms”. 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 25 of 57 wealth management law firms based in Orlando, United States

See the full list, filter by size, metro and specialty, and access 102 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 29, 2026

41.1%Verified-email coverage

4.4Average contacts per company

1-10Median size (employees)

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 57 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 “wealth management law firms” 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 102 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 29, 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.

Wealth management law firms 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 “wealth management law firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many wealth management law firms are there based in Orlando, United States?

RevenueBase identified 57 company matches for wealth management law firms 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?

Oxford Advisory 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 wealth management law firms?

New York leads the United States with 471 company records, followed by Houston (208) and Atlanta (199). Orlando has 57.

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 102 professional contacts with verified work emails tracked across these 57 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 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 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.