Best Financial Advisors in LAKELAND, Florida
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in LAKELAND
GREENBRIDGE PARTNERS LLC
LAKELAND, FL · Since 2023
CPS INVESTMENT ADVISORS
LAKELAND, FL · Since 1989
AGAMERICA LENDING LLC
LAKELAND, FL · Since 2018
CORE WEALTH ADVISORS, INC.
LAKELAND, FL · Since 2015
AMERITY WEALTH MANAGEMENT, LLC
LAKELAND, FL · Since 2023
CAPSTONE WEALTH MANAGEMENT CORP.
LAKELAND, FL · Since 2021
JAMES I. BLACK & COMPANY
LAKELAND, FL · Since 2020
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in LAKELAND?
The median advisory fee in LAKELAND, FL is 0.95% of assets under management per year, based on Form ADV filings from 7 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.