City
Wealth management firms in Winter Haven, Florida
As of October 2, 2026, 7 wealth management firms, including broker-dealer firms, with their main office in Winter Haven, Florida reported $318.3 million in regulatory assets under management; the largest by assets was Ingram Advisory Services, LLC, with $109.3 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 7
- Regulatory assets under management
- $318.3 million
- Average per firm
- $45.5 million
- SEC-registered, of those listed
- 2 of 7 (28.6%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Ingram Advisory Services, LLC | SEC | $109.3 million | 525 |
| 2 | Wells Global Investment Advisers LLC 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 | $101.3 million | 133 |
| 3 | Aventail Wealth Management, LLC | State | $49.4 million | 226 |
| 4 | Iplan | State | $30.9 million | 133 |
| 5 | Emeraldspark Investments | State | $16.1 million | 88 |
| 6 | Campbell & Associates | State | $11.3 million | 12 |
| 7 | Wells Investments, Inc. 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. | 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.