Best Financial Advisors in MAITLAND, Florida
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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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
CARPENTER, CLAYDON ADVISORS, INC.
MAITLAND, FL · Since 2007
DORMAN FINANCIAL MANAGEMENT, P.A.
MAITLAND, FL · Since 2006
TIMOTHY PARTNERS, LTD.
MAITLAND, FL · Since 1994
AEGIS WEALTH MANAGEMENT, LLC
MAITLAND, FL · Since 2015
DELTA ADVISORY GROUP, INC.
MAITLAND, FL · Since 2023
CRAMER & RAUCHEGGER, INC.
MAITLAND, FL · Since 2023
CAPITAL Q MANAGEMENT LLC
MAITLAND, FL · Since 2026
FELLOWSHIP FINANCIAL GROUP
MAITLAND, FL · Since 2023
ALTERNATIVE INVESTMENT ADVISORS, LLC
MAITLAND, FL · Since 2019
DELTA CAPITAL MANAGEMENT, LLC
MAITLAND, FL · Since 2020
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
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.