City
Wealth management firms in Lakeland, Florida
As of October 2, 2026, 12 wealth management firms, including broker-dealer firms, with their main office in Lakeland, Florida reported $4.7 billion in regulatory assets under management; the largest by assets was CPS Investment Advisors, with $2.9 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 12
- Regulatory assets under management
- $4.7 billion
- Average per firm
- $394.2 million
- SEC-registered, of those listed
- 6 of 12 (50.0%)
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 | James I. Black & Company Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $144.1 million | 130 |
| 6 | Capstone Wealth Management Corp. | SEC | $109.4 million | 364 |
| 7 | Hurlburt Financial | State | $70.0 million | 439 |
| 8 | Alpha Advisors, LLC | State | $31.8 million | 135 |
| 9 | Henley Advisors, LLC | State | $6.5 million | 79 |
| 10 | Mainstay Capital | State | $5.9 million | 134 |
| 11 | HPS Solutions LLC | State | $0 | 0 |
| 12 | Wise Financial Strategies, LLC | State | $0 | 0 |
Wealth management firms 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.