Investment advisers in Maitland, FL
13 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Timothy Partners, Ltd. | $2.86 billion | 24 | 0 |
| Fiduciary First | $2.46 billion | 7 | 0 |
| Alternative Investment Advisors, LLC | $385.9 million | 15 | 4 |
| Carpenter, Claydon Advisors, Inc. | $294.9 million | 3 | 0 |
| Delta Capital Management, LLC | $277.4 million | 9 | 6 |
| Rd Lewis Wealth Management | $256.8 million | 8 | 0 |
| Ironclad Investments LLC | $217.9 million | 2 | 0 |
| Delta Advisory Group, Inc. | $216.3 million | 8 | 0 |
| Aegis Wealth Management, LLC | $190.4 million | 4 | 0 |
| Fellowship Financial Group | $175.9 million | 7 | 0 |
| Dorman Financial Management, P.A. | $160.6 million | 2 | 0 |
| Cramer & Rauchegger, Inc. | $151.4 million | 4 | 0 |
| Capital Q Management LLC | $93.4 million | 2 | 0 |