Best Financial Advisors in WINTER PARK, Florida
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in WINTER PARK
AMERICAN FINANCIAL ADVISORS INC
WINTER PARK, FL · Since 1999
MARINER INSTITUTIONAL, LLC
WINTER PARK, FL · Since 2001
DEPRINCE, RACE & ZOLLO, INC.
WINTER PARK, FL · Since 1995
BARR FINANCIAL SERVICES, LLC
WINTER PARK, FL · Since 2015
ALPHAQ ADVISORS
WINTER PARK, FL · Since 2021
CEREDEX VALUE ADVISORS LLC
WINTER PARK, FL · Since 2008
SPRAKER WEST WEALTH MANAGEMENT, INC
WINTER PARK, FL · Since 2008
PUNCH CARD MANAGEMENT
WINTER PARK, FL · Since 2014
LYONS INVESTMENT MANAGEMENT
WINTER PARK, FL · Since 2013
BROADCREST ASSET MANAGEMENT, LLC
WINTER PARK, FL · Since 2021
FINANCIAL ADVISORY PARTNERS, LLC
WINTER PARK, FL · Since 2021
PONTA WEALTH PARTNERS, LLC
WINTER PARK, FL · Since 2025
TRILLIUM WEALTH LLC
WINTER PARK, FL · Since 2026
LYONS WEALTH MANAGEMENT
WINTER PARK, FL · Since 2009
FINANCIAL HARVEST WEALTH ADVISORS
WINTER PARK, FL · Since 2018
RIVERTREE ADVISORS, LLC
WINTER PARK, FL · Since 2013
MATTHIAS PRIVATE WEALTH, LLC
WINTER PARK, FL · Since 2017
FORTRESS WEALTH GROUP
WINTER PARK, FL · Since 2020
ADVUS FINANCIAL PARTNERS, LLC
WINTER PARK, FL · Since 2021
COASTAL INVESTMENT COMPANY, LLC
WINTER PARK, FL · Since 2024
FWG INVESTMENT MANAGEMENT
WINTER PARK, FL · Since 2022
55 NORTH PRIVATE WEALTH
WINTER PARK, FL · Since 2025
ARSENAL VENTURE PARTNERS
WINTER PARK, FL · Since 2012
SANDHILL WEALTH MANAGEMENT, INC.
WINTER PARK, FL · Since 2026
ORANGE INVESTMENT ADVISORS, LLC
WINTER PARK, FL · Since 2017
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 WINTER PARK?
The median advisory fee in WINTER PARK, FL is 0.95% of assets under management per year, based on Form ADV filings from 25 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.