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Top 4 financial advisor firms in Bonita Springs

4 SEC-registered financial advisor firms are headquartered in Bonita Springs, FL, with $1.5B in combined regulatory assets under management. The largest by assets are Portfolio Medics ($780M), Nova Wealth Management ($248M) and Rinaldi Wealth Management ($243M).

4
Financial advisor firms
$1.5B
Their combined AUM
$245M
Median firm AUM
3,786
Clients of the top 4

The 4 largest by assets

  1. 1
    Portfolio Medics

    RIA

    $780M

  2. 2
    Nova Wealth Management

    RIA

    $248M

  3. 3
    Rinaldi Wealth Management

    RIA

    $243M

  4. 4
    Naples Wealth Planning

    RIA

    $227M

Profiles of the top 4

No. 1 · RIA

Portfolio Medics

Portfolio Medics is an investment adviser based in Bonita Springs, FL, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $780 million, as filed on 14 September 2026.

Regulatory AUM
$780M
Clients
2,929
Advisory staff
75
Custodians
E*trade Securities
Headquarters
27499 Riverview Center BLVD, Suite 406, Bonita Springs, FL 34134
Phone
239-444-1766
Website
portfoliomedics.com

No. 2 · RIA

Nova Wealth Management

Nova Wealth Management is an investment adviser based in Bonita Springs, FL, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $248 million, as filed on 30 March 2026.

Nova Wealth Management charges 0.60%–1.50% a year for its Asset Management.

Regulatory AUM
$248M
Clients
268
Advisory staff
7
Founded
2012
Fee schedule
0.60% to 1.50% a year
Custodians
Charles Schwab, Fidelity
Headquarters
24311 Walden Center DR, Suite 200, Bonita Springs, FL 34134
Phone
239-444-1794
Website
novawealthmanagement.com

No. 3 · RIA

Rinaldi Wealth Management

Rinaldi Wealth Management is an investment adviser based in Bonita Springs, FL, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $243 million, as filed on 22 February 2026.

Rinaldi Wealth Management charges up to 1.50% a year for its Asset Management Services.

Regulatory AUM
$243M
Clients
363
Advisory staff
3
Fee schedule
Up to 1.50% a year
Custodians
Charles Schwab, Protective Life Insurance
Headquarters
24311 Walden Center Drive, Suite 100, Bonita Springs, FL 34134
Phone
239-444-6111
Website
retirewithdustin.com

No. 4 · RIA

Naples Wealth Planning

Naples Wealth Planning is an investment adviser based in Bonita Springs, FL, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $227 million, as filed on 1 April 2026.

Naples Wealth Planning charges 0.50%–2.50% a year for its Investment Management Services.

Regulatory AUM
$227M
Clients
226
Advisory staff
10
Founded
2023
Fee schedule
0.50% to 2.50% a year
Minimum account
$250,000
Custodians
Charles Schwab
Headquarters
3301 Bonita Beach Road, Suite 308, Bonita Springs, FL 34103
Phone
239-330-4183
Website
napleswealthplanning.com

Questions about financial advisors in Bonita Springs

How many financial advisor firms are headquartered in Bonita Springs?

4 SEC-registered financial advisor firms report their principal office in Bonita Springs, FL, managing $1.5B in regulatory assets between them.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Bonita Springs?

Portfolio Medics, with $780M in regulatory assets under management on its latest Form ADV. The next largest are Nova Wealth Management ($248M) and Rinaldi Wealth Management ($243M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Bonita Springs?

The median firm manages $245M in regulatory assets. That is the midpoint of the 4 firms headquartered in Bonita Springs.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Bonita Springs charge?

Of the 4 largest firms, 3 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.50% to 2.50% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Bonita Springs?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

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