Top 10 advisors in Winter Park

Top 10 advisors in Winter Park

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

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  • 1. Deprince, Race & Zollo, Inc.

    Assets under management

    $4,755,734,089

    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.

  • 2. Andco Consulting

    Assets under management

    $718,800,000

    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

  • 3. Punch Card Management

    Assets under management

    $531,539,843

    Fee structure

    A percentage of assets under your management

    Performance-based fees

    Services offered

    Portfolio Management For Pooled Investment Vehicles

  • 4. Orange Investment Advisors, LLC

    Assets under management

    $340,982,697

    Fee structure

    A percentage of assets under your management

    Performance-based fees

    Services offered

    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)

  • 5. Financial Harvest Wealth Advisors

    Assets under management

    $276,051,271

    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

  • 6. Financial Advisory Partners, LLC

    Assets under management

    $270,706,893

    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

  • Not sure which one to choose?
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    7. Broadcrest Asset Management, LLC

    Assets under management

    $265,376,864

    Fee structure

    A percentage of assets under your management

    Performance-based fees

    Services offered

    Portfolio Management For Pooled Investment Vehicles

  • 8. Arsenal Venture Partners

    Assets under management

    $228,501,516

    Fee structure

    A percentage of assets under your management

    Performance-based fees

    SPV EXPENSE FEE

    Services offered

    Portfolio Management For Pooled Investment Vehicles

  • 9. Ahl Investment Management, Inc.

    Assets under management

    $179,284,514

    Fee structure

    A percentage of assets under your management

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

  • Not sure which one to choose?
    Use our smart matching tool

    10. Rivertree Advisors, LLC

    Assets under management

    $160,226,014

    Fee structure

    A percentage of assets under your management

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

How we came up with this list

To generate our top financial advisors list in Winter Park, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Winter Park. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.

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