Rialytix insights
Top RIA Firms in Orlando, Florida
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Orlando, Florida. This hub covers 29 matching firms with $13.1B in total reported AUM and median AUM of $258.3M.
Firms
29
Matching current profiles
Total AUM
$13.1B
Reported regulatory AUM
Median AUM
$258.3M
Across firms with AUM
Largest firm
$2.6B
International Assets Investment Management, LLC
Search RIA markets
Search by city or state
Find state and published city hubs without returning to the main insights page.
Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. International Assets Investment Management, LLC CRD 144426 · Limited Liability Company | ORLANDO, FL | $2.6B Jan 2026 | +$884.3M+52.5% | +$1.2B+88.9% | +$1.7B+183.2% | +$2.5B+2403.5% | +6 employees+5.1% over 3Y | +4,414 accounts+107.2% over 3Y |
| 2. Cnl Strategic Capital Management, LLC CRD 286342 · Limited Liability Company | ORLANDO, FL | $1.5B Mar 2026 | +$490.0M+48.4% | +$988.3M+192.0% | +$1.2B+378.6% | — | -1 employees-12.5% over 3Y | 0 accounts+0.0% over 3Y |
| 3. Moisand Fitzgerald Tamayo, LLC CRD 109419 · Limited Liability Company | ORLANDO, FL | $1.4B Mar 2026 | +$199.6M+17.4% | +$448.8M+49.8% | +$607.5M+81.8% | +$1.1B+518.3% | +9 employees+42.9% over 3Y | +493 accounts+15.6% over 3Y |
| 4. Integrity Fixed Income Management CRD 135635 · Limited Liability Company | ORLANDO, FL | $921.5M Apr 2026 | +$77.5M+9.2% | +$301.6M+48.7% | +$427.7M+86.6% | +$781.7M+559.1% | +1 employees+20.0% over 3Y | -1 accounts-2.2% over 3Y |
| 5. Fcf Advisors LLC CRD 135152 · Limited Liability Company | ORLANDO, FL | $763.0M Oct 2025 | +$204.1M+36.5% | +$374.1M+96.2% | +$612.2M+405.9% | +$756.3M+11335.8% | +1 employees+25.0% over 3Y | +3 accounts+42.9% over 3Y |
| 6. Summit Wealth Partners, LLC CRD 283648 · Limited Liability Company | ORLANDO, FL | $675.7M Mar 2026 | +$46.2M+7.3% | +$109.9M+19.4% | +$104.6M+18.3% | +$297.7M+78.7% | +1 employees+5.0% over 3Y | -50 accounts-2.4% over 3Y |
| 7. Global Assets Advisory, LLC CRD 300460 · Limited Liability Company | ORLANDO, FL | $551.7M Apr 2026 | +$213.5M+63.1% | +$299.6M+118.9% | +$340.4M+161.1% | — | +9 employees+45.0% over 3Y | +1,211 accounts+87.9% over 3Y |
| 8. Allgen Financial Advisors, INC. CRD 126877 · Corporation | ORLANDO, FL | $475.2M Mar 2026 | +$122.8M+34.9% | +$153.7M+47.8% | +$239.9M+102.0% | +$360.9M+315.8% | 0 employees+0.0% over 3Y | +302 accounts+13.4% over 3Y |
| 9. Haven Private CRD 329012 · Limited Liability Company | ORLANDO, FL | $428.1M Apr 2026 | +$76.6M+21.8% | — | — | — | 0 employees+0.0% over 1Y | +158 accounts+30.0% over 1Y |
| 10. Lotus CRD 335468 · Limited Partnership | ORLANDO, FL | $405.0M Mar 2026 | — | — | — | +$143.0M+54.6% | +15 employees+100.0% over Total | 0 accounts+0.0% over Total |
| 11. Stonebridge Financial Planning Group, LLC CRD 154616 · Limited Liability Company | ORLANDO, FL | $329.7M Mar 2026 | +$48.7M+17.3% | +$138.5M+72.5% | +$142.8M+76.4% | +$223.8M+211.4% | 0 employees+0.0% over 3Y | -86 accounts-10.9% over 3Y |
