Investment adviser firms in LAKE MARY, Florida
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
10 firms · Source months shown: August 2026
- BLUE STAR WEALTH MANAGEMENT LLCCRD 337253 · LAKE MARY, FL$134,000,000.00Regulatory AUM · August 2026
- CAPACUITY LLCCRD 297679 · LAKE MARY, FL$13,866,813,112.00Regulatory AUM · August 2026
- COLLABORATIVE WEALTH MANAGEMENT, INC.CRD 142106 · LAKE MARY, FL$653,282,295.00Regulatory AUM · August 2026
- FAMILYWEALTH ADVISERS LLCCRD 289193 · LAKE MARY, FL$394,645,121.00Regulatory AUM · August 2026
- FAMILYWEALTH ASSET MANAGEMENTCRD 147869 · LAKE MARY, FL$177,037,715.00Regulatory AUM · August 2026
- JACKSON WEALTH MANAGEMENT, LLCCRD 147642 · LAKE MARY, FL$1,069,600,000.00Regulatory AUM · August 2026
- NEWPORT GROUP CONSULTING, LLCCRD 140944 · LAKE MARY, FL$5,051,048,817.00Regulatory AUM · August 2026
- QTR FAMILY WEALTH, LLCCRD 331655 · LAKE MARY, FL$749,321,996.00Regulatory AUM · August 2026
- ROBO ADVISOR, INC.CRD 155976 · LAKE MARY, FLNot availableRegulatory AUM · August 2026
- SHARIAPORTFOLIO, INC.CRD 173937 · LAKE MARY, FL$3,009,877,222.00Regulatory AUM · August 2026