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Wealth Management Firms (RIAs) in Orlando

51 wealth management firms are on this list. Of those that report regulatory assets on Form ADV, Certified Advisory is the largest: $3.0 billion through Certified Advisory Corp (filed ).

Royal Fund Management follows with $1.6 billion. The 48 advisers counted report $23.6 billion together; the ten largest hold 53% of it, and half report less than $308 million.

Updated . Rechecked quarterly; next check . Figures read , as filed to .

Where the $23.6BN sitsThe 48 firms counted, by size. The bar is each size band's share of the combined dollars.
  1. $1BN to $5BN35%5 firms
  2. $500MM to $1BN30%10 firms
  3. Under $500MM35%33 firms

Latest Form ADV of each, filed Feb 2026 to Sep 2026. Read ; sources at the end of the page.

Wealth management firms listedList of October 2026; 50 are wealth managers and 1 is a wealth manager with a broker-dealer
51
Combined assets48 counted; as filed to Sep 2026
$23.6BN
Largest: Certified AdvisoryAs filed
$3.0BN
Median firmHalf of the 48 report less
$308MM
Held by the ten largestOf the $23.6BN combined
53%

Certified Advisory, Royal Fund Management and Moisand Fitzgerald Tamayo lead the Orlando wealth management firms by assets

The twenty largest by regulatory assets on their latest Form ADV. Together they report $17.6BN, 74% of the $23.6BN the 48 counted report.

