Firms by city
Registered investment advisers in Winter Park, FL
22 SEC-registered advisers headquartered in Winter Park, listed by regulatory assets under management as reported on Form ADV.
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22 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Deprince, Race & Zollo | Winter Park, FL | $5.89B |
| Advus Financial Partners | Winter Park, FL | $3.97B |
| Ceredex Value Advisors | Winter Park, FL | $3.43B |
| Mariner Institutional | Winter Park, FL | $2.82B |
| American Financial Advisors | Winter Park, FL | $1.28B |
| Orange Investment Advisors | Winter Park, FL | $765M |
| 55 North Private Wealth | Winter Park, FL | $581M |
| Financial Harvest | Winter Park, FL | $557M |
| Trillium Wealth | Winter Park, FL | $545M |
| Punch Card Management | Winter Park, FL | $505M |
| FWG Holdings | Winter Park, FL | $439M |
| Broadcrest Asset Management | Winter Park, FL | $415M |
| Arsenal Venture Partners | Winter Park, FL | $394M |
| Financial Advisory Partners | Winter Park, FL | $378M |
| Barr Financial Services | Winter Park, FL | $269M |
| Spraker West Wealth Management | Winter Park, FL | $265M |
| Coastal Investment | Winter Park, FL | $263M |
| Matthias Private Wealth | Winter Park, FL | $243M |
| Ponta Wealth Partners | Winter Park, FL | $214M |
| Rivertree Advisors | Winter Park, FL | $184M |
- Headquarters
- Winter Park, FL
- Regulatory AUM
- $5.89B
- Headquarters
- Winter Park, FL
- Regulatory AUM
- $3.97B
- Headquarters
- Winter Park, FL
- Regulatory AUM
- $3.43B
- Headquarters
- Winter Park, FL
- Regulatory AUM
- $2.82B
- Headquarters
- Winter Park, FL
- Regulatory AUM
- $1.28B
- Headquarters
- Winter Park, FL
- Regulatory AUM
- $765M
- Headquarters
- Winter Park, FL
- Regulatory AUM
- $581M
- Headquarters
- Winter Park, FL
- Regulatory AUM
- $557M
- Headquarters
- Winter Park, FL
- Regulatory AUM
- $545M
- Headquarters
- Winter Park, FL
- Regulatory AUM
- $505M
- Headquarters
- Winter Park, FL
- Regulatory AUM
- $439M
- Headquarters
- Winter Park, FL
- Regulatory AUM
- $415M
- Headquarters
- Winter Park, FL
- Regulatory AUM
- $394M
- Headquarters
- Winter Park, FL
- Regulatory AUM
- $378M
- Headquarters
- Winter Park, FL
- Regulatory AUM
- $269M
- Headquarters
- Winter Park, FL
- Regulatory AUM
- $265M
- Headquarters
- Winter Park, FL
- Regulatory AUM
- $263M
- Headquarters
- Winter Park, FL
- Regulatory AUM
- $243M
- Headquarters
- Winter Park, FL
- Regulatory AUM
- $214M
- Headquarters
- Winter Park, FL
- Regulatory AUM
- $184M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Winter Park on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Florida.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.