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Best financial advisors in FORT MEYERS, FL

Registered advisers within 25 miles of FORT MEYERS, FL.

Offices
14
Firms
14
Combined AUM
$2.09T
Firm-wide filings, not assets booked only here
Clients
417K
417,419 clients when Item 5C has a number
Avg / client
$5.00M
Combined AUM ÷ clients

Nearby offices

Firms

AVIOR WEALTH MANAGEMENT, LLC
CARNEGIE INVESTMENT COUNSEL
CETERA INVESTMENT ADVISERS LLC
EDELMAN FINANCIAL ENGINES
FACET
FARTHER
HIGH PROBABILITY ADVISORS, LLC
INTEGRATED WEALTH CONCEPTS LLC
OSAIC WEALTH, INC.
RAYMOND JAMES & ASSOCIATES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
REGAL ADVISORY SERVICES, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
WILLIAM BLAIR

Investors

JOHN JOSEPH HECK
RICHARD LEE ALT
TODD DAVID BRAMSON
CARIN DESIMONE
RICHARD LAWRENCE ELLIOTT
Mario Battistini
JOHN EDWARD MANN
JOHN JOSEPH SPAETH
KENNETH JOSEPH HARASYM
JOSHUA MATTHEW GARRETT
DAWN CHRISTINE MAHER
STEVEN MARK GRABARCZYK
HENRY JOSEPH ROY
JEFF THOMAS GOLDEN

Within 25 miles of FORT MEYERS, FL, Best Investors lists 14 registered investment advisory firms with 14 offices nearby, managing about $2.09T in combined regulatory AUM across 417,419 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 FORT MEYERS

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

1 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 2 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 3 EDELMAN FINANCIAL ENGINES 322,130 clients · 756 advisers $326B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 WILLIAM BLAIR & COMPANY L.L.C. 343 advisers $64.3B AUM 8 INTEGRATED WEALTH CONCEPTS LLC 875 clients · 471 advisers $23.6B AUM