Top 10 financial advisors in Orlando, FL

We've curated a list of the best financial advisors in Orlando, take a look at it below.

#	Company	Assets under management	Number of advisors
1	Assets under management $1,216,613,901 Number of advisors 126 advisors	$1,216,613,901	126 advisors
2	Assets under management $893,470,419 Number of advisors 21 advisors	$893,470,419	21 advisors
3	Assets under management $527,319,042 Number of advisors 20 advisors	$527,319,042	20 advisors
4	Assets under management $309,506,883 Number of advisors 16 advisors	$309,506,883	16 advisors
5	Assets under management $252,058,519 Number of advisors 20 advisors	$252,058,519	20 advisors
6	Assets under management $250,000,000 Number of advisors 7 advisors	$250,000,000	7 advisors
7	Assets under management $156,367,281 Number of advisors 12 advisors	$156,367,281	12 advisors
8	Assets under management $152,337,681 Number of advisors 5 advisors	$152,337,681	5 advisors
9	Assets under management $140,728,293 Number of advisors 4 advisors	$140,728,293	4 advisors
10	Assets under management $105,233,940 Number of advisors 1 advisors	$105,233,940	1 advisors

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We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.

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Methodology

To find the top financial advisors in Orlando, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.

Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.

International Assets Investment Management, LLC
International Assets Investment Management, LLC is a financial advisory firm based in Orlando, Florida. It currently has approximately $1,216,613,901 of assets under management and employs about 126 people. International Assets Investment Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$1,216,613,901 under management
126 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
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Moisand Fitzgerald Tamayo, LLC
Moisand Fitzgerald Tamayo, LLC is a financial advisory firm based in Orlando, Florida. It currently has approximately $893,470,419 of assets under management and employs about 21 people. Moisand Fitzgerald Tamayo, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$893,470,419 under management
21 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
See full profile
Summit Wealth Partners, LLC
Summit Wealth Partners, LLC is a national SEC Registered Investment Adviser established in 2005, offering comprehensive wealth management services primarily to individuals and families. The firm's Co-Presidents & CEOs are Mr. Chad Warrick and Mr. Jason Print. Summit's wrap fee program, no longer available to new clients, provides services based on a lifetime financial plan tailored to individual circumstances. Fees are calculated based on assets under management, with annualized fees ranging from 1.15% to 1.35%. The firm's investment strategies focus on broad diversification, strategic allocations, and periodic rebalancing, primarily utilizing registered investment funds like ETFs and managed mutual funds. Summit does not accept performance-based fees or engage in side-by-side management. Clients have the option to engage in financial planning services or comprehensive wealth management. The firm discloses potential conflicts of interest related to compensation from insurance product sales and additional economic benefits received from vendors and product sponsors. Summit does not vote proxies on behalf of clients and emphasizes the importance of client communication with portfolio managers. Clients receive regular account reviews and performance reports, with access to a secure client portal for account monitoring. Summit's Code of Ethics ensures client interests are prioritized, and the firm has no history of reportable legal or disciplinary events.
$527,319,042 under management
20 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Educational Seminars/workshops
See full profile
Allgen Financial Advisors, Inc.
AllGen Financial Advisors, Inc. is a registered investment advisor offering personalized asset management and financial planning services. Established in 2003 as Good Risk Reward, Inc., the firm rebranded to AllGen in 2007 under the leadership of Paul Roldan and Jason Martin. AllGen manages over $392 million in client discretionary managed accounts and operates as a fiduciary, acting in the best interests of clients. The firm offers portfolio management services focusing on equity, fixed income, mutual funds, and ETFs, tailored to individual financial goals and risk tolerance. Financial planning services emphasize achieving financial freedom through strategic planning across three life stages: Foundation, Formation, and Freedom. Business and corporate planning services assist in future-oriented decision-making for businesses. Fees are structured based on asset-based management, with tiered rates not exceeding 1% for the first $1 million in assets. AllGen does not charge performance-based fees and does not participate in class action lawsuits on behalf of clients. The firm does not vote client proxies and does not take physical custody of client funds. AllGen may receive compensation for client referrals and indirect benefits from its custodial relationship with Charles Schwab & Company, Inc. For more information, visit www.allgenfinancial.com.
$309,506,883 under management
16 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Educational Seminars/workshops
See full profile

