{ "path": "/advisors/fl/orlando", "url": "https://advisorcensus.com/advisors/fl/orlando/page/4", "page_type": "metro", "title": "Financial advisors in Orlando, FL", "filters": {}, "scope_total": 205, "faq": [ { "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": "AdvisorCensus lists 205 investment advisory firms with a principal office in the Orlando metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "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 in Orlando, FL: 205 firms from Form ADV filings as of October 2026.", "total_firms": 205, "page": 4, "total_pages": 5, "sort": "name", "registration_types": { "sec": 109, "state": 79, "exempt": 17 }, "fee_model_mix": [ { "code": "fee-only", "count": 38 }, { "code": "percentage_of_aum", "count": 177 }, { "code": "hourly", "count": 96 }, { "code": "subscription", "count": 4 }, { "code": "fixed", "count": 103 }, { "code": "commissions", "count": 3 }, { "code": "performance_based", "count": 29 }, { "code": "other", "count": 31 }, { "code": "not_reported", "count": 17 } ], "years_registered_distribution": [ { "code": "under_5", "count": 85 }, { "code": "5_to_9", "count": 48 }, { "code": "10_to_19", "count": 52 }, { "code": "20_plus", "count": 20 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 45 }, { "code": "25m_100m", "count": 36 }, { "code": "100m_500m", "count": 57 }, { "code": "500m_1b", "count": 17 }, { "code": "1b_5b", "count": 15 }, { "code": "over_5b", "count": 3 }, { "code": "not_reported", "count": 32 } ], "firms": [ { "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": 292269, "name": "Primus Trust", "name_as_filed": "PRIMUS TRUST", "url": "https://advisorcensus.com/firm/primus-trust-windermere-fl-292269", "city": "Windermere", "state": "FL", "years_registered": 8, "raum_band": "under_25m", "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": 162939, "name": "Punch Card Management", "name_as_filed": "PUNCH CARD MANAGEMENT", "url": "https://advisorcensus.com/firm/punch-card-management-winter-park-fl-162939", "city": "Winter Park", "state": "FL", "years_registered": 12, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "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": 330206, "name": "Reforge Capital, LLC", "name_as_filed": "REFORGE CAPITAL, LLC", "url": "https://advisorcensus.com/firm/reforge-capital-llc-orlando-fl-330206", "city": "Orlando", "state": "FL", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 168065, "name": "Rivertree Advisors, LLC", "name_as_filed": "RIVERTREE ADVISORS, LLC", "url": "https://advisorcensus.com/firm/rivertree-advisors-llc-winter-park-fl-168065", "city": "Winter Park", "state": "FL", "years_registered": 13, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 283877, "name": "RM Adviser, LLC", "name_as_filed": "RM ADVISER, LLC", "url": "https://advisorcensus.com/firm/rm-adviser-llc-orlando-fl-283877", "city": "Orlando", "state": "FL", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 186512, "name": "RM Manager, LLC", "name_as_filed": "RM MANAGER, LLC", "url": "https://advisorcensus.com/firm/rm-manager-llc-orlando-fl-186512", "city": "Orlando", "state": "FL", "years_registered": 11, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 155976, "name": "Robo Advisor, Inc.", "name_as_filed": "ROBO ADVISOR, INC.", "url": "https://advisorcensus.com/firm/robo-advisor-inc-lake-mary-fl-155976", "city": "Lake Mary", "state": "FL", "years_registered": 15, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "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": 142335, "name": "Royal Palm Investment Advisors, Inc", "name_as_filed": "ROYAL PALM INVESTMENT ADVISORS, INC", "url": "https://advisorcensus.com/firm/royal-palm-investment-advisors-inc-longwood-fl-142335", "city": "Longwood", "state": "FL", "years_registered": 19, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "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": 171326, "name": "Seletto Value LLC", "name_as_filed": "SELETTO VALUE LLC", "url": "https://advisorcensus.com/firm/seletto-value-llc-orlando-fl-171326", "city": "Orlando", "state": "FL", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "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": 108682, "name": "Siler Wealth Management", "name_as_filed": "SILER WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/siler-wealth-management-longwood-fl-108682", "city": "Longwood", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 340522, "name": "SP Funds", "name_as_filed": "SP