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
Steven Darrell Mielke
Registered Affiliation(s):THRIVENT INVESTMENT MANAGEMENT INC.
Christopher Peter Fuschillo
Registered Affiliation(s):JOHN HANCOCK INVESTMENT MANAGEMENT LLC
Michael John Melchionno
Registered Affiliation(s):JOHN HANCOCK INVESTMENT MANAGEMENT LLC
Douglas Hugh Thompson
Registered Affiliation(s):JOHN HANCOCK INVESTMENT MANAGEMENT LLC
Mark Edward Taylor
Registered Affiliation(s):TRUIST ADVISORY SERVICES, INC.
Jonathan George Breit
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Cynthia S Smith
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Shannon Wayne Holland
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Thomas Charles Kahl
Registered Affiliation(s):BENJAMIN F. EDWARDS & COMPANY, INC.
Mark W Masterson
Registered Affiliation(s):HIGHTOWER ADVISORS, LLC
David Anthony Rosato
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Linda Ann Natale
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Robert Allen Duncan
Registered Affiliation(s):AVANTAX ADVISORY SERVICES
Todd Matthew Wangler
Registered Affiliation(s):J. W. COLE ADVISORS, INC.
Erik Geoffrey Heben
Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK
Daniel James Grzegorczyk
Registered Affiliation(s):SPC
Anne Goodrich Hagan
Registered Affiliation(s):SPC
Lawrence Anthony Labella
Registered Affiliation(s):KEY INVESTMENT SERVICES LLC
Jason Trent Scoggins
Registered Affiliation(s):STIFEL, NICOLAUS & COMPANY, INCORPORATED
Walter Kenneth Mcdonald
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Terrence Clark Porter
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Royal Anthony Clark
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Laura Ladd Brauch
Registered Affiliation(s):STATE FARM INVESTMENT MANAGEMENT CORP.
Eric Allen Beadle
Registered Affiliation(s):J. W. COLE ADVISORS, INC.
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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