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 Trusts & Estates advisors in FL, WINTER PARK
26 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
AMERICAN FINANCIAL ADVISORS INC
Winter Park, FL
AUM
$1.28B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
407-207-9006
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
FINANCIAL HARVEST WEALTH ADVISORS
Winter Park, FL
AUM
$557.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
407-937-0707
FORTRESS WEALTH GROUP
Winter Park, FL
AUM
$439.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
407-999-8998
BARR FINANCIAL SERVICES, LLC
Winter Park, FL
AUM
$269.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
407-622-0018
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
MATTHIAS PRIVATE WEALTH, LLC
Winter Park, FL
AUM
$242.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
407-691-3300
PONTA WEALTH PARTNERS, LLC
Winter Park, FL
AUM
$208.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
407-490-4820
RIVERTREE ADVISORS, LLC
Winter Park, FL
AUM
$184.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
407-599-1104
SANDHILL WEALTH MANAGEMENT, INC.
Winter Park, FL
AUM
$118.5M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
321-6629270
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
AVENUES WEALTH, LLC
Winter Park, FL
AUM
$81.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(407) 898-3181
LAKESHORE ADVISORS
Winter Park, FL
AUM
$80.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
321-464-5122
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
EDWARDS FINANCIAL SERVICES
Winter Park, FL
AUM
$69.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
407-678-9400
ALTIOR CAPITAL
Winter Park, FL
AUM
$45.6M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
321-335-2555
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
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
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