Firms by city
Registered investment advisers in Fort Myers, FL
8 SEC-registered advisers headquartered in Fort Myers, listed by regulatory assets under management as reported on Form ADV.
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8 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Tounjian Advisory Partners | Fort Myers, FL | $675M |
| Rezny Wealth Management | Fort Myers, FL | $576M |
| Uhler Vertich White Advisors | Fort Myers, FL | $514M |
| MNS Financial Management | Fort Myers, FL | $489M |
| Waterstone Financial Advisory | Fort Myers, FL | $262M |
| Campbell Financial Partners | Fort Myers, FL | $203M |
| Macke Financial Advisory Group | Fort Myers, FL | $176M |
| Evolution Wealth Management | Fort Myers, FL | $172M |
- Headquarters
- Fort Myers, FL
- Regulatory AUM
- $675M
- Headquarters
- Fort Myers, FL
- Regulatory AUM
- $576M
- Headquarters
- Fort Myers, FL
- Regulatory AUM
- $514M
- Headquarters
- Fort Myers, FL
- Regulatory AUM
- $489M
- Headquarters
- Fort Myers, FL
- Regulatory AUM
- $262M
- Headquarters
- Fort Myers, FL
- Regulatory AUM
- $203M
- Headquarters
- Fort Myers, FL
- Regulatory AUM
- $176M
- Headquarters
- Fort Myers, FL
- Regulatory AUM
- $172M
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 Fort Myers 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.