Financial advisors in Lake Wales, FL: 2026 report
140 ranked entriesUpdated 5 trade lists
The 5 specialty lists for Lake Wales, FL hold 140 ranked entries. Financial advisors have the most, with 60.
Key numbers for Lake Wales
Shares use ranked businesses as their base. A firm in two specialty lists counts in both.
140
ranked entries by RFA Score, in 5 specialty lists
583
specialty listings serving the city; a firm counts once per specialty
4.9
median of the specialties’ median Google ratings
Advisor specialties in Lake Wales, by ranked firms
| Specialty | Ranked | Serving the city | Median rating | Median reviews |
|---|---|---|---|---|
| Financial advisors | 60 | 228 | 4.9 | 7 |
| Financial planners | 31 | 119 | 4.6 | 9 |
| Investment advisors | 25 | 122 | 4.9 | 6 |
| Stockbrokers | 13 | 53 | 5.0 | 5 |
| Wealth managers | 11 | 61 | 5.0 | 4 |
Method and basis
- Serving counts are active, de-duplicated firms within each specialty’s service radius of Lake Wales, as of November 9, 2026.
- Ranked firms have a confident specialty match and 3 or more Google reviews, or a claimed profile.
- Median rating, median reviews and the shares are measured over ranked businesses.
- Figures are recalculated with each weekly data update. This page shows the latest figures for the year in its title.
Cite this report: RankedFinancialAdvisors, “Financial Advisors in Lake Wales, FL: 2026 Report”, https://www.rankedfinancialadvisors.com/reports/lake-wales-fl-financial-advisors-2026, data as of November 9, 2026.
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