City
Wealth management firms in Bonita Springs, Florida
As of October 2, 2026, 14 wealth management firms, including broker-dealer firms, with their main office in Bonita Springs, Florida reported $1.7 billion in regulatory assets under management; the largest by assets was Portfolio Medics, LLC, with $780.5 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 14
- Regulatory assets under management
- $1.7 billion
- Average per firm
- $124.4 million
- SEC-registered, of those listed
- 4 of 14 (28.6%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Portfolio Medics, LLC | SEC | $780.5 million | 3,805 |
| 2 | Nova Wealth Management, Inc. | SEC | $247.5 million | 739 |
| 3 | Rinaldi Wealth Management, Inc. | SEC | $243.2 million | 841 |
| 4 | Naples Wealth Planning | SEC | $226.9 million | 452 |
| 5 | Pelican Wealth Advisors, LLC | State | $71.4 million | 193 |
| 6 | Legacy Family Office, LLC | State | $65.1 million | 71 |
| 7 | Sentinel Wealth Inc | State | $34.3 million | 49 |
| 8 | River Tree Capital Management | State | $26.3 million | 68 |
| 9 | Sorsby Financial Corp Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $21.0 million | 33 |
| 10 | Genesis Wealth Planning, LLC | State | $10.3 million | 91 |
| 11 | C. O. Overbey, Jr LLC | State | $9.3 million | 12 |
| 12 | Foliage Financial | State | $6.0 million | 29 |
| 13 | Jesurun Wealth Advisors LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $0 | 0 |
| 14 | The Investment Advisory Office of Christopher Mikes, P.A. | State | $0 | 0 |
Wealth management firms in Florida, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.