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AdvisorCensus / Financial advisors / Florida / Orlando, FL / New firms

New investment advisory firms in Orlando, FL

19 investment advisory firms in Orlando, FL first appeared on the SEC's monthly lists of registered advisers or exempt reporting advisers in the last twelve months of data, newest first, under the month of the list they first appeared on. New state registrations are not included, because AdvisorCensus began capturing state data in September 2026. Each entry links to the firm's filing. Rebuilt monthly.

All firms headquartered in Orlando, FL · Atom feed · How this list is built

October 2026 (2)

FirmLocationRegistration
Mindroads Capital, LLCOcoee, FLExempt reporting adviser
Opima Capital Management, LLCOcoee, FLSEC-registered investment adviser

September 2026 (2)

FirmLocationRegistration
Ample Wealth Partners LLCOrlando, FLSEC-registered investment adviser
SP FundsLake Mary, FLSEC-registered investment adviser

May 2026 (1)

FirmLocationRegistration
REA FinancialOrlando, FLSEC-registered investment adviser

April 2026 (4)

FirmLocationRegistration
Jake Carris Financial PlanningOrlando, FLSEC-registered investment adviser
Sandhill Wealth Management, Inc.Winter Park, FLSEC-registered investment adviser
Trillium Wealth LLCWinter Park, FLSEC-registered investment adviser
Velaris Wealth ManagementOrlando, FLSEC-registered investment adviser

March 2026 (1)

FirmLocationRegistration
Arbor Partners IncOrlando, FLExempt reporting adviser

February 2026 (3)

FirmLocationRegistration
Centrus Financial StrategiesOrlando, FLSEC-registered investment adviser
Orange Avenue Advisors LLCOrlando, FLSEC-registered investment adviser
Siler Wealth ManagementLongwood, FLSEC-registered investment adviser

January 2026 (1)

FirmLocationRegistration
LDN Wealth, LLCOrlando, FLSEC-registered investment adviser

December 2025 (5)

FirmLocationRegistration
Destiny Family OfficeTavares, FLSEC-registered investment adviser
LotusOrlando, FLSEC-registered investment adviser
OTT Family HoldingOrlando, FLExempt reporting adviser
StrlexLake Nona, FLExempt reporting adviser
Structure Wealth Partners LLCOrlando, FLState-registered investment adviser

Source: month-to-month comparison of the SEC's monthly adviser data and the state compilation feed. A firm appears in the month it first shows up as registered or reporting.

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AdvisorCensus. New investment advisory firms in Orlando, FL. https://advisorcensus.com/advisors/fl/orlando/new-firms
https://advisorcensus.com/advisors/fl/orlando/new-firms