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Global Assets Advisory, LLC
Global Assets Advisory, LLC is a financial advisory firm based in Orlando, Florida. It currently has approximately $252,058,519 of assets under management and employs about 20 people. Global Assets Advisory, LLC uses a fee structure of and a percentage of assets under your management.
$252,058,519 under management
20 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
See full profile
Haven Private
Haven Private is a financial advisory firm based in Orlando, Florida. It currently has approximately $250,000,000 of assets under management and employs about 7 people. Haven Private uses a fee structure of a percentage of assets under your management and hourly charges.
$250,000,000 under management
7 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
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Oxford Wealth Group, LLC
**Oxford Wealth Group, LLC Summary:** Established in 2022, Oxford Wealth Group, LLC is a registered investment adviser based in Florida. The firm specializes in providing financial services to individuals, high net worth individuals, corporations, trusts, and estates. Their services include retirement income strategies, investment advisory, and portfolio management services tailored to meet individual needs and goals. **Key Consumer-Facing Terms:** - **Minimum Initial Investment:** Not specified. - **Fee Structure:** Annual investment advisory fees range from 0% to 2%, charged monthly based on average daily client assets. - **Fiduciary:** Acts as a fiduciary, obligated to act in the best interest of clients. - **Investment Discretion:** Offers discretionary asset management programs, allowing for buy and sell decisions without client approval. - **Investment Strategy:** Utilizes a goals-based approach, considering risk tolerance, time horizons, and financial goals. - **Client Assets Under Management:** Approximately $235,855,871 as of December 31, 2024. **Advisory Business Description:** - **Investment Strategies:** Utilizes a discretionary asset management program, offering continuous investment advice and portfolio management services. - **Financial Planning Services:** Provides written financial plans covering asset protection, tax planning, retirement planning, and more. - **Retirement Plans:** Acts as a fiduciary for retirement plan accounts, ensuring recommendations are in the client's best interest. **Potential Conflicts of Interest:** - **Asset-Based Fees:** Potential conflicts related to encouraging clients to move assets to increase fees. - **Investing in Securities:** Conflicts related to personal trading and recommending securities in which advisors have a financial interest. **Risk Disclosure:** - **Investment Risks:** Warns clients of risks associated with market, equity, fixed income, and other investments. - **Specific Investment Risks:** Outlines risks associated with mutual funds, closed-end funds, ETFs, ETNs, options, bonds, and more. **Regulatory Compliance:** - **No Disciplinary Information:** No reportable disciplinary events disclosed. - **Code of Ethics:** Adheres to a Code of Ethics governing personal securities transactions and conflicts of interest. **Custody and Voting Rights:** - **Custody:** Limited custody for fee deduction purposes; no physical custody of client assets. - **Voting Client Securities:** Clients retain voting rights for proxies and legal notices. This summary provides an overview of Oxford Wealth Group, LLC's background, expertise, services, fees, investment strategies, potential conflicts of interest, risk disclosure, regulatory compliance, custody practices, and voting rights.
$156,367,281 under management
12 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
See full profile
Rd Lewis Wealth Management
RD Lewis Wealth Management, operating as RD Lewis Holdings, Inc., is a registered investment advisor with the U.S. Securities and Exchange Commission (SEC) since its establishment in July 2010. The firm specializes in providing investment management services to individuals, high net worth individuals, families, trusts, and estates. As a fiduciary, RD Lewis upholds a duty of loyalty, fairness, and good faith towards each client, seeking to mitigate conflicts of interest. The firm's investment strategy emphasizes a long-term horizon, recommending allocation among mutual funds and exchange-traded funds based on client objectives, risk tolerance, and time horizon. For investment management services, fees are up to 1.20% quarterly, prorated in the first quarter. Financial planning services are offered at an hourly rate ranging from $125 to $250. RD Lewis does not charge performance-based fees and does not receive compensation for securities transactions. The firm exercises investment discretion, with clients having the option to set limitations. RD Lewis does not accept proxy-voting responsibility and does not engage in soft dollar programs. The firm's Chief Compliance Officer is Morgan Lewis, and the President is Delcena D. Lewis. Delcena D. Lewis, with a background in mathematics and business administration, serves as the primary Investment Advisor Representative. Regina S. Blake-Anderson, an Administrative Advisor, has a background in finance. RD Lewis has a Privacy Policy in place to protect client information and shares information with third parties only for servicing purposes. Clients can limit sharing of their information and are provided with a copy of the Privacy Policy annually. For any inquiries or to obtain a copy of the Privacy Policy, clients can contact the firm directly.
$152,337,681 under management
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
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Mcdonough Capital Management, Inc.
McDonough Capital Management, Inc. (MCM) is a registered investment adviser founded in 1999 and registered since 2008. Specializing in personalized investment advisory services, MCM caters to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, with a focus on the medical industry. All assets managed by MCM are on a discretionary basis, with total assets under management of $205,800,640 as of December 31, 2024. The firm offers financial planning services at an hourly rate of $250, tailored to individual needs and goals. For managed accounts, MCM charges an annualized fee based on a blended fee schedule, ranging from 1.50% to 0.75% of assets under management. Clients generally have a minimum account requirement of $250,000, which may be waived based on potential asset growth. Investment strategies include active trend-following and tactical asset allocation, with a focus on active and passive equities, mutual funds, and ETFs. MCM exercises discretionary authority for trading and offers limited power of attorney for executing trades. The firm does not engage in performance-based fees or side-by-side management practices. Clients receive quarterly account statements and performance reports, ensuring transparency and accountability in their investment portfolios. MCM upholds a strict Code of Ethics, ensuring compliance with laws and regulations and prioritizing client interests. The firm does not vote proxies or provide advice on class action litigation, maintaining a client-centric approach to investment management. MCM's privacy policy emphasizes confidentiality and secure handling of client information, with no disclosure to third parties except as required by law or for business purposes.
$140,728,293 under management
4 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Educational Seminars/workshops
See full profile
Sparrow Wealth Management
Sparrow Wealth Management is a Registered Investment Adviser established in January 2010 and transitioned to SEC registration in Q1 2025. The firm, led by President Christopher M. Jones, manages $117,865,936.52 in client assets across 246 accounts on a discretionary basis. Sparrow Wealth Management offers fee-only financial planning and asset management services for individuals, families, trusts, and businesses. Clients pay a negotiable quarterly "base" fee for financial planning services and an asset management fee ranging from .25% to .75% of assets under management. The firm's investment philosophy emphasizes asset allocation over market timing or stock picking, utilizing no-load mutual funds, index funds, and ETFs. Clients have the option to impose restrictions on their accounts. Sparrow Wealth Management acts as a fiduciary for ERISA accounts, ensuring advice is in the client's best interest. The firm maintains investment discretion, allowing for the management of client assets without specific approval for each transaction. Clients receive regular account reviews and reports, with fees deducted directly from brokerage accounts. Sparrow Wealth Management does not accept performance-based fees, pays no client referral fees, and does not have custody of client funds.
$105,233,940 under management
1 advisor
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
See full profile