FUNDS", "url": "https://advisorcensus.com/firm/sp-funds-lake-mary-fl-340522", "city": "Lake Mary", "state": "FL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 152670, "name": "Sparrow Wealth Management", "name_as_filed": "SPARROW WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/sparrow-wealth-management-orlando-fl-152670", "city": "Orlando", "state": "FL", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "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": 319545, "name": "Stadium Financial LLC", "name_as_filed": "STADIUM FINANCIAL LLC", "url": "https://advisorcensus.com/firm/stadium-financial-llc-orlando-fl-319545", "city": "Orlando", "state": "FL", "years_registered": 4, "raum_band": "25m_100m", "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": 156797, "name": "Stewardship Matters", "name_as_filed": "STEWARDSHIP MATTERS", "url": "https://advisorcensus.com/firm/stewardship-matters-maitland-fl-156797", "city": "Maitland", "state": "FL", "years_registered": 15, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 154616, "name": "Stonebridge Financial Planning Group, LLC", "name_as_filed": "STONEBRIDGE FINANCIAL PLANNING GROUP, LLC", "url": "https://advisorcensus.com/firm/stonebridge-financial-planning-group-llc-orlando-fl-154616", "city": "Orlando", "state": "FL", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 339210, "name": "Strlex", "name_as_filed": "STRLEX", "url": "https://advisorcensus.com/firm/strlex-lake-nona-fl-339210", "city": "Lake Nona", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 338538, "name": "Structure Wealth Partners LLC", "name_as_filed": "STRUCTURE WEALTH PARTNERS LLC", "url": "https://advisorcensus.com/firm/structure-wealth-partners-llc-orlando-fl-338538", "city": "Orlando", "state": "FL", "years_registered": 0, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 283648, "name": "Summit Wealth Partners, LLC", "name_as_filed": "SUMMIT WEALTH PARTNERS, LLC", "url": "https://advisorcensus.com/firm/summit-wealth-partners-llc-orlando-fl-283648", "city": "Orlando", "state": "FL", "years_registered": 10, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 288715, "name": "Symphony Financial Team", "name_as_filed": "SYMPHONY FINANCIAL TEAM", "url": "https://advisorcensus.com/firm/symphony-financial-team-lake-mary-fl-288715", "city": "Lake Mary", "state": "FL", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 305961, "name": "Synergy Investment Management LLC", "name_as_filed": "SYNERGY INVESTMENT MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/synergy-investment-management-llc-altamonte-springs-fl-305961", "city": "Altamonte Springs", "state": "FL", "years_registered": 2, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 310134, "name": "TAO Financial", "name_as_filed": "TAO FINANCIAL", "url": "https://advisorcensus.com/firm/tao-financial-orlando-fl-310134", "city": "Orlando", "state": "FL", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 332978, "name": "The Life Wealth Group", "name_as_filed": "THE LIFE WEALTH GROUP", "url": "https://advisorcensus.com/firm/the-life-wealth-group-winter-garden-fl-332978", "city": "Winter Garden", "state": "FL", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 164413, "name": "TIM Looney Investments, LLC", "name_as_filed": "TIM LOONEY INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/tim-looney-investments-llc-longwood-fl-164413", "city": "Longwood", "state": "FL", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 41835, "name": "Timothy Partners, Ltd.", "name_as_filed": "TIMOTHY PARTNERS, LTD.", "url": "https://advisorcensus.com/firm/timothy-partners-ltd-maitland-fl-41835", "city": "Maitland", "state": "FL", "years_registered": 32, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 317919, "name": "Tokenova, Inc.", "name_as_filed": "TOKENOVA, INC.", "url": "https://advisorcensus.com/firm/tokenova-inc-orlando-fl-317919", "city": "Orlando", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 308086, "name": "Tori", "name_as_filed": "TORI", "url": "https://advisorcensus.com/firm/tori-celebration-fl-308086", "city": "Celebration", "state": "FL", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 332084, "name": "Toro Financial Advisors", "name_as_filed": "TORO FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/toro-financial-advisors-winter-park-fl-332084", "city": "Winter Park", "state": "FL", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 341186, "name": "Trillium Wealth