Top 10 advisors in Winter Park
We’ve curated a list of the best financial advisors in Winter Park, take a look at it below
Find an advisor in Winter Park| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $4,755,734,089 | 31 advisors | ||
| 2 | $718,800,000 | 98 advisors | ||
| 3 | $531,539,843 | 4 advisors | ||
| 4 | $340,982,697 | 4 advisors | ||
| 5 | $276,051,271 | 8 advisors | ||
| 6 | $270,706,893 | 3 advisors | ||
| 7 | $265,376,864 | 8 advisors | ||
| 8 | $228,501,516 | 5 advisors | ||
| 9 | $179,284,514 | 3 advisors | ||
| 10 | $160,226,014 | 3 advisors |
How we came up with this list
To generate our top financial advisors list in Winter Park, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Winter Park. 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. Deprince, Race & Zollo, Inc.
Assets under management
$4,755,734,089
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Periodically Provide Portfolio Model Updates To Other Advisers For A Fee.
2. Andco Consulting
Assets under management
$718,800,000
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Pension Consulting Services
Selection Of Other Advisers
Investment And Fiduciary Governance Consulting
3. Punch Card Management
Assets under management
$531,539,843
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
4. Orange Investment Advisors, LLC
Assets under management
$340,982,697
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
5. Financial Harvest Wealth Advisors
Assets under management
$276,051,271
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
Selection Of Other Advisers
6. Financial Advisory Partners, LLC
Assets under management
$270,706,893
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
Selection Of Other Advisers
- Not sure which one to choose?Use our smart matching tool
7. Broadcrest Asset Management, LLC
Assets under management
$265,376,864
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
8. Arsenal Venture Partners
Assets under management
$228,501,516
Fee structure
A percentage of assets under your management
Performance-based fees
SPV EXPENSE FEE
Services offered
Portfolio Management For Pooled Investment Vehicles
9. Ahl Investment Management, Inc.
Assets under management
$179,284,514
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
- Not sure which one to choose?Use our smart matching tool
10. Rivertree Advisors, LLC
Assets under management
$160,226,014
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Your first meeting is free.