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Financial Advisors in Orlando, FL — Free Estimates
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As of July 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 July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
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.
Local Market Snapshot
19
Businesses listed
4.9★
Avg rating
52
Avg reviews
Jul 4, 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, USA87 Google reviews give this Orlando financial advisor an exceptional 4.9-star rating.
1060 Woodcock Rd Suite 117, Orlando, FL 32803, 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 | Retire Orlando, a Member of Advisory Services Network, LLC390 N Orange Ave #2300, Orlando, FL 32801, USA | 5.0★ | 47 |
| #5 | Guided Financial Advisors100 E Pine St #110, Orlando, FL 32801, USA | 5.0★ | 46 |
| #6 | Florida Financial Advisors800 N Magnolia Ave Ste 1650, Orlando, FL 32803, USA | 4.9★ | 45 |
| #7 | Sunrise Wealth Advisors6052 Turkey Lake Rd #101, Orlando, FL 32819, USA | 4.8★ | 21 |
| #8 | Signature Wealth Partners, LLC7380 Sand Lake Rd STE 405, Orlando, FL 32819, USA | 5.0★ | 3 |
| #9 | Meridian Wealth Advisors2745 W Fairbanks Ave, Winter Park, FL 32789, USA | 5.0★ | 43 |
| #10 | Polley Wealth Management250 N Orange Ave UNIT 1116, Orlando, FL 32801, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Orlando
5.0-star rating from 47 Google reviews, reflecting exceptional client satisfaction.
390 N Orange Ave #2300, Orlando, FL 32801, USA
Earned a perfect 5.0-star rating from 46 thoughtful client reviews in Orlando.
100 E Pine St #110, Orlando, FL 32801, USA
Orlando financial advisor with a 4.9-star rating from 45 glowing Google reviews.
800 N Magnolia Ave Ste 1650, Orlando, FL 32803, USA
Consistently earns exceptional 4.8-star ratings from over 20 local Google reviews.
6052 Turkey Lake Rd #101, Orlando, FL 32819, USA
5.0 stars from 3 reviews, reflecting exceptional client satisfaction.
7380 Sand Lake Rd STE 405, Orlando, FL 32819, USA
Exceptional 5.0-star rating from 43 reviews by clients in Orlando.
2745 W Fairbanks Ave, Winter Park, FL 32789, USA
Top-rated Orlando financial advisor with a perfect 5.0-star rating from clients.
250 N Orange Ave UNIT 1116, Orlando, FL 32801, USA
Top-rated Orlando financial advisor with a 4.9-star rating from 35 reviews.
7680 Universal Blvd Ste 620, Orlando, FL 32819, USA
Boasts a perfect 5.0-star rating from 6 reviews in Orlando.
6220 Hazeltine National Dr #120, Orlando, FL 32822, USA
Rated 5.0 stars from five Google reviews for financial guidance in Orlando.
7380 W Sand Lake Rd Suite 500, Orlando, FL 32819, USA
5.0-star rating from a customer review for a financial advisor in Orlando.
203 Hillcrest St, Orlando, FL 32801, USA
Orlando financial advisor with a 4.8-star average from 86 Google reviews.
1111 Douglas Ave, Altamonte Springs, FL 32714, USA
4.8-star rating from 17 reviews, reflecting consistent client satisfaction.
100 W Lucerne Cir #200, Orlando, FL 32801, USA
20+ Google reviews average a perfect 5.0★ for this Orlando financial advisor.
7569 W Sand Lake Rd, Orlando, FL 32819, USA
Top-rated Orlando financial advisor with a perfect 5.0-star rating from 9 reviews.
1031 W Morse Blvd Suite 110, Winter Park, FL 32789, USA
Top-rated Orlando financial advisor with a perfect 5.0-star score from client reviews.
800 N Orange Ave Suite 302, Orlando, FL 32801, 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 | Retire Orlando, a Member of Advisory Services Network, LLC | 79/100 | 5.0 ★ | 47 |
| 5 | Guided Financial Advisors | 79/100 | 5.0 ★ | 46 |
| 6 | Florida Financial Advisors | 77/100 | 4.9 ★ | 45 |
| 7 | Sunrise Wealth Advisors | 72/100 | 4.8 ★ | 21 |
| 8 | Signature Wealth Partners, LLC | 66/100 | 5.0 ★ | 3 |
| 9 | Meridian Wealth Advisors | 79/100 | 5.0 ★ | 43 |
| 10 | Polley Wealth Management | 62/100 | 5.0 ★ | 1 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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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: July 4, 2026.
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