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Best financial advisors in Cape Coral, FL

Registered advisers within 25 miles of Cape Coral, FL.

Offices
386
Firms
168
Combined AUM
$15.1T
Firm-wide filings, not assets booked only here
Clients
2.78M
2,780,630 clients when Item 5C has a number
Avg / client
$5.44M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
CREATIVE PLANNING
PFS INVESTMENTS INC.
CORECAP ADVISORS
BLUEPRINT FINANCIAL ADVISORS
LINCOLN INVESTMENT
WELLS FARGO CLEARING SERVICES, LLC
FIFTH THIRD SECURITIES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
J.P. MORGAN SECURITIES LLC
TRUIST ADVISORY SERVICES, INC.
RETIREMENT WEALTH ADVISORS, LLC
BROOKSTONE WEALTH ADVISORS, LLC
COMMONWEALTH FINANCIAL NETWORK
AMERIPRISE FINANCIAL SERVICES, LLC
ARCHER INVESTMENT CORPORATION

Investors

Terry Lyn Frith
DANIELLE MARIE GATES
NICOLE ROSE GIANNONE
AARON TIMOTHY KOWAL
SARAH BETH JAKUBOWSKI
PETER CASCIOTTA
BRADLEY GENE NAGEL
LARRY MONROE MCCOY
SHAWN PATRICK KOLAR
KIMBERLI LANE LAMBERT
DAVID STETTIN ROUSE
PETER JOHN KELLY
Jonathan Linares
Zachary Brown
DUSTY EUGENE JAPP
Donna A Krohn
JOSEPH LANZA
ERIC EUGENE KEARNEY
AMY BLAIR LAWSON
DEANNE MARIE MATHIS
PETER JUDE ARDOLINO
Colette Cox
JAMES M. WESOLOWSKI
JACQUELINE JUNE LAMBROS
Tina Marie Richards
Sam V Mazzotti

Within 25 miles of Cape Coral, FL, Best Investors lists 168 registered investment advisory firms with 386 offices nearby, managing about $15.1T in combined regulatory AUM across 2,780,630 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Cape Coral

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM