Financial advisers in Maitland, FL
13 registered investment adviser firms in Maitland managing $7.7B in assets, based on public SEC Form ADV filings.
Timothy Partners, Ltd.
Maitland, FL · Est. 1994
Regional
- AUM
- $2.9B
- Per adviser
- $954M
- Advisers
- 3
No reported disclosures
Fiduciary First
Maitland, FL · Est. 2011
Regional
- AUM
- $2.5B
- Per adviser
- $352M
- Advisers
- 7
No reported disclosures
Alternative Investment Advisors, LLC
Maitland, FL · Est. 2019
LocalInternational
- AUM
- $386M
- Per adviser
- $35M
- Advisers
- 11
No reported disclosures
Carpenter, Claydon Advisors, INC.
Maitland, FL · Est. 2007
Local
- AUM
- $295M
- Per adviser
- $147M
- Advisers
- 2
No reported disclosures
Delta Capital Management, LLC
Maitland, FL · Est. 2020
Local
- AUM
- $277M
- Per adviser
- $46M
- Advisers
- 6
No reported disclosures
Rd Lewis Wealth Management
Maitland, FL · Est. 2020
Local
- AUM
- $257M
- Per adviser
- $128M
- Advisers
- 2
No reported disclosures
Ironclad Investments LLC
Maitland, FL · Est. 2010
Local
- AUM
- $218M
- Per adviser
- $109M
- Advisers
- 2
No reported disclosures
Delta Advisory Group, INC.
Maitland, FL · Est. 2023
Local
- AUM
- $216M
- Per adviser
- $43M
- Advisers
- 5
No reported disclosures
Aegis Wealth Management, LLC
Maitland, FL · Est. 2015
Local
- AUM
- $190M
- Per adviser
- $63M
- Advisers
- 3
No reported disclosures
Fellowship Financial Group
Maitland, FL · Est. 2023
Local
- AUM
- $176M
- Per adviser
- $59M
- Advisers
- 3
No reported disclosures
Dorman Financial Management, P.A.
Maitland, FL · Est. 2006
Local
- AUM
- $161M
- Per adviser
- $80M
- Advisers
- 2
No reported disclosures
Cramer & Rauchegger, INC.
Maitland, FL · Est. 2023
Local
- AUM
- $151M
- Per adviser
- $76M
- Advisers
- 2
No reported disclosures
Capital Q Management LLC
Maitland, FL · Est. 2026
Local
- AUM
- $93M
- Per adviser
- $47M
- Advisers
- 2
No reported disclosures