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
Lachadra L. Mason
Registered Affiliation(s):PERSHING ADVISOR SOLUTIONS LLC
Daniel R. Spellacy
Registered Affiliation(s):PERSHING ADVISOR SOLUTIONS LLC
Travis Roger George
Registered Affiliation(s):PERSHING ADVISOR SOLUTIONS LLC
Jose A Tagle
Registered Affiliation(s):LPL FINANCIAL LLC
Christopher Patrick Mckelvey
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Paul Robert Moehle
Registered Affiliation(s):NEWPORT GROUP CONSULTING, LLC
Stephanie Kostakis
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Boston Samuel Russell
Registered Affiliation(s):CITY NATIONAL ROCHDALE
Rueben R Hill
Registered Affiliation(s):PRUCO SECURITIES, LLC.
Lori A Mccord
Registered Affiliation(s):EQUITABLE ADVISORS, LLC
Gregg Hall
Registered Affiliation(s):EQUITABLE ADVISORS, LLC
Jeffrey Reed Smith
Registered Affiliation(s):HARVEST FINANCIAL CORPORATION
Amy Leighann Kelly
Registered Affiliation(s):S2K FINANCIAL LLC
Lucas Joseph Marquez
Registered Affiliation(s):TRUIST ADVISORY SERVICES, INC.
Tierra Tanisha Rose
Registered Affiliation(s):TRUIST ADVISORY SERVICES, INC.
Teogonio Ayala
Registered Affiliation(s):TRUIST ADVISORY SERVICES, INC.
Janet Mary Smith
Registered Affiliation(s):PFS INVESTMENTS INC.
Carol Anne Cullen
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Juliana A Salazar Rojas
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Yajaira Rodriguez
Registered Affiliation(s):TRUIST ADVISORY SERVICES, INC.
Karen Susan Roberts
Registered Affiliation(s):CBIZ INVESTMENT ADVISORY SERVICES, LLC
Doris Rodriguez
Registered Affiliation(s):PFS INVESTMENTS INC.
Dennis Ray Gillard
Registered Affiliation(s):BEACON WEALTH CONSULTANTS, INC.
Michael William Simonian
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, 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.
Subscribe to our newsletter
Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.
