Top Financial Advisors in Maitland, Florida
Finding the right financial advisor in Maitland is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Maitland, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Maitland, FL.
Find the Best Financial Advisor Firms in Maitland:
ALTERNATIVE INVESTMENT ADVISORS, LLC
CRD#: 160108
Address: 698 North Maitland Avenue Suite 101, Maitland, FL 32751
Clients: 1,187
Average Clients per Advisor: 197
AUM: $ 217M
CARPENTER, CLAYDON ADVISORS, INC.
CRD#: 143516
Address: 557 N. Wymore Road Suite 201, Maitland, FL 32751
Clients: 102
Average Clients per Advisor: 51
AUM: $ 210M
SPRAKER WEST WEALTH MANAGEMENT, INC
CRD#: 147075
Address: 543 N. Wymore Rd. Suite 104, Maitland, FL 32751
Clients: 49
Average Clients per Advisor: 12
AUM: $ 208M
DELTA CAPITAL MANAGEMENT, LLC
CRD#: 128350
Address: 698 N. Maitland Avenue Suite 201, Maitland, FL 32751
AUM: $ 202M
SIMPLE FINANCIAL SOLUTIONS, LLC
CRD#: 150380
Address: Maitland, FL
AUM: $ 191M
DELTA ADVISORY GROUP, INC.
CRD#: 105966
Address: 696 N Maitland Avenue, Maitland, FL 32751
Clients: 394
Average Clients per Advisor: 78
AUM: $ 154M
How We Chose the Top Financial Advisors in Maitland, Florida
To create this list of top financial advisor firms in Maitland, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Maitland has to offer.
Search Financial Advisors in Maitland, Florida
Shirley Lorraine Polidori
Registered Affiliation(s):STIFEL, NICOLAUS & COMPANY, INCORPORATED
John Thanh Mai
Registered Affiliation(s):TRUIST ADVISORY SERVICES, INC.
Lynette Ancona
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Christopher Neal Yandell
Dennis Edward Gagnon
Registered Affiliation(s):NON-TRADITIONAL WEALTH MANAGEMENT, LLC
Christopher Michael Degrace
Registered Affiliation(s):TRUIST ADVISORY SERVICES, INC.
James Stephen Davis JR.
Registered Affiliation(s):EAGLE STRATEGIES LLC
Michelle Nicole Ogden
Registered Affiliation(s):CWM, LLC
Daryl Brooks Emerson
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Gordon Scott Johnson
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Debra Lynne Mc Chrystal
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Shelly D. Walton
Registered Affiliation(s):MORGAN STANLEY
Ryan Plank
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Todd Jeffrey Tocco
Registered Affiliation(s):CERTIFIED ADVISORY CORP
Julius John Costanza
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Robert Guy Godin
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Eric Armando Lasso
Registered Affiliation(s):FINANCIAL ENGINES ADVISORS L.L.C.
Ricky M Parker
Registered Affiliation(s):SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC.
Philip A Hallford
Registered Affiliation(s):SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC.
Cedric R Knight
Registered Affiliation(s):SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC.
Chad Dwight Faulkenberry
Registered Affiliation(s):SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC.
Steven Jay Zimmerman
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Paula Marie Lundy
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Ana Norka Fernandez
Registered Affiliation(s):ALLGEN FINANCIAL ADVISORS, INC.
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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