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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 2 vetted financial advisors and 151 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 32 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
407-248-9647
Top Financial Advisor Firms in Orlando, Florida (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| CEREDEX VALUE ADVISORS LLC 301 East Pine Street, Suite 500 Orlando, FL, 32801 | 146023 | $9,879,665,250 | 44 | A percentage of AUM |
| RESOURCE CONSULTING GROUP 301 E. Pine Street, Suite 600, Orlando, FL, 32801 | 105720 | $2,642,742,586 | 2625 | A percentage of AUM, Fixed fees |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 390 North Orange Avenue, Suite 750 Orlando, FL, 32801 | 144426 | $1,359,989,953 | 4117 | A percentage of AUM, Hourly charges, Fixed fees |
| GROWTH INTERFACE 37 N Orange Ave Ste 320, Orlando, FL, 32801 | 297844 | $953,763,129 | 1 | A percentage of AUM, Fixed fees, Other (DISCRETIONARY BONUS) |
| MOISAND FITZGERALD TAMAYO, LLC 200 South Orange Avenue, Suite 2025 Orlando, FL, 32801 | 109419 | $921,972,174 | 2981 | A percentage of AUM, Hourly charges, Fixed fees |
| SUMMIT WEALTH PARTNERS, LLC 800 N. Orange Avenue, Suite 302 Orlando, FL, 32801 | 283648 | $648,870,628 | 2015 | A percentage of AUM, Hourly charges, Fixed fees |
| INTEGRITY FIXED INCOME MANAGEMENT 651 Bryn Mawr St, Orlando, FL, 32804 | 135635 | $642,660,566 | 43 | A percentage of AUM, Fixed fees |
| CNL STRATEGIC CAPITAL MANAGEMENT, LLC 450 S. Orange Ave., Suite 1400 Orlando, FL, 32801 | 286342 | $514,843,574 | 1 | A percentage of AUM, Performance Based |
| GLOBAL ASSETS ADVISORY, LLC 390 N. Orange Avenue, Suite 750, Orlando, FL, 32801 | 300460 | $344,975,545 | 1436 | A percentage of AUM |
| ALLGEN FINANCIAL ADVISORS, INC. 100 W. Lucerne Circle, Suite 200 Orlando, FL, 32801 | 126877 | $321,518,894 | 2255 | A percentage of AUM, Hourly charges, Fixed fees |
| FORTRESS WEALTH GROUP, LLC 608 E Central Blvd, Orlando, FL, 32801 | 308968 | $245,500,000 | 844 | A percentage of AUM, Hourly charges, Fixed fees, Other (CONSULTING FEES) |
| HAVEN PRIVATE 976 Lake Baldwin Lane, Suite 201 Orlando, FL, 32814 | 141006 | $220,000,000 | 550 | A percentage of AUM, Hourly charges |
| STONEBRIDGE FINANCIAL PLANNING GROUP, LLC 203 Hillcrest Street, Orlando, FL, 32801 | 154616 | $211,182,552 | 659 | A percentage of AUM, Hourly charges, Fixed fees |
| RD LEWIS WEALTH MANAGEMENT 121 S. Orange Avenue, Suite 1500 Orlando, FL, 32801 | 156073 | $173,413,745 | 668 | A percentage of AUM, Hourly charges |
| MCDONOUGH CAPITAL MANAGEMENT, INC. 6000 Turkey Lake Road, Suite 212 Orlando, FL, 32819 | 143767 | $140,728,293 | 392 | A percentage of AUM, Hourly charges |
Additional Financial Advisors in Orlando, Florida
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| Blake Robson Inquire with Blake | 10917 Dylan Loren Cir, Ste A Orlando, FL 32825 | 407-249-4006 |
| Ana Cabrera Inquire with Ana | 201 E. Pine St 11th, Fl Orlando, FL 32801 | 407-849-4790 |
| Avenues Wealth Inquire with Avenues | 1407 E Robinson St, Orlando, FL 32801 | 407-898-3181 |
| Alan S Rosenberg Inquire with Alan | 201 E Pine St, 11th Fl Orlando, FL 32801 | 407-849-4712 |
| Associated Planners Group Inquire with Associated | 8451 Bay Hill Blvd., Orlando, FL 32819 | 407-909-9850 |
| Alberto Herran Inquire with Alberto | 719 Peachtree Rd, Ste 100 Orlando, FL 32804 | 407-206-7474 |
| Beverly Noble Inquire with Beverly | 719 Peachtree Rd, Ste 100 Orlando, FL 32804 | 407-843-7163 |
| Anne Marie Williams Inquire with Anne | 201 E Pine St, 11th Fl Orlando, FL 32801 | 407-849-4757 |
| Andrew Petty Inquire with Andrew | 10917 Dylan Loren Cir, Ste A Orlando, FL 32825 | 407-249-4006 |
| Assureline Insurance and Financial Services, LLC Inquire with Assureline | 7751 Kingspointe Parkway, #105 Orlando, FL 32819 | 407-502-0203 |
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