Best Financial Advisors in LAKELAND, Florida
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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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 Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
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.