CERTIFIED ADVISORY CORP

Tel: 407-869-9800 1111 Douglas Avenue Altamonte Springs, Florida 32714-2033

About CERTIFIED ADVISORY CORP

CERTIFIED ADVISORY CORP is a Altamonte Springs, Florida based financial advisory firm with nearly $2,272,751,721 in assets under management and provides investment advisory services for 5840 clients. There are currently 37 financial advisors at the firm.

General Information
Firm CRD#:

120990

Firm SEC#:

801-61305

Assets Under Management:

$2,272,751,721

No. of Clients:

5840

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Florida?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Florida, Altamonte Springs

FirmCRD#:170864
SEC#:801-79734
No. of Advisors:3
No. of Clients:1
AUM:$999,758,000
FirmCRD#:305961
SEC#:801-129970
No. of Advisors:20
No. of Clients:487
AUM:$101,561,619

WiserAdvisor
WiserAdvisor is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. WiserAdvisor matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. WiserAdvisor, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

© Copyright 2026 WiserAdvisor.com. All Rights Reserved.