ALTIOR CAPITAL
Winter Park, FL
AUM
$45.6M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
321-335-2555
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
40 advisers found
MEEKS CAPITAL LLC
Winter Park, FL
AUM
$28.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
407-494-5439
TORO FINANCIAL ADVISORS
Winter Park, FL
AUM
$4.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
321-229-2268
NELSON ADVISORY SERVICES, INC.
Winter Park, FL
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
407-629-6477
TRILLIUM WEALTH LLC
Winter Park, FL
AUM
$0
Financial PlanningWealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
321-295-8492
FINANCIAL ADVISORY PARTNERS, LLC
Winter Park, FL
AUM
$377.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
407-478-6314
Full profileNo website
ALPHAQ ADVISORS
Winter Park, FL
AUM
$90.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
407-982-4550
Full profileNo website
HORIZON WEALTH GROUP, LLC
Winter Park, FL
AUM
$19.2M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
407-577-3818
Full profileNo website
GREEN VISTA ASSET MANAGEMENT LLC
Winter Park, FL
AUM
$16.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
407-878-1215
Full profileNo website
FWG INVESTMENT MANAGEMENT
Winter Park, FL
AUM
$14.4M
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
407-999-8998
Full profileNo website
DOBSON STREET LLC
Winter Park, FL
AUM
$8.5M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(407) 765-5446
Full profileNo website
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