Top 5 financial advisor firms in Lake Mary

5 SEC-registered financial advisor firms are headquartered in Lake Mary, FL, with $2.79B in combined regulatory assets under management. The largest by assets are Jackson Wealth Management ($1.07B), QTR Family Wealth ($749M) and Collaborative Wealth Management ($653M).

5
Financial advisor firms: $2.79B
Their combined AUM: $653M
Median firm AUM: 2,537
Clients of the top 5

The 5 largest by assets

1
Jackson Wealth Management
RIA
$1.07B
1.00% to 1.75% a year
2
QTR Family Wealth
RIA
$749M
0.30% to 1.00% a year
3
Collaborative Wealth Management
RIA
$653M
Up to 2.50%
4
FamilyWealth Asset Management
RIA
$177M
1.45% to 1.45%
5
Blue Star Wealth Management
RIA
$140M
Up to 1.50% a year

Profiles of the top 5

No. 1 · RIA

Jackson Wealth Management

Jackson Wealth Management is an investment adviser based in Lake Mary, FL, registered with the SEC since 2008. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $1.07 billion, as filed on 6 March 2026.

Jackson Wealth Management charges 1.00%–1.75% a year for its Asset Management Services.

Regulatory AUM: $1.07B
Clients: 900
Advisory staff: 9
Founded: 2008
Fee schedule: 1.00% to 1.75% a year
Custodians: Charles Schwab
Headquarters: 755 Primera BLVD, Suite 1001, Lake Mary, FL 32746
Phone: 407-585-0235
Website: jacksonwm.com

No. 2 · RIA

QTR Family Wealth

QTR Family Wealth is an investment adviser based in Lake Mary, FL, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $749 million, as filed on 31 March 2026.

QTR Family Wealth charges 0.30%–1.00% a year for its Percentage of Assets under Management.

Regulatory AUM: $749M
Clients: 205
Advisory staff: 6
Founded: 2022
Fee schedule: 0.30% to 1.00% a year
Custodians: Fidelity
Headquarters: 605 Crescent Executive Court, Suite 104, Lake Mary, FL 32746
Phone: 407-745-0715
Website: qtrfamily.com

No. 3 · RIA

Collaborative Wealth Management

Collaborative Wealth Management is an investment adviser based in Lake Mary, FL, registered with the SEC since 2014. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $653 million, as filed on 18 March 2026.

Collaborative Wealth Management charges up to 2.50% for its Investment Management Fees. The brochure does not state whether the rate is annual.

Regulatory AUM: $653M
Clients: 937
Advisory staff: 9
Fee schedule: Up to 2.50%
Minimum account: $100,000
Custodians: LPL Financial, SEI Investments Distribution, Charles Schwab
Headquarters: 972 International Parkway, Lake Mary, FL 32746
Phone: 407-792-3336
Website: collaborativewealth.com

No. 4 · RIA

FamilyWealth Asset Management

FamilyWealth Asset Management is an investment adviser based in Lake Mary, FL, registered with the SEC since 2009. It provides investment management. Its clients include high-net-worth individuals, banking or thrift institutions and individual clients. Its regulatory assets under management total $177 million, as filed on 31 March 2026.

FamilyWealth Asset Management charges 1.45% for its Retail fee schedule. The brochure does not state whether the rate is annual.

Regulatory AUM: $177M
Clients: 421
Advisory staff: 3
Fee schedule: 1.45% to 1.45%
Custodians: Austin Capital Trust, Fidelity, Charles Schwab
Headquarters: 255 Primera BLVD, Suite 160, Lake Mary, FL 32746
Phone: 866-746-3743

No. 5 · RIA

Blue Star Wealth Management

Blue Star Wealth Management is an investment adviser based in Lake Mary, FL, registered with the SEC since 2025. It provides investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $140 million, as filed on 30 September 2026.

Blue Star Wealth Management charges up to 1.50% a year for its Asset-based advisory fee.

Regulatory AUM: $140M
Clients: 74
Advisory staff: 2
Fee schedule: Up to 1.50% a year
Custodians: Charles Schwab
Headquarters: 255 Primera BLVD, Suite 160, Lake Mary, FL 32746
Phone: 888-788-6478

Questions about financial advisors in Lake Mary

How many financial advisor firms are headquartered in Lake Mary?

5 SEC-registered financial advisor firms report their principal office in Lake Mary, FL, managing $2.79B in regulatory assets between them. The other 4 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Lake Mary?

Jackson Wealth Management, with $1.07B in regulatory assets under management on its latest Form ADV. The next largest are QTR Family Wealth ($749M) and Collaborative Wealth Management ($653M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Lake Mary?

The median firm manages $653M in regulatory assets. That is the midpoint of the 5 firms headquartered in Lake Mary.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Lake Mary charge?

Of the 5 largest firms, 5 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 2.50% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Lake Mary?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Lake Mary has 5 financial advisor firms; see every adviser in the city →