AdvisorCensus / Financial advisors / Florida / Orlando, FL / Fidelity Investments
Financial advisors in Orlando, FL using Fidelity Investments
17 SEC-registered investment advisory firms headquartered in the Orlando, FL metro area name Fidelity Investments as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| 55 North Private Wealth | Winter Park | SEC-registered investment adviser | $500 million to $1 billion |
| Advus Financial Partners, LLC | Winter Park | SEC-registered investment adviser | $1 billion to $5 billion |
| Certified Advisory Corp | Altamonte Springs | SEC-registered investment adviser | $1 billion to $5 billion |
| Cramer & Rauchegger, Inc. | Maitland | SEC-registered investment adviser | $100 million to $500 million |
| Destiny Wealth Partners, LLC | Tavares | SEC-registered investment adviser | $500 million to $1 billion |
| 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 |
| Fortress Wealth Group | Winter Park | SEC-registered investment adviser | $100 million to $500 million |
| G. A. Repple & Company | Casselberry | SEC-registered investment adviser | $500 million to $1 billion |
| QTR Family Wealth, LLC | Lake Mary | SEC-registered investment adviser | $500 million to $1 billion |
| Sparrow Wealth Management | Orlando | SEC-registered investment adviser | $100 million to $500 million |
| Stonebridge Financial Planning Group, LLC | Orlando | 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 |
| Trillium Wealth LLC | Winter Park | SEC-registered investment adviser | $500 million to $1 billion |
| Yandell Investments, LLC | 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. Fidelity Investments nationwide
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