Firms by city
Registered investment advisers in Orlando, FL
30 SEC-registered advisers headquartered in Orlando, listed by regulatory assets under management as reported on Form ADV.
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30 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| International Assets Investment Management | Orlando, FL | $2.57B |
| CNL Strategic Capital Management | Orlando, FL | $1.54B |
| Moisand Fitzgerald Tamayo | Orlando, FL | $1.35B |
| Integrity Fixed Income Management | Orlando, FL | $921M |
| Hoxton Wealth USA | Orlando, FL | $804M |
| Summit Wealth Partners | Orlando, FL | $676M |
| Abacus FCF Advisors | Orlando, FL | $641M |
| Global Assets Advisory | Orlando, FL | $552M |
| Orange Avenue Advisors | Orlando, FL | $481M |
| AllGen Financial Advisors | Orlando, FL | $475M |
| Haven Private | Orlando, FL | $428M |
| Lotus Technology Management | Orlando, FL | $405M |
| Stonebridge Financial Planning Group | Orlando, FL | $330M |
| Oxford Wealth Group | Orlando, FL | $328M |
| GFG Wealth | Orlando, FL | $307M |
| Deepwork Capital | Orlando, FL | $300M |
| McDonough Capital Management | Orlando, FL | $258M |
| Blacktower Financial Management (US) | Orlando, FL | $254M |
| Cogent Private Wealth | Orlando, FL | $250M |
| Elevation Advisory Partners | Orlando, FL | $226M |
- Headquarters
- Orlando, FL
- Regulatory AUM
- $2.57B
- Headquarters
- Orlando, FL
- Regulatory AUM
- $1.54B
- Headquarters
- Orlando, FL
- Regulatory AUM
- $1.35B
- Headquarters
- Orlando, FL
- Regulatory AUM
- $921M
- Headquarters
- Orlando, FL
- Regulatory AUM
- $804M
- Headquarters
- Orlando, FL
- Regulatory AUM
- $676M
- Headquarters
- Orlando, FL
- Regulatory AUM
- $641M
- Headquarters
- Orlando, FL
- Regulatory AUM
- $552M
- Headquarters
- Orlando, FL
- Regulatory AUM
- $481M
- Headquarters
- Orlando, FL
- Regulatory AUM
- $475M
- Headquarters
- Orlando, FL
- Regulatory AUM
- $428M
- Headquarters
- Orlando, FL
- Regulatory AUM
- $405M
- Headquarters
- Orlando, FL
- Regulatory AUM
- $330M
- Headquarters
- Orlando, FL
- Regulatory AUM
- $328M
- Headquarters
- Orlando, FL
- Regulatory AUM
- $307M
- Headquarters
- Orlando, FL
- Regulatory AUM
- $300M
- Headquarters
- Orlando, FL
- Regulatory AUM
- $258M
- Headquarters
- Orlando, FL
- Regulatory AUM
- $254M
- Headquarters
- Orlando, FL
- Regulatory AUM
- $250M
- Headquarters
- Orlando, FL
- Regulatory AUM
- $226M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Orlando on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Florida.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.