Top 10 financial advisors in Winter Park, FL

We've curated a list of the best financial advisors in Winter Park, take a look at it below.

#	Company	Assets under management	Number of advisors
1	Assets under management $4,755,734,089 Number of advisors 31 advisors	$4,755,734,089	31 advisors
2	Assets under management $276,051,271 Number of advisors 8 advisors	$276,051,271	8 advisors
3	Assets under management $270,706,893 Number of advisors 3 advisors	$270,706,893	3 advisors
4	Assets under management $179,284,514 Number of advisors 3 advisors	$179,284,514	3 advisors
5	Assets under management $160,226,014 Number of advisors 3 advisors	$160,226,014	3 advisors
6	Assets under management $143,776,984 Number of advisors 10 advisors	$143,776,984	10 advisors
7	Assets under management $70,636,740 Number of advisors 6 advisors	$70,636,740	6 advisors
8	Assets under management $46,868,000 Number of advisors 6 advisors	$46,868,000	6 advisors
9	Assets under management $718,800,000 Number of advisors 98 advisors	$718,800,000	98 advisors
10	Assets under management $531,539,843 Number of advisors 4 advisors	$531,539,843	4 advisors

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We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.

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Methodology

To find the top financial advisors in Winter Park, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.

Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.

Deprince, Race & Zollo, Inc.
DePrince, Race & Zollo, Inc. (DRZ) is a financial advisor firm founded in 1995 and primarily owned by John Race and Victor Zollo. As of December 31, 2024, DRZ managed $5.490 billion on a discretionary basis for approximately 65 clients. The firm specializes in providing investment advisory services on a discretionary basis, offering long-only equity investment strategies such as Large Cap Value, Small Cap Value, Micro Cap Value, Small/Mid-Cap Value, and Emerging Markets Value. DRZ also provides model portfolio advisory services to certain institutional clients. For client accounts, DRZ charges fees based on assets under management, with fee rates ranging from 0.50% to 1.00% depending on the investment strategy. The preferred minimum account size for various strategies is $5,000,000. DRZ may also manage accounts with customized investment strategies and negotiable fees. The firm may charge performance-based fees for certain clients, with a focus on maximizing shareholder value when voting client securities. DRZ follows a value income methodology for its investment strategies, focusing on stocks with above-average dividend yield and fundamental catalysts for increased returns with reduced volatility. The firm's investment process includes fundamental business analysis, capital structure evaluation, and consideration of various risk metrics. DRZ's investment philosophy aims to align with client objectives and guidelines while managing potential conflicts of interest. Clients of DRZ include trusts, charitable organizations, investment companies, pension plans, corporations, high net worth individuals, and private funds. The firm exercises investment discretion, votes proxies on behalf of clients, and maintains custody of assets for the DRZ Emerging Markets, LP fund. DRZ's brokerage practices prioritize fair and reasonable trade execution, considering factors like research services, commission rates, and best execution practices. The firm's compliance policies, including a Code of Ethics, aim to ensure ethical conduct, transparency, and client-focused decision-making.
$4,755,734,089 under management
31 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Periodically Provide Portfolio Model Updates To Other Advisers For A Fee.
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Financial Harvest Wealth Advisors
Financial Harvest, LLC is a registered investment advisor established in October 2008, offering wealth management services to help clients preserve and cultivate their wealth. The firm specializes in Portfolio Management and Portfolio Monitoring services, with discretionary and non-discretionary accounts, respectively. Their mission is to help families maintain their wealth and autonomy, focusing on long-term financial goals. The firm's Wealth Management Consultative Process includes Investment Consulting, Advanced Planning, and Relationship Management. Investment strategies include Asset Allocation, Modern Portfolio Theory, Efficient-market Hypothesis, and the Fama-French Three Factor Model. Financial Harvest, LLC charges management fees based on a tiered structure, with a minimum annual fee requirement of $5,000. The firm does not charge performance-based fees. They do not participate in class action lawsuits on behalf of clients. The firm does not vote client proxies and does not take physical custody of client funds. Financial Harvest, LLC does not provide financial information in their Disclosure Brochure.
$276,051,271 under management
8 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
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Financial Advisory Partners, LLC
Financial Advisory Partners, LLC, based in Winter Park, FL, is a registered investment adviser established in 2008, offering portfolio management services under a wrap fee program. This program includes portfolio management, custodial services, and related securities transactions for an all-inclusive fee. The firm, primarily owned by Alexander van den Berg and David Sutphin, provides financial planning and consulting services on an hourly or fixed fee basis, ranging up to $10,000. The firm advises on equity securities, ETFs, mutual funds, and REITs, managing $325,063,700 in client assets as of December 31, 2024. Clients typically include individuals, high net worth individuals, charitable organizations, and corporations, with a minimum account size of $100,000, which may be waived based on client potential. The firm operates as a fiduciary, acting in clients' best interests, and does not accept performance-based fees or engage in side-by-side management. Clients have the option for discretionary or non-discretionary management, with ongoing account monitoring and periodic reviews. The firm does not vote proxies on behalf of clients and maintains strict privacy policies to protect client information. Additionally, the firm discloses potential conflicts of interest related to IRA rollover recommendations and compensates solicitors for client referrals.
$270,706,893 under management
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
See full profile
Ahl Investment Management, Inc.
Ahl Investment Management, Inc. is a registered investment adviser based in Winter Park, Florida, established in 1999. The firm offers discretionary and non-discretionary portfolio management services tailored to meet clients' investment objectives and risk tolerance. They consider financial planning an integral aspect of the portfolio management process. Clients can grant discretionary authority to manage their accounts, allowing the firm to make investment decisions without prior approval. Ahl Investment Management advises on various types of investments, including equities, bonds, mutual funds, ETFs, and more, based on individual goals and objectives. The firm charges a blended fee for portfolio management services based on a percentage of assets managed, with a minimum annual fee of $1,000. As of December 31, 2024, they managed $200,041,338 in client assets on a discretionary basis. Ahl Investment Management acts as a fiduciary, committed to acting in clients' best interests. They do not accept performance-based fees or engage in side-by-side management. The firm does not vote proxies on behalf of clients and does not participate in class action lawsuits on clients' behalf. Clients' assets are held at Charles Schwab & Co., Inc., and the firm may effect wire transfers with client authorization. Ahl Investment Management does not have any disciplinary information to report and does not have custody of client funds or securities. Clients are responsible for voting proxies and participating in class action lawsuits. The firm does not receive compensation for client referrals or engage in directed brokerage.
$179,284,514 under management
3 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
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Rivertree Advisors, LLC
