DEPRINCE, RACE & ZOLLO, INC.
Winter Park, FL
AUM
$5.89B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
14 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
407-420-9903
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in FL, WINTER PARK
10 advisers found
ADVUS FINANCIAL PARTNERS, LLC
Winter Park, FL
AUM
$3.97B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
407-585-1160
MARINER INSTITUTIONAL, LLC
Winter Park, FL
AUM
$2.82B
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
148 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
844-442-6326
55 NORTH PRIVATE WEALTH
Winter Park, FL
AUM
$581.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM
407-960-4769
SPRAKER WEST WEALTH MANAGEMENT, INC
Winter Park, FL
AUM
$265.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
407-478-7899
LYONS WEALTH MANAGEMENT
Winter Park, FL
AUM
$109.1M
Financial PlanningWealth MgmtRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Performance-based fees
407 951 8710
LYONS INVESTMENT MANAGEMENT
Winter Park, FL
AUM
$73.1M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
386-775-1177
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
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
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