  1. 1

    Certified Advisory

    Wealth manager, Altamonte Springs, FL

    $3.0BNRegulatory assets, Mar 2026

    68% high net worth, 16% pension plans, 15% other individuals

    Individual clients
    2,476
  2. 2

    Royal Fund Management

    Wealth manager, Lady Lake, FL

    $1.6BNRegulatory assets, Aug 2026

    77% other individuals, 21% high net worth, 1% businesses

    Individual clients
    4,940
  3. 3

    Moisand Fitzgerald Tamayo

    Wealth manager, Orlando, FL

    $1.4BNRegulatory assets, Mar 2026

    84% high net worth, 16% other individuals

    Individual clients
    906
  4. 4

    American Financial Advisors

    Wealth manager, Winter Park, FL

    $1.3BNRegulatory assets, Feb 2026

    84% high net worth, 16% other individuals

    Individual clients
    799
  5. 5

    Jackson Wealth Management

    Wealth manager, Lake Mary, FL

    $1.1BNRegulatory assets, Mar 2026

    81% high net worth, 19% other individuals

    Individual clients
    900
  6. 6

    Destiny Wealth Partners

    Wealth manager, Tavares, FL

    $947MMRegulatory assets, Jun 2026

    75% high net worth, 25% other individuals

    Individual clients
    939
  7. 7

    Rainey & Randall Wealth Advisors

    Wealth manager, Celebration, FL

    $918MMRegulatory assets, Mar 2026

    94% high net worth, 6% other individuals

    Individual clients
    332
  8. 8

    Hoxton Wealth

    Wealth manager, Orlando, FL

    $804MMRegulatory assets, Aug 2026

    57% high net worth, 43% other individuals

    Individual clients
    1,378
  9. 9

    QTR Family Wealth

    Wealth manager, Lake Mary, FL

    $749MMRegulatory assets, Mar 2026

    96% high net worth, 3% other individuals

    Individual clients
    197
  10. 10

    Synergy Investment Management

    Wealth manager, Altamonte Springs, FL

    $681MMRegulatory assets, May 2026

    67% high net worth, 30% other individuals, 2% businesses

    Individual clients
    2,469
  11. 11

    Summit Wealth Partners

    Wealth manager, Orlando, FL

    $676MMRegulatory assets, Mar 2026

    66% high net worth, 31% other individuals, 3% businesses

    Individual clients
    770
  12. 12

    Collaborative Wealth

    Wealth manager, Lake Mary, FL

    $653MMRegulatory assets, Mar 2026

    52% high net worth, 37% other individuals, 9% pension plans

    Individual clients
    915
  13. 13

    55 North Private Wealth

    Wealth manager, Winter Park, FL

    $581MMRegulatory assets, Mar 2026

    89% high net worth, 6% pension plans, 4% other individuals

    Individual clients
    152
  14. 14

    Financial Harvest Wealth Advisors

    Wealth manager, Winter Park, FL

    $557MMRegulatory assets, Feb 2026

    87% high net worth, 13% other individuals

    Individual clients
    320
  15. 15

    Trillium Wealth

    Wealth manager, Winter Park, FL

    $545MMRegulatory assets, Jul 2026

    61% high net worth, 36% other individuals, 2% businesses

    Individual clients
    625
  16. 16

    The Life Wealth Group

    Wealth manager, Winter Garden, FL

    $491MMRegulatory assets, Mar 2026

    63% high net worth, 28% other individuals, 8% businesses

    Individual clients
    466
  17. 17

    Allgen Financial Advisors

    Wealth manager, Orlando, FL

    $475MMRegulatory assets, Jul 2026

    55% high net worth, 39% other individuals, 5% businesses

    Individual clients
    1,062
  18. 18

    Fortress Wealth Group

    Wealth manager, Winter Park, FL

    $439MMRegulatory assets, Mar 2026

    81% high net worth, 18% other individuals, 2% businesses

    Individual clients
    371
  19. 19

    Alternative Investment Advisors

    Wealth manager, Maitland, FL

    $386MMRegulatory assets, Mar 2026

    65% other individuals, 32% high net worth, 3% pension plans

    Individual clients
    1,418
  20. 20

    Financial Advisory Partners

    Wealth manager, Winter Park, FL

    $378MMRegulatory assets, Jul 2026

    53% high net worth, 26% other individuals, 10% businesses

    Individual clients
    133

Regulatory assets each adviser reported in its latest Form ADV. Each pin opens the filing behind the figure; the ranking rule and sources are at the end of the page. Read .

The ten largest hold 53% of the assets

How the 48 firms counted spread by size: most are small, the dollars sit at the top.

Every firm on one scaleEach dot is one firm's regulatory assets in its latest filing. Every dot is one adviser. Dollar scale is logarithmic.
Assets of each of the 48 firms counted, log scaleEach dot is one adviser and links to its row. Certified Advisory $3.0BN; Royal Fund Management $1.6BN; Moisand Fitzgerald Tamayo $1.4BN; median $308MM.$100MM$1BN$10BNCertified Advisory: $3.0BNRoyal Fund Management: $1.6BNMoisand Fitzgerald Tamayo: $1.4BNAmerican Financial Advisors: $1.3BNJackson Wealth Management: $1.1BNDestiny Wealth Partners: $947MMRainey & Randall Wealth Advisors: $918MMHoxton Wealth: $804MMQTR Family Wealth: $749MMSynergy Investment Management: $681MMSummit Wealth Partners: $676MMCollaborative Wealth: $653MM55 North Private Wealth: $581MMFinancial Harvest Wealth Advisors: $557MMTrillium Wealth: $545MMThe Life Wealth Group: $491MMAllgen Financial Advisors: $475MMFortress Wealth Group: $439MMAlternative Investment Advisors: $386MMFinancial Advisory Partners: $378MMCallahan Wealth Advisory: $372MMStonebridge Financial Planning Group: $330MMOxford Wealth Group: $328MMStewardship Advisory Group: $322MMCarpenter, Claydon Advisors: $295MMBarr Financial Services: $269MMSpraker West Wealth Management: $265MMMcDonough Capital Management: $258MMRD Lewis Wealth Management: $257MMBlacktower Financial Management (US): $254MMCogent Private Wealth: $250MMElevation Advisory Partners: $226MMDelta Advisory Group: $216MMPonta Wealth Partners: $214MMFrankly Finances: $204MMSiler Wealth Management: $189MMRivertree Advisors: $184MMFellowship Financial Group: $176MMYandell Investments: $171MMDorman Financial Management: $161MMFairway Financial: $160MMVirtus Financial Partners: $153MMCramer & Rauchegger: $151MMSparrow Wealth Management: $135MMTripletail Wealth Management: $132MMCentrus Financial Strategies: $125MMWisdom Planning Group: $113MMLyons Wealth Management: $109MMCertified Advisory $3.0BNRoyal Fund Management $1.6BNMoisand Fitzgerald Tamayo $1.4BNMedian $308MMAssets of each of the 48 firms counted, log scaleEach dot is one adviser and links to its row. Certified Advisory $3.0BN; Royal Fund Management $1.6BN; Moisand Fitzgerald Tamayo $1.4BN; median $308MM.$1BNCertified Advisory $3.0BNMedian $308MM

One dot per firm counted; 3 firms with a main office outside Orlando, a second row for the same adviser or only fund assets left out. Read .

The 48 firms, by size
Under $500MM3335%$8.2BN
$500MM to $1BN1030%$7.1BN
$1BN to $5BN535%$8.3BN
$5BN to $10BN00%$0
$10BN to $25BN00%$0
$25BN and over00%$0

Assets each reported in its latest filing; shares are of the $23.6BN combined, one row per firm. Read .

13%

of the assets reported sits with one firm, Certified Advisory. The five largest hold 35%; 43 of 48 report under $1 billion.

13%Largest22%Next 465%Other 43
Who the 51 are
  1. Wealth managers50
  2. Wealth manager with a broker-dealer1

Kind of each, from its Form ADV (Items 5.G and 6.A), October 2026.

Whose money it isShare of the 48 advisers' assets by type of client
  1. High net worth68%
  2. Other individuals27%
  3. Pension plans3%
  4. Businesses1%
  5. Charities1%
  6. Funds (1940 Act)0%

Client types each adviser reports with its assets, latest filing; sums of filed figures.

Leaders beyond the ranking

Figures the main ranking does not compare: the most individual clients, the most high net worth clients.

The most individual clientsIndividuals each firm advises, high net worth and other, on its latest Form ADV (Item 5.D).
RankNameFigure
1Royal Fund Management4,940Aug 2026
2Certified Advisory2,476Mar 2026
3Synergy Investment Management2,469May 2026
4Alternative Investment Advisors1,418Mar 2026
5Hoxton Wealth1,378Aug 2026
6Allgen Financial Advisors1,062Jul 2026
7Destiny Wealth Partners939Jun 2026
8Collaborative Wealth915Mar 2026

Counts of clients as filed; a client is an account holder the adviser counts, not a household.

The most high net worth clientsHigh net worth individuals each firm advises, on its latest Form ADV (Item 5.D).
RankNameFigure
1Certified Advisory1,001Mar 2026
2Synergy Investment Management784May 2026
3Hoxton Wealth429Aug 2026
4American Financial Advisors421Feb 2026
5Moisand Fitzgerald Tamayo389Mar 2026
6Royal Fund Management375Aug 2026
7Jackson Wealth Management278Mar 2026
8Destiny Wealth Partners238Jun 2026

Counts of clients as filed; a client is an account holder the adviser counts, not a household.

The list is public. The warm path is not. Schedule a conversation

All 51 wealth management firms

A to Z, with each firm's regulatory assets, its clients, the share of its assets held for individuals and its private funds, each with a pin to its Form ADV.

Showing all 51 firms

Kind
Where
Size
Order
Wealth Management Firms (RIAs) in Orlando 51 firms, A to Z
OfficeAssetsBarClientsIndividualsPrivate funds
55 North Private Wealth
Wealth manager, Winter Park, FL.
Detail and sources for 55 North Private Wealth

Form ADV of 55 North Private Wealth, LLC (CRD 325325), SEC registered adviser, filed , main office Winter Park, FL: regulatory assets $581MM; 8 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and selection of other advisers. Clients (Item 5.D): 152 individuals, 102 of them high net worth; individuals hold 93% of its regulatory assets.

Files: SEC Form ADV.

$581MMMar 202615893%
Allgen Financial Advisors
Wealth manager, Orlando, FL.
Detail and sources for Allgen Financial Advisors

Form ADV of Allgen Financial Advisors, Inc. (CRD 126877), SEC registered adviser, filed , main office Orlando, FL: regulatory assets $475MM; 18 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and educational seminars. Clients (Item 5.D): 1,062 individuals, 99 of them high net worth; individuals hold 94% of its regulatory assets.

Files: SEC Form ADV.

$475MMJul 20261,09794%
Alternative Investment Advisors
Wealth manager, Maitland, FL.
Detail and sources for Alternative Investment Advisors

Form ADV of Alternative Investment Advisors, LLC (CRD 160108), SEC registered adviser, filed , main office Maitland, FL: regulatory assets $386MM; 15 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisers and educational seminars. Clients (Item 5.D): 1,418 individuals, 69 of them high net worth; individuals hold 97% of its regulatory assets.

Files: SEC Form ADV.

$386MMMar 20261,42497%
American Financial Advisors
Wealth manager, Winter Park, FL.
Detail and sources for American Financial Advisors

Form ADV of American Financial Advisors Inc. (CRD 108530), SEC registered adviser, filed , main office Winter Park, FL: regulatory assets $1.3BN; 8 employees.

Tied to this row by the CRD the list cites from the filing.

Possible match by name only, not counted: American Financial Advisors, Llc. (CRD 115824), registered adviser, filed , Marietta, GA.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and educational seminars. Clients (Item 5.D): 799 individuals, 421 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$1.3BNFeb 2026799100%
Barr Financial Services
Wealth manager, Winter Park, FL.
Detail and sources for Barr Financial Services

Form ADV of Barr Financial Services, LLC (CRD 125444), SEC registered adviser, filed , main office Winter Park, FL: regulatory assets $269MM; 2 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, selection of other advisers, educational seminars and other services. Clients (Item 5.D): 253 individuals, 97 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$269MMMay 202625399%
Blacktower Financial Management (US)
Wealth manager, Orlando, FL.
Detail and sources for Blacktower Financial Management (US)

Form ADV of Blacktower Financial Management (US) LLC (CRD 289142), SEC registered adviser, filed , main office Orlando, FL: regulatory assets $254MM; 29 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and pension consulting. Clients (Item 5.D): 479 individuals, 32 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$254MMMar 2026479100%
Callahan Wealth Advisory
Wealth manager, Orlando, FL.
Detail and sources for Callahan Wealth Advisory

Form ADV of Callahan Wealth Advisory, LLC (CRD 316124), SEC registered adviser, filed : regulatory assets $372MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and pension consulting. Clients (Item 5.D): 285 individuals, 100 of them high net worth; individuals hold 95% of its regulatory assets. Placed by the city of its main office on its SEC record, since its Form ADV withholds the address as a residence.

