Rialytix insights

Top RIA Firms in Maitland, Florida

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Maitland, Florida. This hub covers 13 matching firms with $7.7B in total reported AUM and median AUM of $217.9M.

Firms

Matching current profiles

Total AUM

$7.7B

Reported regulatory AUM

Median AUM

$217.9M

Across firms with AUM

Largest firm

$2.9B

Timothy Partners, LTD.

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

Firm	Location	Current AUM↓	1YR AUM↕	3YR AUM↕	5YR AUM↕	Total AUM↕	Employee Signal↕	Account Signal↕
1. Timothy Partners, LTD. CRD 41835 · Limited Partnership	MAITLAND, FL	$2.9B Feb 2026	+$235.1M+8.9%	+$870.1M+43.7%	+$1.4B+92.1%	+$2.3B+416.6%	+2 employees+9.1% over 3Y	0 accounts+0.0% over 3Y
2. Fiduciary First CRD 150330 · Limited Liability Company	MAITLAND, FL	$2.5B Mar 2026	-$2.7B-52.5%	-$1.4B-36.4%	-$336.9M-12.0%	+$2.2B+750.2%	-1 employees-12.5% over 3Y	-57 accounts-57.6% over 3Y
3. Alternative Investment Advisors, LLC CRD 160108 · Limited Liability Company	MAITLAND, FL	$385.9M Mar 2026	+$89.4M+30.2%	+$169.3M+78.2%	+$202.8M+110.8%	+$277.4M+255.7%	+3 employees+25.0% over 3Y	+405 accounts+16.8% over 3Y
4. Carpenter, Claydon Advisors, INC. CRD 143516 · Corporation	MAITLAND, FL	$294.9M Mar 2026	+$28.3M+10.6%	+$84.9M+40.4%	+$130.7M+79.6%	+$188.8M+178.0%	0 employees+0.0% over 3Y	+14 accounts+3.6% over 3Y
5. Delta Capital Management, LLC CRD 128350 · Limited Liability Company	MAITLAND, FL	$277.4M Mar 2026	+$29.0M+11.7%	+$65.1M+30.7%	+$103.7M+59.7%	+$173.1M+165.9%	-3 employees-25.0% over 3Y	-721 accounts-87.0% over 3Y
6. Rd Lewis Wealth Management CRD 156073 · Corporation	MAITLAND, FL	$256.8M Mar 2026	+$73.0M+39.7%	+$104.5M+68.6%	+$138.7M+117.4%	+$138.7M+117.4%	+3 employees+60.0% over 3Y	+104 accounts+13.9% over 3Y
7. Ironclad Investments LLC CRD 154872 · Limited Liability Company	MAITLAND, FL	$217.9M Mar 2026	+$38.6M+21.6%	+$81.9M+60.2%	+$131.6M+152.6%	+$104.8M+92.7%	0 employees+0.0% over 3Y	0 accounts+0.0% over 3Y
8. Delta Advisory Group, INC. CRD 105966 · Corporation	MAITLAND, FL	$216.3M Mar 2026	+$23.8M+12.3%	+$62.7M+40.8%	+$189.6M+708.3%	+$193.0M+827.5%	+1 employees+14.3% over 3Y	+48 accounts+5.4% over 3Y
9. Aegis Wealth Management, LLC CRD 199511 · Limited Liability Company	MAITLAND, FL	$190.4M Mar 2026	+$16.1M+9.3%	+$20.6M+12.1%	+$37.7M+24.7%	—	-1 employees-20.0% over 3Y	+74 accounts+19.4% over 3Y
10. Fellowship Financial Group CRD 154103 · Limited Liability Company	MAITLAND, FL	$175.9M Mar 2026	+$24.0M+15.8%	—	—	+$64.0M+57.2%	+1 employees+16.7% over 1Y	+52 accounts+5.3% over 1Y
11. Dorman Financial Management, P.a. CRD 136881 · Corporation	MAITLAND, FL	$160.6M Feb 2026	+$15.5M+10.7%	+$17.4M+12.1%	+$11.6M+7.8%	+$74.4M+86.3%	-3 employees-60.0% over 3Y	-41 accounts-5.1% over 3Y
12. Cramer & Rauchegger, INC. CRD 164784 · Corporation	MAITLAND, FL	$151.4M Feb 2026	-$12.9M-7.9%	—	—	+$13.0M+9.4%	0 employees+0.0% over 1Y	+1,231 accounts+262.5% over 1Y
13. Capital Q Management LLC CRD 305337 · Limited Liability Company	MAITLAND, FL	$93.4M Feb 2026	—	—	—	$0+0.0%	0 employees+0.0% over Total	0 accounts+0.0% over Total

Methodology

Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.