| 12. Oxford Wealth Group, LLC CRD 319561 · Limited Liability Company | ORLANDO, FL | $327.9M May 2026 | +$92.1M+39.0% | +$171.5M+109.7% | — | — | +10 employees+250.0% over 3Y | +911 accounts+94.3% over 3Y |
| 13. Gfg Solutions CRD 331977 · Limited Liability Company | ORLANDO, FL | $306.6M Mar 2026 | +$78.0M+34.1% | — | — | +$155.5M+102.9% | +12 employees+200.0% over 1Y | -351 accounts-52.7% over 1Y |
| 14. Deepwork Capital, LLC CRD 314673 · Limited Liability Company | ORLANDO, FL | $300.2M Mar 2026 | +$86.5M+40.5% | +$149.3M+98.9% | — | +$149.3M+98.9% | 0 employees+0.0% over 3Y | +1 accounts+12.5% over 3Y |
| 15. Mcdonough Capital Management, INC. CRD 143767 · Corporation | ORLANDO, FL | $258.3M Mar 2026 | +$94.3M+57.5% | +$117.6M+83.6% | +$219.4M+563.4% | +$219.4M+563.4% | 0 employees+0.0% over 3Y | +184 accounts+46.9% over 3Y |
| 16. Blacktower Financial Management (us) LLC CRD 289142 · Limited Liability Company | ORLANDO, FL | $254.4M Mar 2026 | +$131.6M+107.1% | +$53.8M+26.8% | +$123.1M+93.8% | — | +6 employees+26.1% over 3Y | +165 accounts+52.4% over 3Y |
| 17. Cogent Private Wealth CRD 319092 · Corporation | ORLANDO, FL | $250.3M Mar 2026 | — | — | — | +$108.8M+76.9% | +3 employees+60.0% over Total | +107 accounts+68.2% over Total |
| 18. Elevation Advisory Partners LLC CRD 312170 · Limited Liability Company | ORLANDO, FL | $226.0M May 2026 | +$20.3M+9.8% | +$121.9M+117.0% | — | — | +2 employees+66.7% over 3Y | +350 accounts+53.3% over 3Y |
| 19. Yandell Investments, LLC CRD 332642 · Limited Liability Company | ORLANDO, FL | $171.0M Mar 2026 | +$16.8M+10.9% | — | — | +$20.5M+13.6% | 0 employees+0.0% over 1Y | +9 accounts+2.7% over 1Y |
| 20. Burgess Chambers & Associates INC CRD 110164 · Corporation | ORLANDO, FL | $165.9M Mar 2026 | +$14.1M+9.3% | +$27.7M+20.1% | +$97.2M+141.7% | +$122.8M+285.6% | -1 employees-9.1% over 3Y | -3 accounts-12.0% over 3Y |
| 21. Fund Advisors Of America INC CRD 112567 · Corporation | ORLANDO, FL | $149.4M Feb 2026 | +$43.3M+40.8% | +$48.1M+47.5% | +$47.6M+46.7% | +$82.8M+124.2% | 0 employees+0.0% over 3Y | +4 accounts+0.7% over 3Y |
| 22. Sparrow Wealth Management CRD 152670 · Corporation | ORLANDO, FL | $135.2M Feb 2026 | +$17.3M+14.7% | +$103.7M+328.6% | +$103.7M+328.6% | +$103.7M+328.6% | 0 employees+0.0% over 1Y | +95 accounts+73.6% over 3Y |
| 23. Tripletail Wealth Management CRD 318781 · Limited Liability Company | ORLANDO, FL | $132.1M Mar 2026 | +$62.1M+88.7% | +$62.1M+88.7% | — | — | 0 employees+0.0% over 3Y | +96 accounts+162.7% over 3Y |
| 24. Rm Adviser, LLC CRD 283877 · Limited Liability Company | ORLANDO, FL | $128.3M Mar 2026 | -$15.2M-10.6% | -$16.6M-11.5% | +$17.3M+15.6% | +$119.3M+1338.6% | -1 employees-20.0% over 3Y | -1 accounts-33.3% over 3Y |
| 25. Wisdom Planning Group CRD 305721 · Limited Liability Company | ORLANDO, FL | $112.9M Jan 2026 | — | — | — | +$7.6M+7.2% | 0 employees+0.0% over Total | +16 accounts+6.0% over Total |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.