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Financial advisors in Lake Mary, FL: 2026 report

726 ranked entriesUpdated 5 trade lists

The 5 specialty lists for Lake Mary, FL hold 726 ranked entries. Financial advisors have the most, with 337.

Key numbers for Lake Mary

Shares use ranked businesses as their base. A firm in two specialty lists counts in both.

726

ranked entries by RFA Score, in 5 specialty lists

2,856

specialty listings serving the city; a firm counts once per specialty

4.9

median of the specialties’ median Google ratings

Advisor specialties in Lake Mary, by ranked firms

Advisor specialties serving Lake Mary, FL, 2026
SpecialtyRankedServing the cityMedian ratingMedian reviews
Financial advisors3371,1744.911
Financial planners1877174.815
Investment advisors1125094.87
Wealth managers543065.07
Stockbrokers361505.05

Method and basis

  • Serving counts are active, de-duplicated firms within each specialty’s service radius of Lake Mary, as of November 9, 2026.
  • Ranked firms have a confident specialty match and 3 or more Google reviews, or a claimed profile.
  • Median rating, median reviews and the shares are measured over ranked businesses.
  • Figures are recalculated with each weekly data update. This page shows the latest figures for the year in its title.
Cite this report: RankedFinancialAdvisors, “Financial Advisors in Lake Mary, FL: 2026 Report”, https://www.rankedfinancialadvisors.com/reports/lake-mary-fl-financial-advisors-2026, data as of November 9, 2026.

Data is free to reuse with a link to this page. Read how we rank.