AdvisorCensus / Financial advisors / Florida / Orlando, FL / Branch offices
Advisory firms with an office in Orlando, FL, headquartered elsewhere
117 investment advisory firms with a principal office outside the Orlando, FL metro area list an office in it on Form ADV (Schedule D, Section 1.F), from each firm's most recent filing that lists its offices. SEC-registered firms list their 25 largest offices, so this is a floor. Firms headquartered in the metro are on the main list.
| Firm | Office | Headquarters | Registration |
|---|---|---|---|
| Advisifi LLC | Lake Mary, FL | St Petersburg, FL | SEC-registered investment adviser |
| Altitude Capital Management LLC | Lake Mary, FL | Des Moines, IA | SEC-registered investment adviser |
| American Realty Advisors | Lake Mary, FL | Los Angeles, CA | SEC-registered investment adviser |
| Ameritas Advisory Services, LLC | Altamonte Spg, FL | Lincoln, NE | SEC-registered investment adviser |
| Amerity Wealth Management, LLC | Lady Lake, FL | Lakeland, FL | SEC-registered investment adviser |
| API Financial Advisors, LLC | Lake Mary, FL | Rockledge, FL | SEC-registered investment adviser |
| Apollo Capital Credit Adviser, LLC | Orlando, FL | New York, NY | SEC-registered investment adviser |
| Apollo Capital Management, L.P. | Orlando, FL | New York, NY | SEC-registered investment adviser |
| Apollo Credit Management, LLC | Orlando, FL | New York, NY | SEC-registered investment adviser |
| Apollo Investment Management, L.P. | Orlando, FL | New York, NY | SEC-registered investment adviser |
| Apollo Manager, LLC | Orlando, FL | New York, NY | SEC-registered investment adviser |
| Apollo MPS Management, LLC | Orlando, FL | New York, NY | SEC-registered investment adviser |
| Apollo Real Estate Fund Adviser, LLC | Orlando, FL | New York, NY | SEC-registered investment adviser |
| Apollo S3 RIC Management, L.P. | Orlando, FL | New York, NY | SEC-registered investment adviser |
| Archer Investment Corporation | Altamonte Springs, FL | Carmel, IN | SEC-registered investment adviser |
| Aris Management, LLC | Orlando, FL | New York, NY | SEC-registered investment adviser |
| Aviance Capital Partners LLC | Winter Park, FL | Naples, FL | SEC-registered investment adviser |
| Beacon Pointe Advisors, LLC | Winter Park, FL | Newport Beach, CA | SEC-registered investment adviser |
| Beacon Wealth Consultants, Inc. | Winter Garden, FL | Roanoke, VA | SEC-registered investment adviser |
| Biltmore Family Office, LLC | Orlando, FL | Charlotte, NC | SEC-registered investment adviser |
| Blackston Financial Advisory Group, LLC | Mount Dora, FL | The Villages, FL | SEC-registered investment adviser |
| BNY Mellon Investment Adviser, Inc. | Lake Mary, FL | New York, NY | SEC-registered investment adviser |
| BNY Mellon Securities Corporation | Lake Mary, FL | New York, NY | SEC-registered investment adviser |
| Bridge Investment Group | Orlando, FL | Sandy, UT | SEC-registered investment adviser |
| Calton & Associates, Inc. | Lady Lake, FL | Tampa, FL | SEC-registered investment adviser |
| Capitol Securities Management, Inc. | Lake Mary, FL | Glen Allen, VA | SEC-registered investment adviser |
| Carnegie Investment Counsel | Winter Park, FL | Pepper Pike, OH | SEC-registered investment adviser |
| Cbiz Investment Advisory Services, LLC | Maitland, FL | Cleveland, OH | SEC-registered investment adviser |
| Cbiz Retirement Plan Advisory Services | Maitland, FL | Cleveland, OH | SEC-registered investment adviser |
| Charles Schwab & Co., Inc. | Orlando, FL | San Francisco, CA | SEC-registered investment adviser |
| Cliftonlarsonallen Wealth Advisors, LLC | Orlando, FL | Minneapolis, MN | SEC-registered investment adviser |
| Concord Advisory Group Ltd | Orlando, FL | Princeton, NJ | SEC-registered investment adviser |
| Cortland Investment Management, LLC | Orlando, FL | Atlanta, GA | SEC-registered investment adviser |
| Creative Planning | Maitland, FL | Overland Park, KS | SEC-registered investment adviser |
| Cyndeo Wealth Partners | Lake Mary, FL | St. Petersburg, FL | SEC-registered investment adviser |
| D.H. Hill Advisors, Inc. | Clermont, FL | Kingwood, TX | SEC-registered investment adviser |
| David Vaughan Investments, LLC | Winter Park, FL | Peoria, IL | SEC-registered investment adviser |
| DI Investment Management LP | Orlando, FL | Dallas, TX | SEC-registered investment adviser |
| Duff & Phelps Investment Management Co. | Winter Park, FL | Chicago, IL | SEC-registered investment adviser |
