AdvisorRanked

Best Financial Advisors in ORLANDO, Florida

Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.

37
Registered Firms
0.95%
Median Fee
of assets/year
$258M
Median AUM
37
Firms Listed
in our database

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Top Rated Established Verified37 firms shown

Top-Ranked Advisors in ORLANDO

Page 1 of 2 · 37 firms

#1
89

ABACUS FCF ADVISORS LLC

ORLANDO, FL · Since 2011

$763M AUM3 clientsFee: 0%
FiduciaryFee-Only
#2
88

INTEGRITY FIXED INCOME MANAGEMENT

ORLANDO, FL · Since 2007

$921M AUM5 clientsFee: 0%
FiduciaryFee-Only
#3
87

BURGESS CHAMBERS & ASSOCIATES INC

ORLANDO, FL · Since 1988

$166M AUM4 clientsFee: 0%
FiduciaryFee-Only
#4
87

FUND ADVISORS OF AMERICA INC

ORLANDO, FL · Since 2000

$149M AUM3 clientsFee: 0%
FiduciaryFee-Only
#5
86

BLACKTOWER FINANCIAL MANAGEMENT (US) LLC

ORLANDO, FL · Since 2017

$254M AUM28 clientsFee: 0%
FiduciaryFee-Only
#6
85

STONEBRIDGE FINANCIAL PLANNING GROUP, LLC

ORLANDO, FL · Since 2018

$330M AUM8 clientsFee: 0%
FiduciaryFee-Only
#7
85

CNL EDUCATIONAL INSTITUTE, LLC

ORLANDO, FL · Since 2015

$0 AUM0 clientsFee: 0%
FiduciaryFee-Only
#8
84

COGENT PRIVATE WEALTH

ORLANDO, FL · Since 2025

$250M AUM5 clientsFee: 0%
FiduciaryFee-Only
#9
84

ORANGE AVENUE ADVISORS LLC

ORLANDO, FL · Since 2026

$481M AUM2 clientsFee: 0%
FiduciaryFee-Only
#10
83

SPARROW WEALTH MANAGEMENT

ORLANDO, FL · Since 2025

$135M AUM1 clientsFee: 0%
FiduciaryFee-Only
#11
83

LDN WEALTH, LLC

ORLANDO, FL · Since 2025

$0 AUM2 clientsFee: 0%
FiduciaryFee-Only
#12
83

JAKE CARRIS FINANCIAL PLANNING

ORLANDO, FL · Since 2026

$110M AUM1 clientsFee: 0%
FiduciaryFee-Only
#13
83

GFG SOLUTIONS

ORLANDO, FL · Since 2024

$307M AUM4 clientsFee: 0%
FiduciaryFee-Only
#14
83

CENTRUS FINANCIAL STRATEGIES

ORLANDO, FL · Since 2026

$125M AUM3 clientsFee: 0%
FiduciaryFee-Only
#15
83

DEEPWORK CAPITAL, LLC

ORLANDO, FL · Since 2023

$300M AUM8 clientsFee: 0%
FiduciaryFee-Only
#16
82

ABACUS ASSET MANAGEMENT, LLC

ORLANDO, FL · Since 2024

$0 AUM5 clientsFee: 0%
FiduciaryFee-Only
#17
82

VELARIS WEALTH MANAGEMENT

ORLANDO, FL · Since 2026

$0 AUM3 clientsFee: 0%
FiduciaryFee-Only
#18
82

REA FINANCIAL

ORLANDO, FL · Since 2026

$0 AUM1 clientsFee: 0%
FiduciaryFee-Only
#19
80

MOISAND FITZGERALD TAMAYO, LLC

ORLANDO, FL · Since 1998

$1.4B AUM11 clientsFee: 0%
FiduciaryFee-Only
#20
79

SUMMIT WEALTH PARTNERS, LLC

ORLANDO, FL · Since 2016

$676M AUM12 clientsFee: 0%
FiduciaryFee-Only
#21
79

CNL STRATEGIC CAPITAL MANAGEMENT, LLC

ORLANDO, FL · Since 2017

$1.5B AUM3 clientsFee: 0%
FiduciaryFee-Only
#22
78

ALLGEN FINANCIAL ADVISORS, INC.

ORLANDO, FL · Since 2014

$475M AUM12 clientsFee: 0%
FiduciaryFee-Only
#23
78

RM ADVISER, LLC

ORLANDO, FL · Since 2016

$128M AUM3 clientsFee: 0%
FiduciaryFee-Only
#24
77

CNL FUND ADVISORS II, LLC

ORLANDO, FL · Since 2015

$20M AUM3 clientsFee: 0%
FiduciaryFee-Only
#25
76

MCDONOUGH CAPITAL MANAGEMENT, INC.

ORLANDO, FL · Since 2021

$258M AUM4 clientsFee: 0%
FiduciaryFee-Only

Frequently Asked Questions

How are advisors ranked?

We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.

What's the average financial advisor fee in ORLANDO?

The median advisory fee in ORLANDO, FL is 0.95% of assets under management per year, based on Form ADV filings from 37 registered firms.

Where does this data come from?

All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.