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Find Best Financial Advisors in Orlando, Florida

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Orlando is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Orlando & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Orlando?

Looking for a qualified financial advisor in Orlando? We can help you by narrowing down your options & listing the best financial advisors in Orlando as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Orlando near you with the list of certified and vetted Orlando financial advisors.

List of Qualified Financial Advisors in Orlando, Florida

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Eric Lasso

Edelman Financial Engines, LLC

1900 Summit Tower Boulevard
Suite 230

Orlando, FL 32810

321-207-9017

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McDonough Capital Management

McDonough Capital Management

6000 Turkey Lake Rd
Ste 212

Orlando, FL 32819

407-248-9647

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Rey Descalso

Privada Wealth Management

549 North Wymore Road

Maitland, FL 32751

321-280-9081

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Richard Reyes

Wealth and Business Planning Group, LLC

125 S. Swoope Ave
Suite 109

Maitland, FL 32751

407-622-6669

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Anthony DeLuca

Delta Capital Management, LLC.

698 N Maitland Avenue Suite 201

Maitland, FL 32751

407-422-2423

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George Jackson

Jackson Wealth Management

755 Primera Blvd, Suite

Lake Mary, FL 32746

321-249-6670

Top Financial Advisor Firms in Florida (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
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
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
OXFORD WEALTH GROUP, LLC
111 N. Orange Avenue, Suite 775 Orlando, FL 32801
319561 $131,740,206 860 A percentage of AUM
Fixed fees
TRIPLETAIL WEALTH MANAGEMENT
224 E. Marks St., Orlando, FL 32803
318781 $70,000,000 59 A percentage of AUM
Fixed fees
CNL STRATEGIC ASSET MANAGEMENT, LLC
450 South Orange Avenue, Suite 1400 Orlando, FL 32801
312215 $14,278,578 1 A percentage of AUM
Performance Based
CNL FUND ADVISORS COMPANY
450 South Orange Avenue, Suite 1400 Orlando, FL 32801
107117 $0 0 Other (NONE AT THIS TIME)
CNL EDUCATIONAL INSTITUTE, LLC
450 S. Orange Ave., Suite 1400 Orlando, FL 32801
175137 $0 0 Other (NONE AT THIS TIME)
POLYMATH FINANCIAL, LLC
2305 Edgewater Dr, #1305 Orlando, FL 32804
317704 $0 0 A percentage of AUM
Hourly charges

Additional Financial Advisors in 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
7031 Grand National Dr, Suite 111 Orlando, FL 32819 407-502-0203

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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