Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Global Assets Advisory, LLC financial advisors in Orlando, FL

Every SEC-registered investment adviser representative at a Global Assets Advisory, LLC office in Orlando, A to Z.

15 registered advisors work at Global Assets Advisory, LLC in Orlando, out of 26 at the firm nationwide; it ranks number 20 in the city by advisors. 2 list the CFP designation and 11 are also registered broker representatives.

Global Assets Advisory, LLC advisors in Orlando, A to Z

Every Global Assets Advisory, LLC advisor →

Global Assets Advisory, LLC advisors in every city and state →Global Assets Advisory, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Global Assets Advisory, LLC advisors in other cities

Kamas, UT 2Sugar Hill, GA 2Baton Rouge, LA 1Bridge City, TX 1Colville, WA 1Fishers, IN 1Merrillville, IN 1Rutland, VT 1Torrance, CA 1

Other firms in Orlando

All Orlando advisors →

Charles Schwab & Co., Inc. 217Schwab Wealth Advisory, Inc. 188Merrill Lynch, Pierce, Fenner & Smith Incorporated 61International Assets Investment Management, LLC 58Truist Advisory Services, Inc. 56Morgan Stanley 51J.P. Morgan Securities LLC 42Raymond James Financial Services Advisors, Inc. 41Ameriprise Financial Services, LLC 36LPL Financial LLC 34Wells Fargo Clearing Services, LLC 33Florida Financial Advisors, LLC 31

Questions

How many financial advisors does Global Assets Advisory, LLC have in Orlando?

15 investment adviser representatives are registered at Global Assets Advisory, LLC offices in Orlando, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 26 nationwide. 2 list the CFP designation and 11 are also registered as broker representatives.

Is Global Assets Advisory, LLC one of the largest advisor employers in Orlando?

Global Assets Advisory, LLC ranks number 20 in Orlando by registered advisors; Charles Schwab & Co., Inc. has the most, with 217.

How do I check a Global Assets Advisory, LLC advisor in Orlando?

Each advisor below links to a profile with their registrations, exams, designations 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 Global Assets Advisory, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.