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
Debbie Latimer
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Shawn Allan Rasmussen
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Guy Henry Thomas
Registered Affiliation(s):TRANSAMERICA FINANCIAL ADVISORS, INC
Jonathan Greg Elston
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Robert Sullivan Chase
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Thomas Roe Oldt
Registered Affiliation(s):LPL FINANCIAL LLC
Yossi Yakar
Registered Affiliation(s):EQUITY SERVICES, INC.
Michael James Dolan
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
John Ciko
Registered Affiliation(s):LPL FINANCIAL LLC
William Elijah Heath
Registered Affiliation(s):LPL FINANCIAL LLC
Michael Louis Globenfelt
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Tj Belcher
Registered Affiliation(s):MORGAN STANLEY
Debra Soler-wilson
Registered Affiliation(s):MORGAN STANLEY
Charles C Minotto
Registered Affiliation(s):HARRISDIRECT LLC
Jeffrey Daniel Marks
Registered Affiliation(s):CITIGROUP GLOBAL MARKETS INC.
Michael Dennis Behl
Registered Affiliation(s):SAGEPOINT FINANCIAL, INC.
Helen Marie Ross
Registered Affiliation(s):OSAIC FS, INC.
Elliot Cotto
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Debbie Alexander
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Aaron Jay Weinstock
Registered Affiliation(s):LPL FINANCIAL LLC
Timothy Lance Nunno
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Jonathan Duane Hunt
Registered Affiliation(s):INDEPENDENT FINANCIAL PARTNERS
Carl Michael Salvato
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Robert Carl Cheatham
Registered Affiliation(s):AVANTAX ADVISORY SERVICES
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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