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Top RIA Firms in Winter Park, Florida
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Winter Park, Florida. This hub covers 24 matching firms with $23.3B in total reported AUM and median AUM of $385.8M.
Firms
24
Matching current profiles
Total AUM
$23.3B
Reported regulatory AUM
Median AUM
$385.8M
Across firms with AUM
Largest firm
$5.9B
Deprince, Race & Zollo, INC.
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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. Deprince, Race & Zollo, INC. CRD 112099 · Corporation | WINTER PARK, FL | $5.9B May 2026 | +$403.6M+7.4% | +$1.1B+23.9% | +$2.4B+70.9% | -$694.1M-10.5% | -4 employees-12.9% over 3Y | +4 accounts+5.3% over 3Y |
| 2. Advus Financial Partners, LLC CRD 311990 · Limited Liability Company | WINTER PARK, FL | $4.0B May 2026 | +$904.3M+29.5% | +$1.7B+73.6% | — | — | -2 employees-11.1% over 3Y | +287 accounts+27.5% over 3Y |
| 3. Ceredex Value Advisors LLC CRD 146023 · Limited Liability Company | WINTER PARK, FL | $3.4B Mar 2026 | -$2.8B-44.9% | -$6.4B-65.3% | -$6.0B-63.6% | -$3.1B-47.2% | 0 employees+0.0% over 3Y | -20 accounts-45.5% over 3Y |
| 4. Mariner Institutional, LLC CRD 111964 · Limited Liability Company | WINTER PARK, FL | $2.8B Mar 2026 | +$1.8B+189.0% | +$2.3B+436.4% | +$2.5B+822.0% | +$2.8B+12117.7% | +61 employees+70.1% over 3Y | +44 accounts+293.3% over 3Y |
| 5. American Financial Advisors INC CRD 108530 · Corporation | WINTER PARK, FL | $1.3B Feb 2026 | +$392.2M+44.2% | +$546.5M+74.6% | +$720.7M+129.0% | +$1.1B+495.1% | +2 employees+33.3% over 3Y | +1,098 accounts+164.6% over 3Y |
| 6. Orange Investment Advisors, LLC CRD 289406 · Limited Liability Company | WINTER PARK, FL | $765.0M Mar 2026 | +$209.1M+37.6% | +$238.5M+45.3% | +$725.1M+1816.1% | — | 0 employees+0.0% over 3Y | 0 accounts+0.0% over 3Y |
| 7. 55 North Private Wealth CRD 325325 · Limited Liability Company | WINTER PARK, FL | $581.3M Mar 2026 | +$214.5M+58.5% | — | — | +$214.5M+58.5% | +2 employees+33.3% over 1Y | +140 accounts+25.1% over 1Y |
| 8. Financial Harvest Wealth Advisors CRD 148271 · Limited Liability Company | WINTER PARK, FL | $557.4M Feb 2026 | +$185.8M+50.0% | +$288.5M+107.3% | +$383.5M+220.5% | +$435.6M+357.8% | +2 employees+28.6% over 3Y | +561 accounts+67.1% over 3Y |
| 9. Punch Card Management CRD 162939 · Limited Partnership | WINTER PARK, FL | $505.4M Mar 2026 | -$82.9M-14.1% | -$205.1M-28.9% | +$40.9M+8.8% | +$303.5M+150.4% | 0 employees+0.0% over 3Y | 0 accounts+0.0% over 3Y |
| 10. Fortress Wealth Group CRD 308968 · Limited Liability Company | WINTER PARK, FL | $439.1M Mar 2026 | +$94.1M+27.3% | +$181.8M+70.6% | +$225.1M+105.2% | +$254.1M+137.4% | +1 employees+7.7% over 3Y | +221 accounts+25.1% over 3Y |
| 11. Broadcrest Asset Management, LLC CRD 287590 · Limited Liability Company | WINTER PARK, FL | $415.5M Mar 2026 | +$14.8M+3.7% | +$91.7M+28.3% | — | +$167.6M+67.6% | +5 employees+100.0% over 3Y | +1 accounts+25.0% over 3Y |
