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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Cape Coral, FL

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

The short answer

85 registered advisors work in Cape Coral; the most are at Edward Jones (12). 11 list the CFP designation and 69 are also registered broker representatives.

Firms with the most advisors in Cape Coral

FirmAdvisors in Cape Coral
Edward Jones news12
Fifth Third Securities, Inc.7
Wells Fargo Clearing Services, LLC news7
LPL Financial LLC news6
J.P. Morgan Securities LLC news4
Brookstone Wealth Advisors, LLC3
Cetera Investment Advisers LLC news3
Merrill Lynch, Pierce, Fenner & Smith Incorporated news3
Ameriprise Financial Services, LLC news2
Eagle Strategies LLC2
Gateway Wealth Partners, LLC2
LPL Enterprise, LLC news2
Raymond James Financial Services Advisors, Inc. news2
Retirement Wealth Advisors, LLC2
Strategic Advisers LLC2
Truist Advisory Services, Inc. news2
Aegis Capital Corp.1
Archer Investment Corporation1
B. Riley Wealth Advisors, Inc.1
Balefire, LLC1
Blueprint Financial Advisors1
Calton & Associates, Inc.1
Capital Analysts1
Commonwealth Financial Network news1
Corecap Advisors1

Advisors in Cape Coral, A to Z

CFP advisors in Cape Coral →

Other cities in Florida

All of Florida →

Miami 3,063Tampa 2,964Jacksonville 2,317Boca Raton 1,567Orlando 1,370Palm Beach Gardens 1,227St. Petersburg 1,045Naples 1,041Coral Gables 927Sarasota 895Fort Lauderdale 714West Palm Beach 461Winter Park 451Clearwater 414Fort Myers 394Ponte Vedra Beach 389Ft. Lauderdale 300Pensacola 283Aventura 265Melbourne 258Jupiter 256Bradenton 254Stuart 249Saint Petersburg 244

Questions

How many financial advisors are in Cape Coral, FL?

85 investment adviser representatives are registered at firm offices in Cape Coral, Florida, according to the SEC's Investment Adviser Public Disclosure records. 69 of them are also registered as broker representatives, and 11 list the CFP designation.

Which firm has the most financial advisors in Cape Coral?

Edward Jones, with 12 registered advisors in Cape Coral, followed by Fifth Third Securities, Inc. with 7.

How do I check a financial advisor in Cape Coral?

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.