Vault-13

Managers in Maitland, FL

United States · 100 asset managers within 25 km (11 in Maitland itself) · 138 wealth managers, banks and others

MaitlandClearwaterTampaOrlandoLake MaryBrandonOcoeeLargoSaint PetersburgBradenton
managers in the town (circle area)this placePick a circle to see who is there. Where places crowd, the map shows the largest; the lists below have them all.

Nearby: Orlando, FL 49 · Winter Park, FL 24 · Lake Mary, FL 12 · Altamonte Springs, FL 2 · Ocoee, FL 2 · Windermere, FL 1 · Mount Dora, FL 1 · Clermont, FL 1

Asset managers in and around Maitland

#Manager People here Assets Visa salary
51 STEPSTONE GROUP REAL ESTATE LP private equity, real estate, futures · Winter Park $17.2bn 1 $17.2bn
52 INTELLICENTS INVESTMENT SOLUTIONS INC institutions · Maitland $9.9bn 1 $9.9bn
53 AMERICAN REALTY ADVISORS hedge funds · Lake Mary $3.2bn 1 $3.2bn
54 FWL INVESTMENT MANAGEMENT, LLC Winter Park $1.2bn 1 $1.2bn
55 WYNKOOP LLC hedge funds, private equity, mutual funds · Orlando $1.2bn 1 $1.2bn
56 CORNERSTONE TRUST MANAGEMENT SERVICES LLC Altamonte Springs $1.1bn about 1main office $1.1bn
57 SP FUNDS private equity, real estate · Lake Mary $10.2m about 1main office $10.2m
58 CBIZ RETIREMENT PLAN ADVISORY SERVICES institutions · Maitland $8.9m 1 $8.9m
59 ADVISIFI LLC institutions · Lake Mary $1.8m 1 $1.8m
60 AMPLE WEALTH PARTNERS LLC Orlando about 1main office
61 AWH FINANCIAL, LLC Windermere 1
62 OPIMA CAPITAL MANAGEMENT, LLC Ocoee about 1main office
63 ROBO ADVISOR, INC. Lake Mary about 1main office
64 LEAD MANAGEMENT COMPANY Orlando 1
65 PARKWAY FOUNDERS 2 LLC venture · Winter Park 1
66 US BANCORP \DE\ mutual funds, bank or insurer · Orlando U.S. BANCORP ASSET MANAGEMENT INC · 4 related pages $427.5bn office $427.5bn
67 StepStone Group LP hedge funds, private equity, venture, real estate and 2 more · Winter Park STEPSTONE PRIVATE WEALTH · 2 related pages $107.8bn office $107.8bn
68 ZACKS INVESTMENT MANAGEMENT hedge funds, wealth · Orlando ZACKS INVESTMENT MANAGEMENT · 2 related pages $14.6bn office $14.6bn
69 Equitable Holdings, Inc. public funds (AU), hedge funds, private equity, venture and 7 more · Orlando EQUITABLE ADVISORS, LLC · 11 related pages $763.4bn office $763.4bn
70 ROYAL BANK OF CANADA hedge funds, private equity, venture, real estate and 6 more · Lake Mary RBC Rochdale, LLC · 23 related pages $590.8bn office $590.8bn
71 PRINCIPAL FINANCIAL GROUP INC hedge funds, private equity, real estate, structured credit and 5 more · Orlando PRINCIPAL ADVISED SERVICES · 9 related pages $427.7bn office $427.7bn
72 TRUIST FINANCIAL CORP hedge funds, private equity, institutions, wealth and 1 more · Orlando Truist Advisory Services, Inc. · 5 related pages $83.5bn 2 offices $83.5bn
73 AMERITAS HOLDING COMPANY institutions, futures, wealth, bank or insurer · Altamonte Springs Ameritas Advisory Services, LLC · 3 related pages $29.0bn office $29.0bn
74 Pinnacle Financial Partners, Inc. wealth · Winter Park Synovus Securities, Inc. · 2 related pages $14.7bn office $14.7bn
75 StoneX Group Inc. institutions, FCA fund manager, wealth · Winter Park STONEX FINANCIAL INC. · 6 related pages $5.7bn based here $5.7bn
76 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC Orlando $1.7bn based here $1.7bn
77 RESOURCE CONSULTING GROUP INC Orlando $584.1m based here $584.1m
78 Abacus FCF Advisors LLC Orlando $544.0m based here $544.0m
79 Global Assets Advisory, LLC Orlando $458.3m based here $458.3m
80 QTR Family Wealth, LLC Lake Mary $287.0m based here $287.0m
81 AHL INVESTMENT MANAGEMENT, INC. Winter Park $146.3m based here $146.3m
82 RD Lewis Holdings, Inc. Maitland $134.6m based here $134.6m
83 Lotus Technology Management, LP Orlando $81.5m based here $81.5m
84 GG Group Ventures, LLC Orlando $75.8m based here $75.8m
85 IVY LANE CAPITAL MANAGEMENT, LLC Winter Park $69.0m based here $69.0m
86 Broadcrest Asset Management, LLC Winter Park $44.1m based here $44.1m
87 CNL EDUCATIONAL INSTITUTE, LLC Orlando office
88 Growth Interface Management LLC Orlando based here
89 AIF MANAGEMENT LLC venture · Orlando office
90 ARBOR PARTNERS INC real estate · Orlando office
91 ASSURANCE MEZZANINE CAPITAL, LLC private equity · Orlando office
92 BLUE LAGOON ADVISORS, LLC venture · Orlando office
93 KIRMANI PARTNERS hedge funds · Lake Mary office
94 MINDROADS CAPITAL, LLC private equity · Ocoee office
95 ORLANDO FUNERAL ADVISORS LLC Orlando office
96 OTT FAMILY HOLDING Orlando office
97 REFORGE CAPITAL, LLC private equity · Orlando office
98 RM MANAGER, LLC venture · Orlando office
99 STRLEX private equity · Orlando office
100 VESTAPOINT LLC real estate · Winter Park office

100 families; one row per corporate family, linking to its largest page.

Offices and the people at each come from SEC filings (Form ADV: the main office and up to 25 others); 13F filers that file no Form ADV are placed by the address on their filing. “Asset managers” leaves out firms whose clients are mainly individuals (wealth managers), banks, insurers and companies that only file a 13F; the other filters show them. Places from GeoNames (CC BY 4.0), map outlines from Natural Earth.