Best Financial Advisors in LAKE MARY, Florida
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in LAKE MARY
NEWPORT GROUP CONSULTING, LLC
LAKE MARY, FL · Since 2006
COLLABORATIVE WEALTH
LAKE MARY, FL · Since 2014
FAMILYWEALTH ASSET MANAGEMENT
LAKE MARY, FL · Since 2009
SHARIAPORTFOLIO, INC.
LAKE MARY, FL · Since 2014
FAMILYWEALTH
LAKE MARY, FL · Since 2017
JACKSON WEALTH MANAGEMENT, LLC
LAKE MARY, FL · Since 2008
ROBO ADVISOR, INC.
LAKE MARY, FL · Since 2011
CAPACUITY LLC
LAKE MARY, FL · Since 2018
BLUESTAR WEALTH MANAGEMENT
LAKE MARY, FL · Since 2025
QTR FAMILY WEALTH, LLC
LAKE MARY, FL · Since 2024
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in LAKE MARY?
The median advisory fee in LAKE MARY, FL is 0.95% of assets under management per year, based on Form ADV filings from 10 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.