Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Winter Park has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 18 non-vetted advisors in your local area. These retirement advisors in Winter Park, Florida have an average of 32 years of experience.
Steven Hartman
AAMS®, AIF®
Privada Wealth Management
Qualifications
CRD# 1965828
Firm CRD# 124583
Series 7, 66
Minimum Assets Required
$500,000
Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts.
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Qualifications
Firm CRD# 314989
Series 7, 63, 65
Minimum Assets Required
$500,000
Financial Planning, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities.
Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | DEPRINCE, RACE & ZOLLO, INC. 250 Park Avenue South, Suite 250 Winter Park, FL, 32789 | $4,755,734,089 | 76 | 31 | A Percentage of AUM, Performance Based |
2 | AMERICAN FINANCIAL ADVISORS INC 1936 Lee Road, Ste. 270 Winter Park, FL, 32789 | $725,689,661 | 1543 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
3 | ANDCO CONSULTING 531 W Morse Blvd, Suite 200 Winter Park, FL, 32789 | $718,800,000 | 19 | 98 | A Percentage of AUM, Hourly charges, Fixed Fees |
4 | PUNCH CARD MANAGEMENT 444 W. New England Ave, Suite 117 Winter Park, FL, 32789 | $531,539,843 | 1 | 4 | A Percentage of AUM, Performance Based |
5 | ORANGE INVESTMENT ADVISORS, LLC 250 S Park Avenue, Ste 370 Winter Park, FL, 32789-7001 | $526,500,509 | 3 | 4 | A Percentage of AUM, Performance Based |
6 | FINANCIAL HARVEST WEALTH ADVISORS 1091 West Morse Boulevard, Suite 200 Winter Park, FL, 32789 | $276,426,444 | 999 | 8 | A Percentage of AUM, Hourly charges, Fixed Fees |
7 | FINANCIAL ADVISORY PARTNERS, LLC 1201 S. Orlando Avenue, Suite 350 Winter Park, FL, 32789 | $270,706,893 | 488 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
8 | BROADCREST ASSET MANAGEMENT, LLC 558 W. New England Avenue, Suite 250 Winter Park, FL, 32789 | $265,376,864 | 6 | 8 | A Percentage of AUM, Performance Based |
9 | FORTRESS WEALTH GROUP, LLC 1099 W Morse Blvd, Winter Park, FL, 32789 | $257,350,000 | 881 | 13 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (CONSULTING FEES) |
10 | ARSENAL VENTURE PARTNERS 807 W Morse Blvd, Suite 105 Winter Park, FL, 32789 | $228,501,516 | 10 | 5 | A Percentage of AUM, Performance Based, Other (SPV EXPENSE FEE) |
11 | SPRAKER WEST WEALTH MANAGEMENT, INC 334 W. Morse Blvd., Winter Park, FL, 32789 | $209,899,580 | 472 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
12 | LYONS WEALTH MANAGEMENT 280 W. Canton Ave Ste 430, Winter Park, FL, 32789 | $180,499,980 | 145 | 7 | A Percentage of AUM, Performance Based |
13 | BARR FINANCIAL SERVICES, LLC 2160 North Park Avenue, Winter Park, FL, 32789 | $178,130,011 | 645 | 2 | A Percentage of AUM, Hourly charges, Fixed Fees |
14 | MATTHIAS PRIVATE WEALTH, LLC 700 West Morse Boulevard, Suite 201 Winter Park, FL, 32789 | $168,960,792 | 424 | 10 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (REIMBURSEMENT OF EXPENSES) |
15 | RIVERTREE ADVISORS, LLC 941 West Morse Boulevard, Suite 100 Winter Park, FL, 32789 | $162,354,658 | 332 | 3 | A Percentage of AUM |
QualificationsFirm CRD# 112099
Assets Under Management $4,755,734,089
No. Of Clients76
Clients Per Financial Advisor2
DEPRINCE, RACE & ZOLLO, INC. is a financial advisory firm situated in Winter Park, Florida. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 76 clients. The team consists of 31 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 108530
Assets Under Management $725,689,661
No. Of Clients1543
Clients Per Financial Advisor257
AMERICAN FINANCIAL ADVISORS INC is a financial advisory firm situated in Winter Park, Florida. With a nearly $726M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1543 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 111964
Assets Under Management $718,800,000
No. Of Clients19
Clients Per Financial Advisor0
ANDCO CONSULTING is a financial advisory firm situated in Winter Park, Florida. With a nearly $719M assets under management, the firm specializes in crafting personalized retirement planning solutions for 19 clients. The team consists of 98 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 162939
