{
  "path": "/advisors/fl/orlando/for-charities",
  "url": "https://advisorcensus.com/advisors/fl/orlando/for-charities",
  "page_type": "metro_answer",
  "title": "Financial advisors for charitable organizations in Orlando, FL",
  "filters": {},
  "scope_total": 41,
  "faq": [
    {
      "q": "Which financial advisors in Orlando, FL work with charitable organizations?",
      "a": "41 investment advisory firms with a principal office in the Orlando metro area report charitable organizations among their clients on Form ADV Item 5.D, as of October 2026; this page lists them. Form ADV Item 5.D asks every registered adviser which types of clients it advises, with the number of each and the assets it manages for them; a firm appears here when it reports at least one."
    },
    {
      "q": "How many financial advisory firms are there in Orlando, FL?",
      "a": "AdvisorCensus lists 205 investment advisory firms with a principal office in the Orlando metro area, from Form ADV filings as of October 2026: 109 SEC-registered, 79 state-registered, and 17 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV."
    },
    {
      "q": "How many fee-only financial advisors are in Orlando, FL?",
      "a": "38 of the 205 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed."
    },
    {
      "q": "How many financial advisors in Orlando, FL offer financial planning?",
      "a": "125 of the 188 firms in Orlando, FL that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports."
    },
    {
      "q": "Are the financial advisors in Orlando, FL fiduciaries?",
      "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 38 firms that meet AdvisorCensus's fee-only test report none of those sales ties."
    },
    {
      "q": "How do I check whether a financial advisor has disciplinary disclosures?",
      "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck."
    },
    {
      "q": "Does AdvisorCensus rate, verify, or recommend these firms?",
      "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content."
    },
    {
      "q": "What does regulatory assets under management mean?",
      "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality."
    }
  ],
  "period": "2026-10-01",
  "answer_paragraph": "Find financial advisors in Orlando, FL who work with charitable organizations. AdvisorCensus lists 41 investment advisory firms with a principal office in the Orlando metro area that report charitable organizations among their clients, as of October 2026. Reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically, and each firm's page lists its client types.",
  "about_market": "Orlando has 205 investment advisory firms with a principal office in the metro area as of October 2026: 109 SEC-registered, 79 state-registered, and 17 exempt reporting advisers. 38 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 81 report under $100 million in regulatory assets under management. The metro area has 1,022,315 households, 111,831 of them with income of $200,000 or more, or 546 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).",
  "citation": "AdvisorCensus. Financial advisors for charitable organizations in Orlando, FL: 41 firms from Form ADV filings as of October 2026.",
  "total_firms": 41,
  "page": 1,
  "total_pages": 1,
  "sort": "name",
  "registration_types": {
    "sec": 32,
    "state": 9,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 8
    },
    {
      "code": "percentage_of_aum",
      "count": 40
    },
    {
      "code": "hourly",
      "count": 27
    },
    {
      "code": "subscription",
      "count": 1
    },
    {
      "code": "fixed",
      "count": 32
    },
    {
      "code": "commissions",
      "count": 0
    },
    {
      "code": "performance_based",
      "count": 5
    },
    {
      "code": "other",
      "count": 6
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 13
    },
    {
      "code": "5_to_9",
      "count": 8
    },
    {
      "code": "10_to_19",
      "count": 12
    },
    {
      "code": "20_plus",
      "count": 8
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 2
    },
    {
      "code": "25m_100m",
      "count": 6
    },
    {
      "code": "100m_500m",
      "count": 17
    },
    {
      "code": "500m_1b",
      "count": 6
    },
    {
      "code": "1b_5b",
      "count": 8
    },
    {
      "code": "over_5b",
      "count": 1
    },
    {
      "code": "not_reported",
      "count": 1
    }
  ],
  "firms": [
    {
      "crd_number": 325325,
      "name": "55 North Private Wealth",
      "name_as_filed": "55 NORTH PRIVATE WEALTH",
      "url": "https://advisorcensus.com/firm/55-north-private-wealth-winter-park-fl-325325",
      "city": "Winter Park",
      "state": "FL",
      "years_registered": 1,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 311990,
      "name": "Advus Financial Partners, LLC",
      "name_as_filed": "ADVUS FINANCIAL PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/advus-financial-partners-llc-winter-park-fl-311990",
      "city": "Winter Park",
      "state": "FL",
