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Market Standing · 2026

The most transparent firms in Orlando-Kissimmee-Sanford.

305 scored firmsTop 10 recognizedfidelon.com/markets/orlando-kissimmee-sanford-fl
1IA-only—95Arank within Top 10; below the 80 standard
2IA-only—92.1Arank within Top 10; below the 80 standard
3IA-only$39M91ARecognized · Top 10
4IA-only$100K91ARecognized · Top 10
5IA-only—91Arank within Top 10; below the 80 standard
6IA-only$5.3M91ARecognized · Top 10
7IA-only—91Arank within Top 10; below the 80 standard
8IA-only—91Arank within Top 10; below the 80 standard
9IA-only—91Arank within Top 10; below the 80 standard
10
Verona Advisers
CRD 339575
IA-only—91Arank within Top 10; below the 80 standard
11IA-only—90.9A—
12IA-only$12.1M90.6A—
13IA-only—90.6A—
14IA-only—90.5A—
15IA-only—90.4A—
16IA-only—90.2A—
17IA-only—90A—
18IA-only$4.3M90A—
19IA-only—89.9A—
20IA-only$6.4M89.7A—
21
Primus Trust
CRD 292269
IA-only$222K89.7A—
22IA-only$10M89.6A—
23IA-only—89.5A—
24IA-only$1.3B89.5A—
25IA-only$12.1M89.2A—
Recognized firms carry the Fidelon market badge and are eligible for the annual plaque. Rankings move with the monthly rescore cycle — a badge that stops being true retires itself.

Rankings are computed by Fidelon — an independent transparency platform — from public regulatory filings, refreshed monthly. No firm pays for placement, and no firm can edit its score. Recognition requires a composite of 80 or higher regardless of rank.

Top advisers in Orlando-Kissimmee-Sanford

Ranked by TransparencyScore, computed from public SEC and FINRA filings. Every adviser in the metro is scored; none can pay to appear here.

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