| Eagle's Crest Advisors, LLC | Lake Mary, FL | Huntington, NY | SEC-registered investment adviser |
| Encompass More Asset Management LLC | Sanford, FL | Danville, CA | SEC-registered investment adviser |
| Equitable Advisors, LLC | Orlando, FL | New York, NY | SEC-registered investment adviser |
| Firstrust | Orlando, FL | Daytona Beach, FL | SEC-registered investment adviser |
| Florida Financial Advisors, LLC | Orlando, FL | Tampa, FL | SEC-registered investment adviser |
| Greystar Investment Group, LLC | Orlando, FL | Charleston, SC | SEC-registered investment adviser |
| Grimes & Company | Orlando, FL | Westborough, MA | SEC-registered investment adviser |
| GWN Securities Inc. | Altamonte Springs, FL | Palm Beach Gardens, FL | SEC-registered investment adviser |
| Heritage Investment Group, Inc. | Orlando, FL | Pompano Beach, FL | SEC-registered investment adviser |
| Highland Capital Management, LLC | Lake Mary, FL | Memphis, TN | SEC-registered investment adviser |
| Hightower Advisors, LLC | Orlando, FL | Chicago, IL | SEC-registered investment adviser |
| IHT Wealth Management LLC | Maitland, FL | Chicago, IL | SEC-registered investment adviser |
| Independent Advisor Alliance, LLC | Maitland, FL | Charlotte, NC | SEC-registered investment adviser |
| Independent Financial Partners | Altamonte Springs, FL | Tampa, FL | SEC-registered investment adviser |
| Intellicents Investment Solutions Inc | Maitland, FL | Albert Lea, MN | SEC-registered investment adviser |
| J. W. Cole Advisors, Inc. | Winter Springs, FL | Tampa, FL | SEC-registered investment adviser |
| Kayne Anderson Rudnick Investment Management, LLC | Maitland, FL | Los Angeles, CA | SEC-registered investment adviser |
| Kestra Advisory Services, LLC | Orlando, FL | Austin, TX | SEC-registered investment adviser |
| Lanark Financial, Inc. | Winter Park, FL | Birmingham, AL | SEC-registered investment adviser |
| Lead Management Company | Orlando, FL | George Town, Grand Cayman, Cayman Islands | Exempt reporting adviser |
| Lear Investment Management | Winter Park, FL | Dallas, TX | SEC-registered investment adviser |
| Lido | Orlando, FL | Los Angeles, CA | SEC-registered investment adviser |
| Madison Avenue Securities, LLC | Orlando, FL | San Diego, CA | SEC-registered investment adviser |
| Mariner | Orlando, FL | Overland Park, KS | SEC-registered investment adviser |
| Mariner Independent | Orlando, FL | Overland Park, KS | SEC-registered investment adviser |
| Mellon Investments Corporation | Lake Mary, FL | Pittsburgh, PA | SEC-registered investment adviser |
| Money Concepts Advisory Service | Winter Park, FL | Palm Beach Gardens, FL | SEC-registered investment adviser |
| Moors & Cabot, Inc | Maitland, FL | Boston, MA | SEC-registered investment adviser |
| Navy Federal Investment Services, LLC | Winter Park, FL | Vienna, VA | SEC-registered investment adviser |
| Northcoast Asset Management LLC | Orlando, FL | Stamford, CT | SEC-registered investment adviser |
| Northwest Asset Management | Maitland, FL | Mercer Island, WA | SEC-registered investment adviser |
| Occidental Asset Management, LLC | Altamonte Springs, FL | Burlingame, CA | SEC-registered investment adviser |
| Onedigital | Orlando, FL | Overland Park, KS | SEC-registered investment adviser |
| Onepoint BFG Wealth Partners | Winter Park, FL | Parsippany, NJ | SEC-registered investment adviser |
| Oxenfree Financial | Orlando, FL | Melbourne, FL | SEC-registered investment adviser |
| Parkway Founders 2 LLC | Winter Park, FL | New York, NY | Exempt reporting adviser |
| Pathstone | Winter Park, FL | Englewood, NJ | SEC-registered investment adviser |
| Planmember Securities Corporation | Winter Springs, FL | Carpinteria, CA | SEC-registered investment adviser |
| Portfolio Medics, LLC | Winter Park, FL | Bonita Springs, FL | SEC-registered investment adviser |
| Prime Capital Financial | Winter Park, FL | Overland Park, KS | SEC-registered investment adviser |
| Principal Advised Services | Orlando, FL | Des Moines, IA | SEC-registered investment adviser |
| Prostatis Financial Advisors Group | Orlando, FL | Hanover, MD | SEC-registered investment adviser |
| Ptma Investment Advisors | Orlando, FL | Denver, CO | SEC-registered investment adviser |
| Ptma Investment Advisors | Orlando, FL | Naperville, IL | SEC-registered investment adviser |
| Raymond James & Associates, Inc. | Orlando, FL | St. Petersburg, FL | SEC-registered investment adviser |
| Raymond James Financial Services Advisors, Inc | Orlando, FL | Saint Petersburg, FL | SEC-registered investment adviser |
