Investment adviser firms in FORT MYERS, Florida
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
8 firms · Source months shown: August 2026
- CAMPBELL FINANCIAL PARTNERS, LLCCRD 142889 · FORT MYERS, FL$202,735,675.00Regulatory AUM · August 2026
- EVOLUTION WEALTH MANAGEMENT INC.CRD 307644 · FORT MYERS, FL$171,743,835.00Regulatory AUM · August 2026
- MACKE FINANCIAL ADVISORY GROUP, INC.CRD 111318 · FORT MYERS, FL$175,713,593.00Regulatory AUM · August 2026
- MNS FINANCIAL MANAGEMENT, L.L.C.CRD 116604 · FORT MYERS, FL$489,223,767.00Regulatory AUM · August 2026
- REZNY WEALTH MANAGEMENT, INC.CRD 109638 · FORT MYERS, FL$576,000,000.00Regulatory AUM · August 2026
- TOUNJIAN ADVISORY PARTNERS LLCCRD 329635 · FORT MYERS, FL$675,467,357.00Regulatory AUM · August 2026
- UHLER VERTICH WHITE ADVISORS, LLCCRD 130716 · FORT MYERS, FL$513,675,000.00Regulatory AUM · August 2026
- WATERSTONE FINANCIAL ADVISORY LLCCRD 325012 · FORT MYERS, FL$262,476,520.00Regulatory AUM · August 2026