Financial advisers in Fort Myers, FL

8 registered investment adviser firms in Fort Myers managing $3.1B in assets, based on public SEC Form ADV filings.

Advantage Wealth Partners

Fort Myers, FL · Est. 2024

AUM: $675M
Per adviser: $169M
Advisers: 4

No reported disclosures

Rezny Wealth Management, INC.

Fort Myers, FL · Est. 2014

AUM: $576M
Per adviser: $288M
Advisers: 2

No reported disclosures

Uhler Vertich White Advisors

Fort Myers, FL · Est. 2004

AUM: $514M
Per adviser: $86M
Advisers: 6

No reported disclosures

Marquis Wealth Management Group

Fort Myers, FL · Est. 2002

AUM: $489M
Per adviser: $82M
Advisers: 6

No reported disclosures

Waterstone Financial Advisory LLC

Fort Myers, FL · Est. 2023

AUM: $262M
Per adviser: $87M
Advisers: 3

No reported disclosures

Campbell Financial Partners, LLC

Fort Myers, FL · Est. 2018

LocalInternational

AUM: $203M
Per adviser: $101M
Advisers: 2

No reported disclosures

Macke Financial Advisory Group

Fort Myers, FL · Est. 2000

AUM: $176M
Per adviser: $88M
Advisers: 2

No reported disclosures

Evolution Wealth Management INC.

Fort Myers, FL · Est. 2025

AUM: $172M
Per adviser: $43M
Advisers: 4