Files: SEC Form ADV.

$372MMMar 202629095%
Carpenter, Claydon Advisors
Wealth manager, Maitland, FL.
Detail and sources for Carpenter, Claydon Advisors

Form ADV of Carpenter, Claydon Advisors, Inc. (CRD 143516), SEC registered adviser, filed , main office Maitland, FL: regulatory assets $295MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and other services. Clients (Item 5.D): 239 individuals, 188 of them high net worth; individuals hold 88% of its regulatory assets.

Files: SEC Form ADV.

$295MMMar 202624988%
Centrus Financial Strategies
Wealth manager, Orlando, FL.
Detail and sources for Centrus Financial Strategies

Form ADV of Wilson Group Financial Management, LLC (CRD 339651), SEC registered adviser, filed , main office Orlando, FL: regulatory assets $125MM; 9 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 189 individuals, 61 of them high net worth; individuals hold 88% of its regulatory assets.

Files: SEC Form ADV.

$125MMAug 202619088%
Certified Advisory
Wealth manager, Altamonte Springs, FL.
Detail and sources for Certified Advisory

Form ADV of Certified Advisory Corp (CRD 120990), SEC registered adviser, filed , main office Altamonte Springs, FL: regulatory assets $3.0BN; 39 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Certified Advisory Corp, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting, selection of other advisers, publications and educational seminars. Clients (Item 5.D): 2,476 individuals, 1,001 of them high net worth; individuals hold 83% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$3.0BNMar 20262,55683%
Cogent Private Wealth
Wealth manager, Orlando, FL.
Detail and sources for Cogent Private Wealth

Form ADV of Cogent Private Wealth, Inc. (CRD 319092), SEC registered adviser, filed , main office Orlando, FL: regulatory assets $250MM; 8 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and pension consulting. Clients (Item 5.D): 85 individuals, 47 of them high net worth; individuals hold 76% of its regulatory assets.

Files: SEC Form ADV.

$250MMMar 202611076%
Collaborative Wealth
Wealth manager, Lake Mary, FL.
Detail and sources for Collaborative Wealth

Form ADV of Collaborative Wealth Management, Inc. (CRD 142106), SEC registered adviser, filed , main office Lake Mary, FL: regulatory assets $653MM; 13 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 915 individuals, 175 of them high net worth; individuals hold 89% of its regulatory assets.

Files: SEC Form ADV.

$653MMMar 202693789%
Cramer & Rauchegger
Wealth manager, Maitland, FL.
Detail and sources for Cramer & Rauchegger

Form ADV of Cramer & Rauchegger, Inc. (CRD 164784), SEC registered adviser, filed , main office Maitland, FL: regulatory assets $151MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, selection of other advisers and other services. Clients (Item 5.D): 850 individuals, 95 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$151MMAug 2026850100%
Delta Advisory Group
Wealth manager, Maitland, FL.
Detail and sources for Delta Advisory Group

Form ADV of Delta Advisory Group, Inc. (CRD 105966), SEC registered adviser, filed , main office Maitland, FL: regulatory assets $216MM; 8 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and publications. Clients (Item 5.D): 468 individuals, 55 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$216MMMar 2026468100%
Destiny Wealth Partners
Wealth manager, Tavares, FL.
Detail and sources for Destiny Wealth Partners

Form ADV of Destiny Wealth Partners, LLC (CRD 171346), SEC registered adviser, filed , main office Tavares, FL: regulatory assets $947MM; 26 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Destiny Wealth Partners, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, management of private funds, pension consulting and selection of other advisers. Clients (Item 5.D): 939 individuals, 238 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$947MMJun 2026939100%
Dorman Financial Management
Wealth manager, Maitland, FL.
Detail and sources for Dorman Financial Management

Form ADV of Dorman Financial Management, P.A. (CRD 136881), SEC registered adviser, filed , main office Maitland, FL: regulatory assets $161MM; 2 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and other services. Clients (Item 5.D): 262 individuals, 58 of them high net worth; individuals hold 98% of its regulatory assets.

Files: SEC Form ADV.

$161MMFeb 202626298%
Elevation Advisory Partners
Wealth manager, Orlando, FL.
Detail and sources for Elevation Advisory Partners

Form ADV of Elevation Advisory Partners LLC (CRD 312170), SEC registered adviser, filed , main office Orlando, FL: regulatory assets $226MM; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting and selection of other advisers. Clients (Item 5.D): 378 individuals, 58 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$226MMSep 2026378100%
Fairway Financial
Wealth manager, Casselberry, FL.
Detail and sources for Fairway Financial

Form ADV of Fairway Financial, LLC (CRD 134675), SEC registered adviser, filed , main office Casselberry, FL: regulatory assets $160MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Fairway Financial, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, selection of other advisers and educational seminars. Clients (Item 5.D): 121 individuals, 48 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$160MMMar 2026121100%
Fellowship Financial Group
Wealth manager, Maitland, FL.
Detail and sources for Fellowship Financial Group

Form ADV of Fellowship Investment Advisors, LLC (CRD 154103), SEC registered adviser, filed , main office Maitland, FL: regulatory assets $176MM; 7 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions and selection of other advisers. Clients (Item 5.D): 489 individuals, 33 of them high net worth; individuals hold 95% of its regulatory assets.

