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 Wealth Management advisors in FL, WINTER PARK
34 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
CEREDEX VALUE ADVISORS LLC
Winter Park, FL
AUM
$3.43B
Wealth MgmtInstitutional
Team
11 advisors
Clients
—
Fees
Percentage of AUM
407-674-1270
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
ORANGE INVESTMENT ADVISORS, LLC
Winter Park, FL
AUM
$765.0M
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
407-758-4082
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
PUNCH CARD MANAGEMENT
Winter Park, FL
AUM
$505.4M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
407-367-4347
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
BROADCREST ASSET MANAGEMENT, LLC
Winter Park, FL
AUM
$415.5M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
407-754-0026
ARSENAL VENTURE PARTNERS
Winter Park, FL
AUM
$393.8M
Wealth Mgmt
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
407-838-1400
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
COASTAL INVESTMENT COMPANY, LLC
Winter Park, FL
AUM
$262.9M
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
888-411-2280
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
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