Firms by city
Registered investment advisers in Lakeland, FL
7 SEC-registered advisers headquartered in Lakeland, listed by regulatory assets under management as reported on Form ADV.
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7 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Chas. P. Smith & Associates, Pa, CPA'S | Lakeland, FL | $2.89B |
| AgAmerica Lending | Lakeland, FL | $1.21B |
| Core Wealth Advisors | Lakeland, FL | $702M |
| Greenbridge Partners | Lakeland, FL | $433M |
| Amerity Wealth Management | Lakeland, FL | $339M |
| James I. Black & Company | Lakeland, FL | $144M |
| Capstone Wealth Management | Lakeland, FL | $109M |
- Headquarters
- Lakeland, FL
- Regulatory AUM
- $2.89B
- Headquarters
- Lakeland, FL
- Regulatory AUM
- $1.21B
- Headquarters
- Lakeland, FL
- Regulatory AUM
- $702M
- Headquarters
- Lakeland, FL
- Regulatory AUM
- $433M
- Headquarters
- Lakeland, FL
- Regulatory AUM
- $339M
- Headquarters
- Lakeland, FL
- Regulatory AUM
- $144M
- Headquarters
- Lakeland, FL
- Regulatory AUM
- $109M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Lakeland on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Florida.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.