Top 10 financial advisor firms in Winter Park

13 SEC-registered financial advisor firms are headquartered in Winter Park, FL, with $5.18B in combined regulatory assets under management. The largest by assets are American Financial Advisors ($1.28B), 55 North Private Wealth ($581M) and Financial Harvest ($557M).

13
Financial advisor firms: $5.18B
Their combined AUM: $269M
Median firm AUM: 2,904
Clients of the top 10

The 10 largest by assets

1
American Financial Advisors
RIA
$1.28B
0.58% to 1.08% a year
2
55 North Private Wealth
RIA
$581M
0.20% to 0.85% a year
3
Financial Harvest
RIA
$557M
0.50% to 1.35% a year
4
Trillium Wealth
RIA
$545M
Up to 1.75% a year
5
FWG Holdings
RIA
$439M
Regulatory AUM
6
Financial Advisory Partners
RIA
$378M
Up to 2.00% a year
7
Barr Financial Services
RIA
$269M
Regulatory AUM
8
Spraker West Wealth Management
RIA
$265M
0.20% to 1.50% a year
9
Matthias Private Wealth
RIA
$243M
Regulatory AUM
10
Ponta Wealth Partners
RIA
$214M
Regulatory AUM

Profiles of the top 10

No. 1 · RIA

American Financial Advisors

American Financial Advisors is an investment adviser based in Winter Park, FL, registered with the SEC since 1999. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $1.28 billion, as filed on 10 February 2026.

American Financial Advisors charges 0.58%–1.08% a year for its Asset Management Services.

Regulatory AUM: $1.28B
Clients: 799
Advisory staff: 8
Founded: 1989
Fee schedule: 0.58% to 1.08% a year
Custodians: Charles Schwab
Headquarters: 1031 W Morse BLVD., Ste. 110, Winter Park, FL 32789
Phone: 407-207-9006
Website: afadvisors.com

No. 2 · RIA

55 North Private Wealth

55 North Private Wealth is an investment adviser based in Winter Park, FL, registered with the SEC since 2025. 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 $581 million, as filed on 27 March 2026.

55 North Private Wealth charges 0.20%–0.85% a year for its Investment Management Services.

Regulatory AUM: $581M
Clients: 158
Advisory staff: 7
Founded: 2023
Fee schedule: 0.20% to 0.85% a year
Minimum account: $1,000,000
Custodians: Charles Schwab, Fidelity
Headquarters: 268 W New England Avenue, Winter Park, FL 32789
Phone: 407-960-4769
Website: 55northprivatewealth.com

No. 3 · RIA

Financial Harvest

Financial Harvest is an investment adviser based in Winter Park, FL, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $557 million, as filed on 19 February 2026.

Financial Harvest charges 0.50%–1.35% a year for its Portfolio Management.

Regulatory AUM: $557M
Clients: 320
Advisory staff: 5
Founded: 2008
Fee schedule: 0.50% to 1.35% a year
Custodians: Charles Schwab
Headquarters: 1091 West Morse Boulevard, Suite 200, Winter Park, FL 32789
Phone: 407-937-0707
Website: financialharvest.com

No. 4 · RIA

Trillium Wealth

Trillium Wealth is an investment adviser based in Winter Park, FL, registered with the SEC since 2026. 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 $545 million, as filed on 27 July 2026.

Trillium Wealth charges up to 1.75% a year for its Individually managed accounts.

Regulatory AUM: $545M
Clients: 629
Advisory staff: 7
Founded: 2026
Fee schedule: Up to 1.75% a year
Custodians: Fidelity, Charles Schwab
Headquarters: 230 S New York Ave, Suite 200, Winter Park, FL 32789
Phone: 321-295-8492
Website: trillium-wealth.com

No. 5 · RIA

FWG Holdings

FWG Holdings is an investment adviser based in Winter Park, FL, registered with the SEC since 2020. 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 $439 million, as filed on 30 March 2026.

Regulatory AUM: $439M
Clients: 384
Advisory staff: 5
Founded: 2020
Custodians: Fidelity
Headquarters: 1099 W Morse BLVD, Winter Park, FL 32789
Phone: 407-999-8998
Website: fortresswealthgroup.com

No. 6 · RIA

Financial Advisory Partners

Financial Advisory Partners is an investment adviser based in Winter Park, FL, registered with the SEC since 2021. 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 $378 million, as filed on 22 July 2026.

Financial Advisory Partners charges up to 2.00% a year for its Wrap Fee Program - Portfolio Management Services.

Regulatory AUM: $378M
Clients: 147
Advisory staff: 3
Fee schedule: Up to 2.00% a year
Custodians: RBC Capital Markets
Headquarters: 1201 S. Orlando Avenue, Suite 350, Winter Park, FL 32789
Phone: 407-478-6314

No. 7 · RIA

Barr Financial Services

Barr Financial Services is an investment adviser based in Winter Park, FL, registered with the SEC since 2015. 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 $269 million, as filed on 5 May 2026.

Regulatory AUM: $269M
Clients: 253
Advisory staff: 2
Founded: 2000
Custodians: SEI Private Trust
Headquarters: 2160 North Park Avenue, Winter Park, FL 32789
Phone: 407-622-0018
Website: barrllc.com

No. 8 · RIA

Spraker West Wealth Management

Spraker West Wealth Management is an investment adviser based in Winter Park, FL, registered with the SEC since 2008. 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 $265 million, as filed on 24 March 2026.

Spraker West Wealth Management charges 0.20%–1.50% a year for its Wealth Management Fees.

Regulatory AUM: $265M
Clients: 144
Advisory staff: 5
Founded: 2008
Fee schedule: 0.20% to 1.50% a year
Custodians: Charles Schwab
Headquarters: 334 W. Morse BLVD., Winter Park, FL 32789
Phone: 407-478-7899
Website: sprakerwest.com

No. 9 · RIA

Matthias Private Wealth

Matthias Private Wealth is an investment adviser based in Winter Park, FL, registered with the SEC since 2017. 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 $243 million, as filed on 27 March 2026.

Regulatory AUM: $243M
Clients: 46
Advisory staff: 2
Custodians: Charles Schwab
Headquarters: 700 West Morse Boulevard, Suite 201, Winter Park, FL 32789
Phone: 407-691-3300
Website: matthiaspw.com

No. 10 · RIA

Ponta Wealth Partners

Ponta Wealth Partners is an investment adviser based in Winter Park, FL, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $214 million, as filed on 4 September 2026.

Regulatory AUM: $214M
Clients: 24
Advisory staff: 2
Custodians: Charles Schwab, Raymond James
Headquarters: 300 Garfield Ave, Suite 200, Winter Park, FL 32789
Phone: 407-490-4820
Website: pontawealth.com

Questions about financial advisors in Winter Park

How many financial advisor firms are headquartered in Winter Park?

13 SEC-registered financial advisor firms report their principal office in Winter Park, FL, managing $5.18B in regulatory assets between them. The other 9 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 Winter Park?

American Financial Advisors, with $1.28B in regulatory assets under management on its latest Form ADV. The next largest are 55 North Private Wealth ($581M) and Financial Harvest ($557M).

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

How large is a typical financial advisor firm in Winter Park?

The median firm manages $269M in regulatory assets. That is the midpoint of the 13 firms headquartered in Winter Park.

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

How much do financial advisors in Winter Park charge?

Of the 10 largest firms, 6 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.85% to 2.00% 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 Winter Park?

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

Winter Park has 13 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Winter Park

Top financial advisor firms in other Florida cities