AdvisorCensus / Financial advisors / Florida / Orlando, FL / Charles Schwab
Financial advisors in Orlando, FL using Charles Schwab
55 SEC-registered investment advisory firms headquartered in the Orlando, FL metro area name Charles Schwab as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| 401K Generation | Altamonte Springs, | SEC-registered investment adviser | $100 million to $500 million |
| 55 North Private Wealth | Winter Park | SEC-registered investment adviser | $500 million to $1 billion |
| Aegis Wealth Management, LLC | Maitland | SEC-registered investment adviser | $100 million to $500 million |
| Allgen Financial Advisors, Inc. | Orlando | SEC-registered investment adviser | $100 million to $500 million |
| Alphaq Advisors | Winter Park | SEC-registered investment adviser | $25 million to $100 million |
| Alternative Investment Advisors, LLC | Maitland | SEC-registered investment adviser | $100 million to $500 million |
| American Financial Advisors Inc | Winter Park | SEC-registered investment adviser | $1 billion to $5 billion |
| Blacktower Financial Management (US) LLC | Orlando | SEC-registered investment adviser | $100 million to $500 million |
| Bluestar Wealth Management | Lake Mary | SEC-registered investment adviser | $100 million to $500 million |
| Burgess Chambers & Associates Inc | Orlando | SEC-registered investment adviser | $100 million to $500 million |
| Carpenter, Claydon Advisors, Inc. | Maitland | SEC-registered investment adviser | $100 million to $500 million |
| Centrus Financial Strategies | Orlando | SEC-registered investment adviser | $100 million to $500 million |
| Certified Advisory Corp | Altamonte Springs | SEC-registered investment adviser | $1 billion to $5 billion |
| Cogent Private Wealth | Orlando | SEC-registered investment adviser | $100 million to $500 million |
| Collaborative Wealth | Lake Mary | SEC-registered investment adviser | $500 million to $1 billion |
| Cramer & Rauchegger, Inc. | Maitland | SEC-registered investment adviser | $100 million to $500 million |
| Delta Advisory Group, Inc. | Maitland | SEC-registered investment adviser | $100 million to $500 million |
| Destiny Family Office | Tavares | SEC-registered investment adviser | $500 million to $1 billion |
| Destiny Wealth Partners, LLC | Tavares | SEC-registered investment adviser | $500 million to $1 billion |
| Dorman Financial Management, P.A. | Maitland | SEC-registered investment adviser | $100 million to $500 million |
| Elevation Advisory Partners LLC | Orlando | SEC-registered investment adviser | $100 million to $500 million |
| Fairway Financial, LLC | Casselberry | SEC-registered investment adviser | $100 million to $500 million |
| Familywealth | Lake Mary | SEC-registered investment adviser | $100 million to $500 million |
| Familywealth Asset Management | Lake Mary | SEC-registered investment adviser | $100 million to $500 million |
| Fellowship Financial Group | Maitland | SEC-registered investment adviser | $100 million to $500 million |
| Financial Harvest Wealth Advisors | Winter Park | SEC-registered investment adviser | $500 million to $1 billion |
| Frankly Finances | Winter Park | SEC-registered investment adviser | $100 million to $500 million |
| Fund Advisors of America Inc | Orlando | SEC-registered investment adviser | $100 million to $500 million |
| GFG Solutions | Orlando | SEC-registered investment adviser | $100 million to $500 million |
| Global Assets Advisory, LLC | Orlando | SEC-registered investment adviser | $500 million to $1 billion |
| Haven Private | Orlando | SEC-registered investment adviser | $100 million to $500 million |
| Jackson Wealth Management, LLC | Lake Mary | SEC-registered investment adviser | $1 billion to $5 billion |
| Jake Carris Financial Planning | Orlando | SEC-registered investment adviser | $100 million to $500 million |
| Lyons Wealth Management | Winter Park | SEC-registered investment adviser | $100 million to $500 million |
| Matthias Private Wealth, LLC | Winter Park | SEC-registered investment adviser | $100 million to $500 million |
| McDonough Capital Management, Inc. | Orlando | SEC-registered investment adviser | $100 million to $500 million |
| Moisand Fitzgerald Tamayo, LLC | Orlando | SEC-registered investment adviser | $1 billion to $5 billion |
| Oxford Wealth Group, LLC | Orlando | SEC-registered investment adviser | $100 million to $500 million |
| Ponta Wealth Partners, LLC | Winter Park | SEC-registered investment adviser | $100 million to $500 million |
| Proxy Wealth Advisors LLC | Windermere | SEC-registered investment adviser | $25 million to $100 million |
| Rainey & Randall Wealth Advisors, Inc. | Celebration | SEC-registered investment adviser | $500 million to $1 billion |
| REA Financial | Orlando | SEC-registered investment adviser | $25 million to $100 million |
| Royal Fund Management, LLC | Lady Lake | SEC-registered investment adviser | $1 billion to $5 billion |
| Sandhill Wealth Management, Inc. | Winter Park | SEC-registered investment adviser | $100 million to $500 million |
| Shariaportfolio, Inc. | Lake Mary | SEC-registered investment adviser | $1 billion to $5 billion |
| Siler Wealth Management | Longwood | SEC-registered investment adviser | $100 million to $500 million |
| Spraker West Wealth Management, Inc | Winter Park | SEC-registered investment adviser | $100 million to $500 million |
| Stewardship Advisory Group, LLC | Clermont | SEC-registered investment adviser | $100 million to $500 million |
| Summit Wealth Partners, LLC | Orlando | SEC-registered investment adviser | $500 million to $1 billion |
| Synergy Investment Management LLC | Altamonte Springs | SEC-registered investment adviser | $500 million to $1 billion |
| The Life Wealth Group | Winter Garden | SEC-registered investment adviser | $100 million to $500 million |
| TIM Looney Investments, LLC | Longwood | SEC-registered investment adviser | $100 million to $500 million |
| Trillium Wealth LLC | Winter Park | SEC-registered investment adviser | $500 million to $1 billion |
| Tripletail Wealth Management | Orlando | SEC-registered investment adviser | $100 million to $500 million |
| Wisdom Planning Group | Orlando | SEC-registered investment adviser | $100 million to $500 million |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Charles Schwab nationwide
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AdvisorCensus. Financial advisors in Orlando, FL using Charles Schwab. https://advisorcensus.com/advisors/fl/orlando/custodians/charles-schwab https://advisorcensus.com/advisors/fl/orlando/custodians/charles-schwab