City
Wealth management firms in Oviedo, Florida
As of October 2, 2026, 8 wealth management firms, including broker-dealer firms, with their main office in Oviedo, Florida reported $133.9 million in regulatory assets under management; the largest by assets was First Down Financial, with $57.0 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 8
- Regulatory assets under management
- $133.9 million
- Average per firm
- $16.7 million
- SEC-registered, of those listed
- 0 of 8 (0.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | First Down Financial | State | $57.0 million | 52 |
| 2 | Nolan Capital Advisors LLC | State | $36.1 million | 403 |
| 3 | Rariden Investment Advisors, LLC | State | $14.6 million | 97 |
| 4 | Franklin Legacy Financial, LLC | State | $12.6 million | 290 |
| 5 | Semper Wealth Management LLC | State | $10.8 million | 51 |
| 6 | W Bradley Wealth Management LLC | State | $2.9 million | 1 |
| 7 | Riptide Financial, LLC | State | $0 | 0 |
| 8 | SHK Capital Management, Inc. | State | $0 | 0 |
Wealth management firms in Florida, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.