Home
Financial Advisor
Florida
Orlando
ELEVATION ADVISORY PARTNERS LLC

ELEVATION ADVISORY PARTNERS LLC

Tel: 913-827-4588 3505 Lake Lynda Drive Suite 200 Orlando, Florida 32817

About ELEVATION ADVISORY PARTNERS LLC

ELEVATION ADVISORY PARTNERS LLC is a Orlando, Florida based financial advisory firm with nearly $205,795,570 in assets under management and provides investment advisory services for 987 clients. There are currently 12 financial advisors at the firm.

General Information
Firm CRD#:

312170

Firm SEC#:

801-120658

Assets Under Management:

$205,795,570

No. of Clients:

987

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

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, Orlando

FirmCRD#:146023
SEC#:801-68739
No. of Advisors:13
No. of Clients:33
AUM:$6,231,897,911
FirmCRD#:144426
SEC#:801-68114
No. of Advisors:128
No. of Clients:8359
AUM:$2,212,521,886
FirmCRD#:109419
SEC#:801-55992
No. of Advisors:25
No. of Clients:852
AUM:$1,028,555,365
FirmCRD#:286342
SEC#:801-110050
No. of Advisors:8
No. of Clients:1
AUM:$1,013,147,000
FirmCRD#:135152
SEC#:801-72450
No. of Advisors:4
No. of Clients:10
AUM:$795,623,108
FirmCRD#:135635
SEC#:801-67633
No. of Advisors:5
No. of Clients:48
AUM:$729,664,949
FirmCRD#:126877
SEC#:801-80077
No. of Advisors:17
No. of Clients:2312
AUM:$352,356,607
FirmCRD#:329012
SEC#:801-129272
No. of Advisors:5
No. of Clients:239
AUM:$319,740,017
FirmCRD#:300460
SEC#:801-114946
No. of Advisors:21
No. of Clients:1662
AUM:$303,128,794
FirmCRD#:154616
SEC#:801-113696
No. of Advisors:9
No. of Clients:634
AUM:$219,821,100
FirmCRD#:314673
SEC#:801-127680
No. of Advisors:8
No. of Clients:8
AUM:$200,944,057
FirmCRD#:319561
SEC#:801-124718
No. of Advisors:12
No. of Clients:1190
AUM:$198,868,022
FirmCRD#:110164
SEC#:801-32111
No. of Advisors:10
No. of Clients:22
AUM:$151,702,176
FirmCRD#:331977
SEC#:801-130954
No. of Advisors:6
No. of Clients:429
AUM:$151,145,008

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.
Home
FAQs
Advisor Program
Affiliate Program
Privacy Policy
Terms & Conditions
Disclosure
© Copyright 2026 WiserAdvisor.com. All Rights Reserved.