CAPACUITY LLC
Lake Mary, FL
AUM
$13.87B
Wealth MgmtInstitutional
Team
11 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(407) 949-6889
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in FL, LAKE MARY
16 advisers found
NEWPORT GROUP CONSULTING, LLC
Lake Mary, FL
AUM
$5.05B
Wealth MgmtRetirementInstitutional
Team
14 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
407-333-2905
SHARIAPORTFOLIO, INC.
Lake Mary, FL
AUM
$3.01B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
321-275-5125
JACKSON WEALTH MANAGEMENT, LLC
Lake Mary, FL
AUM
$1.07B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
407-585-0235
QTR FAMILY WEALTH, LLC
Lake Mary, FL
AUM
$749.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
407-745-0715
COLLABORATIVE WEALTH
Lake Mary, FL
AUM
$653.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
407-792-3336
FAMILYWEALTH
Lake Mary, FL
AUM
$394.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(866) 746-3743
FAMILYWEALTH ASSET MANAGEMENT
Lake Mary, FL
AUM
$177.0M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Subscription fees +1 more
866-746-3743
FINANCIAL LIFE DESIGNS LLC
Lake Mary, FL
AUM
$37.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
407-590-9372
VIRJI INVESTMENTS, INC.
Lake Mary, FL
AUM
$33.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
321-275-5050
COASTAL WEALTH ADVISORY SERVICES, LLC
Lake Mary, FL
AUM
$20.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
407-878-3424
DIAS WEALTH, LLC
Lake Mary, FL
AUM
$8.4M
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
321-926-0936
ROBO ADVISOR, INC.
Lake Mary, FL
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
(407) 474-5600
SYMPHONY FINANCIAL TEAM
Lake Mary, FL
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
(407) 792-5576
BLUESTAR WEALTH MANAGEMENT
Lake Mary, FL
AUM
$134.0M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
888-788-6478
Full profileNo website
HAYSLEY FINANCIAL SERVICES, INC.
Lake Mary, FL
AUM
$12.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
407-982-7000
Full profileNo website