City
Wealth management firms in Lake Mary, Florida
As of October 2, 2026, 15 wealth management firms, including broker-dealer firms, with their main office in Lake Mary, Florida reported $2.9 billion in regulatory assets under management; the largest by assets was Jackson Wealth Management, LLC, with $1.1 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 15
- Regulatory assets under management
- $2.9 billion
- Average per firm
- $195.8 million
- SEC-registered, of those listed
- 6 of 15 (40.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Jackson Wealth Management, LLC | SEC | $1.1 billion | 2,931 |
| 2 | QTR Family Wealth, LLC | SEC | $749.3 million | 801 |
| 3 | Collaborative Wealth | SEC | $653.3 million | 1,948 |
| 4 | Familywealth Asset Management | SEC | $177.0 million | 753 |
| 5 | Bluestar Wealth Management | SEC | $139.8 million | 235 |
| 6 | Financial Life Designs LLC | State | $37.7 million | 121 |
| 7 | Virji Investments, Inc. | State | $33.5 million | 155 |
| 8 | Batman Wealth Management, LLC | State | $22.4 million | 100 |
| 9 | Coastal Wealth Advisory Services, LLC | State | $20.3 million | 301 |
| 10 | Zafiro | State | $14.3 million | 61 |
| 11 | Haysley Financial Services, Inc. | State | $12.0 million | 41 |
| 12 | Dias Wealth, LLC | State | $8.4 million | 11 |
| 13 | 365SUNDAYS Wealth LLC | State | $0 | 0 |
| 14 | Robo Advisor, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $0 | 0 |
| 15 | Symphony Financial Team | State | $0 | 0 |
Wealth management firms in Florida, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.