Investment advisers in Fort Myers, FL
8 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Advantage Wealth Partners | $675.5 million | 10 | 0 |
| Rezny Wealth Management, Inc. | $576.0 million | 7 | 0 |
| Uhler Vertich White Advisors | $513.7 million | 11 | 0 |
| Marquis Wealth Management Group | $489.2 million | 9 | 0 |
| Waterstone Financial Advisory LLC | $262.5 million | 5 | 0 |
| Campbell Financial Partners, LLC | $202.7 million | 2 | 0 |
| Macke Financial Advisory Group | $175.7 million | 5 | 0 |
| Evolution Wealth Management Inc. | $171.7 million | 7 | 5 |