Investment advisers in Winter Park, FL

25 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in FL

Firm	Assets	Employees	Disclosures
Deprince, Race & Zollo, Inc.	$5.89 billion	27	0
Advus Financial Partners, LLC	$3.97 billion	16	0
Ceredex Value Advisors LLC	$3.43 billion	13	0
Mariner Institutional, LLC	$2.82 billion	148	0
American Financial Advisors Inc	$1.28 billion	8	0
Orange Investment Advisors, LLC	$765.0 million	4	2
55 North Private Wealth	$581.3 million	8	0
Financial Harvest Wealth Advisors	$557.4 million	9	0
Trillium Wealth LLC	$544.6 million	13	0
Punch Card Management	$505.4 million	4	0
Fortress Wealth Group	$439.1 million	14	0
Broadcrest Asset Management, LLC	$415.5 million	10	0
Arsenal Venture Partners	$393.8 million	4	0
Financial Advisory Partners, LLC	$377.8 million	3	0
Barr Financial Services, LLC	$269.2 million	2	0
Spraker West Wealth Management, Inc	$265.3 million	6	0
Coastal Investment Company, LLC	$262.9 million	9	0
Matthias Private Wealth, LLC	$242.8 million	12	0
Ponta Wealth Partners, LLC	$214.3 million	2	0
Rivertree Advisors, LLC	$184.4 million	3	0
Sandhill Wealth Management, Inc.	$118.5 million	2	0
Lyons Wealth Management	$109.1 million	4	0
Alphaq Advisors	$90.6 million	2	0
Lyons Investment Management	$73.1 million	5	0
Fwg Investment Management	$14.4 million	2	0