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

Top-Ranked Advisors in ORLANDO

#1
100

BURGESS CHAMBERS & ASSOCIATES INC

ORLANDO, FL · Since 1988

$166M AUM4 clientsFee: 0%
FiduciaryFee-Only
#2
100

FUND ADVISORS OF AMERICA INC

ORLANDO, FL · Since 2000

$149M AUM3 clientsFee: 0%
FiduciaryFee-Only
#3
100

ABACUS FCF ADVISORS LLC

ORLANDO, FL · Since 2011

$763M AUM3 clientsFee: 0%
FiduciaryFee-Only
#4
100

INTEGRITY FIXED INCOME MANAGEMENT

ORLANDO, FL · Since 2007

$921M AUM5 clientsFee: 0%
FiduciaryFee-Only
#5
100

SPARROW WEALTH MANAGEMENT

ORLANDO, FL · Since 2025

$135M AUM1 clientsFee: 0%
FiduciaryFee-Only
#6
100

STONEBRIDGE FINANCIAL PLANNING GROUP, LLC

ORLANDO, FL · Since 2018

$330M AUM8 clientsFee: 0%
FiduciaryFee-Only
#7
100

CNL EDUCATIONAL INSTITUTE, LLC

ORLANDO, FL · Since 2015

$0 AUM0 clientsFee: 0%
FiduciaryFee-Only
#8
100

LDN WEALTH, LLC

ORLANDO, FL · Since 2025

$0 AUM2 clientsFee: 0%
FiduciaryFee-Only
#9
100

BLACKTOWER FINANCIAL MANAGEMENT (US) LLC

ORLANDO, FL · Since 2017

$254M AUM28 clientsFee: 0%
FiduciaryFee-Only
#10
100

JAKE CARRIS FINANCIAL PLANNING

ORLANDO, FL · Since 2026

$110M AUM1 clientsFee: 0%
FiduciaryFee-Only
#11
100

COGENT PRIVATE WEALTH

ORLANDO, FL · Since 2025

$250M AUM5 clientsFee: 0%
FiduciaryFee-Only
#12
100

ABACUS ASSET MANAGEMENT, LLC

ORLANDO, FL · Since 2024

$0 AUM5 clientsFee: 0%
FiduciaryFee-Only
#13
100

GFG SOLUTIONS

ORLANDO, FL · Since 2024

$307M AUM4 clientsFee: 0%
FiduciaryFee-Only
#14
100

ORANGE AVENUE ADVISORS LLC

ORLANDO, FL · Since 2026

$481M AUM2 clientsFee: 0%
FiduciaryFee-Only
#15
100

CENTRUS FINANCIAL STRATEGIES

ORLANDO, FL · Since 2026

$125M AUM3 clientsFee: 0%
FiduciaryFee-Only
#16
100

VELARIS WEALTH MANAGEMENT

ORLANDO, FL · Since 2026

$0 AUM3 clientsFee: 0%
FiduciaryFee-Only
#17
100

REA FINANCIAL

ORLANDO, FL · Since 2026

$0 AUM1 clientsFee: 0%
FiduciaryFee-Only
#18
100

DEEPWORK CAPITAL, LLC

ORLANDO, FL · Since 2023

$300M AUM8 clientsFee: 0%
FiduciaryFee-Only
#19
95

MOISAND FITZGERALD TAMAYO, LLC

ORLANDO, FL · Since 1998

$1.4B AUM11 clientsFee: 0%
FiduciaryFee-Only
#20
95

ALLGEN FINANCIAL ADVISORS, INC.

ORLANDO, FL · Since 2014

$475M AUM12 clientsFee: 0%
FiduciaryFee-Only
#21
95

MCDONOUGH CAPITAL MANAGEMENT, INC.

ORLANDO, FL · Since 2021

$258M AUM4 clientsFee: 0%
FiduciaryFee-Only
#22
95

CNL FUND ADVISORS II, LLC

ORLANDO, FL · Since 2015

$20M AUM3 clientsFee: 0%
FiduciaryFee-Only
#23
95

SUMMIT WEALTH PARTNERS, LLC

ORLANDO, FL · Since 2016

$676M AUM12 clientsFee: 0%
FiduciaryFee-Only
#24
95

RM ADVISER, LLC

ORLANDO, FL · Since 2016

$128M AUM3 clientsFee: 0%
FiduciaryFee-Only
#25
95

CNL STRATEGIC CAPITAL MANAGEMENT, LLC

ORLANDO, FL · Since 2017

$1.5B AUM3 clientsFee: 0%
FiduciaryFee-Only
#26
95

WISDOM PLANNING GROUP

ORLANDO, FL · Since 2025

$113M AUM3 clientsFee: 0%
FiduciaryFee-Only
#27
95

ELEVATION ADVISORY PARTNERS LLC

ORLANDO, FL · Since 2021

$226M AUM4 clientsFee: 0%
FiduciaryFee-Only
#28
95

TRIPLETAIL WEALTH MANAGEMENT

ORLANDO, FL · Since 2025

$132M AUM2 clientsFee: 0%
FiduciaryFee-Only
#29
95

OXFORD WEALTH GROUP, LLC

ORLANDO, FL · Since 2022

$328M AUM8 clientsFee: 0%
FiduciaryFee-Only
#30
95

HAVEN PRIVATE

ORLANDO, FL · Since 2024

$428M AUM5 clientsFee: 0%
FiduciaryFee-Only
#31
95

YANDELL INVESTMENTS, LLC

ORLANDO, FL · Since 2024

$171M AUM1 clientsFee: 0%
FiduciaryFee-Only
#32
95

LOTUS

ORLANDO, FL · Since 2025

$405M AUM5 clientsFee: 0%
FiduciaryFee-Only
#33
95

CNL RESIDENTIAL CREDIT MANAGER

ORLANDO, FL · Since 2025

$23M AUM3 clientsFee: 0%
FiduciaryFee-Only
#34
92

VALUE FINANCIAL ADVISERS, INC.

ORLANDO, FL · Since 1990

$105M AUM4 clientsFee: 0%
FiduciaryFee-Only
#35
87

GLOBAL ASSETS ADVISORY, LLC

ORLANDO, FL · Since 2019

$552M AUM24 clientsFee: 0%
Broker-Dealer1 complaint
#36
55

INTERNATIONAL ASSETS ADVISORY, LLC

ORLANDO, FL · Since 2020

$0 AUM3 clientsFee: 0%
Broker-Dealer6 complaints
#37
30

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

ORLANDO, FL · Since 2007

$2.6B AUM113 clientsFee: 0%
FiduciaryFee-Only13 complaints

Frequently Asked Questions

How are advisors ranked?

We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.

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.