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Methodology

Top advisors in Florida

Altamonte Springs,Aventura Bay Harbor Islands Bellair Bluffs Boca Raton Bonita Springs Boynton Beach Bradenton Casselberry Clearwater Clermont Cocoa Beach Coconut Grove Coral Cables Coral Gables Coral Springs Davie Deerfield Beach Delray Beach Destin Doral Estero Fleming Island Fort Lauderdale Fort Myers Ft. Lauderdale Gainesville Hallandale Beach Holly Hill Hollywood Jacksonville Jacksonville Beach Jupiter Key Biscayne Key Largo Lake City Lakeland Lake Mary Lake Worth Largo Longboat Key Longwood Lutz Maitland Melbourne Miami Miami Beach Naples Neptune Beach New Port Richey North Bay Village North Miami North Miami Beach North Palm Beach Ocala Palm Beach Palm Beach Gardens Palm Coast Palmetto Bay Pensacola Pensacola Beach Plantation Pompano Beach Ponte Vedra Beach Port Orange Rockledge Rosemary Beach Safety Harbor Saint Augustine Saint Petersburg Sarasota Satellite Beach Seminole South Miami St Petersburg Stuart Sunny Isles Beach Tallahassee Tampa The Villages Venice Vero Beach Wellington Weston West Palm Beach Winter Haven Winter Park W. Palm Beach

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