Top Financial Advisors in Winter Park, Florida
Finding the right financial advisor in Winter Park 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 Winter Park, 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 Winter Park, FL.
Find the Best Financial Advisor Firms in Winter Park:
AMERICAN FINANCIAL ADVISORS INC
CRD#: 108530
Address: 1936 Lee Road Ste. 270, Winter Park, FL 32789
Clients: 462
Average Clients per Advisor: 77
AUM: $ 726M
FINANCIAL HARVEST WEALTH ADVISORS
CRD#: 148271
Address: 1091 West Morse Boulevard Suite 200, Winter Park, FL 32789
Clients: 144
Average Clients per Advisor: 24
AUM: $ 276M
FINANCIAL ADVISORY PARTNERS, LLC
CRD#: 310914
Address: 1201 S. Orlando Avenue Suite 350, Winter Park, FL 32789
Clients: 43
Average Clients per Advisor: 14
AUM: $ 271M
CALLAHAN WEALTH ADVISORY
CRD#: 316124
Address: 2431 Aloma Ave Ste 165, Winter Park, FL 32792
Clients: 111
Average Clients per Advisor: 37
AUM: $ 224M
LYONS WEALTH MANAGEMENT
CRD#: 150581
Address: 280 W. Canton Ave Ste 430, Winter Park, FL 32789
Clients: 145
Average Clients per Advisor: 48
AUM: $ 180M
BARR FINANCIAL SERVICES, LLC
CRD#: 125444
Address: 2160 North Park Avenue, Winter Park, FL 32789
Clients: 180
Average Clients per Advisor: 90
AUM: $ 178M
How We Chose the Top Financial Advisors in Winter Park, Florida
To create this list of top financial advisor firms in Winter Park, 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 Winter Park has to offer.
Search Financial Advisors in Winter Park, Florida
Daniel V Murphy
Registered Affiliation(s):MORGAN STANLEY
Shelton Edward Stark
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Richard Welton Ferriman
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Jason Edward Lesko
Registered Affiliation(s):SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC.
Robert Scott Linder
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Ronald Allen Abramson
Registered Affiliation(s):SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC.
Steven J Zucal
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Mark Wayne Bolle
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
William Mitchell Spiegel
Registered Affiliation(s):PFS INVESTMENTS INC.
Marc Ronald Levine
Registered Affiliation(s):SECURITIES AMERICA, INC.
Donald Howard Jenson
Registered Affiliation(s):PRIME CAPITAL INVESTMENT ADVISORS, LLC
Ryan Shim
Registered Affiliation(s):TRUIST ADVISORY SERVICES, INC.
Frank John Delia
Registered Affiliation(s):TRUIST ADVISORY SERVICES, INC.
Sarah V Perry
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
David Geoffrey Andrews
Registered Affiliation(s):PFS INVESTMENTS INC.
Nina Karavokiros Avery
Registered Affiliation(s):TRIAD ADVISORS LLC
Robert Craig Maloy
Registered Affiliation(s):NYLIFE SECURITIES LLC
Gregory Joseph Ochalek
Registered Affiliation(s):CBIZ FINANCIAL SOLUTIONS, INC.
Paul Guy Fimognari
Registered Affiliation(s):EAGLE STRATEGIES LLC
Gail Robinson
Registered Affiliation(s):AVANTAX INVESTMENT SERVICES, INC.
Derek Amron Grimm
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Jonathan Craig Fairey
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Thomas John Goes
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
David James Peckham
Registered Affiliation(s):LPL 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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