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Best financial advisors in Fort Myers Beach, FL

Registered advisers within 25 miles of Fort Myers Beach, FL.

Offices
473
Firms
194
Combined AUM
$18.3T
Firm-wide filings, not assets booked only here
Clients
2.85M
2,848,147 clients when Item 5C has a number
Avg / client
$6.43M
Combined AUM ÷ clients

Nearby offices

Firms

R.E. SNOW PRIVATE WEALTH MANAGEMENT GROUP, LLC
LEGACY FAMILY OFFICE, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
VERTIS WEALTH, LLC
OSAIC INSTITUTIONS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
HBKS WEALTH ADVISORS
LPL FINANCIAL LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
SYNOVUS SECURITIES, INC.
PARK AVENUE SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
J.P. MORGAN SECURITIES LLC
THE INVESTMENT ADVISORY OFFICE OF CHRISTOPHER MIKES, P.A.

Investors

RANDOLPH EDGAR SNOW
TAMARA LYNN SURRATT
JAMES ALLEN BUTCHER
Grant W Gunder
JASON DAVID DEROSA
CORY M SHAPIRA
NICHOLAS BRIAN GLAESER
SCOTT ALAN SANDERS
JOHN ANTHONY NICOLOSI
CARLOS A AMARIS
CARL FRANK NICOLOSI
Iris Jazmin Serrano
KERRI ANNE GOLDSMITH
SAMUEL WILSON GRIGGS
JAMES RAY SANDS
MARK JAMES FONTANA
MARK J CANGIANO
Lisa Mason
Els Bunkens
Shelby Lynn Keepler
Alec Lucius Bellino
LOGAN GARRET NORRIS
GRETCHEN MCTHENIA COLLINS
EDWARD BELL
CYNTHIA AMOS HELMS
TONYA KROPOFF SEXTON
Eric Lee Tibbs
Joshua R Janssen
SETH M ARNDT
ROSS B FELDMAN
ELIOT D SOKALSKY
WILLIAM GERARD FRANZ
BRIAN S SIMON
MICHAEL G KOCHIS
RICHARD A POPE
JERRY ANDREW HEMMER
ADAM P REDENSHEK
STACEY Lynn SCHALL
SHANE JORDAN STELMA
SCOTT ANTHONY ZEDEKER
JAMES MICHAEL CARTER
MICHAEL W TISCH
STEVEN P PHILLIPS
BART C SINGLETON
BRAWLEY ADAMS
ADAM JOSEPH ZIMMERMAN
GLEN M VAN DERZEE
WILLIAM JEFFREY JEFFREY TRAUM
JOHN J NASTASI
MASON CHRISTOPHER SCOTT WEILER
SIDNEY WAYNE YEOMANS
HITESH GHANGUS
Susana Guerra Mandes
Christopher Mikes

Within 25 miles of Fort Myers Beach, FL, Best Investors lists 194 registered investment advisory firms with 473 offices nearby, managing about $18.3T in combined regulatory AUM across 2,848,147 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 Myers Beach

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 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM