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Emergency Financial Advisors in Orlando, FL — Available 24/7

When you can't wait, these financial advisors in Orlando offer emergency response. Call now — most respond within the hour.

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: AllGen Financial Advisors- Financial Planning & Investment Management and Oxford Advisory Group. 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.

4.9(381 reviews)

6052 Turkey Lake Rd #200, Orlando, FL 32819, USA

🥈

AllGen Financial Advisors- Financial Planning & Investment Management

4.8(17 reviews)

100 W Lucerne Cir #200, Orlando, FL 32801, USA

🥉

Oxford Advisory Group

4.9(142 reviews)

111 N Orange Ave #775, Orlando, FL 32801, USA

Financial Advisors Rankings in Orlando, FL

#BusinessRatingReviews
#1Strong Point Financial, Inc.6052 Turkey Lake Rd #200, Orlando, FL 32819, USA4.9381
#2AllGen Financial Advisors- Financial Planning & Investment Management100 W Lucerne Cir #200, Orlando, FL 32801, USA4.817
#3Oxford Advisory Group111 N Orange Ave #775, Orlando, FL 32801, USA4.9142
#4Retire Orlando, a Member of Advisory Services Network, LLC390 N Orange Ave #2300, Orlando, FL 32801, USA5.047
#5Sunrise Wealth Advisors6052 Turkey Lake Rd #101, Orlando, FL 32819, USA4.821
#6Signature Wealth Partners, LLC7380 Sand Lake Rd STE 405, Orlando, FL 32819, USA5.03
#7BURGOS & BREIN WEALTH MANAGEMENT1060 Woodcock Rd Suite 117, Orlando, FL 32803, USA4.987
#8Guided Financial Advisors100 E Pine St #110, Orlando, FL 32801, USA5.046
#9Florida Financial Advisors800 N Magnolia Ave Ste 1650, Orlando, FL 32803, USA4.945
#10Smart Financial Planning, LLC6220 Hazeltine National Dr #120, Orlando, FL 32822, USA5.06

Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026

All Financial Advisors in Orlando

4

Retire Orlando, a Member of Advisory Services Network, LLC

5.0· 47 reviews

390 N Orange Ave #2300, Orlando, FL 32801, USA

5

Sunrise Wealth Advisors

4.8· 21 reviews

6052 Turkey Lake Rd #101, Orlando, FL 32819, USA

6

Signature Wealth Partners, LLC

5.0· 3 reviews

7380 Sand Lake Rd STE 405, Orlando, FL 32819, USA

7

BURGOS & BREIN WEALTH MANAGEMENT

4.9· 87 reviews

1060 Woodcock Rd Suite 117, Orlando, FL 32803, USA

8

Guided Financial Advisors

5.0· 46 reviews

100 E Pine St #110, Orlando, FL 32801, USA

9

Florida Financial Advisors

4.9· 45 reviews

800 N Magnolia Ave Ste 1650, Orlando, FL 32803, USA

10

Smart Financial Planning, LLC

5.0· 6 reviews

6220 Hazeltine National Dr #120, Orlando, FL 32822, USA

11

Rea Financial

4.9· 35 reviews

7680 Universal Blvd Ste 620, Orlando, FL 32819, USA

12

Polley Wealth Management

5.0· 1 reviews

250 N Orange Ave UNIT 1116, Orlando, FL 32801, USA

13

Edward Jones - Financial Advisor: Lana Light, CFP®|CEPA®|CRPC™

5.0· 21 reviews

7569 W Sand Lake Rd, Orlando, FL 32819, USA

14

Summit Wealth Partners, LLC

5.0· 1 reviews

800 N Orange Ave Suite 302, Orlando, FL 32801, USA

15

Carson Wealth

5.0· 5 reviews

7380 W Sand Lake Rd Suite 500, Orlando, FL 32819, USA

16

Stonebridge Financial Planning

5.0· 1 reviews

203 Hillcrest St, Orlando, FL 32801, USA

17

Meridian Wealth Advisors

5.0· 43 reviews

2745 W Fairbanks Ave, Winter Park, FL 32789, USA

18

Certified Financial Group, Inc.

4.8· 86 reviews

1111 Douglas Ave, Altamonte Springs, FL 32714, USA

19

American Financial Advisors

5.0· 9 reviews

1031 W Morse Blvd Suite 110, Winter Park, FL 32789, USA

Data from Google Business listings
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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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About This Financial Advisors Directory — Orlando, FL

This page lists and ranks 19 financial advisors serving Orlando, FL as of May 2026. The average verified rating across all listings is 4.9 stars, with an average of 52 customer reviews per business. The top-ranked financial advisors in Orlando by our algorithm is Strong Point Financial, Inc. (4.9 stars, 381 reviews). Financial advisors in Orlando typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

RatingsNearMe uses a transparent, data-driven ranking algorithm that weighs star rating (35%), review volume (30%), customer sentiment analysis (20%), profile completeness (10%), and availability signals (5%). Rankings are not for sale — Featured Partner businesses pay for enhanced visibility but must earn their position through real customer reviews. Data sourced from Google Business listings and updated regularly.

How to choose a financial advisors in Orlando: Look for businesses with 4.5+ stars, 50+ reviews, proper licensing and insurance, and transparent pricing. Get at least 3 quotes for any project over $500. Verify credentials with the FL licensing board before hiring.

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