Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Orlando, FL
Every SEC-registered investment adviser representative at a firm office in Orlando, with the firms that employ the most of them.
1,379 registered advisors work in Orlando; the most are at Charles Schwab & Co., Inc. (217). 175 list the CFP designation and 1,141 are also registered broker representatives.
Firms with the most advisors in Orlando
Advisors in Orlando, A to Z (first 300 of 1,379)
CFP advisors in Orlando →- Hamid AbdollahiCharles Schwab & Co., Inc.
- Ashley A. AbrahamWells Fargo Clearing Services, LLC
- Erik S. AbrahamLPL Enterprise, LLC
- Mark J. AbramsonWells Fargo Clearing Services, LLC
- Anthony AcevedoGood Life Advisors, LLC
- Everett J. AdamsSchwab Wealth Advisory, Inc.
- Jason S. AdamsTripletail Wealth Management · Certified Financial Planner
- Brian M. AdamsonRaymond James Financial Services Advisors, Inc.
- Nicolas Agudelo GomezJ.P. Morgan Securities LLC
- Basil AhmedCharles Schwab & Co., Inc.
- Maileleiliilii N. AiwohiMorgan Stanley
- Abudoureheman AizihaierCharles Schwab & Co., Inc.
- Oluwatobi AjaoSchwab Wealth Advisory, Inc.
- Victor A. AlarconSchwab Wealth Advisory, Inc.
- Steven T. AlchMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Mohamad AlhalwaniTruist Advisory Services, Inc.
- Cameron A. AliSchwab Wealth Advisory, Inc.
- Charles W. AllenKestra Advisory Services, LLC
- John T. AllenJ.P. Morgan Securities LLC
- Michael AllenCharles Schwab & Co., Inc.
- Dylan AllredSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Kervin AllyAlly Business & Wealth
- Alexandra S. AlmanzaStrategic Advisers LLC
- Bruce AlvaradoJ.P. Morgan Securities LLC
- Carlos R. AlvaradoHerbert J. Sims Capital Management, Inc.
- Carlos M. AlvarezCharles Schwab & Co., Inc.
- Luis A. AlvarezMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Robert M. AlvarezInternational Assets Investment Management, LLC
- Francesco AmatoSchwab Wealth Advisory, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Marco AnastasiCentrus Financial Strategies
- Gregory J. AndersonSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Michael E. AndersonCommonwealth Financial Network · Certified Financial Planner
- Steven B. AndersonCwm, LLC · Certified Financial Planner
- Tanner AndersonStrategic Advisers LLC
- Izabel A. AngelovaSchwab Wealth Advisory, Inc.
- Marc R. AngleHaven Private
- Denisse C. ArambulaSchwab Wealth Advisory, Inc.
- Rene E. ArandaSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Andrea C. ArismendiTruist Advisory Services, Inc.
- James R. AshbridgeSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Jean-Philippe AubryJ.P. Aubry Wealth Advisors, LLC
- David Auvil Jr.MML Investors Services, LLC
- Traci B. AvilaMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Erick M. Avila-MejiaCetera Investment Advisers LLC
- Teogonio AyalaTruist Advisory Services, Inc.
- Joellene R. AylorHightower Advisors, LLC · Certified Financial Planner
- Taylor AyresSchwab Wealth Advisory, Inc. · Certified Financial Planner
- David K. BaerLPL Financial LLC · Chartered Financial Consultant
- Gregory S. BairdMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Zachary D. BallardAlight Financial Advisors, LLC
- Sai K. BalroopEquitable Advisors, LLC
- Bruce W. BaltichState Farm Investment Management Corp. · Chartered Financial Consultant
- Bradley N. BaltmanSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Karen P. BalzaAllgen Financial Advisors, Inc.
- Jeffrey M. BannonLincoln Investment
- Isiah BarbraCharles Schwab & Co., Inc.
- Michael R. BarclayTruist Advisory Services, Inc.
- Chris P. BarfieldRaymond James & Associates, Inc.
- Melissa S. BarkerPfs Investments Inc.
- Nicolas A. BaroneTruist Advisory Services, Inc.
- Ignacio BartolomeiStrategic Advisers LLC
- Kenneth BatesPfs Investments Inc.
- Daniel J. BattilloCetera Investment Advisers LLC
- Eric W. BauerSchwab Wealth Advisory, Inc.
- Justin G. BauknightState Farm Investment Management Corp.
- Fallon L. BeachamCharles Schwab & Co., Inc.
- Matthew BeamSchwab Wealth Advisory, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Gregory M. BeardsleeAmerican Harbour Wealth Management, LLC
- Nathaniel BeardsleeTruist Advisory Services, Inc.
- John C. BeaversMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Abby BeckerSchwab Wealth Advisory, Inc.
- Anthony BeckerValic Financial Advisors, Inc.
- David I. BeckerCharles Schwab & Co., Inc.
- Edward G. BeckermanInternational Assets Investment Management, LLC
- Ryan BeesmerSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Linette A. BellMorgan Stanley
- Louis M. Bell Jr.LPL Enterprise, LLC
- Manuel E. BelloFifth Third Securities, Inc.
- Alejandro BenedettiCharles Schwab & Co., Inc.
- Alyssa N. BenitezJ.P. Morgan Securities LLC
- Jacob R. BennettMorgan Stanley
- Marcola L. BennettTiaa-Cref Individual & Institutional Services, LLC
- Blaise G. BenoistRaymond James Financial Services Advisors, Inc.
- James H. BenoitSchwab Wealth Advisory, Inc. · Chartered Financial Analyst
- Andrew L. BenseyLPL Financial LLC
- Michael L. BenseyLPL Financial LLC
- Theresa N. BensonRaymond James & Associates, Inc.
- Scott J. BerginSchwab Wealth Advisory, Inc.
- Caleb R. BergmanBurgess Chambers & Associates Inc.
- Cody W. BertoglioMerrill Lynch, Pierce, Fenner & Smith Incorporated
- James A. BetancesCharles Schwab & Co., Inc.
- Keila R. BevinsMorgan Stanley
- Dhavalkumar BhalodiaKrishna Portfolio Management
- Omar BhangiaSummit Wealth Partners, LLC
- Neal BhatiaStrategic Advisers LLC
- Sharleen BhoopJ.P. Morgan Securities LLC
- Brooke BiermanCharles Schwab & Co., Inc.
- David M. BilkaRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Jill A. BirminghamEdward Jones
- Gregg A. BiroHightower Advisors, LLC
- Ty-Christian BissenCharles Schwab & Co., Inc.
- John L. BittingCharles Schwab & Co., Inc.
- Gregory S. BlackSchwab Wealth Advisory, Inc.
- Tanya G. BlackSchwab Wealth Advisory, Inc.
- Lee J. BlackwellWells Fargo Advisors Financial Network, LLC
- Nicholas BlackwellInternational Assets Investment Management, LLC
- Jacquelyn BletzackerValic Financial Advisors, Inc.
- Christopher C. BlohmSchwab Wealth Advisory, Inc.
- Daniel Bochnia StapffVelaris Wealth Management
- Justin A. BodnarInternational Assets Investment Management, LLC
- Walter C. BohannonRaymond James Financial Services Advisors, Inc.
- Timothy J. BolRaymond James Financial Services Advisors, Inc.
- Mark W. BolleCharles Schwab & Co., Inc.
- Francesco BonaciaPNC Wealth Management LLC
- Nickolas P. BonkCharles Schwab & Co., Inc.
- Erik N. BonnettTripletail Wealth Management
- Marina T. BordenCharles Schwab & Co., Inc. · Certified Financial Planner
- Michael BordenaveSchwab Wealth Advisory, Inc.
- Carina G. BorkonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Darin E. BosticSchwab Wealth Advisory, Inc.
- Eric B. BotwinikRaymond James Financial Services Advisors, Inc.
- Daniel R. BotyosTruist Advisory Services, Inc.
- Drew BowenInternational Assets Investment Management, LLC
- Jordan R. BowerLPL Financial LLC
- Colin P. BoyleSchwab Wealth Advisory, Inc.
