Financial Advisory Partners, LLC, a small investment advisory firm located in Winter Park, FL, is committed to providing personalized and comprehensive financial services to its clients. With a team of three dedicated professionals, all of whom provide investment advisory services, they prioritize individualized attention and tailored solutions. With an average of $76,560,000 in assets under management per investment advisor, Financial Advisory Partners, LLC maintains performance levels on par with the industry average. Their compensation structure is designed to align the interests of the firm with their clients and may include a percentage of assets under management. The firm manages a diverse portfolio, overseeing more than $270,707,000 in assets for over 40 individual clients. The majority of their assets are managed for high-net-worth individuals, reflecting their expertise in catering to the unique financial needs of affluent clients. Although 401K and individual accounts represent less than 30% of their assets under management, Financial Advisory Partners, LLC possesses the capability to effectively manage employer funds. A distinguishing aspect of Financial Advisory Partners, LLC is their discretionary asset management, with 100% of the assets they oversee falling under this category. This approach allows them to make informed decisions on behalf of their clients, taking into account their individual circumstances and financial objectives. As a small investment advisory firm, Financial Advisory Partners, LLC operates from a single office in Winter Park, FL. The firm is proud to have long-tenured advisors such as Patricia Manley, Alexander Vandenberg, and David Sutphin, whose experience and dedication contribute to the firm's success. With a commitment to personalized service and a focus on achieving their clients' financial goals, Financial Advisory Partners, LLC continues to be a trusted partner for individuals seeking expert guidance in Winter Park and beyond.

Lyons Investment Management is a small investment advisory firm based out of Winter Park, FL, with two offices strategically located for convenient client access. With a team of six dedicated professionals, Lyons Investment Management provides comprehensive investment advisory services to individuals, families, and businesses. Led by experienced financial experts, Lyons Investment Management boasts a track record of successfully managing a substantial amount of assets under management (AUM). On average, each of their two investment advisors oversees approximately $35,320,000 in AUM. With their client-centric approach, they prioritize personalized investment strategies tailored to meet the unique financial goals and risk tolerance of each client. The firm's compensation structure includes various types, such as a percentage of AUM and performance-based fees, aligning their interests with their clients' investment success. While Lyons Investment Management's AUM is predominantly composed of non-retirement accounts, representing over 70% of their managed assets, they also possess the expertise to manage employer funds, including 401(k) plans. Lyons Investment Management operates with full discretion over the assets they manage, providing clients with peace of mind and allowing for swift decision-making based on market conditions. Currently, they serve over 20 individual clients, successfully managing assets totaling more than $70,637,000. One of the firm's longest-tenured registered advisors, Mark Zavanelli, has been an integral part of Lyons Investment Management since 2019. His extensive industry knowledge and dedication contribute to the firm's reputation for delivering top-tier investment advisory services to clients seeking financial stability and growth.

AEGIS WEALTH MANAGEMENT, LLC is a reputable investment advisory firm headquartered in Maitland, FL. With over 130 individual clients and more than $134,529,000 in assets under management, Aegis Wealth Management prides itself on providing personalized financial solutions to meet their clients' diverse needs. Operating from a single office, their dedicated team of four employees, including three investment advisors, diligently work to optimize their clients' portfolios and safeguard their financial future. Specializing in managing assets for high net worth individuals, Aegis Wealth Management boasts an impressive track record of success. While 401K and individual accounts make up less than 30% of their total assets under management, the firm possesses the expertise to effectively handle employer funds. A remarkable 91% of the assets they manage are discretionary, highlighting their clients' trust in their investment decisions. Aegis Wealth Management offers a flexible compensation structure that includes various types such as fixed fees. Their investment advisors, with an average of approximately $44,840,000 in assets under management per advisor, align with the industry average in terms of performance. The firm takes pride in its experienced team, which includes long-tenured advisors like Matthew McMahan, Christine Carlson, and Thuong Pham, who have consistently provided exceptional service to their clients. As Aegis Wealth Management continues to grow and build upon its solid reputation, it remains committed to delivering comprehensive wealth management strategies and maintaining a client-centric approach. With their expertise and dedication, Aegis Wealth Management aims to ensure their clients' financial goals are not only met but exceeded.

Dorman Financial Management, P.A. is a reputable investment advisory firm based out of Maitland, FL, providing comprehensive financial solutions to its clients. With over 260 individual clients and assets under management totaling more than $143,226,000, they have established a strong presence in the industry. This small yet dynamic firm operates out of a single office in Maitland, FL, catering to a diverse range of clients. Dorman Financial Management, P.A. has garnered extensive experience in managing employer 401Ks and individual investments, with approximately half of their assets under management originating from these sources. Notably, 99% of the assets they oversee are under their discretionary control, reflecting their clients' trust in their expertise and decision-making capabilities. Dorman Financial Management, P.A. has a well-structured compensation system that includes various fee types, such as a percentage of assets under management and fixed fees. This ensures that their clients receive tailored financial advice while aligning the firm's interests with their clients' investment goals. With a dedicated team of five employees, three of whom provide investment advisory services, Dorman Financial Management, P.A. maintains a favorable advisor-to-assets ratio. On average, each investment advisor manages approximately $47,740,000 in assets under management, which is in line with industry standards. James Dorman and Chelsea Arb are among the firm's longest-tenured registered advisors, showcasing their commitment to providing consistent and reliable financial guidance. Dorman Financial Management, P.A. prides itself on its personalized approach, expert knowledge, and commitment to helping clients achieve their financial objectives.

