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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Fort Meyers, FL

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

12 registered advisors work in Fort Meyers; the most are at Avior Wealth Management, LLC (1). 2 list the CFP designation and 8 are also registered broker representatives.

Firms with the most advisors in Fort Meyers

FirmAdvisors in Fort Meyers
Avior Wealth Management, LLC1
Capital Analysts1
Carnegie Investment Counsel1
Cetera Investment Advisers LLC news1
Farther news1
High Probability Advisors, LLC1
Integrated Wealth Concepts LLC1
Osaic Wealth, Inc. news1
Raymond James & Associates, Inc. news1
Regal Advisory Services, Inc.1
Wells Fargo Advisors Financial Network, LLC news1
William Blair1

Advisors in Fort Meyers, A to Z

CFP advisors in Fort Meyers →

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 Fort Meyers, FL?

12 investment adviser representatives are registered at firm offices in Fort Meyers, Florida, according to the SEC's Investment Adviser Public Disclosure records. 8 of them are also registered as broker representatives, and 2 list the CFP designation.

Which firm has the most financial advisors in Fort Meyers?

Avior Wealth Management, LLC, with 1 registered advisors in Fort Meyers, followed by Capital Analysts with 1.

How do I check a financial advisor in Fort Meyers?

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.