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Best financial advisors in Lakeland, FL

Registered advisers within 25 miles of Lakeland, FL.

Offices
192
Firms
71
Combined AUM
$12.0T
Firm-wide filings, not assets booked only here
Clients
2.49M
2,486,862 clients when Item 5C has a number
Avg / client
$4.81M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
JAMES I. BLACK & COMPANY
WISDOM PLANNING GROUP
VICUS CAPITAL, INC.
INVST, LLC
AE WEALTH MANAGEMENT, LLC
CORE WEALTH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
HPS SOLUTIONS LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
PLANMEMBER SECURITIES CORPORATION
STATE FARM INVESTMENT MANAGEMENT CORP.
WAVERLY ADVISORS, LLC

Investors

Alberto Bonfil
Christopher S Spear
MATTHEW JOHN ANTOS
KEVIN FITZGERALD CAMPBELL
Christopher Nichollas Macceo Hill
GERALD LEROY BLACK
JOHN MORGAN CHRISTIAN
LARRY EUGENE FOSTER
ROY KEITH DELOACH
JOEL DAVID THORNTON
Ryan Conrad Bates
Benjamin Paul Greenman
CHARLES TAYLOR FOSS
NATHAN HAROLD DUNHAM
PAUL RICHARD WEAVER
MICHAEL JOHN EHLENBECK
Haley Lynn Tonge
Heath Randall Clevenger
ANDREW TAYLOR FOSS
MICHAEL EDWARD SCOTT
Kenneth Galen Moore
Derek Declan Dimond Stross
ROBERT CARL CHEATHAM
TERRI ANN GOLENO
KATHRYN MARIE FRENCH
CYNTHIA MEGAN TYSVER
MICHAEL HENRY WRIGHT
SOURI S. VONGVIRAT
Roland Jason Martinez
Katrina Anne Hirdes
Nicholas Brinkman
ANGEL FERNANDO LOPEZ
CAROL S. HUGHES
Donna Marie Williams
KEITH EDWARD ALBRITTON
MICHAEL NEILL WALKER
VIRGINIA ALLEN HOUGHTON
ISAAC BURKE HARTMANN
KEITH HOLLAND HENDERSON
STEVEN P MCTAGGART
TROY LEON GARCIA
MELISSA DAWN MCKINNEY
DANA BULL HURLEY
CHAD MICHAEL JONES
HEATHER FORBES NEWELL
BRAD JOSEPH STAINSBY
Robert C Hammond
Hunter Patrick McTaggart
ZACHARY WESCHE
Sara OPPENHEIMER
HAYDEN LEIGH WATTS
Matthew Keith Albritton
John Michael Madden
Lorraine Alieff Delk Walker
ARIANA ACREE KORUSCHAK
LYLE LEWIS BOWLIN
KURT FRANZ ELMHORST
CYNTHIA RAE MAROTZ
SCOTT ALEXANDER SULLIVAN
DANIELLE DURHAM CHAN-PONG
ANGELA ROSE SMITH
Michele Cash
ROBERT LEN SULLIVAN
LAURA J HAWLEY
Mark Sutton
Josue Daniel Blanco Viquez
JAMES EDWARD CHAFFIN
STARLA SUSAN BUCHANON
KENNETH HOSMER COMPTON
CHRISTOPHER LEE CHAFFIN
PAUL DAVID MORGIS
Christopher M Allen
Holly Day Kelley
Bret Michael Ptack
KELLY BARKLEY DEMMO
Michael Dluzniewski
Thomas Allen Dicesare
CHRISTOPHER JAMES MCGARVEY

Within 25 miles of Lakeland, FL, Best Investors lists 71 registered investment advisory firms with 192 offices nearby, managing about $12.0T in combined regulatory AUM across 2,486,862 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Lakeland

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM