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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

J. W. COLE ADVISORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WATERSTONE FINANCIAL ADVISORY LLC
PRINCIPAL SECURITIES, INC.
CETERA INVESTMENT ADVISERS LLC
CHARLES SCHWAB & CO., INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
COMMONWEALTH FINANCIAL NETWORK
MML INVESTORS SERVICES, LLC
VIRTUE CAPITAL MANAGEMENT, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SYNOVUS SECURITIES, INC.
MACKE FINANCIAL ADVISORY GROUP
TRUIST ADVISORY SERVICES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

KENNETH ALAN LEVIN
PETER JUDE ARDOLINO
Michele Lynne Losapio
AJAY VERMA
ROGER JAMES SOLIS
TIM I CHERRY
Phillip Taylor McGrath
JAMES STUART GALLAGHER
Adam Richard Daniels
WILLIAM KEVIN HOFFER
TREVOR WAYNE HARRELSON
Brecken Kanz
Robert Phillip DiBella
DAMIAN MARCUS VARELA
Colin J Bosak
DENNIS GENE HARRELSON
Jennifer Lynn Scioscia
Robin B Hanover
Lorenzo Morales
Ryan Charles Wahler
Michael Morin
Peter T Nguyen
Nathan Douglas Cox
Barbara L Mulford
Grayson Hogoboom
CAMERON R GREEN
LEO DAVID BOISVERT
Erik Geoffrey Heben
DEANNE MARIE MATHIS
DIANE PICCIOTTO EVERHART
Thomas A Wilander
JAMES WILLIAM WINSTEL
Ashley Marie Glynn
RYAN DAVID GLYNN
WENDY LYNN EVANS
VICTORIA RENEE TAYLOR
SEAN MOLLOY
TONYA KROPOFF SEXTON
MIGUEL ALEJANDRO ALVAREZ
TODD CHRISTOPHER MACKE
Kevin Patrick Jordan
Joseph Robert Pendenza
SHELBY H PELTIER
McFaddin Moise
GREYSON H HUBER
JASON SULVINSKI

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