Financial advisers in Lake Mary, FL

10 registered investment adviser firms in Lake Mary managing $25.1B in assets, based on public SEC Form ADV filings.

Capacuity LLC

Lake Mary, FL · Est. 2018

Regional

Fee-based

AUM: $13.9B
Per adviser: $1.3B
Advisers: 11

No reported disclosures

Newport Group Consulting, LLC

Lake Mary, FL · Est. 2006

Regional

Fee-based

AUM: $5.1B
Per adviser: $361M
Advisers: 14

No reported disclosures

Shariaportfolio, INC.

Lake Mary, FL · Est. 2014

RegionalInternational

Fee-only

AUM: $3.0B
Per adviser: $334M
Advisers: 9

No reported disclosures

Jackson Wealth Management, LLC

Lake Mary, FL · Est. 2008

Local

Fee-only

AUM: $1.1B
Per adviser: $119M
Advisers: 9

No reported disclosures

Qtr Family Wealth, LLC

Lake Mary, FL · Est. 2024

Local

Fee-based

AUM: $749M
Per adviser: $125M
Advisers: 6

No reported disclosures

Collaborative Wealth

Lake Mary, FL · Est. 2014

Regional

Fee-based

AUM: $653M
Per adviser: $73M
Advisers: 9

No reported disclosures

Familywealth

Lake Mary, FL · Est. 2017

Regional

Fee-based

AUM: $395M
Per adviser: $33M
Advisers: 12

Familywealth Asset Management

Lake Mary, FL · Est. 2009

Regional

Fee-only

AUM: $177M
Per adviser: $59M
Advisers: 3

Bluestar Wealth Management

Lake Mary, FL · Est. 2025

Local

Fee-based

AUM: $134M
Per adviser: $67M
Advisers: 2

No reported disclosures

Robo Advisor, INC.

Lake Mary, FL · Est. 2011

Local

Fee-based

AUM: —
Per adviser: —
Advisers: 1