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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 7 vetted financial advisors and 26 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
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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 | $6,231,897,911 | 33 | A percentage of AUM |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 111 North Orange Avenue, Suite 1000 Orlando, FL, 32801 | 144426 | $2,212,521,886 | 8359 | A percentage of AUM, Hourly charges, Fixed fees |
| MOISAND FITZGERALD TAMAYO, LLC 300 South Orange Avenue, Suite 1170 Orlando, FL, 32801 | 109419 | $1,028,555,365 | 852 | A percentage of AUM, Hourly charges, Fixed fees |
| CNL STRATEGIC CAPITAL MANAGEMENT, LLC 450 S. Orange Ave., Suite 1400 Orlando, FL, 32801 | 286342 | $1,013,147,000 | 1 | A percentage of AUM, Performance Based |
| FCF ADVISORS LLC 2101 Park Center Drive, Suite 250 Orlando, FL, 32835 | 135152 | $795,623,108 | 10 | A percentage of AUM |
| INTEGRITY FIXED INCOME MANAGEMENT 651 Bryn Mawr St, Orlando, FL, 32804 | 135635 | $729,664,949 | 48 | A percentage of AUM, Fixed fees |
| SUMMIT WEALTH PARTNERS, LLC 800 N. Orange Avenue, Suite 302 Orlando, FL, 32801 | 283648 | $629,505,333 | 2167 | A percentage of AUM, Hourly charges, Fixed fees |
| ALLGEN FINANCIAL ADVISORS, INC. 100 W. Lucerne Circle, Suite 200 Orlando, FL, 32801 | 126877 | $352,356,607 | 2312 | A percentage of AUM, Hourly charges, Fixed fees |
| HAVEN PRIVATE 976 Lake Baldwin Lane, Suite 201 Orlando, FL, 32814 | 329012 | $319,740,017 | 239 | A percentage of AUM, Hourly charges |
| GLOBAL ASSETS ADVISORY, LLC 111 N. Orange Avenue, Suite 1000 Orlando, FL, 32801 | 300460 | $303,128,794 | 1662 | A percentage of AUM |
| STONEBRIDGE FINANCIAL PLANNING GROUP, LLC 203 Hillcrest Street, Orlando, FL, 32801 | 154616 | $219,821,100 | 634 | A percentage of AUM, Hourly charges, Fixed fees |
| ELEVATION ADVISORY PARTNERS LLC 3505 Lake Lynda Drive, Suite 200 Orlando, FL, 32817 | 312170 | $205,795,570 | 987 | A percentage of AUM, Fixed fees |
| DEEPWORK CAPITAL, LLC 1000 Legion Place, Suite 830 Orlando, FL, 32801 | 314673 | $200,944,057 | 8 | A percentage of AUM, Performance Based |
| OXFORD WEALTH GROUP, LLC 111 N. Orange Avenue, Suite 775 Orlando, FL, 32801 | 319561 | $198,868,022 | 1190 | A percentage of AUM, Fixed fees |
| BLACKTOWER FINANCIAL MANAGEMENT (US) LLC 4700 Millenia Boulevard, Sute 175 Orlando, FL, 32839 | 289142 | $183,238,000 | 317 | A percentage of AUM, Fixed fees, Other (PERCENTAGE OF RETIREMENT PLAN ASSETS) |
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