Managers in Windermere, FL
United States · 90 asset managers within 25 km (1 in Windermere itself) · 120 wealth managers, banks and others
Nearby: Orlando, FL 49 · Winter Park, FL 24 · Lake Mary, FL 12 · Maitland, FL 11 · Ocoee, FL 2 · Altamonte Springs, FL 2 · Clermont, FL 1 · Mount Dora, FL 1
Asset managers in and around Windermere
| # | Manager | People here |
|---|---|---|
| 51 | CORNERSTONE TRUST MANAGEMENT SERVICES LLC Altamonte Springs $1.1bn | about 1main office |
| 52 | FAMILYWEALTH institutions · Orlando $394.6m | 1 |
| 53 | CBIZ RETIREMENT PLAN ADVISORY SERVICES institutions · Maitland $8.9m | 1 |
| 54 | AMPLE WEALTH PARTNERS LLC Orlando | about 1main office |
| 55 | AWH FINANCIAL, LLC Windermere | 1 |
| 56 | OPIMA CAPITAL MANAGEMENT, LLC Ocoee | about 1main office |
| 57 | LEAD MANAGEMENT COMPANY Orlando | 1 |
| 58 | PARKWAY FOUNDERS 2 LLC venture · Winter Park | 1 |
| 59 | US BANCORP \DE\ mutual funds, bank or insurer · Orlando U.S. BANCORP ASSET MANAGEMENT INC · 4 related pages $427.5bn | office |
| 60 | StepStone Group LP hedge funds, private equity, venture, real estate and 2 more · Winter Park STEPSTONE PRIVATE WEALTH · 2 related pages $107.8bn | office |
| 61 | ZACKS INVESTMENT MANAGEMENT hedge funds, wealth · Orlando ZACKS INVESTMENT MANAGEMENT · 2 related pages $14.6bn | office |
| 62 | Equitable Holdings, Inc. public funds (AU), hedge funds, private equity, venture and 7 more · Orlando EQUITABLE ADVISORS, LLC · 11 related pages $763.4bn | office |
| 63 | 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 |
| 64 | TRUIST FINANCIAL CORP hedge funds, private equity, institutions, wealth and 1 more · Orlando Truist Advisory Services, Inc. · 5 related pages $83.5bn | 2 offices |
| 65 | AMERITAS HOLDING COMPANY institutions, futures, wealth, bank or insurer · Altamonte Springs Ameritas Advisory Services, LLC · 3 related pages $29.0bn | office |
| 66 | Pinnacle Financial Partners, Inc. wealth · Winter Park Synovus Securities, Inc. · 2 related pages $14.7bn | office |
| 67 | StoneX Group Inc. institutions, FCA fund manager, wealth · Winter Park STONEX FINANCIAL INC. · 6 related pages $5.7bn | based here |
| 68 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC Orlando $1.7bn | based here |
| 69 | RESOURCE CONSULTING GROUP INC Orlando $584.1m | based here |
| 70 | Abacus FCF Advisors LLC Orlando $544.0m | based here |
| 71 | Global Assets Advisory, LLC Orlando $458.3m | based here |
| 72 | AHL INVESTMENT MANAGEMENT, INC. Winter Park $146.3m | based here |
| 73 | RD Lewis Holdings, Inc. Maitland $134.6m | based here |
| 74 | Lotus Technology Management, LP Orlando $81.5m | based here |
| 75 | GG Group Ventures, LLC Orlando $75.8m | based here |
| 76 | IVY LANE CAPITAL MANAGEMENT, LLC Winter Park $69.0m | based here |
| 77 | Broadcrest Asset Management, LLC Winter Park $44.1m | based here |
| 78 | CNL EDUCATIONAL INSTITUTE, LLC Orlando | office |
| 79 | Growth Interface Management LLC Orlando | based here |
| 80 | AIF MANAGEMENT LLC venture · Orlando | office |
| 81 | ARBOR PARTNERS INC real estate · Orlando | office |
| 82 | ASSURANCE MEZZANINE CAPITAL, LLC private equity · Orlando | office |
| 83 | BLUE LAGOON ADVISORS, LLC venture · Orlando | office |
| 84 | MINDROADS CAPITAL, LLC private equity · Ocoee | office |
| 85 | ORLANDO FUNERAL ADVISORS LLC Orlando | office |
| 86 | OTT FAMILY HOLDING Orlando | office |
| 87 | REFORGE CAPITAL, LLC private equity · Orlando | office |
| 88 | RM MANAGER, LLC venture · Orlando | office |
| 89 | STRLEX private equity · Orlando | office |
| 90 | VESTAPOINT LLC real estate · Winter Park | office |
90 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.