Find Top Financial Advisors in Orlando, Florida

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Orlando, Florida, the third largest metropolitan area in Florida, is one of the most visited cities in the world. There are many conference centers, events and over a dozen theme parks situated in this city, bringing it to the top of the list for world travelers. Though, you might not have to travel far if you're searching for a financial advisor. There are over 1200 financial advisors to choose from, and, with a cost of living 5% lower than the national average, you may want to find one that knows the specific tax implications and investment strategies to grow your financial opportunities. This task may seem overwhelming at first, but at WiserAdvisor, our mission is to connect people like you to vetted, experienced, fiduciary financial advisors that work with your specific financial needs in mind.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards. You need a financial advisor who will understand your specific financial situation, and has the relevant financial qualifications in Orlando, Florida.

Finding the Top Financial Advisor in Orlando, Florida
Last Updated - 24-Mar-2023

Orlando has 3 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 145 non-vetted advisors in your local area. These financial advisors in Orlando, Florida have an average of 24 years of experience.

NOTE: The list of financial advisors in Orlando, Florida mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Orlando, Florida.

Qualified Financial Advisors in Orlando, Florida
Financial Advisor Experience AUM Minimum Assets Fee Structure
McDonough Capital Management
6000 Turkey Lake Rd,
Ste 212,
Orlando, FL 32819
33 Not Specified Not Specified Not Specified
Rey Descalso
549 North Wymore Road,
Maitland, FL 32751
15 $65000000 Not Specified Fee-Based
Anthony DeLuca
698 N Maitland Avenue Suite 201,
Maitland, FL 32751
Not Disclosed $184 Million Not Specified Fee-Based

Information on Qualified Financial Advisors in Orlando

Qualifications CRD# 1701165

Compensation/Fee Hourly, Commissions, Flat Fee, Based on Assets

Office Location 6000 Turkey Lake Rd,
Ste 212,
Phone Number 407-248-9647

About McDonough Capital Management

We provide personalized financial solutions and tailored recommendations that help you achieve your financial goals and objectives. Our open architected solutions put your interests first. We know your hopes and dreams include sending your children to the right schools and maintaining a financially independent and worry free retirement. Our motto is Knowledge, Integrity and Trust. Let our knowledge work for you.

Advisory Services Provided:

Financial Planning, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities

Qualifications CRD# 4906080
Firm CRD# 124583
Series 7, 66

Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets

Office Location 549 North Wymore Road,
Phone Number 321-280-9081

In May of 2010, Rey Descalso left a large wirehouse to create a firm that would help his clients without call centers, proprietary products or the legacy liabilities of large Wall Street firms. He feels his experience in 2008 was a defining moment that guides him to this day: As an industry, we were not well-prepared for the credit crisis on many levels. We did not have appropriate risk management in place for the needs of many clients. This went beyond the pure numbers and drawdowns. We were not well-equipped to handle the emotional hardship many clients faced when everyone thought the financial world was crashing down around them. So, educating clients about risk management has become one of my most important priorities. Mr. Descalso has lived in the Central Florida area for most his life and attended Forest Lake Academy in Apopka. He received a Bachelors Degree in Theology at Southern Adventist University in 1997 and a Master of Divinity Degree from Andrews Theological Seminary in 1999. He and Rebecca, his wife of over 20 years, have a mischievous daughter, Olivia. All three of them enjoy Disney cruises and time at the beach.

About Privada Wealth Management

At Privada Wealth Management, our mission is to help our clients reach their financial goals. This overarching mission informs everything we do.

Advisory Services Provided:

Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts

Qualifications CRD# 7208553
Firm CRD# 128350
Series 7, 24, 65

Compensation/Fee Fee-Based, Based on Assets

Office Location 698 N Maitland Avenue Suite 201,
Phone Number 407-422-2423

Anthony DeLuca is a Certified Financial Planner Professional and Partner with Delta Advisory Group, Inc., a Registered Investment Advisor located in Maitland, FL. He currently manages client assets totaling over $170 million. He is also an integral part of Delta's 401(k) team and an active part of the education and retention of 401(k) participants. Graduating Summa Cum Laude, he earned both a Geoscience degree and a Geographical Information Systems certificate at Florida Atlantic University while playing Division 1 College Football for three years. Anthony made his transition into the Financial Services Industry after spending the first part of his career in the world of Civil Engineering. He has also held several security licenses including the Series 65 - National RIA, the Series 7- General Securities Representative, the Health, Life, and Variable Annuity License as well as the General Securities Principal License - Series 24. Anthony' s favorite part of his day is developing lasting relationships with clients and helping those clients reach their long-term financial goals. His charismatic personality and passionate approach will show true as he connects and grows with each individual client. Outside of the office, Anthony enjoys many outreach programs. He is a proud member of The Seminole County Leadership Program - Class 32. He is also heavily involved with foster children who have phased out of the foster care system. He currently works with The Villages, and IMPOWER program. In his free time, he is an avid sports fan, competing in tennis, hockey, and lacrosse. He is also passionate about his writing projects which he works on while spending time with his adopted Doberman, Rebel.