- Christopher M. BozasRaymond James Financial Services Advisors, Inc.
- Christopher J. BrachMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Paige BrachMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Brad L. BradleySchwab Wealth Advisory, Inc. · Certified Financial Planner
- Ken A. BradshawLPL Financial LLC
- Stacy L. BrandenburgSchwab Wealth Advisory, Inc.
- Jaxson BrandhorstEmpower Advisory Group, LLC
- Austin A. BraunRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Thomas A. BrayCetera Investment Advisers LLC
- Adam S. BreazealeSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Kyle S. BrennanMML Investors Services, LLC · Chartered Financial Consultant
- Mitchel S. BrennanBurgess Chambers & Associates Inc.
- Bradley W. BresciaMoisand Fitzgerald Tamayo, LLC · Certified Financial Planner
- Robert W. BreskeOsaic Wealth, Inc.
- Stephanie D. BreskeOsaic Wealth, Inc.
- Brittany L. BrewerLPL Financial LLC
- Michael C. BrewerMorgan Stanley
- Scott BrewsterAllgen Financial Advisors, Inc.
- William J. BrewsterMorgan Stanley
- Michael E. BrietzEquitable Advisors, LLC
- Allen D. BrinckerhoffRaymond James & Associates, Inc.
- Matthew L. BrinckerhoffRaymond James & Associates, Inc.
- Andrew M. BrinkCharles Schwab & Co., Inc.
- Michael BroadusEdward Jones
- Michael E. BrodskyAmeriprise Financial Services, LLC
- Robert A. BroganFirst Command Advisory Services
- Gregory T. BronerMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Heather BronsonStrategic Advisers LLC
- Jonathan S. BrookesHoxton Wealth
- Micah J. BroomeCharles Schwab & Co., Inc.
- Caitlyn A. BrophySchwab Wealth Advisory, Inc.
- Andrew S. BroughmanLPL Financial LLC
- Bruce K. BroussardCetera Investment Advisers LLC · Chartered Financial Consultant
- Bracher H. BrownRaymond James Financial Services Advisors, Inc.
- Kevin M. BrownCharles Schwab & Co., Inc.
- Marjorie K. BrownRaymond James & Associates, Inc.
- Martin S. BrownRaymond James Financial Services Advisors, Inc.
- Tyson BrownCharles Schwab & Co., Inc.
- Mark H. BruncoCharles Schwab & Co., Inc.
- Carter L. BrunswickFlorida Financial Advisors, LLC
- Jacob D. BuchmanSchwab Wealth Advisory, Inc.
- Matthew D. BucklandEdward Jones · Certified Financial Planner
- Patrick J. BuffaMorgan Stanley
- Oscar M. BugejaHoxton Wealth
- Janet E. BuleyStrategic Advisers LLC
- Mitchell BumpusFlorida Financial Advisors, LLC
- Elizabeth M. BurbageMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Matthew BurgerSchwab Wealth Advisory, Inc.
- Christopher M. BurkeSchwab Wealth Advisory, Inc.
- Janet R. BurkeCetera Investment Advisers LLC
- David E. BurnsMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Brian T. BurtCharles Schwab & Co., Inc.
- Nicholas E. BuschMorgan Stanley
- Roger E. BuschMorgan Stanley
- Derrick L. Butterfield Jr.Schwab Wealth Advisory, Inc.
- Camuel C. BuzanFirst Command Advisory Services
- Edwin CabralmedinaState Farm Investment Management Corp.
- Carlos CabreraCharles Schwab & Co., Inc.
- Gregory S. Cahill Sr.Valmark Advisers, Inc.
- Gregory S. Cahill IIValmark Advisers, Inc.
- Anthony CaiolaCharles Schwab & Co., Inc.
- Erwin J. CajamarcaSchwab Wealth Advisory, Inc.
