City
Wealth management firms in Estero, Florida
As of October 2, 2026, 7 wealth management firms, including broker-dealer firms, with their main office in Estero, Florida reported $525.1 million in regulatory assets under management; the largest by assets was Momentum Wealth Planning, with $204.5 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 7
- Regulatory assets under management
- $525.1 million
- Average per firm
- $75.0 million
- SEC-registered, of those listed
- 2 of 7 (28.6%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Momentum Wealth Planning | SEC | $204.5 million | 378 |
| 2 | Mutual Trust Advisory Group | SEC | $165.8 million | 491 |
| 3 | Truevine Family Wealth | State | $73.2 million | 96 |
| 4 | Pinelight Financial PLLC | State | $41.3 million | 33 |
| 5 | TLP Financial Services, Inc. | State | $37.2 million | 122 |
| 6 | Pruitt Richmond Wealth Management LLC | State | $3.1 million | 61 |
| 7 | R.E. Snow Private Wealth Management Group, 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.