Research Report · 2026-06-30
Largest Registered Investment Advisers in Orlando
Orlando SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
33
Total AUM
$14.23B
Median AUM
$258.2M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | ORLANDO | 144426 | $2.57B | 124 | 2026-01-31 | → |
| 2 | CNL STRATEGIC CAPITAL MANAGEMENT, LLC | ORLANDO | 286342 | $1.54B | 7 | 2026-06-30 | → |
| 3 | MOISAND FITZGERALD TAMAYO, LLC | ORLANDO | 109419 | $1.35B | 30 | 2026-03-31 | → |
| 4 | INTEGRITY FIXED INCOME MANAGEMENT, LLC | ORLANDO | 135635 | $921.5M | 6 | 2026-04-30 | → |
| 5 | SUMMIT WEALTH PARTNERS, LLC | ORLANDO | 283648 | $675.7M | 21 | 2026-03-31 | → |
| 6 | ABACUS FCF ADVISORS LLC | ORLANDO | 135152 | $642.6M | 5 | 2026-06-30 | → |
| 7 | GLOBAL ASSETS ADVISORY, LLC | ORLANDO | 300460 | $551.7M | 29 | 2026-06-30 | → |
| 8 | ORANGE AVENUE ADVISORS LLC | ORLANDO | 339327 | $480.7M | 2 | 2026-05-31 | → |
| 9 | ALLGEN FINANCIAL ADVISORS, INC. | ORLANDO | 126877 | $475.2M | 17 | 2026-03-31 | → |
| 10 | NOMAD FINTECH INC | ORLANDO | 307764 | $448.6M | 53 | 2026-01-31 | → |
| 11 | HAVEN PRIVATE, LLC | ORLANDO | 329012 | $428.1M | 6 | 2026-04-30 | → |
| 12 | LOTUS TECHNOLOGY MANAGEMENT, LP | ORLANDO | 335468 | $405.0M | 30 | 2026-03-31 | → |
| 13 | STONEBRIDGE FINANCIAL PLANNING GROUP, LLC | ORLANDO | 154616 | $329.7M | 8 | 2026-03-31 | → |
| 14 | OXFORD WEALTH GROUP, LLC | ORLANDO | 319561 | $327.9M | 14 | 2026-05-31 | → |
| 15 | GFG WEALTH, LLC | ORLANDO | 331977 | $306.6M | 18 | 2026-06-30 | → |
| 16 | DEEPWORK CAPITAL, LLC | ORLANDO | 314673 | $300.2M | 8 | 2026-03-31 | → |
| 17 | MCDONOUGH CAPITAL MANAGEMENT, INC. | ORLANDO | 143767 | $258.2M | 3 | 2026-06-30 | → |
| 18 | BLACKTOWER FINANCIAL MANAGEMENT (US) LLC | ORLANDO | 289142 | $254.4M | 29 | 2026-03-31 | → |
| 19 | COGENT PRIVATE WEALTH, INC. | ORLANDO | 319092 | $250.3M | 8 | 2026-03-31 | → |
| 20 | ELEVATION ADVISORY PARTNERS LLC | ORLANDO | 312170 | $226.0M | 5 | 2026-06-30 | → |
| 21 | YANDELL INVESTMENTS, LLC | ORLANDO | 332642 | $171.0M | 2 | 2026-03-31 | → |
| 22 | BURGESS CHAMBERS & ASSOCIATES INC | ORLANDO | 110164 | $165.9M | 10 | 2026-03-31 | → |
| 23 | FUND ADVISORS OF AMERICA INC | ORLANDO | 112567 | $149.4M | 3 | 2026-02-28 | → |
| 24 | SPARROW WEALTH MANAGEMENT, INC. | ORLANDO | 152670 | $135.2M | 1 | 2026-02-28 | → |
| 25 | TRIPLETAIL WEALTH MANAGEMENT, LLC | ORLANDO | 318781 | $132.1M | 2 | 2026-03-31 | → |
| 26 | ISF GLOBAL CAPITAL INC. | ORLANDO | 340592 | $128.7M | 4 | 2026-06-30 | → |
| 27 | RM ADVISER, LLC | ORLANDO | 283877 | $128.3M | 4 | 2026-03-31 | → |
| 28 | WILSON GROUP FINANCIAL MANAGEMENT, LLC | ORLANDO | 339651 | $125.1M | 9 | 2026-05-31 | → |
| 29 | DELGADO WEALTH MANAGEMENT, LLC | ORLANDO | 305721 | $112.9M | 3 | 2026-06-30 | → |
| 30 | JAKE CARRIS FINANCIAL PLANNING, LLC | ORLANDO | 290061 | $109.7M | 1 | 2026-03-31 | → |
| 31 | STRUCTURE WEALTH PARTNERS LLC | ORLANDO | 338538 | $68.2M | 1 | 2026-03-31 | → |
| 32 | CNL RESIDENTIAL CREDIT MANAGER, LLC | ORLANDO | 335786 | $48.0M | 5 | 2026-06-30 | → |
| 33 | CNL FUND ADVISORS II, LLC | ORLANDO | 174178 | $19.9M | 6 | 2026-06-30 | → |
Related Lists
Sleeve33 firms · 2026-06-30