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RIAs in Winter Park, Florida

Explore 25 RIAs headquartered in Winter Park, with $24B in combined reported AUM.

RIAs25Headquartered here
Total AUM$24BReported regulatory AUM
Total Employees331Reported by these RIAs
% of Total State AUM0.6%% Of total State AUM Reported

All RIAs in Winter Park

25 RIAs
Showing 1–24 of 25 RIAs

Deprince, Race & Zollo, Inc.

WINTER PARK, FL
Reported AUM$5.9B
Employees27
24.6% of city AUMView RIA ↗

Advus Financial Partners, LLC

WINTER PARK, FL
Reported AUM$4B
Employees16
16.6% of city AUMView RIA ↗

Ceredex Value Advisors LLC

WINTER PARK, FL
Reported AUM$3.4B
Employees13
14.3% of city AUMView RIA ↗

Mariner Institutional, LLC

WINTER PARK, FL
Reported AUM$2.8B
Employees148
11.8% of city AUMView RIA ↗

American Financial Advisors Inc

WINTER PARK, FL
Reported AUM$1.3B
Employees8
5.3% of city AUMView RIA ↗

Orange Investment Advisors, LLC

WINTER PARK, FL
Reported AUM$765M
Employees4
3.2% of city AUMView RIA ↗

55 North Private Wealth

WINTER PARK, FL
Reported AUM$581.3M
Employees8
2.4% of city AUMView RIA ↗

Financial Harvest Wealth Advisors

WINTER PARK, FL
Reported AUM$557.4M
Employees9
2.3% of city AUMView RIA ↗

Trillium Wealth LLC

WINTER PARK, FL
Reported AUM$544.6M
Employees13
2.3% of city AUMView RIA ↗

Punch Card Management

WINTER PARK, FL
Reported AUM$505.4M
Employees4
2.1% of city AUMView RIA ↗

Fortress Wealth Group

WINTER PARK, FL
Reported AUM$439.1M
Employees14
1.8% of city AUMView RIA ↗

Broadcrest Asset Management, LLC

WINTER PARK, FL
Reported AUM$415.5M
Employees10
1.7% of city AUMView RIA ↗

Arsenal Venture Partners

WINTER PARK, FL
Reported AUM$393.8M
Employees4
1.6% of city AUMView RIA ↗

Financial Advisory Partners, LLC

WINTER PARK, FL
Reported AUM$377.8M
Employees3
1.6% of city AUMView RIA ↗

Ponta Wealth Partners, LLC

WINTER PARK, FL
Reported AUM$346.1M
Employees4
1.4% of city AUMView RIA ↗

Barr Financial Services, LLC

WINTER PARK, FL
Reported AUM$269.2M
Employees2
1.1% of city AUMView RIA ↗

Spraker West Wealth Management, Inc

WINTER PARK, FL
Reported AUM$265.3M
Employees6
1.1% of city AUMView RIA ↗

Coastal Investment Company, LLC

WINTER PARK, FL
Reported AUM$262.9M
Employees9
1.1% of city AUMView RIA ↗

Matthias Private Wealth, LLC

WINTER PARK, FL
Reported AUM$242.8M
Employees12
1.0% of city AUMView RIA ↗

Rivertree Advisors, LLC

WINTER PARK, FL
Reported AUM$184.4M
Employees3
0.8% of city AUMView RIA ↗

Sandhill Wealth Management, Inc.

WINTER PARK, FL
Reported AUM$118.5M
Employees2
0.5% of city AUMView RIA ↗

Lyons Wealth Management

WINTER PARK, FL
Reported AUM$109.1M
Employees3
0.5% of city AUMView RIA ↗

Alphaq Advisors

WINTER PARK, FL
Reported AUM$90.6M
Employees2
0.4% of city AUMView RIA ↗

Lyons Investment Management

WINTER PARK, FL
Reported AUM$73.1M
Employees5
0.3% of city AUMView RIA ↗

AUM and employee figures are firm-wide reported totals grouped by headquarters location, not assets or employees physically located there. Search and sort do not change totals.

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