| RBC Rochdale, LLC | Lake Mary, FL | New York, NY | SEC-registered investment adviser |
| Regal Advisory Services, Inc. | Orlando, FL | Glenview, IL | SEC-registered investment adviser |
| Regal Investment Advisors LLC | Oviedo, FL | Kentwood, MI | SEC-registered investment adviser |
| Robinhood Asset Management | Lake Mary, FL | Menlo Park, CA | SEC-registered investment adviser |
| Rockefeller Capital Management | Winter Park, FL | New York, NY | SEC-registered investment adviser |
| Rockefeller Capital Management | Winter Park, FL | New York, NY | SEC-registered investment adviser |
| Sagespring Wealth Partners | Winter Park, FL | Franklin, TN | SEC-registered investment adviser |
| Savant Wealth Management | Orlando, FL | Rockford, IL | SEC-registered investment adviser |
| SB Advisory, LLC | Winter Park, FL | Atlanta, GA | SEC-registered investment adviser |
| Schwab Wealth Advisory, Inc. | Orlando, FL | San Francisco, CA | SEC-registered investment adviser |
| Seacrest Wealth Management, LLC | Kissimmee, FL | Purchase, NY | SEC-registered investment adviser |
| Sigma Investment Counselors | Lake Mary, FL | Northville, MI | SEC-registered investment adviser |
| Stepstone Group Real Estate LP | Winter Park, FL | La Jolla, CA | SEC-registered investment adviser |
| Stepstone Private Wealth | Winter Park, FL | Charlotte, NC | SEC-registered investment adviser |
| Strategic Investment Solutions, Inc. | Orlando, FL | Orland Park, IL | SEC-registered investment adviser |
| Strategic Wealth Investment Group, LLC | Orlando, FL | Louisville, KY | SEC-registered investment adviser |
| Synovus Securities, Inc. | Winter Park, FL | Columbus, GA | SEC-registered investment adviser |
| Talon LLC | Longwood, FL | San Juan, PR | SEC-registered investment adviser |
| The Strategic Financial Alliance | Lake Mary, FL | Atlanta, GA | SEC-registered investment adviser |
| TLG Advisors, Inc. | Maitland, FL | Summit, NJ | SEC-registered investment adviser |
| Trajan Wealth, L.L.C. | Lady Lake, FL | Scottsdale, AZ | SEC-registered investment adviser |
| Truist Advisory Services, Inc. | Orlando, FL | Atlanta, GA | SEC-registered investment adviser |
| Tucker Asset Management LLC | Lake Mary, FL | Littleton, CO | SEC-registered investment adviser |
| U.S. Bancorp Asset Management, Inc. | Orlando, FL | Minneapolis, MN | SEC-registered investment adviser |
| United Planners' Financial Services of America a Limited Partner | Winter Garden, FL | Scottsdale, AZ | SEC-registered investment adviser |
| Vanderbilt Advisory Services | Fruitland Park, FL | Woodbury, NY | SEC-registered investment adviser |
| Virtue Capital Management, LLC | Lake Mary, FL | Brentwood, TN | SEC-registered investment adviser |
| Virtus Fixed Income Advisers, LLC | Winter Park, FL | Hartford, CT | SEC-registered investment adviser |
| Wealth Enhancement Advisory Services, LLC | Winter Springs, FL | Plymouth, MN | SEC-registered investment adviser |
| Wealthspire Retirement Advisory | Maitland, FL | Aliso Viejo, CA | SEC-registered investment adviser |
| Wynkoop LLC | Orlando, FL | Greenwood Village, CO | SEC-registered investment adviser |
| Zacks Investment Management, Inc. | Orlando, FL | Chicago, IL | SEC-registered investment adviser |
Firms with an office here that publish no principal office location
These 4 firms list an office in Orlando, FL on Form ADV, but their filings give no principal office location, so where they are headquartered is not known. They are not in the count above.
| Firm | Office | Registration |
|---|---|---|
| Financial Transparency | Longwood, FL | SEC-registered investment adviser |
| Fmsa | Clermont, FL | SEC-registered investment adviser |
| Networth Asset Management, Inc | Maitland, FL | SEC-registered investment adviser |
| Wellth Advisory Services, LLC | Maitland, FL | SEC-registered investment adviser |
Source: Form ADV, Schedule D, Section 1.F (other offices), from each firm's most recent filing that lists its offices, within the last 18 months. City and state only. A listed office is where the firm reports conducting advisory business. SEC-registered firms and exempt reporting advisers list only their 25 largest offices, so this is a floor, not a full count.
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AdvisorCensus. Advisory firms with an office in Orlando, FL, headquartered elsewhere. https://advisorcensus.com/advisors/fl/orlando/branch-offices https://advisorcensus.com/advisors/fl/orlando/branch-offices