Financial advisers in Lakeland, FL
7 registered investment adviser firms in Lakeland managing $6.0B in assets, based on public SEC Form ADV filings.
Cps Investment Advisors
Lakeland, FL · Est. 1989
RegionalInternational
- AUM
- $2.9B
- Per adviser
- $138M
- Advisers
- 21
No reported disclosures
Agamerica Lending LLC
Lakeland, FL · Est. 2018
Local
- AUM
- $1.4B
- Per adviser
- $76M
- Advisers
- 18
No reported disclosures
Core Wealth Advisors, INC.
Lakeland, FL · Est. 2015
Local
- AUM
- $702M
- Per adviser
- $70M
- Advisers
- 10
No reported disclosures
Greenbridge Partners LLC
Lakeland, FL · Est. 2023
Local
- AUM
- $433M
- Per adviser
- $433M
- Advisers
- 1
No reported disclosures
Amerity Wealth Management, LLC
Lakeland, FL · Est. 2023
RegionalInternational
- AUM
- $339M
- Per adviser
- $21M
- Advisers
- 16
No reported disclosures
James I. Black & Company
Lakeland, FL · Est. 2020
Local
- AUM
- $144M
- Per adviser
- $72M
- Advisers
- 2
Capstone Wealth Management Corp.
Lakeland, FL · Est. 2021
Local
- AUM
- $109M
- Per adviser
- $36M
- Advisers
- 3