City
Wealth management firms in Cape Coral, Florida
As of October 2, 2026, 6 wealth management firms, including broker-dealer firms, with their main office in Cape Coral, Florida reported $61.3 million in regulatory assets under management; the largest by assets was Marketstrats, LLC, with $52.4 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 6
- Regulatory assets under management
- $61.3 million
- Average per firm
- $10.2 million
- SEC-registered, of those listed
- 0 of 6 (0.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Marketstrats, LLC | State | $52.4 million | 297 |
| 2 | Legacy Wealth Management, Inc. | State | $6.0 million | 4 |
| 3 | Financial Wellness Solutions, LLC | State | $2.9 million | 8 |
| 4 | Eagle Equity Holdings, LLC | State | $0 | 0 |
| 5 | Juth Investment Advisory | State | $0 | 0 |
| 6 | Retirement Wealth Advisors, LLC | 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.