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
David G Dokuchitz
Registered Affiliation(s):NYLIFE SECURITIES LLC
Vincent Daniel Difranco
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Sammy J Wells
Registered Affiliation(s):LPL FINANCIAL LLC
Douglas Hammond Freebern
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Fernando Patricio Romero
Registered Affiliation(s):WOODBURY FINANCIAL SERVICES, INC.
Gary Joe Winn
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Howard Sayles Baughman
Registered Affiliation(s):LPL FINANCIAL LLC
Scott Lee Chaney
Registered Affiliation(s):LPL FINANCIAL LLC
Craig Alan Martin
Registered Affiliation(s):STATE FARM INVESTMENT MANAGEMENT CORP.
Jeffrey Miller Dean
Registered Affiliation(s):JAMES I. BLACK & COMPANY
Deborah Powell Martin
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
James Ramos Davenport
Registered Affiliation(s):STATE FARM VP MANAGEMENT CORP.
Cecilia Ann Mcclure
Registered Affiliation(s):STATE FARM VP MANAGEMENT CORP.
David Brian Mitchell
Registered Affiliation(s):ALLSTATE FINANCIAL SERVICES, LLC
Wanda Liz Honorio
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
John Paul Fagoni
Registered Affiliation(s):CITIGROUP GLOBAL MARKETS INC.
Charles W Chapell III
Registered Affiliation(s):USAA INVESTMENT SERVICES COMPANY
William Michael Dale
Registered Affiliation(s):USAA INVESTMENT SERVICES COMPANY
Susanne Amore
Registered Affiliation(s):PFS INVESTMENTS INC.
Richard Wayne Chrzanowski
Registered Affiliation(s):MONEY CONCEPTS CAPITAL CORP
Daniel Mark Parilo
Registered Affiliation(s):PRUCO SECURITIES, LLC.
Donald Michael Purcell
Registered Affiliation(s):STEWARDSHIP ADVISORY GROUP, LLC
Matthew W Lyons
Registered Affiliation(s):JAMES I. BLACK & COMPANY
Cynthia Rae Marotz
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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