Top 8 financial advisor firms in Maitland

8 SEC-registered financial advisor firms are headquartered in Maitland, FL, with $1.83B in combined regulatory assets under management. The largest by assets are Alternative Investment Advisors ($386M), Carpenter, Claydon Advisors ($295M) and RD Lewis Holdings ($257M).

8
Financial advisor firms: $1.83B
Their combined AUM: $203M
Median firm AUM: 4,366
Clients of the top 8

The 8 largest by assets

1
Alternative Investment Advisors
RIA
$386M
0.25% to 2.50% a year
2
Carpenter, Claydon Advisors
RIA
$295M
0.10% to 1.00% a year
3
RD Lewis Holdings
RIA
$257M
Up to 1.20% a year
4
Delta Advisory Group
RIA
$216M
Up to 2.95% a year
5
Aegis Wealth Management
RIA
$190M
Up to 1.00% a year
6
Fellowship Investment Advisors
RIA
$176M
0.50% to 2.00% a year
7
Dorman Financial Management, P.A.
RIA
$161M
0.40% to 2.00% a year
8
Cramer & Rauchegger
RIA
$151M
Regulatory AUM

Profiles of the top 8

No. 1 · RIA

Alternative Investment Advisors

Alternative Investment Advisors is an investment adviser based in Maitland, FL, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and pension and profit-sharing plans. Its regulatory assets under management total $386 million, as filed on 27 March 2026.

Alternative Investment Advisors charges 0.25%–2.50% a year for its Separately Managed Account Program Services.

Regulatory AUM: $386M
Clients: 1,424
Advisory staff: 11
Fee schedule: 0.25% to 2.50% a year
Minimum account: $25,000
Custodians: Charles Schwab
Headquarters: 341 N Maitland Avenue, Suite 132, Maitland, FL 32751
Phone: 407-261-4242
Website: ffs1.com

No. 2 · RIA

Carpenter, Claydon Advisors

Carpenter, Claydon Advisors is an investment adviser based in Maitland, FL, registered with the SEC since 2007. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $295 million, as filed on 4 March 2026.

Carpenter, Claydon Advisors charges 0.10%–1.00% a year for its Portfolio Management Services.

Regulatory AUM: $295M
Clients: 249
Advisory staff: 2
Founded: 2007
Fee schedule: 0.10% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 557 N. Wymore Road, Suite 201, Maitland, FL 32751
Phone: 407-843-0316
Website: ccawealth.com

No. 3 · RIA

RD Lewis Holdings

RD Lewis Holdings is an investment adviser based in Maitland, FL, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $257 million, as filed on 28 September 2026.

RD Lewis Holdings charges up to 1.20% a year for its Investment Management Services.

Regulatory AUM: $257M
Clients: 451
Advisory staff: 2
Fee schedule: Up to 1.20% a year
Custodians: LPL Financial, Vanguard Marketing
Headquarters: 253 North Orlando Avenue, Suite 302, Maitland, FL 32751
Phone: 407-446-3737
Website: rdlewiswealthmanagement.com

No. 4 · RIA

Delta Advisory Group

Delta Advisory Group is an investment adviser based in Maitland, FL, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $216 million, as filed on 31 March 2026.

Delta Advisory Group charges up to 2.95% a year for its Portfolio management.

Regulatory AUM: $216M
Clients: 468
Advisory staff: 5
Fee schedule: Up to 2.95% a year
Custodians: Charles Schwab, John Hancock Distributors, Invesco Distributors
Headquarters: 698 N Maitland Avenue, Ste 201, Maitland, FL 32751
Phone: 407-331-9213
Website: deltaadvisory.com

No. 5 · RIA

Aegis Wealth Management

Aegis Wealth Management is an investment adviser based in Maitland, FL, registered with the SEC since 2015. It provides investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $190 million, as filed on 31 March 2026.

Aegis Wealth Management charges up to 1.00% a year for its Asset management fee.

Regulatory AUM: $190M
Clients: 170
Advisory staff: 3
Fee schedule: Up to 1.00% a year
Custodians: Charles Schwab
Headquarters: 698 N. Maitland Avenue, Suite 102, Maitland, FL 32751
Phone: 407-831-3660
Website: aegiswm.com

No. 6 · RIA

Fellowship Investment Advisors

Fellowship Investment Advisors is an investment adviser based in Maitland, FL, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and corporations and other businesses. Its regulatory assets under management total $176 million, as filed on 10 March 2026.

Fellowship Investment Advisors charges 0.50%–2.00% a year for its Portfolio Management Services.

Regulatory AUM: $176M
Clients: 492
Advisory staff: 3
Fee schedule: 0.50% to 2.00% a year
Custodians: Charles Schwab
Headquarters: 630 N Wymore Road, #304, Maitland, FL 32751
Phone: 407-949-5888
Website: fellowshipfinancial.com

No. 7 · RIA

Dorman Financial Management, P.A.

Dorman Financial Management, P.A. is an investment adviser based in Maitland, FL, registered with the SEC since 2006. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $161 million, as filed on 25 February 2026.

Dorman Financial Management, P.A. charges 0.40%–2.00% a year for its Portfolio Management Services.

Regulatory AUM: $161M
Clients: 262
Advisory staff: 2
Fee schedule: 0.40% to 2.00% a year
Custodians: Charles Schwab
Headquarters: 557 N. Wymore Road, Suite 201, Maitland, FL 32751
Phone: 407-774-6815
Website: dormanfinancial.com

No. 8 · RIA

Cramer & Rauchegger

Cramer & Rauchegger is an investment adviser based in Maitland, FL, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $151 million, as filed on 27 August 2026.

Regulatory AUM: $151M
Clients: 850
Advisory staff: 2
Custodians: Etc Brokerage Services, Charles Schwab, Fidelity
Headquarters: 800 N. Maitland Avenue, Ste. 204, Maitland, FL 32751
Phone: 407-645-4433
Website: cramerandrauchegger.com

Questions about financial advisors in Maitland

How many financial advisor firms are headquartered in Maitland?

8 SEC-registered financial advisor firms report their principal office in Maitland, FL, managing $1.83B in regulatory assets between them. The other 4 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Maitland?

Alternative Investment Advisors, with $386M in regulatory assets under management on its latest Form ADV. The next largest are Carpenter, Claydon Advisors ($295M) and RD Lewis Holdings ($257M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Maitland?

The median firm manages $203M in regulatory assets. That is the midpoint of the 8 firms headquartered in Maitland.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Maitland charge?

Of the 8 largest firms, 7 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 2.95% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Maitland?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Maitland has 8 financial advisor firms; see every adviser in the city →

The 8 largest by assets

Profiles of the top 8

Questions about financial advisors in Maitland

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