Assets Under Management $531,539,843
No. Of Clients1
Clients Per Financial Advisor0
PUNCH CARD MANAGEMENT is a financial advisory firm situated in Winter Park, Florida. With a nearly $532M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 289406
Assets Under Management $526,500,509
No. Of Clients3
Clients Per Financial Advisor1
ORANGE INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Winter Park, Florida. With a nearly $527M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 148271
Assets Under Management $276,426,444
No. Of Clients999
Clients Per Financial Advisor125
FINANCIAL HARVEST WEALTH ADVISORS is a financial advisory firm situated in Winter Park, Florida. With a nearly $276M assets under management, the firm specializes in crafting personalized retirement planning solutions for 999 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 310914
Assets Under Management $270,706,893
No. Of Clients488
Clients Per Financial Advisor163
FINANCIAL ADVISORY PARTNERS, LLC is a financial advisory firm situated in Winter Park, Florida. With a nearly $271M assets under management, the firm specializes in crafting personalized retirement planning solutions for 488 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 287590
Assets Under Management $265,376,864
No. Of Clients6
Clients Per Financial Advisor1
BROADCREST ASSET MANAGEMENT, LLC is a financial advisory firm situated in Winter Park, Florida. With a nearly $265M assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 308968
Assets Under Management $257,350,000
No. Of Clients881
Clients Per Financial Advisor68
FORTRESS WEALTH GROUP, LLC is a financial advisory firm situated in Winter Park, Florida. With a nearly $257M assets under management, the firm specializes in crafting personalized retirement planning solutions for 881 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 160426
Assets Under Management $228,501,516
No. Of Clients10
Clients Per Financial Advisor2
ARSENAL VENTURE PARTNERS is a financial advisory firm situated in Winter Park, Florida. With a nearly $229M assets under management, the firm specializes in crafting personalized retirement planning solutions for 10 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 147075
Assets Under Management $209,899,580
No. Of Clients472
Clients Per Financial Advisor94
SPRAKER WEST WEALTH MANAGEMENT, INC is a financial advisory firm situated in Winter Park, Florida. With a nearly $210M assets under management, the firm specializes in crafting personalized retirement planning solutions for 472 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 150581
Assets Under Management $180,499,980
No. Of Clients145
Clients Per Financial Advisor21
LYONS WEALTH MANAGEMENT is a financial advisory firm situated in Winter Park, Florida. With a nearly $180M assets under management, the firm specializes in crafting personalized retirement planning solutions for 145 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 125444
Assets Under Management $178,130,011
No. Of Clients645
Clients Per Financial Advisor323
BARR FINANCIAL SERVICES, LLC is a financial advisory firm situated in Winter Park, Florida. With a nearly $178M assets under management, the firm specializes in crafting personalized retirement planning solutions for 645 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 289761
Assets Under Management $168,960,792
No. Of Clients424
Clients Per Financial Advisor42
MATTHIAS PRIVATE WEALTH, LLC is a financial advisory firm situated in Winter Park, Florida. With a nearly $169M assets under management, the firm specializes in crafting personalized retirement planning solutions for 424 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 168065
Assets Under Management $162,354,658
No. Of Clients332
Clients Per Financial Advisor111
RIVERTREE ADVISORS, LLC is a financial advisory firm situated in Winter Park, Florida. With a nearly $162M assets under management, the firm specializes in crafting personalized retirement planning solutions for 332 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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