Top Picks · Orlando
Best Financial Advisors in Orlando, FL
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As of May 2026, RatingsNearMe ranks 19 financial advisors in Orlando, FL by verified customer ratings and review volume. The highest-rated is Strong Point Financial, Inc. with a 4.9-star rating from 381 verified reviews. Also in the top tier: Oxford Advisory Group and BURGOS & BREIN WEALTH MANAGEMENT. The average rating across all listed financial advisors in Orlando is 4.9 stars from 52 reviews per business on average.
Financial advisors in Orlando typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
19
Businesses listed
4.9★
Avg rating
52
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Strong Point Financial, Inc.
6052 Turkey Lake Rd #200, Orlando, FL 32819, USA
Oxford Advisory Group
111 N Orange Ave #775, Orlando, FL 32801, USA
BURGOS & BREIN WEALTH MANAGEMENT
1060 Woodcock Rd Suite 117, Orlando, FL 32803, USA
Financial Advisors Rankings in Orlando, FL
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Strong Point Financial, Inc.6052 Turkey Lake Rd #200, Orlando, FL 32819, USA | 4.9★ | 381 |
| #2 | Oxford Advisory Group111 N Orange Ave #775, Orlando, FL 32801, USA | 4.9★ | 142 |
| #3 | BURGOS & BREIN WEALTH MANAGEMENT1060 Woodcock Rd Suite 117, Orlando, FL 32803, USA | 4.9★ | 87 |
| #4 | Retire Orlando, a Member of Advisory Services Network, LLC390 N Orange Ave #2300, Orlando, FL 32801, USA | 5.0★ | 47 |
| #5 | Sunrise Wealth Advisors6052 Turkey Lake Rd #101, Orlando, FL 32819, USA | 4.8★ | 21 |
| #6 | Signature Wealth Partners, LLC7380 Sand Lake Rd STE 405, Orlando, FL 32819, USA | 5.0★ | 3 |
| #7 | Guided Financial Advisors100 E Pine St #110, Orlando, FL 32801, USA | 5.0★ | 46 |
| #8 | Florida Financial Advisors800 N Magnolia Ave Ste 1650, Orlando, FL 32803, USA | 4.9★ | 45 |
| #9 | Smart Financial Planning, LLC6220 Hazeltine National Dr #120, Orlando, FL 32822, USA | 5.0★ | 6 |
| #10 | Rea Financial7680 Universal Blvd Ste 620, Orlando, FL 32819, USA | 4.9★ | 35 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Orlando
Retire Orlando, a Member of Advisory Services Network, LLC
390 N Orange Ave #2300, Orlando, FL 32801, USA
Sunrise Wealth Advisors
6052 Turkey Lake Rd #101, Orlando, FL 32819, USA
Signature Wealth Partners, LLC
7380 Sand Lake Rd STE 405, Orlando, FL 32819, USA
Guided Financial Advisors
100 E Pine St #110, Orlando, FL 32801, USA
Florida Financial Advisors
800 N Magnolia Ave Ste 1650, Orlando, FL 32803, USA
Smart Financial Planning, LLC
6220 Hazeltine National Dr #120, Orlando, FL 32822, USA
Rea Financial
7680 Universal Blvd Ste 620, Orlando, FL 32819, USA
Polley Wealth Management
250 N Orange Ave UNIT 1116, Orlando, FL 32801, USA
Edward Jones - Financial Advisor: Lana Light, CFP®|CEPA®|CRPC™
7569 W Sand Lake Rd, Orlando, FL 32819, USA
Summit Wealth Partners, LLC
800 N Orange Ave Suite 302, Orlando, FL 32801, USA
Carson Wealth
7380 W Sand Lake Rd Suite 500, Orlando, FL 32819, USA
Stonebridge Financial Planning
203 Hillcrest St, Orlando, FL 32801, USA
Meridian Wealth Advisors
2745 W Fairbanks Ave, Winter Park, FL 32789, USA
Certified Financial Group, Inc.
1111 Douglas Ave, Altamonte Springs, FL 32714, USA
American Financial Advisors
1031 W Morse Blvd Suite 110, Winter Park, FL 32789, USA
AllGen Financial Advisors- Financial Planning & Investment Management
100 W Lucerne Cir #200, Orlando, FL 32801, USA
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Frequently Asked Questions — Financial Advisors in Orlando
What is a fiduciary financial advisor and why does it matter in Orlando?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Orlando, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Orlando?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: May 17, 2026.
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