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
Allison Sim
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Nathan Ryan Handlin
Registered Affiliation(s):EDWARD JONES
Amy Cutler
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Evan Carl Joffe
Registered Affiliation(s):MORGAN STANLEY
Julie M Bolton
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Dexter J Grafton
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Helen Von Dolteren-fournier
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Daniel Raynee Green
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Myles D Thurston
Registered Affiliation(s):PARK AVENUE SECURITIES LLC
Evan Matthew Shear
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Michael H Baldwin
Registered Affiliation(s):JEFFERIES LLC
Adam Craig Scalione
Registered Affiliation(s):MCAP LLC
Fazeela Bacchus-ali
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
Anthony Zmuda
Registered Affiliation(s):MCAP LLC
Francis Michael Tacopino
Registered Affiliation(s):MCAP LLC
Ralph Christopher Swanson
Registered Affiliation(s):PNC CAPITAL MARKETS LLC
Brian Patrick Kent
Registered Affiliation(s):CUSO FINANCIAL SERVICES, L.P.
David Frederick Withee
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Adam David Harris
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
James C Magee
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Christine A Cyrus
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Jennifer Kissel Guittard
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Natalie Medina
Registered Affiliation(s):UNIONBANC INVESTMENT SERVICES, LLC
Pedro Andres Lugo
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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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