Investment advisers in Lakeland, FL
7 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Cps Investment Advisors | $2.89 billion | 60 | 0 |
| Agamerica Lending LLC | $1.21 billion | 52 | 0 |
| Core Wealth Advisors, Inc. | $702.1 million | 13 | 0 |
| Greenbridge Partners LLC | $433.1 million | 1 | 0 |
| Amerity Wealth Management, LLC | $338.8 million | 17 | 3 |
| James I. Black & Company | $144.1 million | 10 | 4 |
| Capstone Wealth Management Corp. | $109.4 million | 5 | 3 |