City
Wealth management firms in Maitland, Florida
As of October 2, 2026, 20 wealth management firms, including broker-dealer firms, with their main office in Maitland, Florida reported $2.2 billion in regulatory assets under management; the largest by assets was Alternative Investment Advisors, LLC, with $385.9 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 20
- Regulatory assets under management
- $2.2 billion
- Average per firm
- $109.7 million
- SEC-registered, of those listed
- 8 of 20 (40.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Alternative Investment Advisors, LLC | SEC | $385.9 million | 2,817 |
| 2 | Carpenter, Claydon Advisors, Inc. | SEC | $294.9 million | 404 |
| 3 | RD Lewis Wealth Management | SEC | $256.8 million | 852 |
| 4 | Delta Advisory Group, Inc. | SEC | $216.3 million | 930 |
| 5 | Aegis Wealth Management, LLC | SEC | $190.4 million | 456 |
| 6 | Fellowship Financial Group | SEC | $175.9 million | 1,025 |
| 7 | Dorman Financial Management, P.A. | SEC | $160.6 million | 758 |
| 8 | Cramer & Rauchegger, Inc. | SEC | $151.4 million | 1,700 |
| 9 | Skadvisors, LLC | State | $76.1 million | 558 |
| 10 | Moss & Company, P.A. | State | $70.0 million | 105 |
| 11 | Hyperion Wealth Management, LLC | State | $64.0 million | 97 |
| 12 | Envision Wealth Planners | State | $61.2 million | 155 |
| 13 | GEN2 Advisors, LLC | State | $52.0 million | 73 |
| 14 | Olivar & Greb Capital Management, LLC | State | $13.2 million | 30 |
| 15 | Thistle Wealth Management, LLC | State | $9.6 million | 40 |
| 16 | Inspire Capital Management LLC | State | $6.9 million | 58 |
| 17 | Wealth & Business Planning Group, LLC | State | $6.0 million | 31 |
| 18 | Equistar Wealth Management Inc. | State | $2.1 million | 35 |
| 19 | JP Law and Wealth Advisors PLLC | State | $201,000 | 5 |
| 20 | Stewardship Matters | State | $0 | 0 |
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.