Investment advisers in Lake Mary, FL
11 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Capacuity LLC | $13.87 billion | 40 | 0 |
| Newport Group Consulting, LLC | $5.05 billion | 31 | 0 |
| Shariaportfolio, Inc. | $3.01 billion | 21 | 0 |
| Jackson Wealth Management, LLC | $1.07 billion | 10 | 0 |
| Qtr Family Wealth, LLC | $749.3 million | 7 | 0 |
| Collaborative Wealth | $653.3 million | 13 | 0 |
| Familywealth | $394.6 million | 13 | 3 |
| Familywealth Asset Management | $177.0 million | 4 | 3 |
| Bluestar Wealth Management | $134.0 million | 2 | 0 |
| Sp Funds | $10.2 million | 2 | 0 |
| Robo Advisor, Inc. | $0 | 3 | 1 |