Firms by city
Registered investment advisers in Bonita Springs, FL
4 SEC-registered advisers headquartered in Bonita Springs, listed by regulatory assets under management as reported on Form ADV.
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4 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Portfolio Medics | Bonita Springs, FL | $780M |
| Nova Wealth Management | Bonita Springs, FL | $248M |
| Rinaldi Wealth Management | Bonita Springs, FL | $243M |
| Naples Wealth Planning | Bonita Springs, FL | $227M |
- Headquarters
- Bonita Springs, FL
- Regulatory AUM
- $780M
- Headquarters
- Bonita Springs, FL
- Regulatory AUM
- $248M
- Headquarters
- Bonita Springs, FL
- Regulatory AUM
- $243M
- Headquarters
- Bonita Springs, FL
- Regulatory AUM
- $227M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Bonita Springs on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Florida.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.