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
Steve Daniel Procta
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Beatriz Castellon Castellon-torres
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
William Gutierrez
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Felicia A. Mcginnis
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Doreen Jeanette Gray
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Stacy Lee Brandenburg
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Loren Mathew Kahle
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Toby Paul Kendall
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Lee Ann Horner
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
William James Ryan
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Jeanne Regina Brennan
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Melvin L Lambert JR
Registered Affiliation(s):FINANCIAL ENGINES ADVISORS L.L.C.
Keith Wilson Crosby
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Imtiyaz M Nathoo
Registered Affiliation(s):SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC.
Shane Michael Donahue
Registered Affiliation(s):SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC.
Meryem Messaoudi Moussi
Registered Affiliation(s):SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC.
Brett A Decker II
Registered Affiliation(s):SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC.
Andrew J Richter
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Dana Maria Paul
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
John Allen Lindell
Registered Affiliation(s):SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC.
Yanping Wu
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Scott C Free
Registered Affiliation(s):SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC.
Jean Manuel Vila-vilella
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Nordia Hue Rose
Registered Affiliation(s):J.P. MORGAN SECURITIES 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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