🤫 Directory · consent-first

Near 34135. Estero.

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

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Financial

Advisors & firms near 34135

R.E. Snow Private Wealth Management Group, LLC0 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, LLC0 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, LLC0 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

the Investment Advisory Office of Christopher Mikes, P.A.0 mi

RIA firm · Bonita Springs, FL 34135 · Registered investment adviser

CRD 340895 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Mutual Trust Advisory Group5.3 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 LLC5.3 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

Advisors Trust Planning and Investment Company5.5 mi

RIA firm · Naples, FL 34110 · Registered investment adviser · $16M AUM

CRD 142282 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Aviance Capital Partners LLC5.5 mi

RIA firm · Naples, FL 34110 · Registered investment adviser · $1.1B AUM

CRD 146597 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Southcol Advisors5.5 mi

RIA firm · Naples, FL 34110 · Registered investment adviser · $209M AUM

CRD 308154 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Cavan Capital Management LLC5.5 mi

RIA firm · Naples, FL 34110 · Registered investment adviser · $33M AUM

CRD 311325 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Cardinal Wealth Management5.5 mi

RIA firm · Naples, FL 34110 · Registered investment adviser · $31M AUM

CRD 324753 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Berger Wealth Management, LLC5.5 mi

RIA firm · Naples, FL 34110 · Registered investment adviser · $55M AUM

CRD 329239 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Sorsby Financial Corp6 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 INC6 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, LLC6 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, LLC6 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.6 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.6 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

Prudent Financial Planning7.3 mi

RIA firm · Naples, FL 34119 · Registered investment adviser · $17M AUM

CRD 288500 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Banyan Asset Management, INC.8.9 mi

RIA firm · Naples, FL 34109 · Registered investment adviser · $27M AUM

CRD 123204 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Capital Wealth Planning, LLC8.9 mi

RIA firm · Naples, FL 34109 · Registered investment adviser · $17.2B AUM

CRD 150764 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Cwa Asset Management Group8.9 mi

RIA firm · Naples, FL 34109 · Registered investment adviser · $4.5B AUM

CRD 158940 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Pfo Investment Advisors, LLC8.9 mi

RIA firm · Naples, FL 34109 · Registered investment adviser · $10M AUM

CRD 283932 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Advanced Investment Management LLC8.9 mi

RIA firm · Naples, FL 34109 · Registered investment adviser · $69M AUM

CRD 289070 · 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 Estero, 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 34135. Estero.

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

Find your person