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
James Alan Raynor
Registered Affiliation(s):STATE FARM INVESTMENT MANAGEMENT CORP.
Jeffrey Robert Seewald
Registered Affiliation(s):OSAIC WEALTH, INC.
David Alan Underwood
Registered Affiliation(s):STATE FARM INVESTMENT MANAGEMENT CORP.
Sloan D Chamblin
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Michael David Halsema
Registered Affiliation(s):AE WEALTH MANAGEMENT, LLC
Jamie Ann Hayes
Registered Affiliation(s):NFP RETIREMENT INC.
Robert William Harvie
Registered Affiliation(s):MORGAN STANLEY
Drew Elliot Samelson
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
David Charles Shepherd
Registered Affiliation(s):TRUIST ADVISORY SERVICES, INC.
Darrell Craig Devaney
Adam Shane Breazeale
Registered Affiliation(s):SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC.
Karl A Furno
Registered Affiliation(s):J. W. COLE ADVISORS, INC.
Brent Harrison Sheppard
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
Paul Gerard Jones
Registered Affiliation(s):TRUIST ADVISORY SERVICES, INC.
Zachary James Bollinger
Registered Affiliation(s):AE WEALTH MANAGEMENT, LLC
Coleman Wynn Cordell
Registered Affiliation(s):BOFA SECURITIES, INC.
Scott Robert Bunkers
Registered Affiliation(s):PRINCIPAL SECURITIES, INC.
Samuel Jordan Jacobs
Registered Affiliation(s):LASALLE ST SECURITIES, L.L.C.
Theodore Spencer Rich
Registered Affiliation(s):RIVERTREE ADVISORS, LLC
Roger Alan Toelke
Registered Affiliation(s):DOBSON STREET LLC
Gregg Ryan Champion
Registered Affiliation(s):MORGAN STANLEY
Jeannette C Funi
Registered Affiliation(s):FIDELITY BROKERAGE SERVICES LLC
Philip Laurie Beytell
Registered Affiliation(s):GREEN VISTA ASSET MANAGEMENT LLC
Allison Leigh Booher
Registered Affiliation(s):ROCKEFELLER FINANCIAL LLC
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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