DEPRINCE, RACE & ZOLLO, INC. - Financial Advisor in Florida, Winter Park

Tel: 407-420-9903 250 Park Avenue South Suite 250 Winter Park, Florida 32789

About DEPRINCE, RACE & ZOLLO, INC.

DEPRINCE, RACE & ZOLLO, INC. is a Winter Park, Florida based financial advisory firm with nearly $4,811,361,206 in assets under management and provides investment advisory services for 79 clients. There are currently 31 financial advisors at the firm.

General Information

Firm CRD#:

112099

Firm SEC#:

801-48779

Assets Under Management:

$4,811,361,206

No. of Clients:

No. of Advisors:

Advisory Services Provided:

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Other (PERIODICALLY PROVIDE PORTFOLIO MODEL UPDATES TO OTHER ADVISERS FOR A FEE.)

Fee Structure:

A percentage of AUM, Performance Based

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Florida?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Florida, Winter Park

FirmCRD#:311990

SEC#:801-120458

No. of Advisors:18

No. of Clients:1168

AUM:$2,764,389,643

FirmCRD#:108530

SEC#:801-56857

No. of Advisors:9

No. of Clients:1732

AUM:$1,043,473,812

FirmCRD#:111964

SEC#:801-58253

No. of Advisors:90

No. of Clients:24

AUM:$976,600,000

FirmCRD#:162939

SEC#:801-79532

No. of Advisors:4

No. of Clients:1

AUM:$588,346,236

FirmCRD#:289406

SEC#:801-111976

No. of Advisors:4

No. of Clients:3

AUM:$555,879,186

FirmCRD#:148271

SEC#:801-112271

No. of Advisors:8

No. of Clients:1230

AUM:$451,046,673

FirmCRD#:287590

SEC#:801-121865

No. of Advisors:6

No. of Clients:6

AUM:$400,718,890

FirmCRD#:160426

SEC#:801-73317

No. of Advisors:5

No. of Clients:10

AUM:$348,435,394

FirmCRD#:308968

SEC#:801-118769

No. of Advisors:14

No. of Clients:968

AUM:$345,016,442

FirmCRD#:141006

SEC#:801-121907

No. of Advisors:2

No. of Clients:294

AUM:$332,488,972

FirmCRD#:310914

SEC#:801-120062

No. of Advisors:3

No. of Clients:507

AUM:$299,379,933

FirmCRD#:125444

SEC#:801-96310

No. of Advisors:2

No. of Clients:695

AUM:$235,111,173

FirmCRD#:147075

SEC#:801-69187

No. of Advisors:5

No. of Clients:471

AUM:$227,272,169

FirmCRD#:120593

SEC#:801-121430

No. of Advisors:3

No. of Clients:346

AUM:$200,041,338

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

ADVUS FINANCIAL PARTNERS, LLC

311990

801-120458

1168

$2,764,389,643

AMERICAN FINANCIAL ADVISORS INC

108530

801-56857

1732

$1,043,473,812

MARINER INSTITUTIONAL, LLC

111964

801-58253

$976,600,000

PUNCH CARD MANAGEMENT

162939

801-79532

$588,346,236

ORANGE INVESTMENT ADVISORS, LLC

289406

801-111976

$555,879,186

FINANCIAL HARVEST WEALTH ADVISORS

148271

801-112271

1230

$451,046,673

BROADCREST ASSET MANAGEMENT, LLC

287590

801-121865

$400,718,890

ARSENAL VENTURE PARTNERS

160426

801-73317

$348,435,394

FORTRESS WEALTH GROUP

308968

801-118769

968

$345,016,442

ALPHAQ ADVISORS

141006

801-121907

294

$332,488,972

FINANCIAL ADVISORY PARTNERS, LLC

310914

801-120062

507

$299,379,933

BARR FINANCIAL SERVICES, LLC

125444

801-96310

695

$235,111,173

SPRAKER WEST WEALTH MANAGEMENT, INC

147075

801-69187

471

$227,272,169

AHL INVESTMENT MANAGEMENT, INC.

120593

801-121430

346

$200,041,338

Explore More Financial Advisor Firms in Winter Park, Florida >>