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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Fort Myers, FL

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

399 registered advisors work in Fort Myers; the most are at Morgan Stanley (32). 52 list the CFP designation and 346 are also registered broker representatives.

Firms with the most advisors in Fort Myers

FirmAdvisors in Fort Myers
Morgan Stanley news32
LPL Financial LLC news23
Wells Fargo Advisors Financial Network, LLC news23
Ameriprise Financial Services, LLC news21
Merrill Lynch, Pierce, Fenner & Smith Incorporated news19
Park Avenue Securities LLC16
Raymond James & Associates, Inc. news15
Raymond James Financial Services Advisors, Inc. news15
Wells Fargo Clearing Services, LLC news15
Stifel, Nicolaus & Company, Incorporated news13
Cetera Investment Advisers LLC news12
Oppenheimer & Co. Inc. news11
Equitable Advisors, LLC news10
UBS Financial Services Inc. news10
Strategic Advisers LLC9
Fifth Third Securities, Inc.8
Charles Schwab & Co., Inc. news7
Edward Jones news7
Uhler Vertich White Advisors7
Transamerica Financial Advisors, LLC6
Truist Advisory Services, Inc. news6
Advantage Wealth Partners5
J.P. Morgan Securities LLC news5
MML Investors Services, LLC5
Marquis Wealth Management Group5

Advisors in Fort Myers, A to Z (first 300 of 399)

CFP advisors in Fort Myers →

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 418Ponte Vedra Beach 387Ft. Lauderdale 310Pensacola 280Jupiter 270Melbourne 268Bradenton 267Aventura 265Stuart 265Vero Beach 250Saint Petersburg 248

Questions

How many financial advisors are in Fort Myers, FL?

399 investment adviser representatives are registered at firm offices in Fort Myers, Florida, according to the SEC's Investment Adviser Public Disclosure records. 346 of them are also registered as broker representatives, and 52 list the CFP designation.

Which firm has the most financial advisors in Fort Myers?

Morgan Stanley, with 32 registered advisors in Fort Myers, followed by LPL Financial LLC with 23.

How do I check a financial advisor in Fort Myers?

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.