Licensed · Orlando
Licensed & Insured Financial Advisors in Orlando, FL
Every financial advisors listed here carries proper licensing and insurance in FL. Protect yourself — always verify credentials before work begins.
As of June 2026, RatingsNearMe ranks 19 financial advisors in Orlando, FL by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Strong Point Financial, Inc. with a 4.9-star rating from 381 Google reviews and an RNM Score of 98/100. 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 June 9, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Orlando, FL is home to a variety of financial advisors who offer services such as investment management, retirement planning, and tax preparation. Consumers should research local firms' credentials, services, and fees when selecting a financial advisor in the Orlando area.
- ✓Investment management and retirement planning services
- ✓Tax preparation and financial planning assistance
- ✓Researching local firms' credentials and fees is important
Best Overall
American Financial Advisors
This firm is consistently recognized as a top-ranked advisor in Orlando for its comprehensive financial planning and client-focused approach.
Most Reviewed
American Financial Advisors
A high number of reviews indicates broad client experience and trust, helping you gauge overall satisfaction and service quality.
When choosing a financial advisor in Orlando, verify their fiduciary status and check for any disciplinary history. Also, consider scheduling consultations with at least two firms to compare their approach, fees, and whether they specialize in your specific financial needs.
How to Choose a Financial Advisor in Orlando
What to look for
- • Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) credentials
- • Fiduciary duty to act in your best interests
- • Experience working with clients in your life stage and financial situation
- • Fee-only compensation structure (no commissions)
Questions to ask
- • What is your investment philosophy and approach?
- • How do you get paid, and what are your fees?
- • Can you provide references from current clients?
- • How will you communicate with me and provide updates?
Red flags
- ⚠ Overly complex or unclear fee structure
- ⚠ Pushes proprietary investment products
- ⚠ Lacks transparency about conflicts of interest
Financial advisors in Florida must be licensed as either a Registered Investment Advisor (RIA) or a Broker-Dealer Representative. Be sure to verify their licensing and registration with the Florida Office of Financial Regulation.
Local Market Snapshot
19
Businesses listed
4.9★
Avg rating
52
Avg reviews
Jun 9, 2026
Last updated
Top Rated Financial Advisors
Trusted by hundreds of clients with a near-perfect 4.9-star rating.
6052 Turkey Lake Rd #200, Orlando, FL 32819, USATrusted by clients with a 4.9-star rating from over 140 reviews.
111 N Orange Ave #775, Orlando, FL 32801, USAFinancial 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 | American Financial Advisors1031 W Morse Blvd Suite 110, Winter Park, FL 32789, USA | 5.0★ | 9 |
| #5 | AllGen Financial Advisors- Financial Planning & Investment Management100 W Lucerne Cir #200, Orlando, FL 32801, USA | 4.8★ | 17 |
| #6 | Certified Financial Group, Inc.1111 Douglas Ave, Altamonte Springs, FL 32714, USA | 4.8★ | 86 |
| #7 | Retire Orlando, a Member of Advisory Services Network, LLC390 N Orange Ave #2300, Orlando, FL 32801, USA | 5.0★ | 47 |
| #8 | Sunrise Wealth Advisors6052 Turkey Lake Rd #101, Orlando, FL 32819, USA | 4.8★ | 21 |
| #9 | Signature Wealth Partners, LLC7380 Sand Lake Rd STE 405, Orlando, FL 32819, USA | 5.0★ | 3 |
| #10 | Guided Financial Advisors100 E Pine St #110, Orlando, FL 32801, USA | 5.0★ | 46 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Orlando
1031 W Morse Blvd Suite 110, Winter Park, FL 32789, USA
100 W Lucerne Cir #200, Orlando, FL 32801, USA
1111 Douglas Ave, Altamonte Springs, FL 32714, USA
390 N Orange Ave #2300, Orlando, FL 32801, USA
6052 Turkey Lake Rd #101, Orlando, FL 32819, USA
7380 Sand Lake Rd STE 405, Orlando, FL 32819, USA
800 N Magnolia Ave Ste 1650, Orlando, FL 32803, USA
6220 Hazeltine National Dr #120, Orlando, FL 32822, USA
250 N Orange Ave UNIT 1116, Orlando, FL 32801, USA
7569 W Sand Lake Rd, Orlando, FL 32819, USA
800 N Orange Ave Suite 302, Orlando, FL 32801, USA
2745 W Fairbanks Ave, Winter Park, FL 32789, USA
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Financial Advisors in Orlando, FL — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Strong Point Financial, Inc. | 98/100 | 4.9 ★ | 381 |
| 2 | Oxford Advisory Group | 84/100 | 4.9 ★ | 142 |
| 3 | BURGOS & BREIN WEALTH MANAGEMENT | 81/100 | 4.9 ★ | 87 |
| 4 | American Financial Advisors | 71/100 | 5.0 ★ | 9 |
| 5 | AllGen Financial Advisors- Financial Planning & Investment Management | 82/100 | 4.8 ★ | 17 |
| 6 | Certified Financial Group, Inc. | 79/100 | 4.8 ★ | 86 |
| 7 | Retire Orlando, a Member of Advisory Services Network, LLC | 79/100 | 5.0 ★ | 47 |
| 8 | Sunrise Wealth Advisors | 72/100 | 4.8 ★ | 21 |
| 9 | Signature Wealth Partners, LLC | 66/100 | 5.0 ★ | 3 |
| 10 | Guided Financial Advisors | 79/100 | 5.0 ★ | 46 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
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: June 9, 2026.
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