{ "path": "/advisors/fl/orlando/for-high-net-worth-individuals", "url": "https://advisorcensus.com/advisors/fl/orlando/for-high-net-worth-individuals/page/2", "page_type": "metro_answer", "title": "Financial advisors for high-net-worth individuals in Orlando, FL", "filters": {}, "scope_total": 126, "faq": [ { "q": "Which financial advisors in Orlando, FL work with high-net-worth individuals?", "a": "126 investment advisory firms with a principal office in the Orlando metro area report high-net-worth individuals 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 high-net-worth individuals. AdvisorCensus lists 126 investment advisory firms with a principal office in the Orlando metro area that report high-net-worth individuals 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 high-net-worth individuals in Orlando, FL: 126 firms from Form ADV filings as of October 2026.", "total_firms": 126, "page": 2, "total_pages": 3, "sort": "name", "registration_types": { "sec": 74, "state": 52, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 28 }, { "code": "percentage_of_aum", "count": 121 }, { "code": "hourly", "count": 76 }, { "code": "subscription", "count": 4 }, { "code": "fixed", "count": 79 }, { "code": "commissions", "count": 2 }, { "code": "performance_based", "count": 11 }, { "code": "other", "count": 16 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 49 }, { "code": "5_to_9", "count": 34 }, { "code": "10_to_19", "count": 28 }, { "code": "20_plus", "count": 15 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 22 }, { "code": "25m_100m", "count": 32 }, { "code": "100m_500m", "count": 46 }, { "code": "500m_1b", "count": 12 }, { "code": "1b_5b", "count": 10 }, { "code": "over_5b", "count": 1 }, { "code": "not_reported", "count": 3 } ], "firms": [ { "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": 331977, "name": "GFG Solutions", "name_as_filed": "GFG SOLUTIONS", "url": "https://advisorcensus.com/firm/gfg-solutions-orlando-fl-331977", "city": "Orlando", "state": "FL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 300460, "name": "Global Assets Advisory, LLC", "name_as_filed": "GLOBAL ASSETS ADVISORY, LLC", "url": "https://advisorcensus.com/firm/global-assets-advisory-llc-orlando-fl-300460", "city": "Orlando", "state": "FL", "years_registered": 7, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "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": 296855, "name": "Green Vista Asset Management LLC", "name_as_filed": "GREEN VISTA ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/green-vista-asset-management-llc-winter-park-fl-296855", "city": "Winter Park", "state": "FL", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 329012, "name": "Haven Private", "name_as_filed": "HAVEN PRIVATE", "url": "https://advisorcensus.com/firm/haven-private-orlando-fl-329012", "city": "Orlando", "state": "FL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 145248, "name": "Haysley Financial Services, Inc.", "name_as_filed": "HAYSLEY FINANCIAL SERVICES, INC.", "url": "https://advisorcensus.com/firm/haysley-financial-services-inc-lake-mary-fl-145248", "city": "Lake Mary", "state": "FL", "years_registered": 18, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 161998, "name": "Heartwood Financial Services", "name_as_filed": "HEARTWOOD FINANCIAL SERVICES", "url": "https://advisorcensus.com/firm/heartwood-financial-services-lake-mary-fl-161998", "city": "Lake Mary", "state": "FL", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "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": 318936, "name": "Horizon Wealth Group, LLC", "name_as_filed": "HORIZON WEALTH GROUP, LLC", "url": "https://advisorcensus.com/firm/horizon-wealth-group-llc-winter-park-fl-318936", "city": "Winter Park", "state": "FL", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 307387, "name": "Hoxton Wealth", "name_as_filed": "HOXTON WEALTH", "url": "https://advisorcensus.com/firm/hoxton-wealth-orlando-fl-307387", "city": "Orlando", "state": "FL", "years_registered": 4, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 155475, "name": "Hurley Wealth Management Group, Inc", "name_as_filed": "HURLEY WEALTH MANAGEMENT GROUP, INC", "url": "https://advisorcensus.com/firm/hurley-wealth-management-group-inc-oakland-fl-155475", "city": "Oakland", "state": "FL", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 277141, "name": "Hyperion Wealth Management, LLC", "name_as_filed": "HYPERION WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/hyperion-wealth-management-llc-maitland-fl-277141", "city": "Maitland", "state": "FL", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "commissions" ], "enhanced": false }, { "crd_number": 144426, "name": "International Assets Investment Management, LLC", "name_as_filed": "INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/international-assets-investment-management-llc-orlando-fl-144426", "city": "Orlando", "state": "FL", "years_registered": 19, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 315745, "name": "Investably LLC", "name_as_filed": "INVESTABLY LLC", "url": "https://advisorcensus.com/firm/investably-llc-orlando-fl-315745", "city": "Orlando", "state": "FL", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 306243, "name": "IQ Portfolios", "name_as_filed": "IQ PORTFOLIOS", "url": "https://advisorcensus.com/firm/iq-portfolios-windermere-fl-306243", "city": "Windermere", "state": "FL", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 147642, "name": "Jackson Wealth Management, LLC", "name_as_filed": "JACKSON WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/jackson-wealth-management-llc-lake-mary-fl-147642", "city": "Lake Mary", "state": "FL", "years_registered": 18, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly" ], "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": 154676, "name": "JB Meridian Advisors, LLC", "name_as_filed": "JB MERIDIAN ADVISORS, LLC", "url": "https://advisorcensus.com/firm/jb-meridian-advisors-llc-clermont-fl-154676", "city": "Clermont", "state": "FL", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 329497, "name": "Lakeshore Advisors", "name_as_filed": "LAKESHORE ADVISORS", "url": "https://advisorcensus.com/firm/lakeshore-advisors-winter-park-fl-329497", "city": "Winter Park", "state": "FL", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 175348, "name": "LDN Wealth, LLC", "name_as_filed": "LDN WEALTH, LLC", "url": "https://advisorcensus.com/firm/ldn-wealth-llc-orlando-fl-175348", "city": "Orlando", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 288358, "name": "Life After Grief Financial Planning", "name_as_filed": "LIFE AFTER GRIEF FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/life-after-grief-financial-planning-orlando-fl-288358", "city": "Orlando", "state": "FL", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 142050, "name": "Longview, Inc.", "name_as_filed": "LONGVIEW, INC.", "url": "https://advisorcensus.com/firm/longview-inc-longwood-fl-142050", "city": "Longwood", "state": "FL", "years_registered": 31, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 166788, "name": "Lyons Investment Management", "name_as_filed": "LYONS INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/lyons-investment-management-winter-park-fl-166788", "city": "Winter Park", "state": "FL", "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "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": 143767, "name": "McDonough Capital Management, Inc.", "name_as_filed": "MCDONOUGH CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/mcdonough-capital-management-inc-orlando-fl-143767", "city": "Orlando", "state": "FL", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 126676, "name": "McKee Investment Planning, Inc.", "name_as_filed": "MCKEE INVESTMENT PLANNING, INC.", "url": "https://advisorcensus.com/firm/mckee-investment-planning-inc-clermont-fl-126676", "city": "Clermont", "state": "FL", "years_registered": 22, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 298773, "name": "Meeks Capital LLC", "name_as_filed": "MEEKS CAPITAL LLC", "url": "https://advisorcensus.com/firm/meeks-capital-llc-winter-park-fl-298773", "city": "Winter Park", "state": "FL", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "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": 338054, "name": "Monterra Advisors, LLC", "name_as_filed": "MONTERRA ADVISORS, LLC", "url": "https://advisorcensus.com/firm/monterra-advisors-llc-orlando-fl-338054", "city": "Orlando", "state": "FL", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "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": 319711, "name": "New Era Advisory", "name_as_filed": "NEW ERA ADVISORY", "url": "https://advisorcensus.com/firm/new-era-advisory-orlando-fl-319711", "city": "Orlando", "state": "FL", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 317576, "name": "Newell Wealth Management, LLC", "name_as_filed": "NEWELL WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/newell-wealth-management-llc-winter-garden-fl-317576", "city": "Winter Garden", "state": "FL", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 310758, "name": "O'Toole Strategic Investments LLC", "name_as_filed": "O'TOOLE STRATEGIC INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/o-toole-strategic-investments-llc-longwood-fl-310758", "city": "Longwood", "state": "FL", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 304150, "name": "Oakmonte Wealth Management", "name_as_filed": "OAKMONTE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/oakmonte-wealth-management-orlando-fl-304150", "city": "Orlando", "state": "FL", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 319561, "name": "Oxford Wealth Group, LLC", "name_as_filed": "OXFORD WEALTH GROUP, LLC", "url": "https://advisorcensus.com/firm/oxford-wealth-group-llc-orlando-fl-319561", "city": "Orlando", "state": "FL", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 305143, "name": "Polley Wealth Management LLC", "name_as_filed": "POLLEY WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/polley-wealth-management-llc-orlando-fl-305143", "city": "Orlando", "state": "FL", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 330058, "name": "Ponta Wealth Partners, LLC", "name_as_filed": "PONTA WEALTH PARTNERS, LLC", "url": "https://advisorcensus.com/firm/ponta-wealth-partners-llc-winter-park-fl-330058", "city": "Winter Park", "state": "FL", "years_registered": 1, "raum_band": "100m_500m", "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": 298080, "name": "Proxy Wealth Advisors LLC", "name_as_filed": "PROXY WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/proxy-wealth-advisors-llc-windermere-fl-298080", "city": "Windermere", "state": "FL", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 331655, "name": "QTR Family Wealth, LLC", "name_as_filed": "QTR FAMILY WEALTH, LLC", "url": "https://advisorcensus.com/firm/qtr-family-wealth-llc-lake-mary-fl-331655", "city": "Lake Mary", "state": "FL", "years_registered": 2, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 116251, "name": "Rainey & Randall Wealth Advisors, Inc.", "name_as_filed": "RAINEY & RANDALL WEALTH ADVISORS, INC.", "url": "https://advisorcensus.com/firm/rainey-and-randall-wealth-advisors-inc-celebration-fl-116251", "city": "Celebration", "state": "FL", "years_registered": 22, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 154352, "name": "Rariden Investment Advisors, LLC", "name_as_filed": "RARIDEN INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/rariden-investment-advisors-llc-oviedo-fl-154352", "city": "Oviedo", "state": "FL", "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 156073, "name": "RD Lewis Wealth Management", "name_as_filed": "RD LEWIS WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/rd-lewis-wealth-management-maitland-fl-156073", "city": "Maitland", "state": "FL", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 340696, "name": "REA Financial", "name_as_filed": "REA FINANCIAL", "url": "https://advisorcensus.com/firm/rea-financial-orlando-fl-340696", "city": "Orlando", "state": "FL", "years_registered": 0, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 168065, "name": "Rivertree Advisors, LLC", "name_as_filed": "RIVERTREE 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