Top 10 financial advisor firms in Orlando

20 SEC-registered financial advisor firms are headquartered in Orlando, FL, with $9.19B in combined regulatory assets under management. The largest by assets are International Assets Investment Management ($2.57B), Moisand Fitzgerald Tamayo ($1.35B) and Hoxton Wealth USA ($804M).

20
Financial advisor firms: $9.19B
Their combined AUM: $256M
Median firm AUM: 12,180
Clients of the top 10

The 10 largest by assets

1
International Assets Investment Management
RIA
$2.57B
Up to 3.00% a year
2
Moisand Fitzgerald Tamayo
RIA
$1.35B
0.30% to 1.50% a year
3
Hoxton Wealth USA
RIA
$804M
Up to 1.75%
4
Summit Wealth Partners
RIA
$676M
0.75% to 2.00% a year
5
AllGen Financial Advisors
RIA
$475M
0.20% to 1.00% a year
6
Haven Private
RIA
$428M
0.45% to 1.25% a year
7
Stonebridge Financial Planning Group
RIA
$330M
Regulatory AUM
8
Oxford Wealth Group
RIA
$328M
Up to 2.00% a year
9
GFG Wealth
RIA
$307M
Regulatory AUM
10
McDonough Capital Management
RIA
$258M
Regulatory AUM

Profiles of the top 10

No. 1 · RIA

International Assets Investment Management

International Assets Investment Management is an investment adviser based in Orlando, FL, registered with the SEC since 2007. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $2.57 billion, as filed on 30 January 2026.

International Assets Investment Management charges up to 3.00% a year for its Investment Advisory Services.

Regulatory AUM: $2.57B
Clients: 5,961
Advisory staff: 113
Fee schedule: Up to 3.00% a year
Minimum account: $50,000
Custodians: RBC Capital Markets
Headquarters: 111 North Orange Avenue, Suite 1000, Orlando, FL 32801
Phone: 407-254-1500
Website: iaac.com

No. 2 · RIA

Moisand Fitzgerald Tamayo

Moisand Fitzgerald Tamayo is an investment adviser based in Orlando, FL, registered with the SEC since 1998. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $1.35 billion, as filed on 30 March 2026.

Moisand Fitzgerald Tamayo charges 0.30%–1.50% a year for its Wealth Management Services.

Regulatory AUM: $1.35B
Clients: 912
Advisory staff: 11
Founded: 1998
Fee schedule: 0.30% to 1.50% a year
Minimum account: $1,000,000
Custodians: Charles Schwab
Headquarters: 300 South Orange Avenue, Suite 1170, Orlando, FL 32801
Phone: 407-869-6228
Website: moisandfitzgerald.com

No. 3 · RIA

Hoxton Wealth USA

Hoxton Wealth USA is an investment adviser based in Orlando, FL, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $804 million, as filed on 17 August 2026.

Hoxton Wealth USA charges up to 1.75% for its Asset Management Services. The brochure does not state whether the rate is annual.

Regulatory AUM: $804M
Clients: 1,378
Advisory staff: 34
Fee schedule: Up to 1.75%
Minimum account: $25,000
Custodians: Interactive Brokers, Novia Global Limited, RL360 Insurance Company Limited
Headquarters: 100 East Pine Street, Suite 110, Orlando, FL 32801
Phone: 407-248-1211
Website: hoxtonwealth.com

No. 4 · RIA

Summit Wealth Partners

Summit Wealth Partners is an investment adviser based in Orlando, FL, registered with the SEC since 2016. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $676 million, as filed on 27 March 2026.

Summit Wealth Partners charges 0.75%–2.00% a year for its Standard Wealth Management Fee.

Regulatory AUM: $676M
Clients: 783
Advisory staff: 12
Founded: 2005
Fee schedule: 0.75% to 2.00% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 800 N. Orange Avenue, Suite 302, Orlando, FL 32801
Phone: 407-656-2252
Website: mysummitwealth.com

No. 5 · RIA

AllGen Financial Advisors

AllGen Financial Advisors is an investment adviser based in Orlando, FL, registered with the SEC since 2014. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $475 million, as filed on 24 July 2026.

