Florida · 3 advisers
Financial Advisors in Windermere, Florida
Looking for a financial advisor in Windermere, Florida? Falists indexes 3 SEC-registered and state-registered investment advisers in Windermere — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 2 firms list a website you can visit directly. Firms in this directory manage up to $83.3M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
2
Largest AUM
$83.3M
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Windermere
Ranked by AUM · Fees, team & specialties at a glance
PROXY WEALTH ADVISORS LLC
Windermere, FL
AUM
$83.3M
Team
11 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
646-289-5075
IQ PORTFOLIOS
Windermere, FL
AUM
$42.1M
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
800-558-7969
PRIMUS TRUST
Windermere, FL
AUM
$222K
Team
1 advisors
Clients
—
Fees
Percentage of AUM
352-256-5533
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Common questions
- How many financial advisors are in Windermere, Florida?
- 3 registered investment advisers are listed in our Windermere directory, sourced from public SEC filings.
- What types of advisors are in Windermere?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Windermere?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.