# Financial advisors in Winter Park, FL

> AdvisorCensus lists 41 investment advisory firms with a principal office in Winter Park, Florida (part of the Orlando metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full Orlando metro area, including neighboring cities, is on its own page. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/fl/orlando/winter-park

## At a glance

- Investment advisory firms: 41
- Registration: SEC-registered investment adviser: 26, State-registered investment adviser: 11, Exempt reporting adviser: 4
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 9 (24%); Percentage of assets 36 (97%); Hourly charges 18 (49%); Subscription fees (newsletter or periodical) 1 (3%); Fixed fees 15 (41%); Performance-based fees 9 (24%); Other 5 (14%); No compensation arrangements reported 4
- Regulatory assets under management (Item 5.F): Under $25 million 6 (15%); $25 million to $100 million 7 (17%); $100 million to $500 million 13 (32%); $500 million to $1 billion 5 (12%); $1 billion to $5 billion 4 (10%); Over $5 billion 1 (2%); Not reported 5 (12%)
- Years registered: Under 5 years 17 (41%); 5 to 9 years 13 (32%); 10 to 19 years 8 (20%); 20 years or more 3 (7%)

## Firms (page 1 of 1, 1 to 41 of 41, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [401KARAT](https://advisorcensus.com/firm/401karat-winter-park-fl-305825) ([md](https://advisorcensus.com/firm/401karat-winter-park-fl-305825.md)) | 305825 | Winter Park, FL | State-registered investment adviser | Not reported | 6 | % of assets, Fixed fee |
| [55 North Private Wealth](https://advisorcensus.com/firm/55-north-private-wealth-winter-park-fl-325325) ([md](https://advisorcensus.com/firm/55-north-private-wealth-winter-park-fl-325325.md)) | 325325 | Winter Park, FL | SEC-registered investment adviser | $500 million to $1 billion | 1 | % of assets |
| [Advus Financial Partners, LLC](https://advisorcensus.com/firm/advus-financial-partners-llc-winter-park-fl-311990) ([md](https://advisorcensus.com/firm/advus-financial-partners-llc-winter-park-fl-311990.md)) | 311990 | Winter Park, FL | SEC-registered investment adviser | $1 billion to $5 billion | 5 | % of assets, Hourly, Fixed fee |
| [Alphaq Advisors](https://advisorcensus.com/firm/alphaq-advisors-winter-park-fl-141006) ([md](https://advisorcensus.com/firm/alphaq-advisors-winter-park-fl-141006.md)) | 141006 | Winter Park, FL | SEC-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly |
| [Altior Capital](https://advisorcensus.com/firm/altior-capital-winter-park-fl-316734) ([md](https://advisorcensus.com/firm/altior-capital-winter-park-fl-316734.md)) | 316734 | Winter Park, FL | State-registered investment adviser | $25 million to $100 million | 3 | % of assets |
| [American Financial Advisors Inc](https://advisorcensus.com/firm/american-financial-advisors-inc-winter-park-fl-108530) ([md](https://advisorcensus.com/firm/american-financial-advisors-inc-winter-park-fl-108530.md)) | 108530 | Winter Park, FL | SEC-registered investment adviser | $1 billion to $5 billion | 27 | % of assets, Hourly, Fixed fee |
| [Arsenal Venture Partners](https://advisorcensus.com/firm/arsenal-venture-partners-winter-park-fl-160426) ([md](https://advisorcensus.com/firm/arsenal-venture-partners-winter-park-fl-160426.md)) | 160426 | Winter Park, FL | SEC-registered investment adviser | $100 million to $500 million | 14 | % of assets, Performance fee, Other |
| [Avenues Wealth, LLC](https://advisorcensus.com/firm/avenues-wealth-llc-winter-park-fl-290433) ([md](https://advisorcensus.com/firm/avenues-wealth-llc-winter-park-fl-290433.md)) | 290433 | Winter Park, FL | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly, Fixed fee |