Spraker West Wealth Management, Inc is a small investment advisory firm based out of Maitland, FL, with one office. With a team of five employees, four of whom provide investment advisory services, the firm offers comprehensive wealth management solutions to a diverse client base. Their average assets under management per investment advisor is approximately $49,100,000, which aligns with the industry average. Spraker West Wealth Management, Inc utilizes a flexible compensation structure that includes various options such as a percentage of assets under management, hourly charges, and fixed fees. While 401K and individual accounts make up less than 30% of their assets under management, the firm has the capability to effectively manage employer funds. Notably, all of the assets they manage are under discretionary control, ensuring efficient decision-making and timely execution. The firm primarily caters to high net worth individuals, managing over $196,395,000 in assets for more than 50 individual clients. Susan Spraker and John West, two of the longest-tenured registered advisors with the firm, bring extensive experience and expertise to their roles. Their commitment to building long-term relationships and providing personalized investment strategies sets them apart in the industry. Spraker West Wealth Management, Inc strives to deliver exceptional client service, combining their deep financial knowledge with a holistic approach to wealth management. With their strong track record and dedication to client success, they aim to help individuals achieve their financial goals and preserve their wealth over time.

Delta Advisory Group, Inc. is a leading investment advisory firm based out of Maitland, FL, with a strong presence in the financial industry. With over 390 individual clients and a remarkable $153,628,000 in assets under management, Delta Advisory Group, Inc. has established itself as a trusted partner for clients seeking expert financial guidance. This local firm operates from two strategically located offices, allowing them to efficiently serve their diverse client base. Notably, approximately half of their assets under management come from employer 401Ks and individuals, demonstrating their deep expertise in this space. Delta Advisory Group, Inc. exclusively manages discretionary assets, providing clients with comprehensive financial solutions tailored to their unique goals and circumstances. The firm's compensation structure is designed to align their interests with their clients, offering various types of fees, including a percentage of assets under management and hourly charges. This flexible approach ensures transparency and enables clients to choose the most suitable compensation arrangement for their needs. Delta Advisory Group, Inc. boasts a highly skilled team of seven professionals, with five dedicated investment advisors. These advisors collectively oversee an impressive average of $30,730,000 in assets under management per advisor, reflecting their extensive experience and ability to deliver results. Among the firm's notable advisors are Roy Miranda, Charles Smith, and Donald Nestor, who have established long and successful careers at Delta Advisory Group, Inc. Their tenure and expertise contribute to the firm's stellar reputation and the trust clients place in their guidance. With their robust client base, exceptional asset management track record, and talented team of advisors, Delta Advisory Group, Inc. is well-positioned to continue providing top-tier investment advisory services to clients in Maitland, FL, and beyond.

Delta Capital Management, LLC, based out of Maitland, FL, is a reputable investment advisory firm serving a diverse clientele. With a team of 12 skilled professionals, 10 of whom specialize in investment advisory services, they provide expert financial guidance and management. Their average assets under management per investment advisor amount to approximately $64,310,000, aligning with industry standards. Delta Capital Management, LLC caters to over 310 individual clients, overseeing a substantial $212,238,000 in assets under management. Although 401K and individual accounts constitute less than 30% of their total assets, the firm possesses the expertise to effectively handle employer funds. Notably, all the assets managed by Delta Capital Management, LLC are discretionary, allowing for flexibility and efficient decision-making. As a local business, Delta Capital Management, LLC takes pride in serving the Maitland community. They operate from a single office location, offering personalized services tailored to meet their clients' specific financial goals and needs. Among their experienced team, Duncan Dewahl and Christopher Truesdell stand as the longest tenured registered advisors, exemplifying the firm's commitment to stability and expertise. The compensation structure at Delta Capital Management, LLC is designed to align their interests with their clients' success. It encompasses various types, including a percentage of assets under management, ensuring that the firm's financial incentives remain closely tied to the growth and preservation of their clients' investments. Overall, Delta Capital Management, LLC combines their extensive knowledge, personalized approach, and commitment to client success to provide comprehensive investment advisory services in the Maitland area.

