City
Independent RIAs in Lakeland, Florida
As of October 2, 2026, 11 independent wealth management RIAs with their main office in Lakeland, Florida reported $4.6 billion in regulatory assets under management; the largest by assets was CPS Investment Advisors, with $2.9 billion.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 11
- Regulatory assets under management
- $4.6 billion
- Average per firm
- $416.9 million
- SEC-registered, of those listed
- 5 of 11 (45.5%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | CPS Investment Advisors | SEC | $2.9 billion | 7,364 |
| 2 | Core Wealth Advisors, Inc. | SEC | $702.1 million | 1,288 |
| 3 | Greenbridge Partners LLC | SEC | $433.1 million | 733 |
| 4 | Amerity Wealth Management, LLC | SEC | $338.8 million | 1,089 |
| 5 | Capstone Wealth Management Corp. | SEC | $109.4 million | 364 |
| 6 | Hurlburt Financial | State | $70.0 million | 439 |
| 7 | Alpha Advisors, LLC | State | $31.8 million | 135 |
| 8 | Henley Advisors, LLC | State | $6.5 million | 79 |
| 9 | Mainstay Capital | State | $5.9 million | 134 |
| 10 | HPS Solutions LLC | State | $0 | 0 |
| 11 | Wise Financial Strategies, LLC | State | $0 | 0 |
Independent RIAs in Florida, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.