Top 8 financial advisor firms in Fort Myers

8 SEC-registered financial advisor firms are headquartered in Fort Myers, FL, with $3.07B in combined regulatory assets under management. The largest by assets are Tounjian Advisory Partners ($675M), Rezny Wealth Management ($576M) and Uhler Vertich White Advisors ($514M).

8
Financial advisor firms: $3.07B
Their combined AUM: $376M
Median firm AUM: 2,450
Clients of the top 8

The 8 largest by assets

1
Tounjian Advisory Partners
RIA
$675M
0.60% to 1.40% a year
2
Rezny Wealth Management
RIA
$576M
1.00% to 1.50% a year
3
Uhler Vertich White Advisors
RIA
$514M
1.25% to 2.25% a year
4
MNS Financial Management
RIA
$489M
0.90% to 1.50% a year
5
Waterstone Financial Advisory
RIA
$262M
0.45% to 1.15% a year
6
Campbell Financial Partners
RIA
$203M
0.30% to 0.90% a year
7
Macke Financial Advisory Group
RIA
$176M
0.30% to 0.90% a year
8
Evolution Wealth Management
RIA
$172M
Up to 2.00% a year

Profiles of the top 8

No. 1 · RIA

Tounjian Advisory Partners

Tounjian Advisory Partners is an investment adviser based in Fort Myers, FL, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $675 million, as filed on 11 March 2026.

Tounjian Advisory Partners charges 0.60%–1.40% a year for its Wealth Management Services.

Regulatory AUM: $675M
Clients: 583
Advisory staff: 4
Founded: 2023
Fee schedule: 0.60% to 1.40% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 8870 Daniels Parkway, Fort Myers, FL 33912
Phone: 239-561-1155
Website: advantagewealthpartners.com

No. 2 · RIA

Rezny Wealth Management

Rezny Wealth Management is an investment adviser based in Fort Myers, FL, registered with the SEC since 2014. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $576 million, as filed on 13 July 2026.

Rezny Wealth Management charges 1.00%–1.50% a year for its Investment Advisory Account Services.

Regulatory AUM: $576M
Clients: 275
Advisory staff: 2
Founded: 1992
Fee schedule: 1.00% to 1.50% a year
Minimum account: $2,000,000
Custodians: Charles Schwab, Nationwide Securities
Headquarters: 5237 Summerlin Commons BLVD, Suite 206, Fort Myers, FL 33907
Phone: 800-618-8577
Website: reznywealth.com

No. 3 · RIA

Uhler Vertich White Advisors

Uhler Vertich White Advisors is an investment adviser based in Fort Myers, FL, registered with the SEC since 2004. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $514 million, as filed on 1 April 2026.

Uhler Vertich White Advisors charges 1.25%–2.25% a year for its Ambassador Program - IAR Managed.

Regulatory AUM: $514M
Clients: 424
Advisory staff: 6
Founded: 2002
Fee schedule: 1.25% to 2.25% a year
Custodians: Raymond James, Raymond James
Headquarters: 1510 Royal Palm Square Boulevard, Suite 103, Fort Myers, FL 33919-1068
Phone: 239-936-6300
Website: uvwadvisors.com

No. 4 · RIA

MNS Financial Management

MNS Financial Management is an investment adviser based in Fort Myers, FL, registered with the SEC since 2002. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $489 million, as filed on 24 April 2026.

MNS Financial Management charges 0.90%–1.50% a year for its Investment Advisory Services.

Regulatory AUM: $489M
Clients: 321
Advisory staff: 6
Founded: 1999
Fee schedule: 0.90% to 1.50% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 6208 Whiskey Creek Drive, Fort Myers, FL 33919
Phone: 239-454-1117
Website: marquiswealthgroup.com

No. 5 · RIA

Waterstone Financial Advisory

Waterstone Financial Advisory is an investment adviser based in Fort Myers, FL, registered with the SEC since 2023. 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 $262 million, as filed on 7 July 2026.

Waterstone Financial Advisory charges 0.45%–1.15% a year for its Advisory Fee.

Regulatory AUM: $262M
Clients: 291
Advisory staff: 3
Founded: 2023
Fee schedule: 0.45% to 1.15% a year
Custodians: Fidelity
Headquarters: 12597 New Brittany BLVD, Fort Myers, FL 33907
Phone: 239-288-0977
Website: waterstonefs.com

No. 6 · RIA

Campbell Financial Partners

Campbell Financial Partners is an investment adviser based in Fort Myers, FL, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $203 million, as filed on 5 May 2026.

Campbell Financial Partners charges 0.30%–0.90% a year for its Investment Management Services.

Regulatory AUM: $203M
Clients: 132
Advisory staff: 2
Founded: 2006
Fee schedule: 0.30% to 0.90% a year
Custodians: Altruist
Headquarters: 17595 S. Tamiami Trail, Suite 220, Fort Myers, FL 33908
Phone: 239-454-5333
Website: campbellfinancialpartners.com

No. 7 · RIA

Macke Financial Advisory Group

Macke Financial Advisory Group is an investment adviser based in Fort Myers, FL, registered with the SEC since 2000. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $176 million, as filed on 12 March 2026.

Macke Financial Advisory Group charges 0.30%–0.90% a year for its Investment Management.

Regulatory AUM: $176M
Clients: 130
Advisory staff: 2
Fee schedule: 0.30% to 0.90% a year
Custodians: Altruist
Headquarters: 12699 New Brittany BLVD., Fort Myers, FL 33907
Phone: 239-275-1122
Website: greatergiftsfo.com

No. 8 · RIA

Evolution Wealth Management

Evolution Wealth Management is an investment adviser based in Fort Myers, FL, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and pension and profit-sharing plans. Its regulatory assets under management total $172 million, as filed on 11 March 2026.

Evolution Wealth Management charges up to 2.00% a year for its Discretionary Asset Management Services (Wrap Fee Program).

Regulatory AUM: $172M
Clients: 294
Advisory staff: 4
Fee schedule: Up to 2.00% a year
Custodians: Charles Schwab
Headquarters: 12487 Brantley Commons Court, Fort Myers, FL 33907
Phone: 239-771-8696
Website: evolutionretirementservices.com

Questions about financial advisors in Fort Myers

How many financial advisor firms are headquartered in Fort Myers?

8 SEC-registered financial advisor firms report their principal office in Fort Myers, FL, managing $3.07B 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 Fort Myers?

Tounjian Advisory Partners, with $675M in regulatory assets under management on its latest Form ADV. The next largest are Rezny Wealth Management ($576M) and Uhler Vertich White Advisors ($514M).

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

How large is a typical financial advisor firm in Fort Myers?

The median firm manages $376M in regulatory assets. That is the midpoint of the 8 firms headquartered in Fort Myers.

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

How much do financial advisors in Fort Myers charge?

Of the 8 largest firms, 8 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.90% to 2.25% 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 Fort Myers?

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

Fort Myers has 8 financial advisor firms; see every adviser in the city →

The 8 largest by assets

Profiles of the top 8

Questions about financial advisors in Fort Myers

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