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:
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
CRD#: 144426
Address: 111 North Orange Avenue Suite 1000, Orlando, FL 32801
Clients: 3,364
Average Clients per Advisor: 27
AUM: $ 2.2B
MOISAND FITZGERALD TAMAYO, LLC
CRD#: 109419
Address: 300 South Orange Avenue Suite 1170, Orlando, FL 32801
Clients: 541
Average Clients per Advisor: 49
AUM: $ 1.2B
SUMMIT WEALTH PARTNERS, LLC
CRD#: 283648
Address: 800 N. Orange Avenue Suite 302, Orlando, FL 32801
Clients: 638
Average Clients per Advisor: 63
AUM: $ 630M
ALLGEN FINANCIAL ADVISORS, INC.
CRD#: 126877
Address: 100 W. Lucerne Circle Suite 200, Orlando, FL 32801
Clients: 899
Average Clients per Advisor: 89
AUM: $ 393M
CALLAHAN WEALTH ADVISORY
CRD#: 316124
Address: Orlando, FL
Clients: 205
Average Clients per Advisor: 102
AUM: $ 327M
STONEBRIDGE FINANCIAL PLANNING GROUP, LLC
CRD#: 154616
Address: 203 Hillcrest Street, Orlando, FL 32801
Clients: 267
Average Clients per Advisor: 33
AUM: $ 281M
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
Bruce Edward Kavenagh
Kimberly Renee Stewart
Elizabeth Louise Stewart
Christopher C Pashley
Kirsty M. Leeson Walker
Jeffrey Lynn Toadvine
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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