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Best financial advisors in Orlando, FL

Registered advisers within 25 miles of Orlando, FL.

Offices
888
Firms
367
Combined AUM
$15.8T
Firm-wide filings, not assets booked only here
Clients
3.31M
3,312,931 clients when Item 5C has a number
Avg / client
$4.77M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES & ASSOCIATES, INC.
HIGHTOWER ADVISORS, LLC
VALMARK ADVISERS, INC.
MML INVESTORS SERVICES, LLC
TD PRIVATE CLIENT WEALTH LLC
MORGAN STANLEY
PNC WEALTH MANAGEMENT LLC
KCD FINANCIAL, INC.
HOXTON WEALTH
BURGESS CHAMBERS & ASSOCIATES INC
LPL FINANCIAL LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
J.P. AUBRY WEALTH ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PROMETHEUS CAPITAL MANAGEMENT LLC

Investors

MARCOS RICARDO CIGAGNA
DAVID ALLEN BRINCKERHOFF
Harrison P Watkins
STEPHEN FREDERICK FRICKE
RICHARD JOHN SANE
MICHAEL PAUL PICKARD
ALLEN DIRCK BRINCKERHOFF
SANDRA S MARTIN
GREGORY DAVID VANDERGRIFT
MATTHEW LEE BRINCKERHOFF
TIMOTHY JAMES TRACEY
CHRIS PATRICK BARFIELD
EDWARD LEE WINOKUR
KRISTIN D LANE
FIONA WING CHEE WALKER
Lydia Virginia Woodruff
KARRIE LYNN VERDUIN
Tiffany L Gulick
ALAN TODD PATTEN
SCOTT CHRISTOPHER MAHNKEN
KEITH AMECHE DAVIS
JOHN ENOCHS PINKLEY
KIRSTY M. LEESON WALKER
MARJORIE KAYE BROWN
Bruno Perez
Marlies Schubiger
DENNIS EDWARD MICHELS
Tyson Ronald Smith
YAHAIRA FERNANDEZ
Tyson Ronald Smith
Rene Alberto Naranjo
Amy Lynn Lasris Davis
Natalie Eve Campese
CHRISTOPHER BLAIR DRIVER
Nicole Anne Rutledge Regilio
Jacob Warren Land
Joellene Rae Aylor
Gregg Alexander Biro
Ryan Louis Staton
Heather S Mulcahy
Christine Graves Scott
Gabriel Garrick Proulx Wein
ENRICO PHILLIP ZOLLO
KYLE SCOTT BRENNAN
SAILESH HIRALAL SHAH
PAUL FRANCIS IANDOLI
RONALD JOSEPH GRUNINGER
MATTHEW JASON DOUCE
BRIAN RICHARD LUBEL
KEITH ERIK HESLIN
Christopher Cerniglia
Michael Howard Davis
REGINALD JOHNSON
RAYMOND MARTENS
MARILYN VAZQUEZ
THERESA NEITZEL BENSON
ROBIN PERKINS
Linda Palonen
Nhan Thanh Tran
Ernest Phillips
ANN KELLY ADAMS
RONALD W GARRISON
LAURA CATHLEEN FERRARO
Henley G Ridore
Luigi Castrucci Pedrinola
Mitchell Schiller
Michael D Guerriero
SCOTT RICHARD GOODKIND
YVONNE LISA MCGUIRE
THOMAS J. CLEARY
FERDINAND MARK ROCCANTI
EVAN CARL JOFFE
Jenny Savallo
HERBERT WARREN MEANS
CARMEN RIVERA
ROBERT CHRISTOPHER BRETT
GAURY H ROGERS
DANIEL V MURPHY
DAMON ADAM NICHOLSON
GINA MICHELE MARMORA
AARON WILLIAM KASSLER
VICTOR PANOS
WILLIAM JOEL BREWSTER
PABLO CASAL PEREIRA
John C Bihler
Melanie L Shor
Adrian A Rojas
Sarah Fowler Goldsmith
JASON AARON JOHNSON
Linette A Bell
MATTHEW CASEY KELLY
EDWARD SSFON HO
DAVID JOSEPH STELLA
MICHAEL CHRISTOPHER BREWER
ROGER ERIC BUSCH
THERESA ANN WILLIAMS
ROBERT WHITTINGTON
NICHOLE SLAGLE GODWIN
ANNE MARIE DIANE WILLIAMS
SAMANTHA MARGARET KERVITSKY
RYAN OLSEN
Myles Aaron Johnson
MAILELEILIILII NOELANI AIWOHI
Nicholas E Busch
Santiago Escallon
JOEL A JOFFE
Jacob R Bennett
PATRICK Joseph BUFFA
THOMAS J SQUILLANTE
MARTHA Stricklin PRESTIN
FRANK THOMAS GUERRIERO
JIAQI LI
Benjamin Adam Kopen
Dean Michael Elliott
BURGESS BUTLER CHAMBERS
LARRY MICHAEL COLE
FANG WAN
MITCHEL STEVEN BRENNAN
LAWRENCE ALEXANDER HATCH
MICHAEL FERNANDEZ
ANDREW DARRIN SHOLAR
JOHN ELMO THORSEN
MICHAEL CHARLES KOVALESKI
JOHN ROBERT THORSEN
KENT DAVID THORSEN
JOHN ELMO THORSEN
JEAN-PHILIPPE AUBRY
SEAN ADAM NATHANIEL SHARPE
DENNIS SHANE TRIPP

Within 25 miles of Orlando, FL, Best Investors lists 367 registered investment advisory firms with 888 offices nearby, managing about $15.8T in combined regulatory AUM across 3,312,931 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Orlando

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM