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Find Top Financial Advisors in Orlando, Florida

Orlando, Florida, the third largest metropolitan area in Florida, is one of the most visited cities in the world. There are many conference centers, events and over a dozen theme parks situated in this city, bringing it to the top of the list for world travelers. Though, you might not have to travel far if you're searching for a financial advisor. There are over 1200 financial advisors to choose from, and, with a cost of living 5% lower than the national average, you may want to find one that knows the specific tax implications and investment strategies to grow your financial opportunities. This task may seem overwhelming at first, but at WiserAdvisor, our mission is to connect people like you to vetted, experienced, fiduciary financial advisors that work with your specific financial needs in mind.


We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards. You need a financial advisor who will understand your specific financial situation, and has the relevant financial qualifications in Orlando, Florida.

Finding the Top Financial Advisor in Orlando, Florida

Last Updated - July 16, 2025

WiserAdvisor's network of vetted financial advisors are from large Fortune 500 companies to small independent financial firms to suit each individual's comfort levels. Each and every advisor is pre-screened for industry experience, disclosures, and registrations with SEC and FINRA. Collectively, our pre-screened advisors serve thousands of happy clients, manage billions of dollars and provide financial freedom and security for families and individuals like you.


Please note that the list of financial advisors mentioned below do not include all the financial advisors in our network, as some have not been listed online as per their corporate compliance restrictions. More vetted fiduciary financial advisors near you may be available when you use our free advisor match tool to compare 2 to 3 financial advisors near you in Orlando, Florida.


The financial advisors below offer several financial services such as wealth management, retirement planning, portfolio management, estate planning and much more.

Qualified Financial Advisors in Orlando, Florida

Financial Advisor Experience AUM Minimum Assets Fee Structure
Edelman Financial Engines, LLC
1900 Summit Tower Boulevard,
Suite 230,
Orlando, FL 32810
4865 North Wickham Road,
Melbourne, FL 32940
Not Disclosed $270,770,414,647 Not Specified Fee-Only
Edelman Financial Engines LLC
10150 Highland Manor Drive, Suite 200-232,
Tampa, FL 33610
Not Disclosed $270,770,414,647 Not Specified Fee-Based

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Information on Qualified Financial Advisors in Orlando, Florida

Qualifications Firm CRD# 104510

Compensation/Fee Fee-Only, Based on Assets


Office Location 1900 Summit Tower Boulevard,
Suite 230,
Orlando,
FL
32810
Phone Number 877-208-7414

Office Location 4865 North Wickham Road,
Suite 108,
Melbourne,FL 32940
Phone Number 877-208-7414

About Edelman Financial Engines, LLC

Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.


Qualifications Firm CRD# 104510

Compensation/Fee Fee-Based


Office Location 10150 Highland Manor Drive, Suite 200-232,
Tampa,
FL
33610
Phone Number 877-208-7414

About Edelman Financial Engines LLC

Edelman Financial Engines LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.


Customer Reviews

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Top Financial Advisor Firms in Orlando, Florida (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
CEREDEX VALUE ADVISORS LLC
301 East Pine Street, Suite 500, Orlando, FL 32801
13 33 $6,231,897,911
A percentage of AUM
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
111 North Orange Avenue, Suite 1000, Orlando, FL 32801
128 8359 $2,212,521,886
A percentage of AUM, Hourly charges, Fixed fees
MOISAND FITZGERALD TAMAYO, LLC
300 South Orange Avenue, Suite 1170, Orlando, FL 32801
25 852 $1,028,555,365
A percentage of AUM, Hourly charges, Fixed fees
CNL STRATEGIC CAPITAL MANAGEMENT, LLC
450 S. Orange Ave., Suite 1400, Orlando, FL 32801
8 1 $1,013,147,000
A percentage of AUM, Performance Based
FCF ADVISORS LLC
2101 Park Center Drive, Suite 250, Orlando, FL 32835
4 10 $795,623,108
A percentage of AUM
INTEGRITY FIXED INCOME MANAGEMENT
651 Bryn Mawr St, Orlando, FL 32804
5 48 $729,664,949
A percentage of AUM, Fixed fees
SUMMIT WEALTH PARTNERS, LLC
800 N. Orange Avenue, Suite 302, Orlando, FL 32801
19 2167 $629,505,333
A percentage of AUM, Hourly charges, Fixed fees
ALLGEN FINANCIAL ADVISORS, INC.
100 W. Lucerne Circle, Suite 200, Orlando, FL 32801
17 2312 $352,356,607
A percentage of AUM, Hourly charges, Fixed fees
HAVEN PRIVATE
976 Lake Baldwin Lane, Suite 201, Orlando, FL 32814
5 239 $319,740,017
A percentage of AUM, Hourly charges
GLOBAL ASSETS ADVISORY, LLC
111 N. Orange Avenue, Suite 1000, Orlando, FL 32801
21 1662 $303,128,794
A percentage of AUM
STONEBRIDGE FINANCIAL PLANNING GROUP, LLC
203 Hillcrest Street, Orlando, FL 32801
9 634 $219,821,100
A percentage of AUM, Hourly charges, Fixed fees
ELEVATION ADVISORY PARTNERS LLC
3505 Lake Lynda Drive, Suite 200, Orlando, FL 32817
12 987 $205,795,570
A percentage of AUM, Fixed fees
DEEPWORK CAPITAL, LLC
1000 Legion Place, Suite 830, Orlando, FL 32801
8 8 $200,944,057
A percentage of AUM, Performance Based
OXFORD WEALTH GROUP, LLC
111 N. Orange Avenue, Suite 775, Orlando, FL 32801
12 1190 $198,868,022
A percentage of AUM, Fixed fees
BLACKTOWER FINANCIAL MANAGEMENT (US) LLC
4700 Millenia Boulevard, Sute 175, Orlando, FL 32839
31 317 $183,238,000
A percentage of AUM, Fixed fees, Other (PERCENTAGE OF RETIREMENT PLAN ASSETS)

    Frequently Asked Questions

    Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

    Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

    A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?

    A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

    While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

    Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

    A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.