National Retirement Planning Experts

National Coverage
Local Professionals

Find The Best Financial Advisors in Lakeland, Florida

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Lakeland is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Lakeland & pick the one as per your needs

How To Find The Best Financial Advisors in Lakeland, Florida

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Lakeland, Florida, FinancialAdvisor.net is a useful resource. We've compiled a list of the 4 vetted financial advisors and non-vetted financial advisors in Lakeland, Florida, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Lakeland, Florida have an average of 22 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Lakeland, Florida

advisor-photo

Jerry Bulaclac

RadiantVest

813-317-6004

advisor-photo

Berkely Arrants

Horizon Advisory Group LLC

713-400-6305

advisor-photo

Nathan Helms

LPL Financial

813-334-6500

Top Financial Advisor Firms in Lakeland, Florida (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
CPS INVESTMENT ADVISORS
205 East Orange Street #310,
Lakeland, FL, 33801-4611
104914 $1,988,218,796 7080 A Percentage of AUM, Fixed Fees
AGAMERICA LENDING LLC
4030 South Pipkin Rd.,
Lakeland, FL, 33811
164866 $1,392,000,000 2 A Percentage of AUM, Performance Based
CORE WEALTH ADVISORS, INC.
124 South Florida Avenue, 4th Floor
Lakeland, FL, 33801
174386 $411,948,858 829 A Percentage of AUM, Hourly charges, Fixed Fees
JAMES I. BLACK & COMPANY
311 South Florida Avenue,
Lakeland, FL, 33801
1249 $133,303,451 141 A Percentage of AUM, Hourly charges, Fixed Fees, Other (NEGOTIABLE)
CAPSTONE WEALTH MANAGEMENT CORP.
5120 S. Lakeland Drive, Suite 1
Lakeland, FL, 33813
165359 $123,249,968 347 A Percentage of AUM, Fixed Fees, Performance Based
GREENBRIDGE PARTNERS LLC
3700 Airfield Dr West,
Lakeland, FL, 33811
304445 $115,412,683 310 A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based
AMERITY WEALTH MANAGEMENT, LLC
4740 Cleveland Heights Boulevard, Suite 5,
Lakeland, FL, 33813
322265 $53,271,000 288 A Percentage of AUM, Hourly charges, Fixed Fees

Frequently Asked Questions

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

Get Matched With Advisors