American Financial Advisors Inc
201 South Orange Avenue Suite 1005
Orlando, FL 32801
No. advisers: 6
|Financial planning clients||11-25|
|High-net-worth client assets||Up to 50%|
|Percentage of assets under management||Yes|
|Total AUM||Total Accounts||Avg. Account AUM|
October 10, 2018 - LeCount R. Davis accepted a lifetime achievement award at InvestmentNews' inaugural Excellence in Diversity & Inclusion awards, which celebrated 26 individuals and firms for their commitment to making the financial advice industry more inclusive. The...
August 18, 2018 - Is there a business case for diversity and inclusion? As an African-American female, one might assume my response would be a resounding "Yes!" Let's set this assumption aside for a moment, knowing that assumptions without facts don't hold substance any...
- N/A = Not available
- N/D = Not disclosed
- — = Information not available or not disclosed
Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.
For comments or suggestions about the Adviser Center, please contact us.
Reprints: For reprints of these rankings, please contact Laura Picariello.
*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.