Data / Investment advisers / Florida / Assuredpartners Investment Advisors
Assuredpartners Investment Advisors, Orlando, FL: $3.9 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Assuredpartners Investment Advisors is an SEC registered investment adviser with its main office in Orlando, Florida and reports $3.9 billion in regulatory assets under management in its Form ADV filed October 21, 2026. Its clients include pension and profit sharing plans, state and municipal governments and high net worth individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Assuredpartners Investment Advisors (CRD number 309550): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 309550
- SEC file number
- 801-117771
- SEC status
- Approved, effective December 10, 2019
- Legal name
- Assuredpartners Investment Advisors, LLC
- Main office
- 450 S. Orange Ave. 4th Floor, Orlando, FL 32801
- Phone
- (407) 708-0050
- Website
- apadvisors.com
- Regulatory AUM
- $3,878,842,674 in the Form ADV filed October 21, 2026
- Discretionary AUM
- $3,878,842,674
- Accounts
- 4,276
- Employees
- 55, of which 36 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, other fees
- Other offices
- 14
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 21, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 330 | $1.32 billion |
| State or municipal government entities | Fewer than 5 | $1.29 billion |
| High net worth individuals | 381 | $791.6 million |
| Individuals (other than high net worth individuals) | 1,437 | $466.4 million |
| Corporations or other businesses | 11 | $9.3 million |
| Charitable organizations | Fewer than 5 | $406,455 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $3.88 billion | February 25, 2026 |
| December 1, 2025 | $3.25 billion | November 26, 2025 |
Other advisers in Orlando
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| International Assets Investment Management, LLC | Orlando | $2.57 billion | Not listed | adviserinfo.sec.gov |
| CNL Strategic Capital Management, LLC | Orlando | $1.54 billion | Not listed | adviserinfo.sec.gov |
| Moisand Fitzgerald Tamayo, LLC | Orlando | $1.35 billion | Not listed | adviserinfo.sec.gov |
| Integrity Fixed Income Management | Orlando | $921.5 million | Not listed | adviserinfo.sec.gov |
| Hoxton Wealth | Orlando | $803.5 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Orlando, FL
- Investment advisers in Florida
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pension and profit sharing plans
- Advisers serving state and municipal governments
- Assuredpartners Investment Advisors on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.