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
Angel Fernando Lopez
Registered Affiliation(s):LPL FINANCIAL LLC
Melissa Dawn Mckinney
Registered Affiliation(s):LPL FINANCIAL LLC
Oscar Joseph Elliott-williams
Registered Affiliation(s):PFS INVESTMENTS INC.
James Michael Tormey
Registered Affiliation(s):MIDAMERICA SECURITIES, LLC
Jonathan Thomas Stump
Registered Affiliation(s):CAPSTONE WEALTH MANAGEMENT CORP.
Valerie Traviss
Registered Affiliation(s):LPL FINANCIAL LLC
Brian Curtis Ulch
Registered Affiliation(s):AVENTAIL WEALTH MANAGEMENT, LLC
Julie Annette Jackson
Registered Affiliation(s):ALLSTATE FINANCIAL SERVICES, LLC
Mayank Kohli
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Sean Andrew Oakman
Registered Affiliation(s):BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.
Stephanie Ann Antala
Registered Affiliation(s):ALLSTATE FINANCIAL SERVICES, LLC
David Vincent Henning
Registered Affiliation(s):TRANSAMERICA FINANCIAL ADVISORS, INC
Anthony Ifasi JR
Registered Affiliation(s):ALLSTATE FINANCIAL SERVICES, LLC
Alvaro Luis Pereyra
Registered Affiliation(s):KW SECURITIES CORPORATION
Allison Ann Roper
Registered Affiliation(s):JAFFE TILCHIN INVESTMENT PARTNERS, LLC
Jennifer Renee Smith
Registered Affiliation(s):KESTRA INVESTMENT SERVICES, LLC
Jenny Leigh Kirkpatrick
Registered Affiliation(s):T. ROWE PRICE INVESTMENT SERVICES, INC.
Christopher Earl Ballard
Registered Affiliation(s):AE WEALTH MANAGEMENT, LLC
Holly Jane Dunbar
Registered Affiliation(s):MORGAN STANLEY
Charles Townsend Sober
Registered Affiliation(s):AFT, FORSYTH & SOBER, LLC
James Verbel
Registered Affiliation(s):HARRISDIRECT LLC
Larry Wilkins Chappell JR
Registered Affiliation(s):SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC.
Robert Nicoletti
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Kelly Lynn Davison
Registered Affiliation(s):TRUIST ADVISORY SERVICES, INC.
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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