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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Bonita Springs, FL

Every SEC-registered investment adviser representative at a firm office in Bonita Springs, with the firms that employ the most of them.

166 registered advisors work in Bonita Springs; the most are at Portfolio Medics, LLC (34). 26 list the CFP designation and 91 are also registered broker representatives.

Firms with the most advisors in Bonita Springs

FirmAdvisors in Bonita Springs
Portfolio Medics, LLC34
LPL Financial LLC news9
MML Investors Services, LLC9
Wells Fargo Advisors Financial Network, LLC news8
Osaic Wealth, Inc. news7
Naples Wealth Planning6
Nova Wealth Management, Inc.5
Raymond James Financial Services Advisors, Inc. news5
Merrill Lynch, Pierce, Fenner & Smith Incorporated news4
Wells Fargo Clearing Services, LLC news4
Edward Jones news3
Pelican Wealth Advisors, LLC3
Rinaldi Wealth Management, Inc.3
UBS Financial Services Inc. news3
Cambridge Investment Research Advisors, Inc. news2
Cetera Investment Advisers LLC news2
Fifth Third Securities, Inc.2
J.P. Morgan Securities LLC news2
Morgan Stanley news2
RBC Capital Markets, LLC news2
State Farm Investment Management Corp.2
Strategic Advisers LLC2
Ameriprise Financial Services, LLC news1
B. Riley Wealth Advisors, Inc.1
Beacon Pointe Advisors, LLC news1

Advisors in Bonita Springs, A to Z

CFP advisors in Bonita Springs →

Other cities in Florida

All of Florida →

Miami 3,102Tampa 2,957Jacksonville 2,374Boca Raton 1,575Orlando 1,379Palm Beach Gardens 1,206Naples 1,123St. Petersburg 1,065Sarasota 935Coral Gables 921Fort Lauderdale 695Winter Park 455West Palm Beach 440Clearwater 418Fort Myers 399Ponte Vedra Beach 387Ft. Lauderdale 310Pensacola 280Jupiter 270Melbourne 268Bradenton 267Aventura 265Stuart 265Vero Beach 250

Questions

How many financial advisors are in Bonita Springs, FL?

166 investment adviser representatives are registered at firm offices in Bonita Springs, Florida, according to the SEC's Investment Adviser Public Disclosure records. 91 of them are also registered as broker representatives, and 26 list the CFP designation.

Which firm has the most financial advisors in Bonita Springs?

Portfolio Medics, LLC, with 34 registered advisors in Bonita Springs, followed by LPL Financial LLC with 9.

How do I check a financial advisor in Bonita Springs?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.