- Gabriela M. CalderinJ.P. Morgan Securities LLC
- Kevin N. CalderonStonebriar Wealth, LLC
- Casey L. CaldwellCnl Educational Institute, LLC
- Christopher G. CaliseHaven Private · Chartered Financial Analyst
- Colin M. CallahanCallahan Wealth Advisory
- Natalia B. CallahanCallahan Wealth Advisory
- Ronald P. CameronInternational Assets Investment Management, LLC
- Natalie E. CampeseHightower Advisors, LLC · Certified Financial Planner
- Nolan D. CancinoSchwab Wealth Advisory, Inc.
- Emanuel Candelario PadillaSchwab Wealth Advisory, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Carlos E. CanoTruist Advisory Services, Inc.
- S. Kyle S. CantarellaMariner
- Christopher J. CaputoIntegrity Fixed Income Management · Chartered Financial Analyst
- Nicholas CarbiaEquitable Advisors, LLC
- Diego Cardoso-PereiraCharles Schwab & Co., Inc.
- Zornitsa B. CarlsonInternational Assets Investment Management, LLC
- Christopher CaroSchwab Wealth Advisory, Inc. · Chartered Financial Analyst
- Kate M. CarreraNorthwestern Mutual Investment Services, LLC
- Jacob N. CarrisJake Carris Financial Planning · Certified Financial Planner, Chartered Financial Analyst
- James A. CaseGlobal Assets Advisory, LLC
- Ricardo CasesJ.P. Morgan Securities LLC
- Kevin L. CassidyCharles Schwab & Co., Inc.
- Diana C. Castaneda CortesMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Elkin A. CastilloSchwab Wealth Advisory, Inc.
- Luigi Castrucci PedrinolaMorgan Stanley
- Sean J. CavanaughLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Joshua CeballosCharles Schwab & Co., Inc.
- Joshua F. CeravoloEdward Jones
- Dorath V. ChamarthiEdelman Financial Engines
- Burgess B. ChambersBurgess Chambers & Associates Inc.
- Sloan D. ChamblinMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Michelle E. ChanceMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Derrick B. ChandlerMoisand Fitzgerald Tamayo, LLC · Certified Financial Planner
- Caleb ChapmanJ.P. Morgan Securities LLC
- Scott S. CheesemanPrincipal Advised Services
- Yuqi ChenCharles Schwab & Co., Inc.
- William CherryStrategic Advisers LLC
- Alexander C. ChinSchwab Wealth Advisory, Inc.
- David ChinGlobal Assets Advisory, LLC · Certified Financial Planner
- Karen A. ChinSchwab Wealth Advisory, Inc.
- Christopher ChongStrategic Advisers LLC
- Jesper S. ChristensenHoxton Wealth
- Christopher K. ChungTruist Advisory Services, Inc.
- David J. CiambellaCapital Analysts
- Darren P. ClarkSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Michael D. ClarkRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Maurice V. ClarkeFmsa
- Paul E. ClayCopper Canyon LLC
- Deborah M. ClaydonCarpenter, Claydon Advisors, Inc.
- Thomas J. ClearyMorgan Stanley
- Scott R. ClementiOxford Wealth Group, LLC
- Jennie J. ClerzeauSchwab Wealth Advisory, Inc.
- Michael J. CliffordEmpower Advisory Group, LLC
- Kyle K. ClimacoFlorida Financial Advisors, LLC
- Michael R. ClineSchwab Wealth Advisory, Inc.
- Leticia M. CloughStrategic Advisers LLC
- Terry L. CoeWells Fargo Clearing Services, LLC
- Paula A. CoelhoTruist Advisory Services, Inc.
- Ethan T. ColeLPL Financial LLC
- Ryan S. ColeCharles Schwab & Co., Inc.
- Stacey L. ColeHaven Private
- Derek J. CollinsCogent Private Wealth
- Edward T. CollinsJ.P. Morgan Securities LLC
- Meghan A. CollinsOakmonte Wealth Management · Chartered Financial Consultant
- Samuel CollinsKestra Advisory Services, LLC
- Susan M. CollinsState Farm Investment Management Corp.
- Jackson S. CollisFlorida Financial Advisors, LLC
- Shawn M. Conboy IISchwab Wealth Advisory, Inc.
