Top Financial Advisors in Fort Myers, Florida
Finding the right financial advisor in Fort Myers is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Fort Myers, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Fort Myers, FL.
Find the Best Financial Advisor Firms in Fort Myers:
ADVANTAGE RETIREMENT GROUP
CRD#: 329635
Address: 8870 Daniels Parkway, Fort Myers, FL 33912
Clients: 359
Average Clients per Advisor: 89
AUM: $ 518M
UHLER VERTICH WHITE ADVISORS
CRD#: 130716
Address: 1510 Royal Palm Square Boulevard Suite 103, Fort Myers, FL 33919-1068
Clients: 180
Average Clients per Advisor: 36
AUM: $ 467M
REZNY WEALTH MANAGEMENT, INC.
CRD#: 109638
Address: 5237 Summerlin Commons Blvd Suite 206, Fort Myers, FL 33907
Clients: 110
Average Clients per Advisor: 55
AUM: $ 435M
MARQUIS WEALTH MANAGEMENT GROUP
CRD#: 116604
Address: 6208 Whiskey Creek Drive, Fort Myers, FL 33919
Clients: 214
Average Clients per Advisor: 35
AUM: $ 431M
WATERSTONE FINANCIAL ADVISORY LLC
CRD#: 325012
Address: 12597 New Brittany Blvd, Fort Myers, FL 33907
Clients: 223
Average Clients per Advisor: 74
AUM: $ 226M
CAMPBELL FINANCIAL PARTNERS, LLC
CRD#: 142889
Address: 17595 S. Tamiami Trail Suite 220, Fort Myers, FL 33908
Clients: 71
Average Clients per Advisor: 35
AUM: $ 176M
How We Chose the Top Financial Advisors in Fort Myers, Florida
To create this list of top financial advisor firms in Fort Myers, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Fort Myers has to offer.
Search Financial Advisors in Fort Myers, Florida
Mark Brown
Steven Richard Adelson
Paul Salvatore Mazziotti
John Thomas Baxa
Richard Timothy Kersting JR
Mark Gerard Sonntag
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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