Top Financial Advisors in Maitland, Florida
Finding the right financial advisor in Maitland is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Maitland, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Maitland, FL.
Find the Best Financial Advisor Firms in Maitland:
ALTERNATIVE INVESTMENT ADVISORS, LLC
CRD#: 160108
Address: 698 North Maitland Avenue Suite 101, Maitland, FL 32751
Clients: 1,282
Average Clients per Advisor: 142
AUM: $ 341M
CARPENTER, CLAYDON ADVISORS, INC.
CRD#: 143516
Address: 557 N. Wymore Road Suite 201, Maitland, FL 32751
Clients: 75
Average Clients per Advisor: 37
AUM: $ 267M
RD LEWIS WEALTH MANAGEMENT
CRD#: 156073
Address: 253 North Orlando Avenue Suite 302, Maitland, FL 32751
Clients: 351
Average Clients per Advisor: 175
AUM: $ 215M
DELTA ADVISORY GROUP, INC.
CRD#: 105966
Address: 696 N Maitland Avenue, Maitland, FL 32751
Clients: 418
Average Clients per Advisor: 83
AUM: $ 193M
FELLOWSHIP FINANCIAL GROUP
CRD#: 154103
Address: 630 N Wymore Road #304, Maitland, FL 32751
Clients: 433
Average Clients per Advisor: 144
AUM: $ 152M
DORMAN FINANCIAL MANAGEMENT, P.A.
CRD#: 136881
Address: 557 N. Wymore Road Suite 201, Maitland, FL 32751
Clients: 202
Average Clients per Advisor: 101
AUM: $ 148M
How We Chose the Top Financial Advisors in Maitland, Florida
To create this list of top financial advisor firms in Maitland, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Maitland has to offer.
Search Financial Advisors in Maitland, Florida
Patrick Reid Buchanan
Scott Christopher Mahnken
Glenn William Wheelock
Jeffrey Ackler
Michael Anthony Lipscomb
Michael Hurshel Cook
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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