RiverTree Advisors, LLC is an SEC-registered investment advisor founded in January 2013 by Theodore S. Rich. The firm offers investment management services on a discretionary or non-discretionary basis, utilizing a mix of globally diverse investment holdings, including ETFs, mutual funds, stocks, and bonds. Additionally, they provide financial planning and consulting services covering various areas such as business planning, retirement planning, and risk management. RiverTree charges fees based on a percentage of assets under management, with an annual fee schedule ranging from 1.20% to 0.25% based on the amount of assets. Clients have the flexibility to make account deposits or withdrawals, with fees adjusted accordingly. The firm does not impose a minimum account requirement and serves individuals, high net worth individuals, trusts, estates, and business entities. RiverTree follows a code of ethics, exercises investment discretion, and does not engage in performance-based fees. Clients receive trade confirmations and account statements directly from custodians, and the firm does not vote client securities. RiverTree does not have any disciplinary history and does not provide compensation to third-party solicitors for client referrals.
$160,226,014 under management
3 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
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Matthias Private Wealth, LLC
Matthias Private Wealth, LLC, established in July 2017, is an SEC-registered investment adviser offering comprehensive services such as portfolio management, financial planning, estate planning, and tax planning. The firm coordinates services with related entities to provide a range of services under one team. Investment advisory services include discretionary and non-discretionary portfolio management tailored to clients' financial circumstances and goals. The firm may invest in various assets, including publicly traded securities and privately traded investments. Clients' Investment Plans are periodically updated based on changing circumstances. The firm may engage Sub-Advisers to manage client portfolios, offering diverse manager styles for increased portfolio diversity. Fees are generally up to 1.00% annually based on assets under management, with a minimum account size of $5 million. Clients have investment discretion options, with the firm providing both discretionary and non-discretionary services. The Adviser does not vote proxies for client securities. The firm does not have any disciplinary events to report and maintains custody of client assets through qualified custodians. Matthias Private Wealth does not require prepayment exceeding $1,200 per client. For more details, visit www.matthiaspw.com.
$143,776,984 under management
10 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
REIMBURSEMENT OF EXPENSES
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
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Lyons Investment Management
Lyons Investment Management, operating as Great Northern Asset Management, Inc., is a registered investment adviser based in Winter Park, FL, providing services since 1994. The firm offers discretionary portfolio management services for individual and institutional accounts, tailoring investment advice to meet clients' needs and objectives. Clients grant discretionary authority for account management, allowing the firm to make investment decisions without prior approval. Lyons Investment Management primarily invests in domestic and foreign equity securities, money market funds, ETFs, and warrants. The firm's investment strategies include Fundamental and Quantitative Strategies, with a focus on capital appreciation and risk-adjusted returns. The minimum account sizes for various strategies range from $100,000 to $300,000, with exceptions made at the firm's discretion. Fees for portfolio management services do not exceed 1.50% annually, billed quarterly based on account value. The firm may engage in performance-based fees for qualified clients. Lyons Investment Management discloses potential risks associated with investments, including margin transactions, short sales, and risks related to company size and concentration. The firm's Code of Ethics emphasizes professional conduct and compliance with regulations. Clients have the option to direct brokerage, and the firm engages in aggregated trading practices. Lyons Investment Management does not have any disciplinary events to report and maintains transparency regarding financial information and custody practices.
$70,636,740 under management
6 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
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Della Parola Capital Management
Della Parola Capital Management is a financial advisory firm based in Winter Park, Florida. It currently has approximately $46,868,000 of assets under management and employs about 6 people. Della Parola Capital Management uses a fee structure of a percentage of assets under your management and performance-based fees.
$46,868,000 under management
6 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
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Andco Consulting
Mariner Institutional, LLC, formerly AndCo Consulting, LLC, is an institutional investment and retirement plan consulting firm registered with the SEC since 2001. The firm offers a broad range of investment and fiduciary consulting services to institutional clients, primarily serving traditional and defined contribution plans. Mariner Institutional acts in a fiduciary capacity for clients, providing services such as investment policy development, asset allocation, manager research, and ongoing performance monitoring. The firm emphasizes simplifying investment decisions, providing definitive recommendations, and focusing on risk management at both the portfolio and individual manager levels. The firm does not charge performance-based fees and does not have custody of client funds or securities. Mariner Institutional may have discretionary authority for a limited number of clients, and proxy voting is delegated to investment managers or done in the best interest of clients. The firm does not compensate for client referrals and discloses any potential conflicts of interest, such as affiliations with related financial entities. Mariner Institutional maintains a Code of Ethics, ensuring compliance with securities laws and preventing the misuse of material non-public information. The firm's financial information indicates no impairments to meeting client commitments. For more detailed information, clients can request a copy of the firm's Code of Ethics and Proxy Voting Policy.
$718,800,000 under management
98 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Pension Consulting Services
Selection Of Other Advisers
Investment And Fiduciary Governance Consulting
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Punch Card Management
Punch Card Management, LP, established in 2004, is an investment adviser specializing in providing advisory and management services to a private fund, Punch Card Capital, LP. The firm primarily focuses on managing the Fund's assets in equity securities believed to be undervalued, aiming for long-term capital appreciation. Punch Card operates on a discretionary basis, with assets under management totaling $530,982,782 as of December 31, 2024. The minimum initial investment in the Fund is $3,000,000, subject to potential reductions at the discretion of Punch Card. The firm charges a 1% annual management fee and a performance-based allocation of 20% of net capital appreciation, complying with regulatory standards. Punch Card does not participate in wrap fee programs and does not accept compensation for the sale of securities. The firm's investment strategies involve concentrated portfolios, with less than ten positions typically held. Punch Card discloses potential risks associated with its investment strategies, such as market fluctuations, management risk, and leverage. The firm's Code of Ethics prioritizes clients' interests, and it has no disciplinary history. Punch Card's custody practices involve independent qualified custodians, ensuring safekeeping of client assets. Clients receive regular reports and financial statements, and the firm votes proxies in the best interest of the Fund and its investors. Punch Card does not have financial commitments impairing its ability to meet obligations.
$531,539,843 under management
4 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
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Top advisors in Florida

