Vault-13

Managers in Winter Park, FL

United States · 100 asset managers within 25 km (24 in Winter Park itself) · 138 wealth managers, banks and others

Winter ParkClearwaterTampaLake MaryBrandonOcoeeSarasotaLargoSaint 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 · Lake Mary, FL 12 · Maitland, FL 11 · Altamonte Springs, FL 2 · Ocoee, FL 2 · Windermere, FL 1 · Mount Dora, FL 1 · Clermont, FL 1

Asset managers in and around Winter Park

#Manager People here Assets Visa salary
1 CHARLES SCHWAB & CO., INC. Orlando SCHWAB WEALTH ADVISORY, INC., CHARLES SCHWAB & CO., INC. 222
2 MARINER INSTITUTIONAL, LLC institutions · Winter Park $2.8bn about 56main office $2.8bn
3 Bank of New York Mellon Corp mutual funds, institutions, futures, FCA fund manager and 2 more · Lake Mary BNY Mellon Securities Corp, MELLON INVESTMENTS Corp, BNY Mellon Investment Adviser, Inc. · 13 related pages $873.9bn · visa salary $130,587 20 $873.9bn $130,58737 filings
4 DEPRINCE RACE & ZOLLO INC hedge funds, institutions · Winter Park $5.9bn about 14main office $5.9bn
5 NEWPORT GROUP CONSULTING, LLC institutions · Lake Mary $5.1bn about 14main office $5.1bn
6 Ceredex Value Advisors LLC mutual funds · Winter Park Ceredex Value Advisors LLC, Silvant Capital Management LLC $3.4bn about 11main office $3.4bn
7 Wealthspire Retirement, LLC institutions · Maitland FIDUCIARY FIRST, Wealthspire Retirement, LLC · 4 related pages $38.6bn about 10main office $38.6bn
8 CAPACUITY LLC institutions · Lake Mary $13.9bn about 9main office $13.9bn
9 SHARIAPORTFOLIO, INC. private equity, mutual funds · Lake Mary $3.0bn about 9main office $3.0bn
10 BRIDGE INVESTMENT GROUP hedge funds, real estate, structured credit, futures · Orlando $49.3bn 8 $49.3bn
11 DEEPWORK CAPITAL, LLC venture · Orlando $300.2m about 8main office $300.2m
12 VIRTUS INVESTMENT PARTNERS, INC. structured credit, mutual funds, futures · Winter Park Virtus Fixed Income Advisers, LLC, DUFF & PHELPS INVESTMENT MANAGEMENT CO · 6 related pages $51.7bn 7 $51.7bn
13 DI INVESTMENT MANAGEMENT LP real estate · Orlando $617.6m 7 $617.6m
14 BROADCREST ASSET MANAGEMENT, LLC hedge funds, private equity · Winter Park $415.5m about 7main office $415.5m
15 DELTA CAPITAL MANAGEMENT, LLC institutions · Maitland $277.4m about 6main office $277.4m
16 COASTAL INVESTMENT COMPANY, LLC venture, real estate · Winter Park $262.9m about 6main office $262.9m
17 PTMA INVESTMENT ADVISORS Orlando $104.2bn 5 $104.2bn
18 Prudent Man Advisors, LLC Orlando $30.6bn 5 $30.6bn
19 Advus Financial Partners, LLC institutions · Winter Park $4.0bn about 5main office $4.0bn
20 INTEGRITY FIXED INCOME MANAGEMENT institutions · Orlando $921.5m about 5main office $921.5m
21 LOTUS hedge funds, futures · Orlando $405.0m about 5main office $405.0m
22 FAMILYWEALTH institutions · Lake Mary, Orlando $394.6m about 5main office $394.6m
23 ABACUS ASSET MANAGEMENT, LLC Orlando about 5main office
24 Punch Card Management L.P. hedge funds · Winter Park $505.4m about 4main office $505.4m
25 BURGESS CHAMBERS & ASSOCIATES INC institutions · Orlando $165.9m about 4main office $165.9m
26 Apollo Capital Management, L.P. hedge funds, private equity, real estate, structured credit and 3 more · Orlando APOLLO CAPITAL MANAGEMENT, L.P., APOLLO CREDIT MANAGEMENT, LLC, APOLLO REAL ESTATE FUND ADVISER, LLC · 12 related pages $718.5bn 3 $718.5bn
27 OneDigital Investment Advisors LLC institutions · Orlando $155.4bn 3 $155.4bn
28 CORTLAND INVESTMENT MANAGEMENT, LLC real estate · Winter Park $5.7bn 3 $5.7bn
29 TIMOTHY PARTNERS, LTD. mutual funds · Maitland $2.9bn about 3main office $2.9bn
30 CNL STRATEGIC CAPITAL MANAGEMENT, LLC Orlando $1.5bn about 3main office $1.5bn
31 SB ADVISORY, LLC institutions · Winter Park $1.1bn 3 $1.1bn
32 ORANGE INVESTMENT ADVISORS, LLC hedge funds, mutual funds · Winter Park $765.0m about 3main office $765.0m
33 ABACUS FCF ADVISORS LLC mutual funds · Orlando $641.4m about 3main office $641.4m
34 ARSENAL VENTURE PARTNERS venture · Winter Park $393.8m about 3main office $393.8m
35 VELARIS WEALTH MANAGEMENT Orlando $128.7m about 3main office $128.7m
36 RM ADVISER, LLC Orlando $128.3m about 3main office $128.3m
37 CNL RESIDENTIAL CREDIT MANAGER Orlando $48.0m about 3main office $48.0m
38 CNL FUND ADVISORS II, LLC venture · Orlando $19.9m about 3main office $19.9m
39 INTERNATIONAL ASSETS ADVISORY, LLC Orlando about 3main office
40 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC mutual funds · Maitland $39.4bn 2 $39.4bn
41 PRIME CAPITAL FINANCIAL institutions · Winter Park $39.1bn 2 $39.1bn
42 CBIZ Investment Advisory Services, LLC institutions · Maitland $12.8bn 2 $12.8bn
43 ORANGE AVENUE ADVISORS LLC Orlando $480.7m about 2main office $480.7m
44 Ironclad Investments LLC mutual funds · Maitland $217.9m about 2main office $217.9m
45 CAPITAL Q MANAGEMENT LLC private equity, mutual funds · Maitland $93.4m about 2main office $93.4m
46 FWG INVESTMENT MANAGEMENT private equity · Winter Park $14.4m about 2main office $14.4m
47 LDN WEALTH, LLC Orlando about 2main office
48 CONCORD ADVISORY GROUP LTD institutions · Orlando $46.2bn 1 $46.2bn
49 GREYSTAR INVESTMENT GROUP, LLC private equity, real estate · Orlando $36.5bn 1 $36.5bn
50 WELLTH ADVISORY SERVICES, LLC institutions · Maitland $26.7bn 1 $26.7bn

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.