Falists

Florida · 18 advisers

Financial Advisors in Maitland, Florida

Looking for a financial advisor in Maitland, Florida? Falists indexes 18 SEC-registered and state-registered investment advisers in Maitland — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 17 firms list a website you can visit directly. Firms in this directory manage up to $2.86B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

18

With website

17

Largest AUM

$2.86B

Financial planning

11

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth16Planning11Trusts12Retirement5Institutional5

Top advisors in Maitland

Ranked by AUM · Fees, team & specialties at a glance

View all 18 →

FIDUCIARY FIRST

Maitland, FL

AUM

$2.46B

Wealth MgmtRetirementFee-Only/Hourly

Team

7 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +2 more

407.740.6111

Full profileNo website

More cities in Florida

Miami (374)Boca Raton (112)Tampa (105)Coral Gables (88)West Palm Beach (83)Orlando (71)Sarasota (69)Naples (66)Miami Beach (61)Jacksonville (50)Fort Lauderdale (48)Palm Beach Gardens (47)

Common questions

How many financial advisors are in Maitland, Florida?
18 registered investment advisers are listed in our Maitland directory, sourced from public SEC filings.
What types of advisors are in Maitland?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Maitland?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.