Financial advisers in Orlando, FL
37 registered investment adviser firms in Orlando managing $13.8B in assets, based on public SEC Form ADV filings.
International Assets Investment Management, LLC
Orlando, FL · Est. 2007
- AUM
- $2.6B
- Per adviser
- $23M
- Advisers
- 113
Cnl Strategic Capital Management, LLC
Orlando, FL · Est. 2017
- AUM
- $1.5B
- Per adviser
- $513M
- Advisers
- 3
No reported disclosures
Moisand Fitzgerald Tamayo, LLC
Orlando, FL · Est. 1998
- AUM
- $1.4B
- Per adviser
- $123M
- Advisers
- 11
No reported disclosures
Integrity Fixed Income Management
Orlando, FL · Est. 2007
- AUM
- $921M
- Per adviser
- $184M
- Advisers
- 5
No reported disclosures
Summit Wealth Partners, LLC
Orlando, FL · Est. 2016
- AUM
- $676M
- Per adviser
- $56M
- Advisers
- 12
No reported disclosures
Abacus Fcf Advisors LLC
Orlando, FL · Est. 2011
- AUM
- $643M
- Per adviser
- $214M
- Advisers
- 3
No reported disclosures
Global Assets Advisory, LLC
Orlando, FL · Est. 2019
- AUM
- $552M
- Per adviser
- $22M
- Advisers
- 25
Orange Avenue Advisors LLC
Orlando, FL · Est. 2026
- AUM
- $481M
- Per adviser
- $240M
- Advisers
- 2
No reported disclosures
Allgen Financial Advisors, INC.
Orlando, FL · Est. 2014
- AUM
- $475M
- Per adviser
- $40M
- Advisers
- 12
No reported disclosures
Haven Private
Orlando, FL · Est. 2024
- AUM
- $428M
- Per adviser
- $86M
- Advisers
- 5
No reported disclosures
Lotus
Orlando, FL · Est. 2025
- AUM
- $405M
- Per adviser
- $81M
- Advisers
- 5
No reported disclosures
Stonebridge Financial Planning Group, LLC
Orlando, FL · Est. 2018
- AUM
- $330M
- Per adviser
- $41M
- Advisers
- 8
No reported disclosures
Oxford Wealth Group, LLC
Orlando, FL · Est. 2022
- AUM
- $328M
- Per adviser
- $41M
- Advisers
- 8
No reported disclosures
Gfg Solutions
Orlando, FL · Est. 2024
- AUM
- $307M
- Per adviser
- $77M
- Advisers
- 4
No reported disclosures
Deepwork Capital, LLC
Orlando, FL · Est. 2023
- AUM
- $300M
- Per adviser
- $38M
- Advisers
- 8
No reported disclosures
Mcdonough Capital Management, INC.
Orlando, FL · Est. 2021
- AUM
- $258M
- Per adviser
- $86M
- Advisers
- 3
No reported disclosures
Blacktower Financial Management (US) LLC
Orlando, FL · Est. 2017
- AUM
- $254M
- Per adviser
- $9M
- Advisers
- 28
No reported disclosures
Cogent Private Wealth
Orlando, FL · Est. 2025
- AUM
- $250M
- Per adviser
- $50M
- Advisers
- 5
No reported disclosures
Elevation Advisory Partners LLC
Orlando, FL · Est. 2021
- AUM
- $226M
- Per adviser
- $57M
- Advisers
- 4
No reported disclosures
Yandell Investments, LLC
Orlando, FL · Est. 2024
- AUM
- $171M
- Per adviser
- $171M
- Advisers
- 1
No reported disclosures
Burgess Chambers & Associates INC
Orlando, FL · Est. 1988
- AUM
- $166M
- Per adviser
- $41M
- Advisers
- 4
No reported disclosures
Fund Advisors Of America INC
Orlando, FL · Est. 2000
- AUM
- $149M
- Per adviser
- $50M
- Advisers
- 3
No reported disclosures
Sparrow Wealth Management
Orlando, FL · Est. 2025
- AUM
- $135M
- Per adviser
- $135M
- Advisers
- 1
No reported disclosures
Tripletail Wealth Management
Orlando, FL · Est. 2025
- AUM
- $132M
- Per adviser
- $66M
- Advisers
- 2
No reported disclosures
Velaris Wealth Management
Orlando, FL · Est. 2026
- AUM
- $129M
- Per adviser
- $43M
- Advisers
- 3
No reported disclosures
Rm Adviser, LLC
Orlando, FL · Est. 2016
- AUM
- $128M
- Per adviser
- $43M
- Advisers
- 3
No reported disclosures
Centrus Financial Strategies
Orlando, FL · Est. 2026
- AUM
- $125M
- Per adviser
- $42M
- Advisers
- 3
No reported disclosures
Wisdom Planning Group
Orlando, FL · Est. 2025
- AUM
- $113M
- Per adviser
- $38M
- Advisers
- 3
No reported disclosures
Jake Carris Financial Planning
Orlando, FL · Est. 2026
- AUM
- $110M
- Per adviser
- $110M
- Advisers
- 1
No reported disclosures
Value Financial Advisers, INC.
Orlando, FL · Est. 1990
- AUM
- $105M
- Per adviser
- $26M
- Advisers
- 4
No reported disclosures
Cnl Residential Credit Manager
Orlando, FL · Est. 2025
- AUM
- $48M
- Per adviser
- $16M
- Advisers
- 3
No reported disclosures
Cnl Fund Advisors II, LLC
Orlando, FL · Est. 2015
- AUM
- $20M
- Per adviser
- $7M
- Advisers
- 3
No reported disclosures
International Assets Advisory, LLC
Orlando, FL · Est. 2020
- AUM
- —
- Per adviser
- —
- Advisers
- 3
Cnl Educational Institute, LLC
Orlando, FL · Est. 2015
- AUM
- —
- Per adviser
- —
- Advisers
- —
No reported disclosures
Ldn Wealth, LLC
Orlando, FL · Est. 2025
- AUM
- —
- Per adviser
- —
- Advisers
- 2
No reported disclosures
Abacus Asset Management, LLC
Orlando, FL · Est. 2024
- AUM
- —
- Per adviser
- —
- Advisers
- 5
No reported disclosures
Rea Financial
Orlando, FL · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures