# Financial advisors for high-net-worth individuals in Orlando, FL

> 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.

Updated October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/fl/orlando/for-high-net-worth-individuals/page/2

## At a glance

- Investment advisory firms: 126
- Registration: SEC-registered investment adviser: 74, State-registered investment adviser: 52
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 28 (22%); Percentage of assets 121 (96%); Hourly charges 76 (60%); Subscription fees (newsletter or periodical) 4 (3%); Fixed fees 79 (63%); Commissions 2 (2%); Performance-based fees 11 (9%); Other 16 (13%)
- Regulatory assets under management (Item 5.F): Under $25 million 22 (17%); $25 million to $100 million 32 (25%); $100 million to $500 million 46 (37%); $500 million to $1 billion 12 (10%); $1 billion to $5 billion 10 (8%); Over $5 billion 1 (1%); Not reported 3 (2%)
- Years registered: Under 5 years 49 (39%); 5 to 9 years 34 (27%); 10 to 19 years 28 (22%); 20 years or more 15 (12%)

## Firms (page 2 of 3, 51 to 100 of 126, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [FX2 Capital](https://advisorcensus.com/firm/fx2-capital-fruitland-park-fl-337735) ([md](https://advisorcensus.com/firm/fx2-capital-fruitland-park-fl-337735.md)) | 337735 | Fruitland Park, FL | State-registered investment adviser | Not reported | 0 | % of assets, Fixed fee, Performance fee |
| [GFG Solutions](https://advisorcensus.com/firm/gfg-solutions-orlando-fl-331977) ([md](https://advisorcensus.com/firm/gfg-solutions-orlando-fl-331977.md)) | 331977 | Orlando, FL | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly |
| [Global Assets Advisory, LLC](https://advisorcensus.com/firm/global-assets-advisory-llc-orlando-fl-300460) ([md](https://advisorcensus.com/firm/global-assets-advisory-llc-orlando-fl-300460.md)) | 300460 | Orlando, FL | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets |
| [Good Life Advisors, LLC](https://advisorcensus.com/firm/good-life-advisors-llc-celebration-fl-171898) ([md](https://advisorcensus.com/firm/good-life-advisors-llc-celebration-fl-171898.md)) | 171898 | Celebration, FL | SEC-registered investment adviser | $1 billion to $5 billion | 12 | % of assets, Hourly, Fixed fee, Other |
| [Green Vista Asset Management LLC](https://advisorcensus.com/firm/green-vista-asset-management-llc-winter-park-fl-296855) ([md](https://advisorcensus.com/firm/green-vista-asset-management-llc-winter-park-fl-296855.md)) | 296855 | Winter Park, FL | State-registered investment adviser | Under $25 million | 7 | % of assets, Hourly |
| [Haven Private](https://advisorcensus.com/firm/haven-private-orlando-fl-329012) ([md](https://advisorcensus.com/firm/haven-private-orlando-fl-329012.md)) | 329012 | Orlando, FL | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly |
| [Haysley Financial Services, Inc.](https://advisorcensus.com/firm/haysley-financial-services-inc-lake-mary-fl-145248) ([md](https://advisorcensus.com/firm/haysley-financial-services-inc-lake-mary-fl-145248.md)) | 145248 | Lake Mary, FL | State-registered investment adviser | Under $25 million | 18 | % of assets, Hourly, Fixed fee |
| [Heartwood Financial Services](https://advisorcensus.com/firm/heartwood-financial-services-lake-mary-fl-161998) ([md](https://advisorcensus.com/firm/heartwood-financial-services-lake-mary-fl-161998.md)) | 161998 | Lake Mary, FL | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee |
| [Heritage Advisors Group, Inc.](https://advisorcensus.com/firm/heritage-advisors-group-inc-altamonte-springs-fl-307283) ([md](https://advisorcensus.com/firm/heritage-advisors-group-inc-altamonte-springs-fl-307283.md)) | 307283 | Altamonte Springs, FL | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Hourly, Fixed fee |
| [Horizon Wealth Group, LLC](https://advisorcensus.com/firm/horizon-wealth-group-llc-winter-park-fl-318936) ([md](https://advisorcensus.com/firm/horizon-wealth-group-llc-winter-park-fl-318936.md)) | 318936 | Winter Park, FL | State-registered investment adviser | Under $25 million | 4 | % of assets |
| [Hoxton Wealth](https://advisorcensus.com/firm/hoxton-wealth-orlando-fl-307387) ([md](https://advisorcensus.com/firm/hoxton-wealth-orlando-fl-307387.md)) | 307387 | Orlando, FL | SEC-registered investment adviser | $500 million to $1 billion | 4 | % of assets, Fixed fee, Other |
| [Hurley Wealth Management Group, Inc](https://advisorcensus.com/firm/hurley-wealth-management-group-inc-oakland-fl-155475) ([md](https://advisorcensus.com/firm/hurley-wealth-management-group-inc-oakland-fl-155475.md)) | 155475 | Oakland, FL | State-registered investment adviser | $25 million to $100 million | 15 | % of assets, Hourly, Fixed fee |
| [Hyperion Wealth Management, LLC](https://advisorcensus.com/firm/hyperion-wealth-management-llc-maitland-fl-277141) ([md](https://advisorcensus.com/firm/hyperion-wealth-management-llc-maitland-fl-277141.md)) | 277141 | Maitland, FL | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly, Commissions |
| [International Assets Investment Management, LLC](https://advisorcensus.com/firm/international-assets-investment-management-llc-orlando-fl-144426) ([md](https://advisorcensus.com/firm/international-assets-investment-management-llc-orlando-fl-144426.md)) | 144426 | Orlando, FL | SEC-registered investment adviser | $1 billion to $5 billion | 19 | % of assets, Hourly, Fixed fee |
| [Investably LLC](https://advisorcensus.com/firm/investably-llc-orlando-fl-315745) ([md](https://advisorcensus.com/firm/investably-llc-orlando-fl-315745.md)) | 315745 | Orlando, FL | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly, Fixed fee |
| [IQ Portfolios](https://advisorcensus.com/firm/iq-portfolios-windermere-fl-306243) ([md](https://advisorcensus.com/firm/iq-portfolios-windermere-fl-306243.md)) | 306243 | Windermere, FL | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Fixed fee |
| [Jackson Wealth Management, LLC](https://advisorcensus.com/firm/jackson-wealth-management-llc-lake-mary-fl-147642) ([md](https://advisorcensus.com/firm/jackson-wealth-management-llc-lake-mary-fl-147642.md)) | 147642 | Lake Mary, FL | SEC-registered investment adviser | $1 billion to $5 billion | 18 | % of assets, Hourly |
| [Jake Carris Financial Planning](https://advisorcensus.com/firm/jake-carris-financial-planning-orlando-fl-290061) ([md](https://advisorcensus.com/firm/jake-carris-financial-planning-orlando-fl-290061.md)) | 290061 | Orlando, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [JB Meridian Advisors, LLC](https://advisorcensus.com/firm/jb-meridian-advisors-llc-clermont-fl-154676) ([md](https://advisorcensus.com/firm/jb-meridian-advisors-llc-clermont-fl-154676.md)) | 154676 | Clermont, FL | State-registered investment adviser | $25 million to $100 million | 15 | % of assets, Hourly, Fixed fee |
| [Lakeshore Advisors](https://advisorcensus.com/firm/lakeshore-advisors-winter-park-fl-329497) ([md](https://advisorcensus.com/firm/lakeshore-advisors-winter-park-fl-329497.md)) | 329497 | Winter Park, FL | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Hourly |
| [LDN Wealth, LLC](https://advisorcensus.com/firm/ldn-wealth-llc-orlando-fl-175348) ([md](https://advisorcensus.com/firm/ldn-wealth-llc-orlando-fl-175348.md)) | 175348 | Orlando, FL | SEC-registered investment adviser | Not reported | 0 | Hourly, Fixed fee, Other |
| [Life After Grief Financial Planning](https://advisorcensus.com/firm/life-after-grief-financial-planning-orlando-fl-288358) ([md](https://advisorcensus.com/firm/life-after-grief-financial-planning-orlando-fl-288358.md)) | 288358 | Orlando, FL | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Hourly, Fixed fee |
| [Longview, Inc.](https://advisorcensus.com/firm/longview-inc-longwood-fl-142050) ([md](https://advisorcensus.com/firm/longview-inc-longwood-fl-142050.md)) | 142050 | Longwood, FL | State-registered investment adviser | Under $25 million | 31 | % of assets, Hourly |
| [Lyons Investment Management](https://advisorcensus.com/firm/lyons-investment-management-winter-park-fl-166788) ([md](https://advisorcensus.com/firm/lyons-investment-management-winter-park-fl-166788.md)) | 166788 | Winter Park, FL | SEC-registered investment adviser | $25 million to $100 million | 13 | % of assets, Performance fee |
| [Mariner Institutional, LLC](https://advisorcensus.com/firm/mariner-institutional-llc-winter-park-fl-111964) ([md](https://advisorcensus.com/firm/mariner-institutional-llc-winter-park-fl-111964.md)) | 111964 | Winter Park, FL | SEC-registered investment adviser | $1 billion to $5 billion | 25 | % of assets, Hourly, Fixed fee |
| [Matthias Private Wealth, LLC](https://advisorcensus.com/firm/matthias-private-wealth-llc-winter-park-fl-289761) ([md](https://advisorcensus.com/firm/matthias-private-wealth-llc-winter-park-fl-289761.md)) | 289761 | Winter Park, FL | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee, Other |
| [McDonough Capital Management, Inc.](https://advisorcensus.com/firm/mcdonough-capital-management-inc-orlando-fl-143767) ([md](https://advisorcensus.com/firm/mcdonough-capital-management-inc-orlando-fl-143767.md)) | 143767 | Orlando, FL | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets |
| [McKee Investment Planning, Inc.](https://advisorcensus.com/firm/mckee-investment-planning-inc-clermont-fl-126676) ([md](https://advisorcensus.com/firm/mckee-investment-planning-inc-clermont-fl-126676.md)) | 126676 | Clermont, FL | State-registered investment adviser | $25 million to $100 million | 22 | % of assets, Hourly |
| [Meeks Capital LLC](https://advisorcensus.com/firm/meeks-capital-llc-winter-park-fl-298773) ([md](https://advisorcensus.com/firm/meeks-capital-llc-winter-park-fl-298773.md)) | 298773 | Winter Park, FL | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly, Fixed fee |
| [Moisand Fitzgerald Tamayo, LLC](https://advisorcensus.com/firm/moisand-fitzgerald-tamayo-llc-orlando-fl-109419) ([md](https://advisorcensus.com/firm/moisand-fitzgerald-tamayo-llc-orlando-fl-109419.md)) | 109419 | Orlando, FL | SEC-registered investment adviser | $1 billion to $5 billion | 27 | % of assets, Hourly, Fixed fee, Other |
| [Monterra Advisors, LLC](https://advisorcensus.com/firm/monterra-advisors-llc-orlando-fl-338054) ([md](https://advisorcensus.com/firm/monterra-advisors-llc-orlando-fl-338054.md)) | 338054 | Orlando, FL | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee, Performance fee |
| [Moss & Company, P.A.](https://advisorcensus.com/firm/moss-and-company-p-a-maitland-fl-142028) ([md](https://advisorcensus.com/firm/moss-and-company-p-a-maitland-fl-142028.md)) | 142028 | Maitland, FL | State-registered investment adviser | $25 million to $100 million | 28 | % of assets |
| [New Era Advisory](https://advisorcensus.com/firm/new-era-advisory-orlando-fl-319711) ([md](https://advisorcensus.com/firm/new-era-advisory-orlando-fl-319711.md)) | 319711 | Orlando, FL | State-registered investment adviser | Under $25 million | 3 | % of assets, Fixed fee |
| [Newell Wealth Management, LLC](https://advisorcensus.com/firm/newell-wealth-management-llc-winter-garden-fl-317576) ([md](https://advisorcensus.com/firm/newell-wealth-management-llc-winter-garden-fl-317576.md)) | 317576 | Winter Garden, FL | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Hourly, Fixed fee |
| [O'Toole Strategic Investments LLC](https://advisorcensus.com/firm/o-toole-strategic-investments-llc-longwood-fl-310758) ([md](https://advisorcensus.com/firm/o-toole-strategic-investments-llc-longwood-fl-310758.md)) | 310758 | Longwood, FL | State-registered investment adviser | Under $25 million | 5 | % of assets, Other |
| [Oakmonte Wealth Management](https://advisorcensus.com/firm/oakmonte-wealth-management-orlando-fl-304150) ([md](https://advisorcensus.com/firm/oakmonte-wealth-management-orlando-fl-304150.md)) | 304150 | Orlando, FL | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Fixed fee |
| [Oxford Wealth Group, LLC](https://advisorcensus.com/firm/oxford-wealth-group-llc-orlando-fl-319561) ([md](https://advisorcensus.com/firm/oxford-wealth-group-llc-orlando-fl-319561.md)) | 319561 | Orlando, FL | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee |
| [Polley Wealth Management LLC](https://advisorcensus.com/firm/polley-wealth-management-llc-orlando-fl-305143) ([md](https://advisorcensus.com/firm/polley-wealth-management-llc-orlando-fl-305143.md)) | 305143 | Orlando, FL | State-registered investment adviser | Under $25 million | 7 | % of assets, Hourly, Subscription, Fixed fee |
| [Ponta Wealth Partners, LLC](https://advisorcensus.com/firm/ponta-wealth-partners-llc-winter-park-fl-330058) ([md](https://advisorcensus.com/firm/ponta-wealth-partners-llc-winter-park-fl-330058.md)) | 330058 | Winter Park, FL | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets |
| [Prometheus Capital Management LLC](https://advisorcensus.com/firm/prometheus-capital-management-llc-orlando-fl-327540) ([md](https://advisorcensus.com/firm/prometheus-capital-management-llc-orlando-fl-327540.md)) | 327540 | Orlando, FL | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly |
| [Proxy Wealth Advisors LLC](https://advisorcensus.com/firm/proxy-wealth-advisors-llc-windermere-fl-298080) ([md](https://advisorcensus.com/firm/proxy-wealth-advisors-llc-windermere-fl-298080.md)) | 298080 | Windermere, FL | SEC-registered investment adviser | $25 million to $100 million | 3 | % of assets, Hourly, Fixed fee |
| [QTR Family Wealth, LLC](https://advisorcensus.com/firm/qtr-family-wealth-llc-lake-mary-fl-331655) ([md](https://advisorcensus.com/firm/qtr-family-wealth-llc-lake-mary-fl-331655.md)) | 331655 | Lake Mary, FL | SEC-registered investment adviser | $500 million to $1 billion | 2 | % of assets, Hourly, Fixed fee |
| [Rainey & Randall Wealth Advisors, Inc.](https://advisorcensus.com/firm/rainey-and-randall-wealth-advisors-inc-celebration-fl-116251) ([md](https://advisorcensus.com/firm/rainey-and-randall-wealth-advisors-inc-celebration-fl-116251.md)) | 116251 | Celebration, FL | SEC-registered investment adviser | $500 million to $1 billion | 22 | % of assets, Hourly |
| [Rariden Investment Advisors, LLC](https://advisorcensus.com/firm/rariden-investment-advisors-llc-oviedo-fl-154352) ([md](https://advisorcensus.com/firm/rariden-investment-advisors-llc-oviedo-fl-154352.md)) | 154352 | Oviedo, FL | State-registered investment adviser | Under $25 million | 15 | % of assets, Hourly |
| [RD Lewis Wealth Management](https://advisorcensus.com/firm/rd-lewis-wealth-management-maitland-fl-156073) ([md](https://advisorcensus.com/firm/rd-lewis-wealth-management-maitland-fl-156073.md)) | 156073 | Maitland, FL | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly |
| [REA Financial](https://advisorcensus.com/firm/rea-financial-orlando-fl-340696) ([md](https://advisorcensus.com/firm/rea-financial-orlando-fl-340696.md)) | 340696 | Orlando, FL | SEC-registered investment adviser | $25 million to $100 million | 0 | % of assets |
| [Rivertree Advisors, LLC](https://advisorcensus.com/firm/rivertree-advisors-llc-winter-park-fl-168065) ([md](https://advisorcensus.com/firm/rivertree-advisors-llc-winter-park-fl-168065.md)) | 168065 | Winter Park, FL | SEC-registered investment adviser | $100 million to $500 million | 13 | % of assets |
| [Royal Fund Management, LLC](https://advisorcensus.com/firm/royal-fund-management-llc-lady-lake-fl-144434) ([md](https://advisorcensus.com/firm/royal-fund-management-llc-lady-lake-fl-144434.md)) | 144434 | Lady Lake, FL | SEC-registered investment adviser | $1 billion to $5 billion | 13 | % of assets, Hourly, Fixed fee |
| [Royal Palm Investment Advisors, Inc](https://advisorcensus.com/firm/royal-palm-investment-advisors-inc-longwood-fl-142335) ([md](https://advisorcensus.com/firm/royal-palm-investment-advisors-inc-longwood-fl-142335.md)) | 142335 | Longwood, FL | State-registered investment adviser | $25 million to $100 million | 19 | % of assets, Hourly |
| [Sandhill Wealth Management, Inc.](https://advisorcensus.com/firm/sandhill-wealth-management-inc-winter-park-fl-291649) ([md](https://advisorcensus.com/firm/sandhill-wealth-management-inc-winter-park-fl-291649.md)) | 291649 | Winter Park, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |

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## Questions people ask

**Which financial advisors in Orlando, FL work with high-net-worth individuals?**
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.

**How many financial advisory firms are there in Orlando, FL?**
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.

**How many fee-only financial advisors are in Orlando, FL?**
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.

**How many financial advisors in Orlando, FL offer financial planning?**
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.

**Are the financial advisors in Orlando, FL fiduciaries?**
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.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

## Related pages

- [Financial advisors in Florida](https://advisorcensus.com/advisors/fl) (https://advisorcensus.com/advisors/fl.md)
- [Financial advisors in Orlando, FL](https://advisorcensus.com/advisors/fl/orlando) (https://advisorcensus.com/advisors/fl/orlando.md)
- [Fee-only financial advisors in Orlando, FL](https://advisorcensus.com/advisors/fl/orlando/fee-only) (https://advisorcensus.com/advisors/fl/orlando/fee-only.md)
- [Flat-fee financial advisors in Orlando, FL](https://advisorcensus.com/advisors/fl/orlando/flat-fee) (https://advisorcensus.com/advisors/fl/orlando/flat-fee.md)
- [Hourly financial advisors in Orlando, FL](https://advisorcensus.com/advisors/fl/orlando/hourly) (https://advisorcensus.com/advisors/fl/orlando/hourly.md)
- [Financial advisors for business owners in Orlando, FL](https://advisorcensus.com/advisors/fl/orlando/business-owners) (https://advisorcensus.com/advisors/fl/orlando/business-owners.md)
- [Financial advisors for expats and Americans abroad in Orlando, FL](https://advisorcensus.com/advisors/fl/orlando/expats-and-americans-abroad) (https://advisorcensus.com/advisors/fl/orlando/expats-and-americans-abroad.md)
- [Financial advisors in Winter Park, FL](https://advisorcensus.com/advisors/fl/orlando/winter-park) (https://advisorcensus.com/advisors/fl/orlando/winter-park.md)
- [Financial advisors in Lake Mary, FL](https://advisorcensus.com/advisors/fl/orlando/lake-mary) (https://advisorcensus.com/advisors/fl/orlando/lake-mary.md)
- [Financial advisors in Maitland, FL](https://advisorcensus.com/advisors/fl/orlando/maitland) (https://advisorcensus.com/advisors/fl/orlando/maitland.md)
- [Financial advisors in Miami](https://advisorcensus.com/advisors/fl/miami) (https://advisorcensus.com/advisors/fl/miami.md)
- [Financial advisors in Tampa](https://advisorcensus.com/advisors/fl/tampa) (https://advisorcensus.com/advisors/fl/tampa.md)
- [Financial advisors in Jacksonville](https://advisorcensus.com/advisors/fl/jacksonville) (https://advisorcensus.com/advisors/fl/jacksonville.md)
- [Financial advisors in North Port](https://advisorcensus.com/advisors/fl/north-port) (https://advisorcensus.com/advisors/fl/north-port.md)
- [Financial advisors in Naples](https://advisorcensus.com/advisors/fl/naples) (https://advisorcensus.com/advisors/fl/naples.md)
- [Financial advisors in Cape Coral](https://advisorcensus.com/advisors/fl/cape-coral) (https://advisorcensus.com/advisors/fl/cape-coral.md)
- [Financial advisors in Palm Bay](https://advisorcensus.com/advisors/fl/palm-bay) (https://advisorcensus.com/advisors/fl/palm-bay.md)
- [Financial advisors in Port St. Lucie](https://advisorcensus.com/advisors/fl/port-st-lucie) (https://advisorcensus.com/advisors/fl/port-st-lucie.md)

Cite as: AdvisorCensus. Financial advisors for high-net-worth individuals in Orlando, FL: 126 firms from Form ADV filings as of October 2026.