- Tiffany E. ConklinCharles Schwab & Co., Inc.
- Logan ConnellCharles Schwab & Co., Inc.
- Phillip H. ConnorsValue Financial Advisers, Inc.
- Michael ConroyPNC Wealth Management LLC
- Joseph A. ContinelliSchwab Wealth Advisory, Inc.
- Michele A. CookCharles Schwab & Co., Inc.
- Renee A. CooperSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Yolanda CopelandCetera Investment Advisers LLC
- Cesar CorchadoVoya Retirement Advisors, LLC
- George A. CorradoCharles Schwab & Co., Inc.
- Robert J. CortesAllgen Financial Advisors, Inc.
- Jonathan P. CostanzaValic Financial Advisors, Inc.
- Lana M. CostelloCharles Schwab & Co., Inc.
- Matthew J. CotoCharles Schwab & Co., Inc.
- Taylor CowgillCharles Schwab & Co., Inc.
- Joseph L. Crain IIILPL Financial LLC · Certified Financial Planner
- Jeffrey L. CrawfordEdward Jones
- Keith W. CrosbyRaymond James & Associates, Inc.
- Armando J. CruzCharles Schwab & Co., Inc.
- Gabor N. CsizmadiaEdward Jones · Certified Financial Planner
- Jennifer J. CuprillSchwab Wealth Advisory, Inc.
- Angel L. Curbelo Jr.Vanderbilt Advisory Services
- Jason S. CvetanSchwab Wealth Advisory, Inc.
- Christine A. CyrusMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jose R. Da CruzInternational Assets Investment Management, LLC · Chartered Financial Analyst
- Christopher D. DaleLife After Grief Financial Planning · Certified Financial Planner
- William L. DaleCharles Schwab & Co., Inc.
- Christopher B. DamianoTruist Advisory Services, Inc.
- Travis DamonJ.P. Morgan Securities LLC · Certified Financial Planner
- Gerardo G. Davila DiazCharles Schwab & Co., Inc.
- Amy L. DavisHightower Advisors, LLC · Certified Financial Planner
- Devante A. DavisTruist Advisory Services, Inc.
- Hylton DavisCclg Advisors
- Keith A. DavisRaymond James & Associates, Inc.
- Michael H. DavisHightower Advisors, LLC · Certified Financial Planner
- Shawn M. DavisSchwab Wealth Advisory, Inc.
- Preston G. Davis-GarciaCharles Schwab & Co., Inc.
- Kelly L. DavisonTruist Advisory Services, Inc.
- Orville C. DavyJ.P. Morgan Securities LLC
- Loseli DazaMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Cristiane De Amorim FilgueirasFifth Third Securities, Inc.
- Shari N. De RonSummit Wealth Partners, LLC
- Matthew P. DeanHoxton Wealth
- Uniqua DeberryThrivent Investment Management Inc.
- Brett A. Decker IISchwab Wealth Advisory, Inc. · Certified Financial Planner
Other cities in Florida
All of Florida →Miami 3,102Tampa 2,957Jacksonville 2,374Boca Raton 1,575Palm Beach Gardens 1,206Naples 1,123St. Petersburg 1,065Sarasota 935Coral Gables 921Fort Lauderdale 695Winter Park 455West Palm Beach 440Clearwater 418Fort Myers 399Ponte Vedra Beach 387Ft. Lauderdale 310Pensacola 280Jupiter 270Melbourne 268Bradenton 267Aventura 265Stuart 265Vero Beach 250Saint Petersburg 248
Questions
How many financial advisors are in Orlando, FL?
1,379 investment adviser representatives are registered at firm offices in Orlando, Florida, according to the SEC's Investment Adviser Public Disclosure records. 1,141 of them are also registered as broker representatives, and 175 list the CFP designation.
Which firm has the most financial advisors in Orlando?
Charles Schwab & Co., Inc., with 217 registered advisors in Orlando, followed by Schwab Wealth Advisory, Inc. with 188.
How do I check a financial advisor in Orlando?
Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.