City
Wealth management firms in Altamonte Springs, Florida
As of October 2, 2026, 8 wealth management firms, including broker-dealer firms, with their main office in Altamonte Springs, Florida reported $4.1 billion in regulatory assets under management; the largest by assets was Certified Advisory Corp, with $3.0 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 8
- Regulatory assets under management
- $4.1 billion
- Average per firm
- $506.4 million
- SEC-registered, of those listed
- 3 of 8 (37.5%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Certified Advisory Corp | SEC | $3.0 billion | 6,372 |
| 2 | Synergy Investment Management LLC | SEC | $681.5 million | 2,500 |
| 3 | 401K Generation | SEC | $156.4 million | 161 |
| 4 | Heritage Advisors Group, Inc. | State | $87.7 million | 532 |
| 5 | Steadfast Financial Services | State | $67.3 million | 110 |
| 6 | Cgi Investment Advisers LLC | State | $6.8 million | 19 |
| 7 | Onefirm Consulting, LLC | State | $5.6 million | 14 |
| 8 | Benowitz Wealth Management | State | $1.2 million | 5 |
Wealth management firms in Florida, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.