RIAs in Lake Mary, Florida
Explore 10 RIAs headquartered in Lake Mary, with $25.1B in combined reported AUM.
RIAs10Headquartered here
Total AUM$25.1BReported regulatory AUM
Total Employees143Reported by these RIAs
% of Total State AUM0.6%% Of total State AUM Reported
All RIAs in Lake Mary
10 RIAsShowing 1–10 of 10 RIAs
Capacuity LLC
LAKE MARY, FLReported AUM$13.9B
Employees40
55.2% of city AUMView RIA ↗
Newport Group Consulting, LLC
LAKE MARY, FLReported AUM$5.1B
Employees31
20.1% of city AUMView RIA ↗
Shariaportfolio, Inc.
LAKE MARY, FLReported AUM$3B
Employees21
12.0% of city AUMView RIA ↗
Jackson Wealth Management, LLC
LAKE MARY, FLReported AUM$1.1B
Employees10
4.3% of city AUMView RIA ↗
Qtr Family Wealth, LLC
LAKE MARY, FLReported AUM$749.3M
Employees7
3.0% of city AUMView RIA ↗
Collaborative Wealth
LAKE MARY, FLReported AUM$653.3M
Employees13
2.6% of city AUMView RIA ↗
Familywealth
LAKE MARY, FLReported AUM$394.6M
Employees13
1.6% of city AUMView RIA ↗
Familywealth Asset Management
LAKE MARY, FLReported AUM$177M
Employees4
0.7% of city AUMView RIA ↗
Bluestar Wealth Management
LAKE MARY, FLReported AUM$139.8M
Employees2
0.6% of city AUMView RIA ↗
Sp Funds
LAKE MARY, FLReported AUM$10.2M
Employees2
0.0% of city AUMView RIA ↗
AUM and employee figures are firm-wide reported totals grouped by headquarters location, not assets or employees physically located there. Search and sort do not change totals.