Best Financial Advisors in MAITLAND, Florida
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in MAITLAND
FIDUCIARY FIRST
MAITLAND, FL · Since 2011
IRONCLAD INVESTMENTS LLC
MAITLAND, FL · Since 2010
RD LEWIS WEALTH MANAGEMENT
MAITLAND, FL · Since 2020
TIMOTHY PARTNERS, LTD.
MAITLAND, FL · Since 1994
DELTA ADVISORY GROUP, INC.
MAITLAND, FL · Since 2023
DORMAN FINANCIAL MANAGEMENT, P.A.
MAITLAND, FL · Since 2006
CARPENTER, CLAYDON ADVISORS, INC.
MAITLAND, FL · Since 2007
FELLOWSHIP FINANCIAL GROUP
MAITLAND, FL · Since 2023
CRAMER & RAUCHEGGER, INC.
MAITLAND, FL · Since 2023
AEGIS WEALTH MANAGEMENT, LLC
MAITLAND, FL · Since 2015
CAPITAL Q MANAGEMENT LLC
MAITLAND, FL · Since 2026
DELTA CAPITAL MANAGEMENT, LLC
MAITLAND, FL · Since 2020
ALTERNATIVE INVESTMENT ADVISORS, LLC
MAITLAND, FL · Since 2019
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in MAITLAND?
The median advisory fee in MAITLAND, FL is 0.95% of assets under management per year, based on Form ADV filings from 13 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.