Top Financial Advisors in Orlando, Florida
Finding the right financial advisor in Orlando is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Orlando, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Orlando, FL.
Find the Best Financial Advisor Firms in Orlando:
RESOURCE CONSULTING GROUP
CRD#: 105720
Address: 301 E. Pine Street, Suite 600, Orlando, FL 32801
Clients: 167
Average Clients per Advisor: 10
AUM: $ 2.3B
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
CRD#: 144426
Address: 390 North Orange Avenue Suite 750, Orlando, FL 32801
Clients: 3,119
Average Clients per Advisor: 25
AUM: $ 1.4B
MOISAND FITZGERALD TAMAYO, LLC
CRD#: 109419
Address: 200 South Orange Avenue Suite 2025, Orlando, FL 32801
Clients: 421
Average Clients per Advisor: 52
AUM: $ 901M
SUMMIT WEALTH PARTNERS, LLC
CRD#: 283648
Address: 800 N. Orange Avenue Suite 302, Orlando, FL 32801
Clients: 699
Average Clients per Advisor: 58
AUM: $ 566M
ALLGEN FINANCIAL ADVISORS, INC.
CRD#: 126877
Address: 100 W. Lucerne Circle Suite 200, Orlando, FL 32801
Clients: 894
Average Clients per Advisor: 81
AUM: $ 310M
FORTRESS WEALTH GROUP, LLC
CRD#: 308968
Address: 608 E Central Blvd, Orlando, FL 32801
Clients: 234
Average Clients per Advisor: 46
AUM: $ 257M
How We Chose the Top Financial Advisors in Orlando, Florida
To create this list of top financial advisor firms in Orlando, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Orlando has to offer.
Search Financial Advisors in Orlando, Florida
Gigi Klara Szekely
Registered Affiliation(s):SA STONE WEALTH MANAGEMENT INC.
Denise E Hoffmann
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Nicole Felix
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Cynthia Ann Hampy
Registered Affiliation(s):MORGAN STANLEY
Shari Ann Bartz
Registered Affiliation(s):TRUIST ADVISORY SERVICES, INC.
Jaime Grant Escobar
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Hillary B Krawczyk
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Isabelle D Otero
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Curt M Busby
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Todd Jonathan Feintuch
Registered Affiliation(s):LPL FINANCIAL LLC
Veronica Santos Montoya
Registered Affiliation(s):TRUIST ADVISORY SERVICES, INC.
Joseph A Wheeler
Registered Affiliation(s):INDEPENDENT FINANCIAL PARTNERS
Peter Tilton Medgyesy
Registered Affiliation(s):MOORS & CABOT, INC.
Christina Hartfield
Registered Affiliation(s):TRUIST ADVISORY SERVICES, INC.
Donald Joseph Christie
Registered Affiliation(s):AVANTAX INVESTMENT SERVICES, INC.
Lillian Theresa Ramirez
Registered Affiliation(s):SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC.
Robin M Wade
Registered Affiliation(s):SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC.
Justin Wes Rogin
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Michael David Tuazon
Registered Affiliation(s):SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC.
Jane Espinosa
Registered Affiliation(s):SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC.
Liza Coburn Bonet
Registered Affiliation(s):TRUIST ADVISORY SERVICES, INC.
Michael Joseph Udvari
Registered Affiliation(s):CONCOURSE FINANCIAL GROUP SECURITIES, INC.
Katelyn G Harper
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Carmen Liliana Delara
Registered Affiliation(s):ROYAL FUND MANAGEMENT, LLC
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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