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Find The Best Financial Advisors in Winter Park, Florida
Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
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How To Find The Best Financial Advisors in Winter Park, Florida
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Winter Park, Florida, FinancialAdvisor.net is a useful resource. We've compiled a list of the 6 vetted financial advisors and 21 non-vetted financial advisors in Winter Park, Florida, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Winter Park, Florida have an average of 28 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
List of Qualified Financial Advisors in Winter Park, Florida
404-313-1388
Top Financial Advisor Firms in Winter Park, Florida (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| DEPRINCE, RACE & ZOLLO, INC. 250 Park Avenue South, Suite 250 Winter Park, FL, 32789 | 112099 | $4,811,361,206 | 79 | A percentage of AUM, Performance Based |
| ADVUS FINANCIAL PARTNERS, LLC 631 W. Morse Blvd., Suite 115 Winter Park, FL, 32789 | 311990 | $2,764,389,643 | 1168 | A percentage of AUM, Hourly charges, Fixed fees |
| AMERICAN FINANCIAL ADVISORS INC 1936 Lee Road, Ste. 270 Winter Park, FL, 32789 | 108530 | $1,043,473,812 | 1732 | A percentage of AUM, Hourly charges, Fixed fees |
| MARINER INSTITUTIONAL, LLC 531 W Morse Blvd, Suite 200 Winter Park, FL, 32789 | 111964 | $976,600,000 | 24 | A percentage of AUM, Hourly charges, Fixed fees |
| PUNCH CARD MANAGEMENT 444 W. New England Ave, Suite 117 Winter Park, FL, 32789 | 162939 | $588,346,236 | 1 | A percentage of AUM, Performance Based |
| ORANGE INVESTMENT ADVISORS, LLC 250 S Park Avenue, Ste 370 Winter Park, FL, 32789-7001 | 289406 | $555,879,186 | 3 | A percentage of AUM, Performance Based |
| FINANCIAL HARVEST WEALTH ADVISORS 1091 West Morse Boulevard, Suite 200 Winter Park, FL, 32789 | 148271 | $451,046,673 | 1230 | A percentage of AUM, Hourly charges, Fixed fees |
| BROADCREST ASSET MANAGEMENT, LLC 558 W. New England Avenue, Suite 250 Winter Park, FL, 32789 | 287590 | $400,718,890 | 6 | A percentage of AUM, Performance Based |
| ARSENAL VENTURE PARTNERS 807 W Morse Blvd, Suite 105 Winter Park, FL, 32789 | 160426 | $348,435,394 | 10 | A percentage of AUM, Performance Based, Other (SPV EXPENSE FEE) |
| FORTRESS WEALTH GROUP 1099 W Morse Blvd, Winter Park, FL, 32789 | 308968 | $345,016,442 | 968 | A percentage of AUM, Hourly charges, Fixed fees, Other (CONSULTING FEES) |
| ALPHAQ ADVISORS 941 W. Morse Blvd., Suite 100 Winter Park, FL, 32789 | 141006 | $332,488,972 | 294 | A percentage of AUM, Hourly charges |
| FINANCIAL ADVISORY PARTNERS, LLC 1201 S. Orlando Avenue, Suite 350 Winter Park, FL, 32789 | 310914 | $299,379,933 | 507 | A percentage of AUM, Hourly charges, Fixed fees |
| BARR FINANCIAL SERVICES, LLC 2160 North Park Avenue, Winter Park, FL, 32789 | 125444 | $235,111,173 | 695 | A percentage of AUM, Hourly charges, Fixed fees |
| SPRAKER WEST WEALTH MANAGEMENT, INC 334 W. Morse Blvd., Winter Park, FL, 32789 | 147075 | $227,272,169 | 471 | A percentage of AUM, Hourly charges, Fixed fees |
| AHL INVESTMENT MANAGEMENT, INC. 427 S. New York Ave, Suite 202 Winter Park, FL, 32789 | 120593 | $200,041,338 | 346 | A percentage of AUM |
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