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Fidelon
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Market Standing · 2026
The most transparent firms in Lakeland-Winter Haven.
25 scored firmsTop 3 recognizedfidelon.com/markets/lakeland-winter-haven-fl
1
Hps Solutions
CRD 319461
IA-only—91Arank within Top 3; below the 80 standard
2
Henley Advisors
CRD 281983
IA-only$6.5M90ARecognized · Top 3
3IA-only$3M89.7ARecognized · Top 3
4IA-only—89.2A—
5IA-only$16.1M88.5A—
6IA-only$70M87.7B+—
7IA-only$433M86.2B+—
8IA-only$339M85.7B+—
9IA-only$702M85.7B+—
10
Iplan
CRD 294929
IA-only$30.9M84.4B+—
11IA-only$101M84.2B+—
12BD-only—84B+—
13IA-only$109M83.7B+—
14IA-only$5.9M82.6B+—
15
Alpha Advisors
CRD 138848
IA-only$31.8M81.8B+—
16IA-only$3.8M81.8B+—
17IA-only$109M81.1B+—
18IA-only$49.4M80.9B+—
19IA-only—77.5B—
20IA-only$41.5M77.5B—
21IA-only$11.3M77.5B—
22BD-only—77.3B—
23IA-only$2.9B73.6B—
24IA-only$1.2B65.2C—
25Dual$144M60C—
Recognized firms carry the Fidelon market badge and are eligible for the annual plaque. Rankings move with the monthly rescore cycle — a badge that stops being true retires itself.

Rankings are computed by Fidelon — an independent transparency platform — from public regulatory filings, refreshed monthly. No firm pays for placement, and no firm can edit its score. Recognition requires a composite of 80 or higher regardless of rank.