AllGen Financial Advisors charges 0.20%–1.00% a year for its Portfolio Management.

Regulatory AUM: $475M
Clients: 1,097
Advisory staff: 13
Fee schedule: 0.20% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 100 W. Lucerne Circle, Suite 200, Orlando, FL 32801
Phone: 407-210-3888
Website: allgenfinancial.com

No. 6 · RIA

Haven Private

Haven Private is an investment adviser based in Orlando, FL, registered with the SEC since 2024. It provides investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $428 million, as filed on 24 April 2026.

Haven Private charges 0.45%–1.25% a year for its Portfolio Management Fee.

Regulatory AUM: $428M
Clients: 186
Advisory staff: 5
Founded: 2006
Fee schedule: 0.45% to 1.25% a year
Custodians: Charles Schwab
Headquarters: 976 Lake Baldwin Lane, Suite 201, Orlando, FL 32814
Phone: 321-329-8674
Website: havenprivate.com

No. 7 · RIA

Stonebridge Financial Planning Group

Stonebridge Financial Planning Group is an investment adviser based in Orlando, FL, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $330 million, as filed on 17 September 2026.

Regulatory AUM: $330M
Clients: 340
Advisory staff: 8
Founded: 2007
Custodians: Fidelity
Headquarters: 203 Hillcrest Street, Orlando, FL 32801
Phone: 407-695-7100
Website: stonebridgefpg.com

No. 8 · RIA

Oxford Wealth Group

Oxford Wealth Group is an investment adviser based in Orlando, FL, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and corporations and other businesses. Its regulatory assets under management total $328 million, as filed on 5 May 2026.

Oxford Wealth Group charges up to 2.00% a year for its Investment Advisory / Portfolio Management Services.

Regulatory AUM: $328M
Clients: 915
Advisory staff: 8
Fee schedule: Up to 2.00% a year
Custodians: Charles Schwab
Headquarters: 111 N. Orange Avenue, Suite 775, Orlando, FL 32801
Phone: 407-495-2004
Website: oxfordadvisorygroup.com

No. 9 · RIA

GFG Wealth

GFG Wealth is an investment adviser based in Orlando, FL, registered with the SEC since 2024. It provides investment management. Its clients include high-net-worth individuals. Its regulatory assets under management total $307 million, as filed on 1 October 2026.

Regulatory AUM: $307M
Clients: 315
Advisory staff: 6
Custodians: Charles Schwab
Headquarters: 150 N. Orange Street, Suite 340, Orlando, FL 32801
Phone: 407-627-0091
Website: gfgsolutions.com

No. 10 · RIA

McDonough Capital Management

McDonough Capital Management is an investment adviser based in Orlando, FL, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $258 million, as filed on 17 June 2026.

Regulatory AUM: $258M
Clients: 293
Advisory staff: 3
Founded: 1999
Custodians: Charles Schwab
Headquarters: 6000 Turkey Lake Road, Suite 212, Orlando, FL 32819
Phone: 407-248-9647
Website: mcdonoughcapital.com

Questions about financial advisors in Orlando

How many financial advisor firms are headquartered in Orlando?

20 SEC-registered financial advisor firms report their principal office in Orlando, FL, managing $9.19B in regulatory assets between them. The other 10 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Orlando?

International Assets Investment Management, with $2.57B in regulatory assets under management on its latest Form ADV. The next largest are Moisand Fitzgerald Tamayo ($1.35B) and Hoxton Wealth USA ($804M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Orlando?

The median firm manages $256M in regulatory assets. That is the midpoint of the 20 firms headquartered in Orlando.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Orlando charge?

Of the 10 largest firms, 7 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 3.00% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Orlando?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Orlando has 20 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Orlando

Top financial advisor firms in other Florida cities