| [Barr Financial Services, LLC](https://advisorcensus.com/firm/barr-financial-services-llc-winter-park-fl-125444) ([md](https://advisorcensus.com/firm/barr-financial-services-llc-winter-park-fl-125444.md)) | 125444 | Winter Park, FL | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Hourly, Fixed fee |
| [Broadcrest Asset Management, LLC](https://advisorcensus.com/firm/broadcrest-asset-management-llc-winter-park-fl-287590) ([md](https://advisorcensus.com/firm/broadcrest-asset-management-llc-winter-park-fl-287590.md)) | 287590 | Winter Park, FL | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Performance fee |
| [Ceredex Value Advisors LLC](https://advisorcensus.com/firm/ceredex-value-advisors-llc-winter-park-fl-146023) ([md](https://advisorcensus.com/firm/ceredex-value-advisors-llc-winter-park-fl-146023.md)) | 146023 | Winter Park, FL | SEC-registered investment adviser | $1 billion to $5 billion | 18 | % of assets |
| [Coastal Investment Company, LLC](https://advisorcensus.com/firm/coastal-investment-company-llc-winter-park-fl-322164) ([md](https://advisorcensus.com/firm/coastal-investment-company-llc-winter-park-fl-322164.md)) | 322164 | Winter Park, FL | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Performance fee, Other |
| [Creto Capital Management, LLC](https://advisorcensus.com/firm/creto-capital-management-llc-winter-park-fl-337914) ([md](https://advisorcensus.com/firm/creto-capital-management-llc-winter-park-fl-337914.md)) | 337914 | Winter Park, FL | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Della Parola Capital Management](https://advisorcensus.com/firm/della-parola-capital-management-winter-park-fl-138897) ([md](https://advisorcensus.com/firm/della-parola-capital-management-winter-park-fl-138897.md)) | 138897 | Winter Park, FL | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Deprince, Race & Zollo, Inc.](https://advisorcensus.com/firm/deprince-race-and-zollo-inc-winter-park-fl-112099) ([md](https://advisorcensus.com/firm/deprince-race-and-zollo-inc-winter-park-fl-112099.md)) | 112099 | Winter Park, FL | SEC-registered investment adviser | Over $5 billion | 31 | % of assets, Performance fee |
| [Dobson Street LLC](https://advisorcensus.com/firm/dobson-street-llc-winter-park-fl-289509) ([md](https://advisorcensus.com/firm/dobson-street-llc-winter-park-fl-289509.md)) | 289509 | Winter Park, FL | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly |
| [Edwards Financial Services](https://advisorcensus.com/firm/edwards-financial-services-winter-park-fl-150517) ([md](https://advisorcensus.com/firm/edwards-financial-services-winter-park-fl-150517.md)) | 150517 | Winter Park, FL | State-registered investment adviser | $25 million to $100 million | 4 | % of assets |
| [Financial Advisory Partners, LLC](https://advisorcensus.com/firm/financial-advisory-partners-llc-winter-park-fl-310914) ([md](https://advisorcensus.com/firm/financial-advisory-partners-llc-winter-park-fl-310914.md)) | 310914 | Winter Park, FL | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Financial Harvest Wealth Advisors](https://advisorcensus.com/firm/financial-harvest-wealth-advisors-winter-park-fl-148271) ([md](https://advisorcensus.com/firm/financial-harvest-wealth-advisors-winter-park-fl-148271.md)) | 148271 | Winter Park, FL | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Hourly, Fixed fee |
| [Fortress Wealth Group](https://advisorcensus.com/firm/fortress-wealth-group-winter-park-fl-308968) ([md](https://advisorcensus.com/firm/fortress-wealth-group-winter-park-fl-308968.md)) | 308968 | Winter Park, FL | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee, Other |
