Falists

Florida · 11 advisers

Financial Advisors in Lakeland, Florida

Looking for a financial advisor in Lakeland, Florida? Falists indexes 11 SEC-registered and state-registered investment advisers in Lakeland — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 9 firms list a website you can visit directly. Firms in this directory manage up to $2.89B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

11

With website

9

Largest AUM

$2.89B

Financial planning

9

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth11Planning9Trusts9Retirement6Institutional7

Top advisors in Lakeland

Ranked by AUM · Fees, team & specialties at a glance

View all 11 →

GREENBRIDGE PARTNERS LLC

Lakeland, FL

AUM

$433.1M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +2 more

863-688-5938

Full profileNo website

More cities in Florida

Miami (374)Boca Raton (112)Tampa (105)Coral Gables (88)West Palm Beach (83)Orlando (71)Sarasota (69)Naples (66)Miami Beach (61)Jacksonville (50)Fort Lauderdale (48)Palm Beach Gardens (47)

Common questions

How many financial advisors are in Lakeland, Florida?
11 registered investment advisers are listed in our Lakeland directory, sourced from public SEC filings.
What types of advisors are in Lakeland?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Lakeland?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.