Financial advisers in Winter Park, FL
25 registered investment adviser firms in Winter Park managing $23.3B in assets, based on public SEC Form ADV filings.
Deprince, Race & Zollo, INC.
Winter Park, FL · Est. 1995
- AUM
- $5.9B
- Per adviser
- $421M
- Advisers
- 14
No reported disclosures
Advus Financial Partners, LLC
Winter Park, FL · Est. 2021
- AUM
- $4.0B
- Per adviser
- $397M
- Advisers
- 10
No reported disclosures
Ceredex Value Advisors LLC
Winter Park, FL · Est. 2008
- AUM
- $3.4B
- Per adviser
- $312M
- Advisers
- 11
No reported disclosures
Mariner Institutional, LLC
Winter Park, FL · Est. 2001
- AUM
- $2.8B
- Per adviser
- $19M
- Advisers
- 148
No reported disclosures
American Financial Advisors INC
Winter Park, FL · Est. 1999
- AUM
- $1.3B
- Per adviser
- $160M
- Advisers
- 8
No reported disclosures
Orange Investment Advisors, LLC
Winter Park, FL · Est. 2017
- AUM
- $765M
- Per adviser
- $255M
- Advisers
- 3
55 North Private Wealth
Winter Park, FL · Est. 2025
- AUM
- $581M
- Per adviser
- $83M
- Advisers
- 7
No reported disclosures
Financial Harvest Wealth Advisors
Winter Park, FL · Est. 2018
- AUM
- $557M
- Per adviser
- $111M
- Advisers
- 5
No reported disclosures
Punch Card Management
Winter Park, FL · Est. 2014
- AUM
- $505M
- Per adviser
- $126M
- Advisers
- 4
No reported disclosures
Fortress Wealth Group
Winter Park, FL · Est. 2020
- AUM
- $439M
- Per adviser
- $88M
- Advisers
- 5
No reported disclosures
Broadcrest Asset Management, LLC
Winter Park, FL · Est. 2021
- AUM
- $415M
- Per adviser
- $59M
- Advisers
- 7
No reported disclosures
Arsenal Venture Partners
Winter Park, FL · Est. 2012
- AUM
- $394M
- Per adviser
- $131M
- Advisers
- 3
No reported disclosures
Financial Advisory Partners, LLC
Winter Park, FL · Est. 2021
- AUM
- $378M
- Per adviser
- $126M
- Advisers
- 3
No reported disclosures
Barr Financial Services, LLC
Winter Park, FL · Est. 2015
- AUM
- $269M
- Per adviser
- $135M
- Advisers
- 2
No reported disclosures
Spraker West Wealth Management, INC
Winter Park, FL · Est. 2008
- AUM
- $265M
- Per adviser
- $53M
- Advisers
- 5
No reported disclosures
Coastal Investment Company, LLC
Winter Park, FL · Est. 2024
- AUM
- $263M
- Per adviser
- $29M
- Advisers
- 9
No reported disclosures
Matthias Private Wealth, LLC
Winter Park, FL · Est. 2017
- AUM
- $243M
- Per adviser
- $121M
- Advisers
- 2
No reported disclosures
Ponta Wealth Partners, LLC
Winter Park, FL · Est. 2025
- AUM
- $208M
- Per adviser
- $208M
- Advisers
- 1
No reported disclosures
Rivertree Advisors, LLC
Winter Park, FL · Est. 2013
- AUM
- $184M
- Per adviser
- $184M
- Advisers
- 1
No reported disclosures
Sandhill Wealth Management, INC.
Winter Park, FL · Est. 2026
- AUM
- $118M
- Per adviser
- $59M
- Advisers
- 2
No reported disclosures
Lyons Wealth Management
Winter Park, FL · Est. 2009
- AUM
- $109M
- Per adviser
- $36M
- Advisers
- 3
No reported disclosures
Alphaq Advisors
Winter Park, FL · Est. 2021
- AUM
- $91M
- Per adviser
- $45M
- Advisers
- 2
No reported disclosures
Lyons Investment Management
Winter Park, FL · Est. 2013
- AUM
- $73M
- Per adviser
- $37M
- Advisers
- 2
No reported disclosures
Fwg Investment Management
Winter Park, FL · Est. 2022
- AUM
- $14M
- Per adviser
- $7M
- Advisers
- 2
No reported disclosures
Trillium Wealth LLC
Winter Park, FL · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 7
No reported disclosures