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.
Search the full directory by firm name, city, state, CRD number or custodian.
22 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Sandhill Wealth Management | Winter Park, FL | $118M |
| Lyons Wealth Management | Winter Park, FL | $109M |
- Headquarters
- Winter Park, FL
- Regulatory AUM
- $118M
- Headquarters
- Winter Park, FL
- Regulatory AUM
- $109M
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.