About Delta Advisory Group, Inc.

The company provides services to individuals, trusts and qualified retirement plans. The firm's objective is to assist you in reaching your long-term financial goals. In investing, as in tailoring, there's no such thing as one size fits all. The most important thing we do is tailor your finances to your individual investment needs and risk tolerances. Only after defining the end needs can we truly map out a plan to get you there. The common stitch among our clients is their desire for peace of mind concerning their investments. They are all looking for a long-term relationship upon which to build the financial foundation of their life. They are looking for a relationship with a firm that can give them objective and unbiased investment consulting. Our goal is to help the investor decipher the best way to achieve their long-term financial goals. For some investors, their goals may be surrounded by maximum returns in a long-term time frame. For others, it may be a steady flow of income or a simple reduction in risk. Our services add value. Developing long-term financial goals and adhering to a well defined investment discipline is the most reliable way in which to meet our goals. Believe it or not, most individuals, regardless of wealth, have a great deal of anxiety about their finances. When you hire Delta Capital Management, you hire a group of individuals with broad credentials and market experience who believe in a long-term disciplined investment approach. We help you develop a plan. We instill a discipline to your investing. We help you reach your long-term financial goals.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities

Top Financial Advisor Firms in Orlando, Florida (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
301 E. Pine Street, Suite 600,
Orlando, FL 32801
$2,642,742,586 2625 A percentage of AUM
Fixed fees
390 North Orange Avenue , Suite 750,
Orlando, FL 32801
$1,359,989,953 4117 A percentage of AUM
Hourly charges
Fixed fees
450 S. Orange Ave. , Suite 1400,
Orlando, FL 32801
$514,843,574 1 A percentage of AUM
Performance Based
390 N. Orange Avenue, Suite 750,
Orlando, FL 32801
$344,975,545 1436 A percentage of AUM
100 W. Lucerne Circle , Suite 200,
Orlando, FL 32801
$321,518,894 2255 A percentage of AUM
Hourly charges
Fixed fees
608 E Central Blvd,
Orlando, FL 32801
$245,500,000 844 A percentage of AUM
Hourly charges
Fixed fees
976 Lake Baldwin Lane , Suite 201,
Orlando, FL 32814
$220,000,000 550 A percentage of AUM
Hourly charges
203 Hillcrest Street,
Orlando, FL 32801
$211,182,552 659 A percentage of AUM
Hourly charges
Fixed fees
121 S. Orange Avenue , Suite 1500,
Orlando, FL 32801
$173,413,745 668 A percentage of AUM
Hourly charges
111 N. Orange Avenue , Suite 775,
Orlando, FL 32801
$131,740,206 860 A percentage of AUM
Fixed fees
224 E. Marks St.,
Orlando, FL 32803
$70,000,000 59 A percentage of AUM
Fixed fees
450 South Orange Avenue , Suite 1400,
Orlando, FL 32801
$14,278,578 1 A percentage of AUM
Performance Based
450 South Orange Avenue , Suite 1400,
Orlando, FL 32801
$0 0 Other (NONE AT THIS TIME)
450 S. Orange Ave. , Suite 1400,
Orlando, FL 32801
$0 0 Other (NONE AT THIS TIME)
2305 Edgewater Dr , #1305,
Orlando, FL 32804
$0 0 A percentage of AUM
Hourly charges

    List of Additional Advisors in Orlando, Florida*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Blake Robson
    Inquire with Blake
    10917 Dylan Loren Cir, Ste A, Orlando, FL  32825 407-249-4006
    Ana Cabrera
    Inquire with Ana
    201 E. Pine St 11th, Fl, Orlando, FL  32801 407-849-4790
    Avenues Wealth
    Inquire with Avenues
    1407 E Robinson St, Orlando, FL  32801 407-898-3181
    Alan S Rosenberg
    Inquire with Alan
    201 E Pine St, 11th Fl, Orlando, FL  32801 407-849-4712
    Associated Planners Group
    Inquire with Associated
    8451 Bay Hill Blvd., Orlando, FL  32819 407-909-9850
    Alberto Herran
    Inquire with Alberto
    719 Peachtree Rd, Ste 100, Orlando, FL  32804 407-206-7474
    Beverly Noble
    Inquire with Beverly
    719 Peachtree Rd, Ste 100, Orlando, FL  32804 407-843-7163
    Anne Marie Williams
    Inquire with Anne
    201 E Pine St, 11th Fl, Orlando, FL  32801 407-849-4757
    Andrew Petty
    Inquire with Andrew
    10917 Dylan Loren Cir, Ste A, Orlando, FL  32825 407-249-4006
    Assureline Insurance and Financial Services, LLC
    Inquire with Assureline
    7751 Kingspointe Parkway, #105, Orlando, FL  32819 407-502-0203
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      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

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