| [Frankly Finances](https://advisorcensus.com/firm/frankly-finances-winter-park-fl-321270) ([md](https://advisorcensus.com/firm/frankly-finances-winter-park-fl-321270.md)) | 321270 | Winter Park, FL | SEC-registered investment adviser | $100 million to $500 million | 2 | Hourly, Subscription, Fixed fee |
| [FWG Investment Management](https://advisorcensus.com/firm/fwg-investment-management-winter-park-fl-322394) ([md](https://advisorcensus.com/firm/fwg-investment-management-winter-park-fl-322394.md)) | 322394 | Winter Park, FL | SEC-registered investment adviser | Under $25 million | 4 | % of assets, Performance fee |
| [Green Vista Asset Management LLC](https://advisorcensus.com/firm/green-vista-asset-management-llc-winter-park-fl-296855) ([md](https://advisorcensus.com/firm/green-vista-asset-management-llc-winter-park-fl-296855.md)) | 296855 | Winter Park, FL | State-registered investment adviser | Under $25 million | 7 | % of assets, Hourly |
| [Horizon Wealth Group, LLC](https://advisorcensus.com/firm/horizon-wealth-group-llc-winter-park-fl-318936) ([md](https://advisorcensus.com/firm/horizon-wealth-group-llc-winter-park-fl-318936.md)) | 318936 | Winter Park, FL | State-registered investment adviser | Under $25 million | 4 | % of assets |
| [Kirenaga Management Group, Inc.](https://advisorcensus.com/firm/kirenaga-management-group-inc-winter-park-fl-306043) ([md](https://advisorcensus.com/firm/kirenaga-management-group-inc-winter-park-fl-306043.md)) | 306043 | Winter Park, FL | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Lakeshore Advisors](https://advisorcensus.com/firm/lakeshore-advisors-winter-park-fl-329497) ([md](https://advisorcensus.com/firm/lakeshore-advisors-winter-park-fl-329497.md)) | 329497 | Winter Park, FL | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Hourly |
| [Lyons Investment Management](https://advisorcensus.com/firm/lyons-investment-management-winter-park-fl-166788) ([md](https://advisorcensus.com/firm/lyons-investment-management-winter-park-fl-166788.md)) | 166788 | Winter Park, FL | SEC-registered investment adviser | $25 million to $100 million | 13 | % of assets, Performance fee |
| [Lyons Wealth Management](https://advisorcensus.com/firm/lyons-wealth-management-winter-park-fl-150581) ([md](https://advisorcensus.com/firm/lyons-wealth-management-winter-park-fl-150581.md)) | 150581 | Winter Park, FL | SEC-registered investment adviser | $100 million to $500 million | 17 | % of assets, Performance fee |
| [Mariner Institutional, LLC](https://advisorcensus.com/firm/mariner-institutional-llc-winter-park-fl-111964) ([md](https://advisorcensus.com/firm/mariner-institutional-llc-winter-park-fl-111964.md)) | 111964 | Winter Park, FL | SEC-registered investment adviser | $1 billion to $5 billion | 25 | % of assets, Hourly, Fixed fee |
| [Matthias Private Wealth, LLC](https://advisorcensus.com/firm/matthias-private-wealth-llc-winter-park-fl-289761) ([md](https://advisorcensus.com/firm/matthias-private-wealth-llc-winter-park-fl-289761.md)) | 289761 | Winter Park, FL | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee, Other |
| [Meeks Capital LLC](https://advisorcensus.com/firm/meeks-capital-llc-winter-park-fl-298773) ([md](https://advisorcensus.com/firm/meeks-capital-llc-winter-park-fl-298773.md)) | 298773 | Winter Park, FL | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly, Fixed fee |
| [Nelson Advisory Services, Inc.](https://advisorcensus.com/firm/nelson-advisory-services-inc-winter-park-fl-337576) ([md](https://advisorcensus.com/firm/nelson-advisory-services-inc-winter-park-fl-337576.md)) | 337576 | Winter Park, FL | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Orange Investment Advisors, LLC](https://advisorcensus.com/firm/orange-investment-advisors-llc-winter-park-fl-289406) ([md](https://advisorcensus.com/firm/orange-investment-advisors-llc-winter-park-fl-289406.md)) | 289406 | Winter Park, FL | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Performance fee |
