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
13
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 Jul 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 Jun 2026 | +$41.5M+19.3% | +$104.5M+68.6% | +$116.9M+83.6% | +$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 sufficient historical filing data is unavailable for the lookback period.