Files: SEC Form ADV.

$176MMMar 202649295%
Financial Advisory Partners
Wealth manager, Winter Park, FL.
Detail and sources for Financial Advisory Partners

Form ADV of Financial Advisory Partners, LLC (CRD 310914), SEC registered adviser, filed , main office Winter Park, FL: regulatory assets $378MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 133 individuals, 91 of them high net worth; individuals hold 80% of its regulatory assets.

Files: SEC Form ADV.

$378MMJul 202614780%
Financial Harvest Wealth Advisors
Wealth manager, Winter Park, FL.
Detail and sources for Financial Harvest Wealth Advisors

Form ADV of Financial Harvest, LLC (CRD 148271), SEC registered adviser, filed , main office Winter Park, FL: regulatory assets $557MM; 9 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 320 individuals, 169 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$557MMFeb 2026320100%
Fortress Wealth Group
Wealth manager, Winter Park, FL.
Detail and sources for Fortress Wealth Group

Form ADV of FWG Holdings, LLC (CRD 308968), SEC registered adviser, filed , main office Winter Park, FL: regulatory assets $439MM; 14 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of FWG Holdings, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, selection of other advisers and other services. Clients (Item 5.D): 371 individuals, 107 of them high net worth; individuals hold 98% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$439MMMar 202638498%
Frankly Finances
Wealth manager, Winter Park, FL.
Detail and sources for Frankly Finances

Form ADV of Frankly Finances LLC (CRD 321270), SEC registered adviser, filed : regulatory assets $204MM; 1 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and pension consulting. Clients (Item 5.D): 25 individuals, 21 of them high net worth; individuals hold 99% of its regulatory assets. Placed by the city of its main office on its SEC record, since its Form ADV withholds the address as a residence.

Files: SEC Form ADV.

$204MMFeb 20262999%
G. A. Repple & Company
Wealth manager with a broker-dealer, Casselberry, FL. Main office Casselberry, FL; not in the totals.
Detail and sources for G. A. Repple & Company

Form ADV of G. A. Repple & Company (CRD 17486), SEC registered adviser, filed , main office Casselberry, FL: regulatory assets $716MM; 53 employees.

Tied to this row by the CRD the list cites from the filing.

Main office Casselberry, FL; shown but not counted in the totals, charts or boards.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, selection of other advisers, publications and educational seminars. Clients (Item 5.D): 3,139 individuals, 0 of them high net worth; individuals hold 96% of its regulatory assets. It is also registered as a broker-dealer (Item 6.A).

Files: SEC Form ADV.

$716MMMar 20263,20796%
Hoxton Wealth
Wealth manager, Orlando, FL.
Detail and sources for Hoxton Wealth

Form ADV of Hoxton Wealth Usa LLC (CRD 307387), SEC registered adviser, filed , main office Orlando, FL: regulatory assets $804MM; 74 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and selection of other advisers. Clients (Item 5.D): 1,378 individuals, 429 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$804MMAug 20261,378100%
Jackson Wealth Management
Wealth manager, Lake Mary, FL.
Detail and sources for Jackson Wealth Management

Form ADV of Jackson Wealth Management, LLC (CRD 147642), SEC registered adviser, filed , main office Lake Mary, FL: regulatory assets $1.1BN; 10 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Jackson Wealth Management, LLC, quarter ended , filed .

Possible match by name only, not counted: Jackson Wealth Management, LLC (CRD 310496), registered adviser, filed , Castle Rock, CO.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and selection of other advisers. Clients (Item 5.D): 900 individuals, 278 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$1.1BNMar 2026900100%
Jake Carris Financial Planning
Wealth manager, Orlando, FL. Main office Orlando, FL; not in the totals.
Detail and sources for Jake Carris Financial Planning

Form ADV of Jake Carris Financial Planning, LLC (CRD 290061), SEC registered adviser, filed , main office Orlando, FL: regulatory assets $110MM; 1 employees.

Tied to this row by the CRD the list cites from the filing.

Main office Orlando, FL; shown but not counted in the totals, charts or boards.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and pension consulting. Clients (Item 5.D): 115 individuals, 39 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$110MMJul 202611599%
The Life Wealth Group
Wealth manager, Winter Garden, FL.
Detail and sources for The Life Wealth Group

Form ADV of Lifewealth Investments, LLC (CRD 332978), SEC registered adviser, filed , main office Winter Garden, FL: regulatory assets $491MM; 22 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, selection of other advisers and educational seminars. Clients (Item 5.D): 466 individuals, 104 of them high net worth; individuals hold 91% of its regulatory assets.

