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
Philip Laurie Beytell
Registered Affiliation(s):GREEN VISTA ASSET MANAGEMENT LLC
Allison Leigh Booher
Registered Affiliation(s):ROCKEFELLER FINANCIAL LLC
Whitney H Hawkins
Registered Affiliation(s):MORGAN STANLEY
Jennifer Lynn Herzog
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Joseph James Utchel
Registered Affiliation(s):AVANTAX INVESTMENT SERVICES, INC.
Jennifer Carol Emely
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Lisa Ann Mihelich
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Thomas Roger Hollett
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Mary Theresa Hrabosky
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Patricia L Weil
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Darren Michael Konczal
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Parandi Mahesh Patel
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Renee Ann Cooper
Registered Affiliation(s):SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC.
Gregory James Anderson
Registered Affiliation(s):SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC.
Zhujun Yang-porter
Registered Affiliation(s):SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC.
Tyler Lee Van Donge
Registered Affiliation(s):SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC.
Harry B Overton
Registered Affiliation(s):LPL FINANCIAL LLC
Kathryn Mitchell Hite
Registered Affiliation(s):ALLGEN FINANCIAL ADVISORS, INC.
Justin Jerald Bassell
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Vincent Peter Rokose
Registered Affiliation(s):GLOBAL ASSET MANAGEMENT GROUP
Susan Jane Cochran
Registered Affiliation(s):KESTRA INVESTMENT SERVICES, LLC
Richard William Gailey
Registered Affiliation(s):THE STRATEGIC FINANCIAL ALLIANCE, INC.
Rebecca Lacivita Hill
Registered Affiliation(s):PERSHING LLC
David Hughes Petry
Registered Affiliation(s):REAP IN WEALTH MANAGEMENT, 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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