      "years_registered": 5,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 126877,
      "name": "Allgen Financial Advisors, Inc.",
      "name_as_filed": "ALLGEN FINANCIAL ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/allgen-financial-advisors-inc-orlando-fl-126877",
      "city": "Orlando",
      "state": "FL",
      "years_registered": 12,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 137322,
      "name": "Avanti Wealth Management",
      "name_as_filed": "AVANTI WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/avanti-wealth-management-longwood-fl-137322",
      "city": "Longwood",
      "state": "FL",
      "years_registered": 20,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 290433,
      "name": "Avenues Wealth, LLC",
      "name_as_filed": "AVENUES WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/avenues-wealth-llc-winter-park-fl-290433",
      "city": "Winter Park",
      "state": "FL",
      "years_registered": 8,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 125444,
      "name": "Barr Financial Services, LLC",
      "name_as_filed": "BARR FINANCIAL SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/barr-financial-services-llc-winter-park-fl-125444",
      "city": "Winter Park",
      "state": "FL",
      "years_registered": 11,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 319757,
      "name": "Blue Jasper Capital LLC",
      "name_as_filed": "BLUE JASPER CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/blue-jasper-capital-llc-clermont-fl-319757",
      "city": "Clermont",
      "state": "FL",
      "years_registered": 4,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 337253,
      "name": "Bluestar Wealth Management",
      "name_as_filed": "BLUESTAR WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/bluestar-wealth-management-lake-mary-fl-337253",
      "city": "Lake Mary",
      "state": "FL",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 110164,
      "name": "Burgess Chambers & Associates Inc",
      "name_as_filed": "BURGESS CHAMBERS & ASSOCIATES INC",
      "url": "https://advisorcensus.com/firm/burgess-chambers-and-associates-inc-orlando-fl-110164",
      "city": "Orlando",
      "state": "FL",
      "years_registered": 38,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 316124,
      "name": "Callahan Wealth Advisory",
      "name_as_filed": "CALLAHAN WEALTH ADVISORY",
      "url": "https://advisorcensus.com/firm/callahan-wealth-advisory-orlando-fl-316124",
      "city": "Orlando",
      "state": "FL",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 146023,
      "name": "Ceredex Value Advisors LLC",
      "name_as_filed": "CEREDEX VALUE ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/ceredex-value-advisors-llc-winter-park-fl-146023",
      "city": "Winter Park",
      "state": "FL",
      "years_registered": 18,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 120990,
      "name": "Certified Advisory Corp",
      "name_as_filed": "CERTIFIED ADVISORY CORP",
      "url": "https://advisorcensus.com/firm/certified-advisory-corp-altamonte-springs-fl-120990",
      "city": "Altamonte Springs",
      "state": "FL",
      "years_registered": 24,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 319092,
      "name": "Cogent Private Wealth",
      "name_as_filed": "COGENT PRIVATE WEALTH",
      "url": "https://advisorcensus.com/firm/cogent-private-wealth-orlando-fl-319092",
      "city": "Orlando",
      "state": "FL",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 142106,
      "name": "Collaborative Wealth",
      "name_as_filed": "COLLABORATIVE WEALTH",
      "url": "https://advisorcensus.com/firm/collaborative-wealth-lake-mary-fl-142106",
      "city": "Lake Mary",
      "state": "FL",
      "years_registered": 12,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 112099,
      "name": "Deprince, Race & Zollo, Inc.",
      "name_as_filed": "DEPRINCE, RACE & ZOLLO, INC.",
      "url": "https://advisorcensus.com/firm/deprince-race-and-zollo-inc-winter-park-fl-112099",
      "city": "Winter Park",
      "state": "FL",
      "years_registered": 31,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 310914,
      "name": "Financial Advisory Partners, LLC",
      "name_as_filed": "FINANCIAL ADVISORY PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/financial-advisory-partners-llc-winter-park-fl-310914",
      "city": "Winter Park",
      "state": "FL",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 308968,
      "name": "Fortress Wealth Group",
      "name_as_filed": "FORTRESS WEALTH GROUP",
      "url": "https://advisorcensus.com/firm/fortress-wealth-group-winter-park-fl-308968",
      "city": "Winter Park",
      "state": "FL",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 321270,
      "name": "Frankly Finances",
      "name_as_filed": "FRANKLY FINANCES",
      "url": "https://advisorcensus.com/firm/frankly-finances-winter-park-fl-321270",
      "city": "Winter Park",
      "state": "FL",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "hourly",
        "subscription",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 337735,
      "name": "FX2 Capital",
      "name_as_filed": "FX2 CAPITAL",
      "url": "https://advisorcensus.com/firm/fx2-capital-fruitland-park-fl-337735",
      "city": "Fruitland Park",
      "state": "FL",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 171898,
      "name": "Good Life Advisors, LLC",
      "name_as_filed": "GOOD LIFE ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/good-life-advisors-llc-celebration-fl-171898",
      "city": "Celebration",
      "state": "FL",
      "years_registered": 12,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 307283,
      "name": "Heritage Advisors Group, Inc.",
      "name_as_filed": "HERITAGE ADVISORS GROUP, INC.",
      "url": "https://advisorcensus.com/firm/heritage-advisors-group-inc-altamonte-springs-fl-307283",
      "city": "Altamonte Springs",
      "state": "FL",
      "years_registered": 6,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 135635,
      "name": "Integrity Fixed Income Management",
      "name_as_filed": "INTEGRITY FIXED INCOME MANAGEMENT",
      "url": "https://advisorcensus.com/firm/integrity-fixed-income-management-orlando-fl-135635",
      "city": "Orlando",
      "state": "FL",
      "years_registered": 19,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 290061,
      "name": "Jake Carris Financial Planning",
      "name_as_filed": "JAKE CARRIS FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/jake-carris-financial-planning-orlando-fl-290061",
      "city": "Orlando",
      "state": "FL",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 111964,
      "name": "Mariner Institutional, LLC",
      "name_as_filed": "MARINER INSTITUTIONAL, LLC",
      "url": "https://advisorcensus.com/firm/mariner-institutional-llc-winter-park-fl-111964",
      "city": "Winter Park",
      "state": "FL",
      "years_registered": 25,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 289761,
      "name": "Matthias Private Wealth, LLC",
      "name_as_filed": "MATTHIAS PRIVATE WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/matthias-private-wealth-llc-winter-park-fl-289761",
      "city": "Winter Park",
      "state": "FL",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 109419,
      "name": "Moisand Fitzgerald Tamayo, LLC",
      "name_as_filed": "MOISAND FITZGERALD TAMAYO, LLC",
      "url": "https://advisorcensus.com/firm/moisand-fitzgerald-tamayo-llc-orlando-fl-109419",
      "city": "Orlando",
      "state": "FL",
      "years_registered": 27,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 142028,
      "name": "Moss & Company, P.A.",
      "name_as_filed": "MOSS & COMPANY, P.A.",
      "url": "https://advisorcensus.com/firm/moss-and-company-p-a-maitland-fl-142028",
      "city": "Maitland",
      "state": "FL",
      "years_registered": 28,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 327540,
      "name": "Prometheus Capital Management LLC",
      "name_as_filed": "PROMETHEUS CAPITAL MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/prometheus-capital-management-llc-orlando-fl-327540",
      "city": "Orlando",
      "state": "FL",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 144434,
      "name": "Royal Fund Management, LLC",
      "name_as_filed": "ROYAL FUND MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/royal-fund-management-llc-lady-lake-fl-144434",
      "city": "Lady Lake",
      "state": "FL",
      "years_registered": 13,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 291649,
      "name": "Sandhill Wealth Management, Inc.",
      "name_as_filed": "SANDHILL WEALTH MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/sandhill-wealth-management-inc-winter-park-fl-291649",
      "city": "Winter Park",
      "state": "FL",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 173937,
      "name": "Shariaportfolio, Inc.",
      "name_as_filed": "SHARIAPORTFOLIO, INC.",
      "url": "https://advisorcensus.com/firm/shariaportfolio-inc-lake-mary-fl-173937",
      "city": "Lake Mary",
      "state": "FL",
      "years_registered": 11,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 147075,
      "name": "Spraker West Wealth Management, Inc",
      "name_as_filed": "SPRAKER WEST WEALTH MANAGEMENT, INC",
      "url": "https://advisorcensus.com/firm/spraker-west-wealth-management-inc-winter-park-fl-147075",
      "city": "Winter Park",
      "state": "FL",
      "years_registered": 18,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 165710,
      "name": "Stewardship Advisory Group, LLC",
      "name_as_filed": "STEWARDSHIP ADVISORY GROUP, LLC",
      "url": "https://advisorcensus.com/firm/stewardship-advisory-group-llc-clermont-fl-165710",
      "city": "Clermont",
      "state": "FL",
      "years_registered": 13,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 154616,
      "name": "Stonebridge Financial Planning Group, LLC",
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    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
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}