Files: SEC Form ADV.

$491MMMar 202654491%
Lyons Wealth Management
Wealth manager, Winter Park, FL.
Detail and sources for Lyons Wealth Management

Form ADV of Lyons Wealth Management, LLC (CRD 150581), SEC registered adviser, filed , main office Winter Park, FL: regulatory assets $109MM; 1 private fund, $4.8MM gross; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, management of registered funds and management of private funds. Clients (Item 5.D): 106 individuals, 0 of them high net worth; individuals hold 76% of its regulatory assets.

Files: SEC Form ADV.

$109MMApr 202611276%1
McDonough Capital Management
Wealth manager, Orlando, FL.
Detail and sources for McDonough Capital Management

Form ADV of McDonough Capital Management, Inc. (CRD 143767), SEC registered adviser, filed , main office Orlando, FL: regulatory assets $258MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions and educational seminars. Clients (Item 5.D): 290 individuals, 174 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$258MMJun 202629399%
Moisand Fitzgerald Tamayo
Wealth manager, Orlando, FL.
Detail and sources for Moisand Fitzgerald Tamayo

Form ADV of Moisand Fitzgerald Tamayo, LLC (CRD 109419), SEC registered adviser, filed , main office Orlando, FL: regulatory assets $1.4BN; 30 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Moisand Fitzgerald Tamayo, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions and pension consulting. Clients (Item 5.D): 906 individuals, 389 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$1.4BNMar 2026912100%
Oxford Wealth Group
Wealth manager, Orlando, FL.
Detail and sources for Oxford Wealth Group

Form ADV of Oxford Wealth Group, LLC (CRD 319561), SEC registered adviser, filed , main office Orlando, FL: regulatory assets $328MM; 14 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 913 individuals, 55 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$328MMMay 2026915100%
Ponta Wealth Partners
Wealth manager, Winter Park, FL.
Detail and sources for Ponta Wealth Partners

Form ADV of Ponta Wealth Partners, LLC (CRD 330058), SEC registered adviser, filed , main office Winter Park, FL: regulatory assets $214MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 24 individuals, 16 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$214MMSep 202624100%
QTR Family Wealth
Wealth manager, Lake Mary, FL.
Detail and sources for QTR Family Wealth

Form ADV of QTR Family Wealth, LLC (CRD 331655), SEC registered adviser, filed , main office Lake Mary, FL: regulatory assets $749MM; 7 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and selection of other advisers. Clients (Item 5.D): 197 individuals, 144 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$749MMMar 202620599%
Rainey & Randall Wealth Advisors
Wealth manager, Celebration, FL.
Detail and sources for Rainey & Randall Wealth Advisors

Form ADV of Rainey & Randall Wealth Advisors, Inc. (CRD 116251), SEC registered adviser, filed , main office Celebration, FL: regulatory assets $918MM; 7 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 332 individuals, 196 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$918MMMar 2026332100%
RD Lewis Wealth Management
Wealth manager, Maitland, FL.
Detail and sources for RD Lewis Wealth Management

Form ADV of RD Lewis Holdings, Inc. (CRD 156073), SEC registered adviser, filed , main office Maitland, FL: regulatory assets $257MM; 8 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 451 individuals, 121 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$257MMSep 2026451100%
Rivertree Advisors
Wealth manager, Winter Park, FL.
Detail and sources for Rivertree Advisors

Form ADV of Rivertree Advisors, LLC (CRD 168065), SEC registered adviser, filed , main office Winter Park, FL: regulatory assets $184MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Rivertree Advisors, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 103 individuals, 23 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$184MMMar 2026103100%
Royal Fund Management
Wealth manager, Lady Lake, FL.
Detail and sources for Royal Fund Management

Form ADV of Royal Fund Management, LLC (CRD 144434), SEC registered adviser, filed , main office Lady Lake, FL: regulatory assets $1.6BN; 93 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, selection of other advisers and other services. Clients (Item 5.D): 4,940 individuals, 375 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$1.6BNAug 20264,96699%
Siler Wealth Management
Wealth manager, Longwood, FL.
Detail and sources for Siler Wealth Management

Form ADV of SDR Investment Management, Inc. (CRD 108682), SEC registered adviser, filed , main office Longwood, FL: regulatory assets $189MM; 6 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisers and educational seminars. Clients (Item 5.D): 655 individuals, 54 of them high net worth; individuals hold 97% of its regulatory assets.

Files: SEC Form ADV.

