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Best financial advisors in Fort Myers, FL

Registered advisers within 25 miles of Fort Myers, FL.

Offices
406
Firms
150
Combined AUM
$15.6T
Firm-wide filings, not assets booked only here
Clients
2.78M
2,776,179 clients when Item 5C has a number
Avg / client
$5.61M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CETERA INVESTMENT ADVISERS LLC
EAGLE STRATEGIES LLC
THE ART AND SCIENCE OF SUCCESSFUL PLANNING
EDWARD JONES
REGAL ADVISORY SERVICES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STRATOS WEALTH PARTNERS, LTD
LPL FINANCIAL LLC
VALMARK ADVISERS, INC.
UHLER VERTICH WHITE ADVISORS
PLANMEMBER SECURITIES CORPORATION
FIFTH THIRD SECURITIES, INC.
REZNY WEALTH MANAGEMENT, INC.
GIRARD ADVISORY SERVICES, LLC

Investors

DAWN MARIE SALERNO
CALEB AARON LOWMAN
JUDY VIOLA LOWMAN
BETHANY MARELLE SPURLOCK
GLEN RICHARD RAUCH
STEPHEN GLEN ZAHORIAN
STEVEN FORREST BELCHER
TYLER GENE HARRELSON
BENJAMIN B LANE
JESSICA L LUCHAN
William Robert Moss
Taylor Michel Schenone
GEORGE BOKIOS
Christian Timothy Stearns
THOMAS NEWELL CASH
MEREDITH ELIZABETH MARCHAND
Paul Aubrey Harris
NICOLE MARIE EIRICH
Jennifer Marie Brown
ANTHONY SCOTT WHITE
JAMES COREY VERTICH
Shane Andrew Carrier
Bryan Keefe Fiore
JOHN THOMAS UHLER
MICHAEL SCOTT STEPHENSON
Brian Ray Sumwalt
Samuel Castiblanco
WILLIAM CHARLES GIBSON
Michael R Meunier
Thomas J Mullan
DANIELLE A LUCHT
Chelsea Lynn Scomak
BRIAN CHARLES REZNY
JESSICA ANN STANLEY
MATTHEW STEPHEN STRATTON

Within 25 miles of Fort Myers, FL, Best Investors lists 150 registered investment advisory firms with 406 offices nearby, managing about $15.6T in combined regulatory AUM across 2,776,179 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

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