LLC", "name_as_filed": "TRILLIUM WEALTH LLC", "url": "https://advisorcensus.com/firm/trillium-wealth-llc-winter-park-fl-341186", "city": "Winter Park", "state": "FL", "years_registered": 0, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 318781, "name": "Tripletail Wealth Management", "name_as_filed": "TRIPLETAIL WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/tripletail-wealth-management-orlando-fl-318781", "city": "Orlando", "state": "FL", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 311199, "name": "Triumph Private Wealth", "name_as_filed": "TRIUMPH PRIVATE WEALTH", "url": "https://advisorcensus.com/firm/triumph-private-wealth-orlando-fl-311199", "city": "Orlando", "state": "FL", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 107321, "name": "Value Financial Advisers, Inc.", "name_as_filed": "VALUE FINANCIAL ADVISERS, INC.", "url": "https://advisorcensus.com/firm/value-financial-advisers-inc-orlando-fl-107321", "city": "Orlando", "state": "FL", "years_registered": 35, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 340592, "name": "Velaris Wealth Management", "name_as_filed": "VELARIS WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/velaris-wealth-management-orlando-fl-340592", "city": "Orlando", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "subscription" ], "enhanced": false }, { "crd_number": 329715, "name": "Vestapoint LLC", "name_as_filed": "VESTAPOINT LLC", "url": "https://advisorcensus.com/firm/vestapoint-llc-winter-park-fl-329715", "city": "Winter Park", "state": "FL", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 289127, "name": "Vestwyze, LLC", "name_as_filed": "VESTWYZE, LLC", "url": "https://advisorcensus.com/firm/vestwyze-llc-orlando-fl-289127", "city": "Orlando", "state": "FL", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 137001, "name": "Virji Investments, Inc.", "name_as_filed": "VIRJI INVESTMENTS, INC.", "url": "https://advisorcensus.com/firm/virji-investments-inc-lake-mary-fl-137001", "city": "Lake Mary", "state": "FL", "years_registered": 23, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 171262, "name": "VL Capital Management LLC", "name_as_filed": "VL CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/vl-capital-management-llc-orlando-fl-171262", "city": "Orlando", "state": "FL", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false } ], "states": [], "metros": [], "siblings": { "national": "/advisors", "state": { "path": "/advisors/fl", "label": "Financial advisors in Florida" }, "metro": { "path": "/advisors/fl/orlando", "label": "Financial advisors in Orlando, FL" }, "city_pages": [ { "path": "/advisors/fl/orlando/winter-park", "label": "Financial advisors in Winter Park, FL", "firm_count": 41 }, { "path": "/advisors/fl/orlando/lake-mary", "label": "Financial advisors in Lake Mary, FL", "firm_count": 19 }, { "path": "/advisors/fl/orlando/maitland", "label": "Financial advisors in Maitland, FL", "firm_count": 18 } ], "fee_pages": [ { "path": "/advisors/fl/orlando/fee-only", "label": "Fee-only financial advisors in Orlando, FL", "firm_count": 38 }, { "path": "/advisors/fl/orlando/flat-fee", "label": "Flat-fee financial advisors in Orlando, FL", "firm_count": 103 }, { "path": "/advisors/fl/orlando/hourly", "label": "Hourly financial advisors in Orlando, FL", "firm_count": 96 } ], "answer_pages": [ { "path": "/advisors/fl/orlando/for-high-net-worth-individuals", "firm_count": 126, "label": "Financial advisors for high-net-worth individuals in Orlando, FL" }, { "path": "/advisors/fl/orlando/for-retirement-plans", "firm_count": 45, "label": "Financial advisors for retirement plans in Orlando, FL" }, { "path": "/advisors/fl/orlando/for-businesses", "firm_count": 60, "label": "Financial advisors for businesses in Orlando, FL" }, { "path": "/advisors/fl/orlando/for-charities", "firm_count": 41, "label": "Financial advisors for charitable organizations in Orlando, FL" }, { "path": "/advisors/fl/orlando/no-account-minimum", "firm_count": 26, "label": "Financial advisors with no account minimum in Orlando, FL" } ], "niche_pages": [ { "path": "/advisors/fl/orlando/business-owners", "firm_count": 1, "label": "Financial advisors for business owners in Orlando, FL" }, { "path": "/advisors/fl/orlando/expats-and-americans-abroad", "firm_count": 1, "label": "Financial advisors for expats and Americans abroad in Orlando, FL" } ] }, "csv": "https://advisorcensus.com/advisors/fl/orlando.csv", "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }