Florida · 17 advisers
Financial Advisors in Lake Mary, Florida
Looking for a financial advisor in Lake Mary, Florida? Falists indexes 17 SEC-registered and state-registered investment advisers in Lake Mary — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 14 firms list a website you can visit directly. Firms in this directory manage up to $13.87B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
17
With website
14
Largest AUM
$13.87B
Financial planning
10
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Lake Mary
Ranked by AUM · Fees, team & specialties at a glance
CAPACUITY LLC
Lake Mary, FL
AUM
$13.87B
Team
11 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(407) 949-6889
NEWPORT GROUP CONSULTING, LLC
Lake Mary, FL
AUM
$5.05B
Team
14 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
407-333-2905
SHARIAPORTFOLIO, INC.
Lake Mary, FL
AUM
$3.01B
Team
9 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
321-275-5125
JACKSON WEALTH MANAGEMENT, LLC
Lake Mary, FL
AUM
$1.07B
Team
9 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
407-585-0235
QTR FAMILY WEALTH, LLC
Lake Mary, FL
AUM
$749.3M
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
407-745-0715
COLLABORATIVE WEALTH
Lake Mary, FL
AUM
$653.3M
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
407-792-3336
FAMILYWEALTH
Lake Mary, FL
AUM
$394.6M
Team
12 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(866) 746-3743
FAMILYWEALTH ASSET MANAGEMENT
Lake Mary, FL
AUM
$177.0M
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Subscription fees +1 more
866-746-3743
FINANCIAL LIFE DESIGNS LLC
Lake Mary, FL
AUM
$37.7M
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
407-590-9372
VIRJI INVESTMENTS, INC.
Lake Mary, FL
AUM
$33.5M
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
321-275-5050
COASTAL WEALTH ADVISORY SERVICES, LLC
Lake Mary, FL
AUM
$20.3M
Team
1 advisors
Clients
—
Fees
Percentage of AUM
407-878-3424
DIAS WEALTH, LLC
Lake Mary, FL
AUM
$8.4M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
321-926-0936
ROBO ADVISOR, INC.
Lake Mary, FL
AUM
—
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
(407) 474-5600
SYMPHONY FINANCIAL TEAM
Lake Mary, FL
AUM
—
Team
1 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
(407) 792-5576
BLUESTAR WEALTH MANAGEMENT
Lake Mary, FL
AUM
$134.0M
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
888-788-6478
HAYSLEY FINANCIAL SERVICES, INC.
Lake Mary, FL
AUM
$12.0M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
407-982-7000
More cities in Florida
Common questions
- How many financial advisors are in Lake Mary, Florida?
- 17 registered investment advisers are listed in our Lake Mary directory, sourced from public SEC filings.
- What types of advisors are in Lake Mary?
- 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 Lake Mary?
- 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.