Falists

Florida · 71 advisers

Financial Advisors in Orlando, Florida

Looking for a financial advisor in Orlando, Florida? Falists indexes 71 SEC-registered and state-registered investment advisers in Orlando — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 55 firms list a website you can visit directly. Firms in this directory manage up to $2.57B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

71

With website

55

Largest AUM

$2.57B

Financial planning

39

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth51Planning39Trusts40Retirement15Institutional26

Top advisors in Orlando

Ranked by AUM · Fees, team & specialties at a glance

View all 71 →
View all 71 advisors in Orlando

More cities in Florida

Miami (374)Boca Raton (112)Tampa (105)Coral Gables (88)West Palm Beach (83)Sarasota (69)Naples (66)Miami Beach (61)Jacksonville (50)Fort Lauderdale (48)Palm Beach Gardens (47)Winter Park (40)

Common questions

How many financial advisors are in Orlando, Florida?
71 registered investment advisers are listed in our Orlando directory, sourced from public SEC filings.
What types of advisors are in Orlando?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Orlando?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.