National Retirement Planning Experts

National Coverage
Local Professionals

Find The Best Financial Advisors in Orlando, Florida

Orlando, Florida, one of the most traveled cities in the world, is the third-largest metropolitan area in the state. This city is at the top of the list for many tourists around the world as many become enticed by a large number of conference centers, events, and more than a dozen amusement parks to explore. While many come to the state to view the many eye-catching attractions, it's best not to let your financial options go unnoticed as an Orlando resident. With the cost of living 5% lower than the national average in your city, you may want to consider working with one of the 1,200 financial advisors in your area to create a solid financial plan. Choosing a financial advisor who cares about your financial future and guides you in making the right plans and investments may be daunting, and this is where FinancialAdvisor.net may provide support.

How To Find The Best Financial Advisors in Orlando, Florida

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Orlando, Florida, FinancialAdvisor.net is a useful resource. We've compiled a list of the 3 vetted financial advisors and non-vetted financial advisors in Orlando, Florida, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Orlando, Florida have an average of 28 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Orlando, Florida

advisor-photo

Steven Hartman

Privada Wealth Management

321-280-9081

advisor-photo

Lemar Williams

LPL Financial - Traditions Wealth and Legacy Planning

407-553-3573

Top Financial Advisor Firms in Orlando, Florida (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
CEREDEX VALUE ADVISORS LLC
301 East Pine Street, Suite 500
Orlando, FL, 32801
146023 $6,990,232,216 42 A Percentage of AUM
RESOURCE CONSULTING GROUP
301 E. Pine Street, Suite 600,
Orlando, FL, 32801
105720 $2,316,717,571 2792 A Percentage of AUM, Fixed Fees
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
111 North Orange Avenue, Suite 1000
Orlando, FL, 32801
144426 $1,444,509,347 6618 A Percentage of AUM, Hourly charges, Fixed Fees
MOISAND FITZGERALD TAMAYO, LLC
300 South Orange Avenue, Suite 1170
Orlando, FL, 32801
109419 $901,422,986 3169 A Percentage of AUM, Hourly charges, Fixed Fees
CNL STRATEGIC CAPITAL MANAGEMENT, LLC
450 S. Orange Ave., Suite 1400
Orlando, FL, 32801
286342 $732,543,104 1 A Percentage of AUM, Performance Based
INTEGRITY FIXED INCOME MANAGEMENT
651 Bryn Mawr St,
Orlando, FL, 32804
135635 $619,839,174 45 A Percentage of AUM, Fixed Fees
SUMMIT WEALTH PARTNERS, LLC
800 N. Orange Avenue, Suite 302
Orlando, FL, 32801
283648 $565,716,969 2090 A Percentage of AUM, Hourly charges, Fixed Fees
ALLGEN FINANCIAL ADVISORS, INC.
100 W. Lucerne Circle, Suite 200
Orlando, FL, 32801
126877 $309,506,883 2336 A Percentage of AUM, Hourly charges, Fixed Fees
GLOBAL ASSETS ADVISORY, LLC
111 N. Orange Avenue, Suite 1000
Orlando, FL, 32801
300460 $252,058,519 1377 A Percentage of AUM
HAVEN PRIVATE
976 Lake Baldwin Lane, Suite 201
Orlando, FL, 32814
141006 $250,000,000 600 A Percentage of AUM, Hourly charges
STONEBRIDGE FINANCIAL PLANNING GROUP, LLC
203 Hillcrest Street,
Orlando, FL, 32801
154616 $191,170,056 790 A Percentage of AUM, Hourly charges, Fixed Fees
OXFORD WEALTH GROUP, LLC
111 N. Orange Avenue, Suite 775
Orlando, FL, 32801
319561 $156,367,281 966 A Percentage of AUM, Fixed Fees
RD LEWIS WEALTH MANAGEMENT
121 S. Orange Avenue, Suite 1500
Orlando, FL, 32801
156073 $152,337,681 748 A Percentage of AUM, Hourly charges
DEEPWORK CAPITAL, LLC
1030 N. Orange Avenue, Suite 101
Orlando, FL, 32801
314673 $150,976,500 8 A Percentage of AUM, Performance Based
BURGESS CHAMBERS & ASSOCIATES INC
315 E. Robinson Street, Suite 690
Orlando, FL, 32801
110164 $138,101,982 25 A Percentage of AUM, Hourly charges, Fixed Fees

Frequently Asked Questions

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

Get Matched With Advisors