Top Financial Advisors in Lakeland, Florida
Finding the right financial advisor in Lakeland is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Lakeland, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Lakeland, FL.
Find the Best Financial Advisor Firms in Lakeland:
CPS INVESTMENT ADVISORS
CRD#: 104914
Address: 205 East Orange Street #310, Lakeland, FL 33801-4611
Clients: 2,589
Average Clients per Advisor: 123
AUM: $ 2.0B
CORE WEALTH ADVISORS, INC.
CRD#: 174386
Address: 124 South Florida Avenue 4th Floor, Lakeland, FL 33801
Clients: 382
Average Clients per Advisor: 54
AUM: $ 412M
WALL ADVISORS, INC.
CRD#: 125272
Address: 212 E Highland Drive Suite 201, Lakeland, FL 33813
Clients: 232
Average Clients per Advisor: 77
AUM: $ 208M
JAMES I. BLACK & COMPANY
CRD#: 1249
Address: 311 South Florida Avenue, Lakeland, FL 33801
Clients: 106
In Business for: 62 Years
Average Clients per Advisor: 53
AUM: $ 133M
Disclosures: 3
CAPSTONE WEALTH MANAGEMENT CORP.
CRD#: 165359
Address: 5120 S. Lakeland Drive Suite 1, Lakeland, FL 33813
Clients: 325
Average Clients per Advisor: 108
AUM: $ 123M
GREENBRIDGE PARTNERS LLC
CRD#: 304445
Address: 3700 Airfield Dr West, Lakeland, FL 33811
Clients: 264
Average Clients per Advisor: 264
AUM: $ 115M
How We Chose the Top Financial Advisors in Lakeland, Florida
To create this list of top financial advisor firms in Lakeland, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Lakeland has to offer.
Search Financial Advisors in Lakeland, Florida
Don Wesley Adwell
Registered Affiliation(s):LINCOLN INVESTMENT
James Martin Luffman
Registered Affiliation(s):CPS INVESTMENT ADVISORS
Derek Michael Oxford
Registered Affiliation(s):CPS INVESTMENT ADVISORS
Amy Beth Decker
Registered Affiliation(s):OPPENHEIMER & CO. INC.
Kris Daniel Pahl
Registered Affiliation(s):THRIVENT INVESTMENT MANAGEMENT INC.
Michael David Vonberg
Registered Affiliation(s):LPL FINANCIAL LLC
David A Lemar JR.
Registered Affiliation(s):CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Robert Jeffrey Stark
Registered Affiliation(s):OSAIC WEALTH, INC.
Jayar Dean Williams
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
John Wade Elliott
Registered Affiliation(s):LPL FINANCIAL LLC
Alexander Lee Misarti
Registered Affiliation(s):PSI ADVISORS, LLC
Rose Joyce
Registered Affiliation(s):ALLSTATE FINANCIAL ADVISORS, LLC
Brent Stephen Bassler
Registered Affiliation(s):MORGAN STANLEY
Teon Tenice Gunn
Registered Affiliation(s):HARRISDIRECT LLC
Timothy A Harris
Registered Affiliation(s):MORGAN STANLEY
Phillipe Allushean Morales
Registered Affiliation(s):CITIGROUP GLOBAL MARKETS INC.
Jose S Jimenez
Registered Affiliation(s):CITIGROUP GLOBAL MARKETS INC.
Diana Stanley Owusu
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
Jason Ryan Carrier
Registered Affiliation(s):THRIVENT INVESTMENT MANAGEMENT INC.
Jeremiah Elijah Wassmer
Registered Affiliation(s):AE WEALTH MANAGEMENT, LLC
Kevin S. Clark
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Waymon Conrad Jordan
Registered Affiliation(s):PFS INVESTMENTS INC.
Andrea Spiessl Dockery
Registered Affiliation(s):ALPHA ADVISORS, LLC
Keith Holland Henderson
Registered Affiliation(s):LPL FINANCIAL LLC
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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