Altamonte Springs,Aventura Bay Harbor Islands Bellair Bluffs Boca Raton Bonita Springs Boynton Beach Bradenton Casselberry Clearwater Clermont Cocoa Beach Coconut Grove Coral Cables Coral Gables Coral Springs Davie Deerfield Beach Delray Beach Destin Doral Estero Fleming Island Fort Lauderdale Fort Myers Ft. Lauderdale Gainesville Hallandale Beach Holly Hill Hollywood Jacksonville Jacksonville Beach Jupiter Key Biscayne Key Largo Lake City Lakeland Lake Mary Lake Worth Largo Longboat Key Longwood Lutz Maitland Melbourne Miami Miami Beach Naples Neptune Beach New Port Richey North Bay Village North Miami North Miami Beach North Palm Beach Ocala Orlando Palm Beach Palm Beach Gardens Palm Coast Palmetto Bay Pensacola Pensacola Beach Plantation Pompano Beach Ponte Vedra Beach Port Orange Rockledge Rosemary Beach Safety Harbor Saint Augustine Saint Petersburg Sarasota Satellite Beach Seminole South Miami St Petersburg Stuart Sunny Isles Beach Tallahassee Tampa The Villages Venice Vero Beach Wellington Weston West Palm Beach Winter Haven W. Palm Beach

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