🤫 Directory · consent-first

Near 33912. Fort Myers.

24 financial advisors & firms and 0 insurance agents verified near Fort Myers, FL — every one cited to the regulator, claimable and removable by the person named.

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Financial

Advisors & firms near 33912

M&m Wealth Management, LLC0 mi

RIA firm · Fort Myers, FL 33912 · Registered investment adviser · $83M AUM

CRD 170859 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Advantage Wealth Partners0 mi

RIA firm · Fort Myers, FL 33912 · Registered investment adviser · $675M AUM

CRD 329635 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Broaden Wealth LLC0 mi

RIA firm · Fort Myers, FL 33912 · Registered investment adviser · $6M AUM

CRD 338314 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Rezny Wealth Management, INC.3.4 mi

RIA firm · Fort Myers, FL 33907 · Registered investment adviser · $576M AUM

CRD 109638 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Macke Financial Advisory Group3.4 mi

RIA firm · Fort Myers, FL 33907 · Registered investment adviser · $176M AUM

CRD 111318 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Evolution Wealth Management INC.3.4 mi

RIA firm · Fort Myers, FL 33907 · Registered investment adviser · $172M AUM

CRD 307644 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Waterstone Financial Advisory LLC3.4 mi

RIA firm · Fort Myers, FL 33907 · Registered investment adviser · $262M AUM

CRD 325012 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Marquis Wealth Management Group5 mi

RIA firm · Fort Myers, FL 33919 · Registered investment adviser · $489M AUM

CRD 116604 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Uhler Vertich White Advisors5 mi

RIA firm · Fort Myers, FL 33919 · Registered investment adviser · $514M AUM

CRD 130716 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

the Art and Science of Successful Planning7.1 mi

RIA firm · Ft. Myers, FL 33901 · Registered investment adviser · $16M AUM

CRD 114523 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Retirement Wealth Advisors, LLC7.9 mi

RIA firm · Cape Coral, FL 33904 · Registered investment adviser

CRD 300419 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Campbell Financial Partners, LLC9.7 mi

RIA firm · Fort Myers, FL 33908 · Registered investment adviser · $203M AUM

CRD 142889 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Eubanks Financial9.7 mi

RIA firm · Fort Myers, FL 33908 · Registered investment adviser · $4M AUM

CRD 306185 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Mutual Trust Advisory Group10.5 mi

RIA firm · Estero, FL 33928 · Registered investment adviser · $166M AUM

CRD 277060 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Pruitt Richmond Wealth Management LLC10.5 mi

RIA firm · Estero, FL 33928 · Registered investment adviser · $3M AUM

CRD 324967 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Sorsby Financial Corp12 mi

RIA firm · Bonita Springs, FL 34134 · Registered investment adviser · $21M AUM

CRD 39437 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Sentinel Wealth INC12 mi

RIA firm · Bonita Springs, FL 34134 · Registered investment adviser · $34M AUM

CRD 122923 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Portfolio Medics, LLC12 mi

RIA firm · Bonita Springs, FL 34134 · Registered investment adviser · $780M AUM

CRD 145958 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Pelican Wealth Advisors, LLC12 mi

RIA firm · Bonita Springs, FL 34134 · Registered investment adviser · $71M AUM

CRD 153972 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Nova Wealth Management, INC.12 mi

RIA firm · Bonita Springs, FL 34134 · Registered investment adviser · $248M AUM

CRD 169450 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Rinaldi Wealth Management, INC.12 mi

RIA firm · Bonita Springs, FL 34134 · Registered investment adviser · $243M AUM

CRD 311583 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

R.E. Snow Private Wealth Management Group, LLC12.8 mi

RIA firm · Estero, FL 34135 · Registered investment adviser

CRD 122190 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Legacy Family Office, LLC12.8 mi

RIA firm · Bonita Springs, FL 34135 · Registered investment adviser · $65M AUM

CRD 147160 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Genesis Wealth Planning, LLC12.8 mi

RIA firm · Bonita Springs, FL 34135 · Registered investment adviser · $10M AUM

CRD 170039 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

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Nearby areas

Verified advisors and insurance agents in the places closest to Fort Myers, FL.

A consent-first directory, growing market by market. Firm-level investment-adviser facts come from the SEC's public-domain Form ADV data, attributed and dated; every other profession is listed only by the professional's own consented claim, verified against the authoritative regulator at claim time. We never bulk-copy or republish restricted records (NIPR, FINRA BrokerCheck, CFP Board, NASBA, or state bars), and we honor removal on request. This is a directory, not advice, endorsement, or a guarantee of any professional's current standing — always confirm licensure directly with the regulator.

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🤫 Directory · consent-first

Near 33912. Fort Myers.

24 financial advisors & firms and 0 insurance agents verified near Fort Myers, FL — every one cited to the regulator, claimable and removable by the person named.

Find your person