American Financial Advisors Inc, based out of Winter Park, FL, is a local investment advisory firm providing comprehensive financial services. With a team of 6 highly skilled professionals, they specialize in investment advisory services for a diverse client base. Each investment advisor manages an average of $262,440,000 in assets, surpassing the industry average and showcasing their expertise in wealth management. Their compensation structure offers flexibility and includes various types such as a percentage of assets under management, hourly charges, and fixed fees. With over 460 individual clients, American Financial Advisors Inc manages a substantial portfolio of assets totaling over $725,690,000. The majority of these assets are held by high-net-worth individuals, demonstrating their ability to cater to the unique financial needs of affluent clients. One of the firm's notable strengths lies in their experience managing employer 401Ks and individual assets, which collectively account for approximately half of their assets under management. This expertise has established them as trusted advisors in retirement planning and investment strategies within this space. In addition to their investment advisory services, American Financial Advisors Inc also serves as an insurance broker or agent, ensuring comprehensive financial protection for their clients. Headquartered in Winter Park, FL, the firm operates from three conveniently located offices. The team includes seasoned advisors with long-standing tenures, such as William Mertes, Matthew Boyce, and Leslie Kelly. These professionals bring a wealth of experience and knowledge to the firm, further enhancing the quality of service provided to their valued clients.

Barr Financial Services, LLC is a small investment advisory firm based out of Winter Park, FL. With a total of two dedicated employees, they specialize in providing top-notch investment advisory services to their esteemed clientele. Their team of professionals boasts extensive expertise in managing assets, ensuring the utmost financial security for their clients. On average, each investment advisor at Barr Financial Services handles an impressive $27,380,000 in assets under management. Their compensation structure is flexible and varied, incorporating different methods such as a percentage of assets under management and fixed fees. This ensures that their clients receive personalized and tailored services to meet their unique financial goals. With over 180 individual clients, Barr Financial Services manages a remarkable $178,130,000 in assets. Their focus primarily lies in catering to high net worth individuals, though they also possess the capability to manage employer funds, providing comprehensive solutions for various financial needs. In addition to their investment advisory services, Barr Financial Services offers insurance brokerage and agent services, further expanding their comprehensive suite of offerings. Their commitment to excellence is evident in their dedication to maintaining long-term relationships with their clients. Barr Financial Services operates out of one office in Winter Park, FL. Kirk Young and Michael Stewart, two of the longest-tenured registered advisors with the firm, bring a wealth of experience and knowledge to the table. As trusted advisors, they work diligently to guide their clients towards financial prosperity and security, ensuring their investments are strategically managed and protected.

Rivertree Advisors, LLC is a small investment advisory firm based out of Winter Park, FL, with two offices. With a total of three employees, one of whom provides investment advisory services, the firm has established itself as a trusted financial partner. Drawing on their extensive experience and expertise, Rivertree Advisors manages assets under management averaging approximately $18,140,000 per investment advisor. The firm's compensation structure is diverse, encompassing various types such as a percentage of assets under management and fixed fees. With over 70 individual clients, Rivertree Advisors oversees an impressive portfolio of assets under management, totaling over $162,355,000. Their clientele primarily consists of high net worth individuals, as the majority of the assets they manage are for this specific group. While 401K and individual accounts account for less than 30% of their assets under management, Rivertree Advisors also possesses the capability to manage employer funds. As a discretionary investment firm, they have full authority to make investment decisions on behalf of their clients, with 99% of the assets they manage falling under this category. Theodore Rich and Lisa Grady-Strange are two of the longest-tenured registered advisors at Rivertree Advisors, lending their seasoned perspectives to the firm's operations. With their dedication to providing tailored investment advisory services and their commitment to building long-lasting client relationships, Rivertree Advisors, LLC continues to thrive in the ever-evolving financial landscape.

MATTHIAS PRIVATE WEALTH, LLC is a small investment advisory firm based out of Winter Park, FL, with a solid reputation for delivering exceptional financial services. With a team of 10 dedicated professionals, a small percentage of whom provide investment advisory services, they cater to a diverse clientele. The firm's average assets under management per investment advisor amount to approximately $81,080,000, aligning with the industry average. Matthias Private Wealth's compensation structure encompasses various types, including a percentage of assets under management and performance-based fees. This approach ensures that the firm's success is closely tied to their clients' financial growth. Boasting over 10 individual clients and managing more than $168,961,000 in assets, Matthias Private Wealth specializes in serving high-net-worth individuals. While the majority of their managed assets cater to this segment, the firm also possesses the expertise to oversee employer funds, although 401K and individual accounts represent a smaller proportion of their assets under management. With 85% of the assets they manage being discretionary, Matthias Private Wealth holds the trust of their clients in making independent decisions that align with their financial objectives. In addition to their investment advisory services, the firm also provides comprehensive accounting services, reinforcing their commitment to meeting all their clients' financial needs. Richard Matthias, one of the firm's longest tenured registered advisors, has been instrumental in its success since joining in 2017. With their exceptional team and personalized approach, Matthias Private Wealth, LLC continues to thrive as a trusted financial partner for individuals and businesses alike.