City
Independent RIAs in Winter Haven, Florida
As of October 2, 2026, 5 independent wealth management RIAs with their main office in Winter Haven, Florida reported $217.0 million in regulatory assets under management; the largest by assets was Ingram Advisory Services, LLC, with $109.3 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 5
- Regulatory assets under management
- $217.0 million
- Average per firm
- $43.4 million
- SEC-registered, of those listed
- 1 of 5 (20.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Ingram Advisory Services, LLC | SEC | $109.3 million | 525 |
| 2 | Aventail Wealth Management, LLC | State | $49.4 million | 226 |
| 3 | Iplan | State | $30.9 million | 133 |
| 4 | Emeraldspark Investments | State | $16.1 million | 88 |
| 5 | Campbell & Associates | State | $11.3 million | 12 |
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.