City
Wealth management firms in Winter Park, Florida
As of October 2, 2026, 33 wealth management firms, including broker-dealer firms, with their main office in Winter Park, Florida reported $6.1 billion in regulatory assets under management; the largest by assets was American Financial Advisors Inc, with $1.3 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 33
- Regulatory assets under management
- $6.1 billion
- Average per firm
- $185.6 million
- SEC-registered, of those listed
- 17 of 33 (51.5%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | American Financial Advisors Inc | SEC | $1.3 billion | 1,765 |
| 2 | 55 North Private Wealth | SEC | $581.3 million | 697 |
| 3 | Financial Harvest Wealth Advisors | SEC | $557.4 million | 1,397 |
| 4 | Trillium Wealth LLC | SEC | $544.6 million | 1,708 |
| 5 | Fortress Wealth Group | SEC | $439.1 million | 1,102 |
| 6 | Financial Advisory Partners, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $377.8 million | 570 |
| 7 | Barr Financial Services, LLC | SEC | $269.2 million | 733 |
| 8 | Spraker West Wealth Management, Inc | SEC | $265.3 million | 474 |
| 9 | Matthias Private Wealth, LLC | SEC | $242.8 million | 426 |
| 10 | Ponta Wealth Partners, LLC | SEC | $214.3 million | 62 |
| 11 | Frankly Finances | SEC | $204.2 million | 134 |
| 12 | Rivertree Advisors, LLC | SEC | $184.4 million | 342 |
| 13 | Virtus Financial Partners | SEC | $152.5 million | 1,887 |
| 14 | Sandhill Wealth Management, Inc. | SEC | $118.5 million | 217 |
| 15 | Lyons Wealth Management | SEC | $109.1 million | 112 |
| 16 | Alphaq Advisors | SEC | $90.6 million | 280 |
| 17 | Avenues Wealth, LLC | State | $81.5 million | 168 |
| 18 | Lakeshore Advisors | State | $80.8 million | 350 |
| 19 | Lyons Investment Management | SEC | $73.1 million | 61 |
| 20 | Edwards Financial Services | State | $69.0 million | 504 |
| 21 | Altior Capital | State | $45.6 million | 146 |
| 22 | Financial Planning Office of Stephen Overstreet, P.A. | State | $39.0 million | 48 |
| 23 | Meeks Capital LLC | State | $28.6 million | 196 |
| 24 | Horizon Wealth Group, LLC | State | $19.2 million | 30 |
| 25 | Green Vista Asset Management LLC | State | $16.2 million | 75 |
| 26 | Twinleaf Financial Advisors | State | $11.9 million | 223 |
| 27 | VL Capital Management LLC | State | $10.0 million | 11 |
| 28 | Dobson Street LLC | State | $8.5 million | 82 |
| 29 | Grammatical Capital, LLC | State | $7.4 million | 18 |
| 30 | Toro Financial Advisors | State | $4.3 million | 32 |
| 31 | Venture Wealth Solutions LLC | State | $35,346 | 3 |
| 32 | Bloom Investment | State | $0 | 0 |
| 33 | Nelson Advisory Services, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | 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.