AdvisorCensus / Financial advisors / Florida / Orlando, FL / LPL Financial LLC
Financial advisors in Orlando, FL using LPL Financial LLC
4 SEC-registered investment advisory firms headquartered in the Orlando, FL metro area name LPL Financial LLC as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Collaborative Wealth | Lake Mary | SEC-registered investment adviser | $500 million to $1 billion |
| Good Life Advisors, LLC | Celebration | SEC-registered investment adviser | $1 billion to $5 billion |
| RD Lewis Wealth Management | Maitland | SEC-registered investment adviser | $100 million to $500 million |
| Synergy Investment Management LLC | Altamonte Springs | SEC-registered investment adviser | $500 million to $1 billion |
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. LPL Financial LLC nationwide
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AdvisorCensus. Financial advisors in Orlando, FL using LPL Financial LLC. https://advisorcensus.com/advisors/fl/orlando/custodians/lpl-financial https://advisorcensus.com/advisors/fl/orlando/custodians/lpl-financial