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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Estero, FL

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

82 registered advisors work in Estero; the most are at Edward Jones (7). 0 list the CFP designation and 61 are also registered broker representatives.

Firms with the most advisors in Estero

FirmAdvisors in Estero
Edward Jones news7
Raymond James Financial Services Advisors, Inc. news6
LPL Financial LLC news5
Osaic Wealth, Inc. news5
Charles Schwab & Co., Inc. news3
Fifth Third Securities, Inc.3
J.P. Morgan Securities LLC news3
Pruitt Richmond Wealth Management LLC3
Strategic Advisers LLC3
Ameriprise Financial Services, LLC news2
Cetera Investment Advisers LLC news2
Eagle Strategies LLC2
Momentum Wealth Planning2
Morgan Stanley news2
Mutual Trust Advisory Group2
Pinelight Financial Pllc2
Thrivent Investment Management Inc.2
UBS Financial Services Inc. news2
Wells Fargo Clearing Services, LLC news2
Ausdal Financial Partners, Inc.1
B. Riley Wealth Advisors, Inc.1
Cambridge Investment Research Advisors, Inc. news1
Chicago Partners Investment Group LLC1
Clearview 401k Advisors1
Commonwealth Financial Network news1

Advisors in Estero, A to Z

Search all of Florida →

Other cities in Florida

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Miami 3,211Tampa 3,101Jacksonville 2,411Boca Raton 1,653Orlando 1,446Palm Beach Gardens 1,305St. Petersburg 1,108Naples 1,097Coral Gables 986Sarasota 963Fort Lauderdale 742Winter Park 487West Palm Beach 482Clearwater 440Fort Myers 424Ponte Vedra Beach 418Ft. Lauderdale 316Pensacola 298Aventura 280Melbourne 278Bradenton 271Saint Petersburg 269Vero Beach 263Jupiter 262

Questions

How many financial advisors are in Estero, FL?

82 investment adviser representatives are registered at firm offices in Estero, Florida, according to the SEC's Investment Adviser Public Disclosure records. 61 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Estero?

Edward Jones, with 7 registered advisors in Estero, followed by Raymond James Financial Services Advisors, Inc. with 6.

How do I check a financial advisor in Estero?

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.