$189MMMar 202666497%
Sparrow Wealth Management
Wealth manager, Orlando, FL.
Detail and sources for Sparrow Wealth Management

Form ADV of Sparrow Wealth Management, Inc. (CRD 152670), SEC registered adviser, filed , main office Orlando, FL: regulatory assets $135MM; 1 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and portfolio management for businesses and institutions. Clients (Item 5.D): 64 individuals, 52 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$135MMFeb 202664100%
Spraker West Wealth Management
Wealth manager, Winter Park, FL.
Detail and sources for Spraker West Wealth Management

Form ADV of Spraker West Wealth Management, Inc. (CRD 147075), SEC registered adviser, filed , main office Winter Park, FL: regulatory assets $265MM; 6 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and other services. Clients (Item 5.D): 138 individuals, 82 of them high net worth; individuals hold 97% of its regulatory assets.

Files: SEC Form ADV.

$265MMMar 202614497%
Stewardship Advisory Group
Wealth manager, Clermont, FL.
Detail and sources for Stewardship Advisory Group

Form ADV of Stewardship Advisory Group, LLC (CRD 165710), SEC registered adviser, filed , main office Clermont, FL: regulatory assets $322MM; 17 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisers and educational seminars. Clients (Item 5.D): 530 individuals, 132 of them high net worth; individuals hold 96% of its regulatory assets.

Files: SEC Form ADV.

$322MMJul 202653696%
Stonebridge Financial Planning Group
Wealth manager, Orlando, FL.
Detail and sources for Stonebridge Financial Planning Group

Form ADV of Stonebridge Financial Planning Group, LLC (CRD 154616), SEC registered adviser, filed , main office Orlando, FL: regulatory assets $330MM; 8 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Stonebridge Financial Planning Group, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, educational seminars and other services. Clients (Item 5.D): 340 individuals, 82 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$330MMSep 202634099%
Summit Wealth Partners
Wealth manager, Orlando, FL.
Detail and sources for Summit Wealth Partners

Form ADV of Summit Wealth Partners, LLC (CRD 283648), SEC registered adviser, filed , main office Orlando, FL: regulatory assets $676MM; 21 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Summit Wealth Partners, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers and educational seminars. Clients (Item 5.D): 770 individuals, 131 of them high net worth; individuals hold 97% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$676MMMar 202678397%
Synergy Investment Management
Wealth manager, Altamonte Springs, FL.
Detail and sources for Synergy Investment Management

Form ADV of Synergy Investment Management LLC (CRD 305961), SEC registered adviser, filed , main office Altamonte Springs, FL: regulatory assets $681MM; 22 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Synergy Investment Management LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions and selection of other advisers. Clients (Item 5.D): 2,469 individuals, 784 of them high net worth; individuals hold 97% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$681MMMay 20262,50097%
Tim Looney Investments
Wealth manager, Longwood, FL. Main office Longwood, FL; not in the totals.
Detail and sources for Tim Looney Investments

Form ADV of Tim Looney Investments, LLC (CRD 164413), SEC registered adviser, filed , main office Longwood, FL: regulatory assets $490MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Main office Longwood, FL; shown but not counted in the totals, charts or boards.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and pension consulting. Clients (Item 5.D): 504 individuals, 123 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$490MMMar 2026505100%
Trillium Wealth
Wealth manager, Winter Park, FL.
Detail and sources for Trillium Wealth

Form ADV of Trillium Wealth LLC (CRD 341186), SEC registered adviser, filed , main office Winter Park, FL: regulatory assets $545MM; 13 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and selection of other advisers. Clients (Item 5.D): 625 individuals, 100 of them high net worth; individuals hold 98% of its regulatory assets.

Files: SEC Form ADV.

$545MMJul 202662998%
Tripletail Wealth Management
Wealth manager, Orlando, FL.
Detail and sources for Tripletail Wealth Management

Form ADV of Tripletail Wealth Management, LLC (CRD 318781), SEC registered adviser, filed , main office Orlando, FL: regulatory assets $132MM; 2 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and portfolio management for businesses and institutions. Clients (Item 5.D): 74 individuals, 46 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$132MMMar 202674100%
Virtus Financial Partners
Wealth manager, Winter Park, FL.
Detail and sources for Virtus Financial Partners

Form ADV of Virtus Financial Partners, LLC (CRD 323365), SEC registered adviser, filed : regulatory assets $153MM; 6 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, selection of other advisers and educational seminars. Clients (Item 5.D): 602 individuals, 111 of them high net worth; individuals hold 73% of its regulatory assets. Placed by the city of its main office on its SEC record, since its Form ADV withholds the address as a residence.

Files: SEC Form ADV.

$153MMSep 202667573%
Wisdom Planning Group
Wealth manager, Orlando, FL.
Detail and sources for Wisdom Planning Group

Form ADV of Delgado Wealth Management, LLC (CRD 305721), SEC registered adviser, filed , main office Orlando, FL: regulatory assets $113MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and other services. Clients (Item 5.D): 109 individuals, 22 of them high net worth; individuals hold 96% of its regulatory assets.

Files: SEC Form ADV.

$113MMJun 202611596%
Yandell Investments
Wealth manager, Orlando, FL.
Detail and sources for Yandell Investments

Form ADV of Yandell Investments, LLC (CRD 332642), SEC registered adviser, filed , main office Orlando, FL: regulatory assets $171MM; 2 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and selection of other advisers. Clients (Item 5.D): 115 individuals, 40 of them high net worth; individuals hold 72% of its regulatory assets.

Files: SEC Form ADV.

$171MMAug 202611572%

Assets are the regulatory assets in the adviser's latest Form ADV (Item 5.F; solid bar). Clients are every client it counts (Item 5.D); Individuals is the share of its assets held for individuals, high net worth and other; private funds are the funds it advises (Item 7.B). Each pin opens the filing behind the figure. The square beside a name opens every figure with its filing and notes.

A few large advisers hold most of the money

Five findings from the filings of the 48 firms counted.

  1. 13%

    of the $23.6 billion the 48 firms counted report is one firm's: Certified Advisory. Without it, the other 47 report $20.6 billion.

    Assets, latest Form ADV of each; sums of filed figures

  2. $308MM

    is the median: half of the 48 report less, and 43 report under $1 billion.

    Assets, latest Form ADV of each

  3. 1

    private funds are advised by the firms counted; Lyons Wealth Management advises the most, 1.

    Private funds on each Form ADV (Schedule D); sums of filed figures

  4. 68%

    of their assets is high net worth money; the next largest client type is other individuals, at 27%.

    Client types each adviser reports with its assets; sums of filed figures

  5. 37

    of the 48 have their main office in Orange County, FL; the next place is Seminole County, FL, with 7.

    Main office on each Form ADV

Questions

How many wealth management firms are there in Orlando?

This list holds 51 wealth management firms in the Orlando metro; 48 of them report regulatory assets on Form ADV, $23.6 billion together.

What are the largest wealth management firms in Orlando?

By the regulatory assets they report: Certified Advisory $3.0 billion, Royal Fund Management $1.6 billion, Moisand Fitzgerald Tamayo $1.4 billion, American Financial Advisors $1.3 billion, Jackson Wealth Management $1.1 billion.

How much do wealth management firms in Orlando typically manage?

Of the 48 that report, the median reports $308 million in regulatory assets; 43 report under $1 billion.

How do you start a relationship with wealth management firms in Orlando?

Each figure on this page carries a pin that opens the firm's Form ADV, which names its services, its clients and how to reach it. For fund managers and companies raising capital, Praxis Rock runs capital formation programs; see Raise Capital.

Sources and method

Who is listed
51 wealth management firms, 50 are wealth managers and 1 is a wealth manager with a broker-dealer. Every SEC registered adviser with a main office in Orlando-Kissimmee-Sanford, FL MSA (Census CBSA 36740) that reports $100 million or more in regulatory assets, half or more of them for individuals, less the firms our other lists carry as another kind.
Ranking rule
The top 20, every total, share and median, the charts and the answers to the questions use one set: the 48 advisers that report regulatory assets in their latest SEC Form ADV, with a main office in the Orlando metro, that the filing itself ties to the row (the CRD the list cites, or the row's own website in Item 1.I), one figure per adviser. A name match with no such tie is shown in the row's detail only, never ranked or counted.
Our arithmetic
The $23.6BN, the median, shares, charts and boards are sums and medians of filed numbers over that one set; 3 firms with a figure outside it stay listed with the figure and the reason.
Pins
Each figure's pin opens the filing it comes from: the adviser's Form ADV as filed, or the SEC filing index of its latest 13F report. The pin's label names the source and its date.
What we searched
On we read every firm's latest Form ADV in the SEC monthly file by its CRD and searched 13F reports by the CIK on its Form ADV record. Of the 51, 51 report on a current Form ADV and 10 file 13F reports.
Words
Each firm's kind is read from its Form ADV: a wealth manager advises individuals and offers financial planning (Items 5.D and 5.G); "also a broker-dealer" where Item 6.A is checked. Firm names only: no person, contact or website is shown.
Sources and dates
FigureSourcePeriod, read
Assets, private funds, client types, main office, employeesSEC Form ADV adviser data, October 2026 report, and each adviser's Form ADV as filed, 51 advisersFilings to 2026-10-01; read 2026-10-31
Reports of listed stocks (13F filer)SEC EDGAR Form 13F, 10 filers, by the CIK on each Form ADVLatest filing; read 2026-10-31
Main office to metroHUD USPS ZIP to county crosswalk, 2026 Q2, and the Census metro delineation, July 2023Read 2026-10-31
LogosNone shown: each firm has a monogramRead 2026-10-31

Cite as: Praxis Rock Advisors, "Wealth Management Firms (RIAs) in Orlando," updated October 31, 2026, praxisrock.com/resources/investors/wealth-management-firms-orlando

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