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.
Search the full directory by firm name, city, state, CRD number or custodian.
30 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Yandell Investments | Orlando, FL | $171M |
| Burgess Chambers & Associates | Orlando, FL | $166M |
| Fund Advisors of America | Orlando, FL | $149M |
| Sparrow Wealth Management | Orlando, FL | $135M |
| Tripletail Wealth Management | Orlando, FL | $132M |
| ISF Global Capital | Orlando, FL | $129M |
| RM Adviser | Orlando, FL | $128M |
| Wilson Group Financial Management | Orlando, FL | $125M |
| Delgado Wealth Management | Orlando, FL | $113M |
| Jake Carris Financial Planning | Orlando, FL | $110M |
- Headquarters
- Orlando, FL
- Regulatory AUM
- $171M
- Headquarters
- Orlando, FL
- Regulatory AUM
- $166M
- Headquarters
- Orlando, FL
- Regulatory AUM
- $149M
- Headquarters
- Orlando, FL
- Regulatory AUM
- $135M
- Headquarters
- Orlando, FL
- Regulatory AUM
- $132M
- Headquarters
- Orlando, FL
- Regulatory AUM
- $129M
- Headquarters
- Orlando, FL
- Regulatory AUM
- $128M
- Headquarters
- Orlando, FL
- Regulatory AUM
- $125M
- Headquarters
- Orlando, FL
- Regulatory AUM
- $113M
- Headquarters
- Orlando, FL
- Regulatory AUM
- $110M
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.