| 12. Arsenal Venture Partners CRD 160426 · Corporation | WINTER PARK, FL | $393.8M Mar 2026 | +$48.5M+14.0% | +$165.3M+72.4% | +$102.3M+35.1% | +$164.2M+71.5% | -1 employees-20.0% over 3Y | +2 accounts+20.0% over 3Y |
| 13. Financial Advisory Partners, LLC CRD 310914 · Limited Liability Company | WINTER PARK, FL | $377.8M May 2026 | +$52.7M+16.2% | +$107.1M+39.6% | +$111.5M+41.9% | — | 0 employees+0.0% over 3Y | +82 accounts+16.8% over 3Y |
| 14. Barr Financial Services, LLC CRD 125444 · Limited Liability Company | WINTER PARK, FL | $269.2M May 2026 | +$34.1M+14.5% | +$91.1M+51.1% | +$109.3M+68.3% | +$207.3M+334.7% | 0 employees+0.0% over 3Y | +88 accounts+13.6% over 3Y |
| 15. Spraker West Wealth Management, INC CRD 147075 · Corporation | WINTER PARK, FL | $265.3M Mar 2026 | +$15.9M+6.4% | +$68.9M+35.1% | +$93.7M+54.6% | +$175.0M+193.7% | +1 employees+20.0% over 3Y | +64 accounts+15.6% over 3Y |
| 16. Coastal Investment Company, LLC CRD 322164 · Limited Liability Company | WINTER PARK, FL | $262.9M Apr 2026 | +$50.0M+23.5% | — | — | +$101.6M+63.0% | +1 employees+12.5% over 1Y | +8 accounts+24.2% over 1Y |
| 17. Matthias Private Wealth, LLC CRD 289761 · Limited Liability Company | WINTER PARK, FL | $242.8M Mar 2026 | +$46.5M+23.7% | +$77.3M+46.7% | +$101.0M+71.2% | — | +2 employees+20.0% over 3Y | +26 accounts+6.5% over 3Y |
| 18. Ponta Wealth Partners, LLC CRD 330058 · Limited Liability Company | WINTER PARK, FL | $208.4M Mar 2026 | — | — | — | — | 0 employees+0.0% over 1Y | — |
| 19. Rivertree Advisors, LLC CRD 168065 · Limited Liability Company | WINTER PARK, FL | $184.4M Mar 2026 | +$7.0M+4.0% | +$22.1M+13.6% | +$22.8M+14.1% | — | 0 employees+0.0% over 3Y | +10 accounts+3.0% over 3Y |
| 20. Sandhill Wealth Management, INC. CRD 291649 · Corporation | WINTER PARK, FL | $118.5M Mar 2026 | +$102.0M+618.0% | +$102.0M+618.0% | +$102.0M+618.0% | — | +1 employees+100.0% over 3Y | +178 accounts+456.4% over 3Y |
| 21. Lyons Wealth Management CRD 150581 · Limited Liability Company | WINTER PARK, FL | $109.1M Apr 2026 | -$17.9M-14.1% | -$71.4M-39.5% | +$9.9M+10.0% | -$330.4M-75.2% | -3 employees-42.9% over 3Y | -33 accounts-22.8% over 3Y |
| 22. Alphaq Advisors CRD 141006 · Limited Liability Company | WINTER PARK, FL | $90.6M Feb 2026 | -$241.9M-72.7% | -$129.4M-58.8% | — | -$12.4M-12.0% | -5 employees-71.4% over 3Y | -270 accounts-49.1% over 3Y |
| 23. Lyons Investment Management CRD 166788 · Corporation | WINTER PARK, FL | $73.1M Mar 2026 | +$8.9M+13.8% | +$2.4M+3.4% | -$18.1M-19.8% | -$10.9M-13.0% | -1 employees-16.7% over 3Y | -5 accounts-7.6% over 3Y |
| 24. Fwg Investment Management CRD 322394 · Limited Liability Company | WINTER PARK, FL | $14.4M Mar 2026 | +$2.1M+16.8% | +$4.8M+49.3% | — | — | -2 employees-50.0% over 3Y | 0 accounts+0.0% over 3Y |
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.