| [Ponta Wealth Partners, LLC](https://advisorcensus.com/firm/ponta-wealth-partners-llc-winter-park-fl-330058) ([md](https://advisorcensus.com/firm/ponta-wealth-partners-llc-winter-park-fl-330058.md)) | 330058 | Winter Park, FL | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets |
| [Punch Card Management](https://advisorcensus.com/firm/punch-card-management-winter-park-fl-162939) ([md](https://advisorcensus.com/firm/punch-card-management-winter-park-fl-162939.md)) | 162939 | Winter Park, FL | SEC-registered investment adviser | $500 million to $1 billion | 12 | % of assets, Performance fee |
| [Rivertree Advisors, LLC](https://advisorcensus.com/firm/rivertree-advisors-llc-winter-park-fl-168065) ([md](https://advisorcensus.com/firm/rivertree-advisors-llc-winter-park-fl-168065.md)) | 168065 | Winter Park, FL | SEC-registered investment adviser | $100 million to $500 million | 13 | % of assets |
| [Sandhill Wealth Management, Inc.](https://advisorcensus.com/firm/sandhill-wealth-management-inc-winter-park-fl-291649) ([md](https://advisorcensus.com/firm/sandhill-wealth-management-inc-winter-park-fl-291649.md)) | 291649 | Winter Park, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [Spraker West Wealth Management, Inc](https://advisorcensus.com/firm/spraker-west-wealth-management-inc-winter-park-fl-147075) ([md](https://advisorcensus.com/firm/spraker-west-wealth-management-inc-winter-park-fl-147075.md)) | 147075 | Winter Park, FL | SEC-registered investment adviser | $100 million to $500 million | 18 | % of assets, Hourly, Fixed fee |
| [Toro Financial Advisors](https://advisorcensus.com/firm/toro-financial-advisors-winter-park-fl-332084) ([md](https://advisorcensus.com/firm/toro-financial-advisors-winter-park-fl-332084.md)) | 332084 | Winter Park, FL | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Other |
| [Trillium Wealth LLC](https://advisorcensus.com/firm/trillium-wealth-llc-winter-park-fl-341186) ([md](https://advisorcensus.com/firm/trillium-wealth-llc-winter-park-fl-341186.md)) | 341186 | Winter Park, FL | SEC-registered investment adviser | $500 million to $1 billion | 0 | % of assets, Fixed fee |
| [Vestapoint LLC](https://advisorcensus.com/firm/vestapoint-llc-winter-park-fl-329715) ([md](https://advisorcensus.com/firm/vestapoint-llc-winter-park-fl-329715.md)) | 329715 | Winter Park, FL | Exempt reporting adviser | Not reported | 2 | Not reported |

## Questions people ask

**How many financial advisory firms are there in Winter Park, FL?**
AdvisorCensus lists 41 investment advisory firms with a principal office in Winter Park, Florida (part of the Orlando metro area), from Form ADV filings as of October 2026: 26 SEC-registered, 11 state-registered, and 4 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in Winter Park, FL?**
9 of the 41 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed.

**How many financial advisors in Winter Park, FL offer financial planning?**
23 of the 37 firms in Winter Park, FL that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports.

**Are the financial advisors in Winter Park, FL fiduciaries?**
Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 9 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck.

**Does AdvisorCensus rate, verify, or recommend these firms?**
No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content.

**What does regulatory assets under management mean?**
Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality.

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Cite as: AdvisorCensus. Financial advisors in Winter Park, FL: 41 firms from Form ADV filings as of October 2026.