Investment adviser firms in LAKELAND, Florida
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
7 firms · Source months shown: August 2026
- AGAMERICA LENDING LLCCRD 164866 · LAKELAND, FL$1,373,000,000.00Regulatory AUM · August 2026
- AMERITY WEALTH MANAGEMENT, LLCCRD 322265 · LAKELAND, FL$338,837,000.00Regulatory AUM · August 2026
- CAPSTONE WEALTH MANAGEMENT CORP.CRD 165359 · LAKELAND, FL$109,447,228.00Regulatory AUM · August 2026
- CHAS. P. SMITH & ASSOCIATES, PA, CPA'SCRD 104914 · LAKELAND, FL$2,888,320,155.00Regulatory AUM · August 2026
- CORE WEALTH ADVISORS, INC.CRD 174386 · LAKELAND, FL$702,121,920.00Regulatory AUM · August 2026
- GREENBRIDGE PARTNERS LLCCRD 304445 · LAKELAND, FL$433,127,053.00Regulatory AUM · August 2026
- JAMES I. BLACK & COMPANYCRD 1249 · LAKELAND, FL$144,067,165.00Regulatory AUM · August 2026