Investment advisers in Orlando, FL

39 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

Firm	Assets	Employees	Disclosures
International Assets Investment Management, LLC	$2.57 billion	124	13
Cnl Strategic Capital Management, LLC	$1.54 billion	7	0
Moisand Fitzgerald Tamayo, LLC	$1.35 billion	30	0
Integrity Fixed Income Management	$921.5 million	6	0
Hoxton Wealth	$803.5 million	74	12
Summit Wealth Partners, LLC	$675.7 million	21	0
Abacus Fcf Advisors LLC	$641.4 million	5	0
Global Assets Advisory, LLC	$551.7 million	29	4
Orange Avenue Advisors LLC	$480.7 million	2	0
Allgen Financial Advisors, Inc.	$475.2 million	18	0
Haven Private	$428.1 million	6	0
Lotus	$405.0 million	30	0
Stonebridge Financial Planning Group, LLC	$329.7 million	8	0
Oxford Wealth Group, LLC	$327.9 million	14	0
Gfg Solutions	$306.6 million	18	0
Deepwork Capital, LLC	$300.2 million	8	0
Mcdonough Capital Management, Inc.	$258.2 million	3	0
Blacktower Financial Management (US) LLC	$254.4 million	29	0
Cogent Private Wealth	$250.3 million	8	0
Elevation Advisory Partners LLC	$226.0 million	5	0
Yandell Investments, LLC	$171.0 million	2	0
Burgess Chambers & Associates Inc	$165.9 million	10	0
Fund Advisors of America Inc	$149.4 million	3	0
Sparrow Wealth Management	$135.2 million	1	0
Tripletail Wealth Management	$132.1 million	2	0
Velaris Wealth Management	$128.7 million	4	0
Rm Adviser, LLC	$128.3 million	4	0
Centrus Financial Strategies	$125.1 million	9	0
Wisdom Planning Group	$112.9 million	3	0
Jake Carris Financial Planning	$109.7 million	1	0
Value Financial Advisers, Inc.	$105.3 million	4	0
Cnl Residential Credit Manager	$48.0 million	5	0
Cnl Fund Advisors Ii, LLC	$19.9 million	6	0
Ample Wealth Partners LLC	$0	1	0
Rea Financial	$0	3	0
Abacus Asset Management, LLC	$0	9	0
Ldn Wealth, LLC	$0	5	0
Cnl Educational Institute, LLC	$0	5	0
International Assets Advisory, LLC	$0	3	3