City
Wealth management firms in Winter Garden, Florida
As of October 2, 2026, 6 wealth management firms, including broker-dealer firms, with their main office in Winter Garden, Florida reported $617.8 million in regulatory assets under management; the largest by assets was The Life Wealth Group, with $490.6 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 6
- Regulatory assets under management
- $617.8 million
- Average per firm
- $103.0 million
- SEC-registered, of those listed
- 1 of 6 (16.7%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | The Life Wealth Group | SEC | $490.6 million | 1,531 |
| 2 | Newell Wealth Management, LLC | State | $49.7 million | 244 |
| 3 | Core Wealth Consultants, LLC | State | $42.8 million | 150 |
| 4 | Ocean Breeze Wealth LLC | State | $34.8 million | 90 |
| 5 | Ciaston Financial Group LLC | State | $0 | 0 |
| 6 | Florida Financial Planning LLC | 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.