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:
REZNY WEALTH MANAGEMENT, INC.
CRD#: 109638
Address: 5237 Summerlin Commons Blvd Suite 206, Fort Myers, FL 33907
Clients: 75
Average Clients per Advisor: 37
AUM: $ 576M
MARQUIS WEALTH MANAGEMENT GROUP
CRD#: 116604
Address: 6208 Whiskey Creek Drive, Fort Myers, FL 33919
Clients: 112
Average Clients per Advisor: 22
AUM: $ 326M
UHLER AND VERTICH FINANCIAL PLANNERS, LLC
CRD#: 130716
Address: 1510 Royal Palm Square Boulevard Suite 103, Fort Myers, FL 33919-1068
Clients: 120
Average Clients per Advisor: 40
AUM: $ 259M
CAMPBELL FINANCIAL PARTNERS, LLC
CRD#: 142889
Address: 17595 S. Tamiami Trail Suite 220, Fort Myers, FL 33908
Clients: 67
Average Clients per Advisor: 33
AUM: $ 144M
MACKE FINANCIAL ADVISORY GROUP
CRD#: 111318
Address: 12699 New Brittany Blvd., Fort Myers, FL 33907
Clients: 70
Average Clients per Advisor: 35
AUM: $ 136M
LEWIS CAPITAL MANAGEMENT
CRD#: 112463
Address: Fort Myers, FL
Clients: 86
Average Clients per Advisor: 86
AUM: $ 111M
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
Thomas Edward Graney
Registered Affiliation(s):PLANNING ALTERNATIVES LTD
Ajay Verma
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Jeffrey Neil Hess
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Michael Scott Schaffer
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Adam Todd Weiner
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
George Nmn Kiraly
Registered Affiliation(s):LODESTAR ADVISORY GROUP, LLC
Ronald William Roge
Registered Affiliation(s):R.W. ROGE & COMPANY, INC
Carlos A Amaris
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Terry Lyn Frith
Registered Affiliation(s):EDWARD JONES
Richard Kenneth Childress
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Douglas William Finley
Registered Affiliation(s):FINLEY WEALTH ADVISORS
Rajeev Rathi
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Darlene Ann Wilkie
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
James R. Koinis
Registered Affiliation(s):EDWARD JONES
Carl Henry Chaput
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Duane Christopher Chaney
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Lewis Edward King
Registered Affiliation(s):WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Douglas Conroy
Registered Affiliation(s):EDWARD JONES
Michael S Koppenhaver
Registered Affiliation(s):JANNEY MONTGOMERY SCOTT LLC
James Allen Butcher
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Jared David Brancazio
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Ilona Jennifer Box
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
John Thomas Evans
Registered Affiliation(s):OSAIC WEALTH, INC.
Toby Dewitt Garner
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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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