Top 8 advisors in Maitland
We’ve curated a list of the best financial advisors in Maitland, take a look at it below
Find an advisor in Maitland| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $1,896,085,992 | 8 advisors | ||
| 2 | $211,394,752 | 12 advisors | ||
| 3 | $152,014,450 | 4 advisors | ||
| 4 | $142,228,142 | 5 advisors | ||
| 5 | $136,024,140 | 2 advisors | ||
| 6 | $122,522,753 | 4 advisors | ||
| 7 | $111,612,492 | 4 advisors | ||
| 8 | $3,345,592 | 3 advisors |
How we came up with this list
To generate our top financial advisors list in Maitland, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Maitland. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Fiduciary First
Assets under management
$1,896,085,992
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
VALUE OF PLAN ASSETS
Services offered
Pension Consulting Services
2. Alternative Investment Advisors, LLC
Assets under management
$211,394,752
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
3. Cramer & Rauchegger, Inc.
Assets under management
$152,014,450
Fee structure
A percentage of assets under your management
Fixed fees
TRUST MANAGEMENT FEE
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Trustee Services
4. Dorman Financial Management, P.a.
Assets under management
$142,228,142
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Advisory Consulting
5. Ironclad Investments LLC
Assets under management
$136,024,140
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Investment Companies
6. Aegis Wealth Management, LLC
Assets under management
$122,522,753
Fee structure
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
- Not sure which one to choose?Use our smart matching tool
7. Fellowship Financial Group
Assets under management
$111,612,492
Fee structure
A percentage of assets under your management
Hourly charges
THIRD PARTY ADVISOR FEES
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
8. Carpenter, Claydon Advisors, Inc.
Assets under management
$3,345,592
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Asset Allocation And Portfolio Monitoring/review Services
Your first meeting is free.