City
Wealth management firms in Fort Myers, Florida
As of October 2, 2026, 20 wealth management firms, including broker-dealer firms, with their main office in Fort Myers, Florida reported $3.6 billion in regulatory assets under management; the largest by assets was Advantage Wealth Partners, with $675.5 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 20
- Regulatory assets under management
- $3.6 billion
- Average per firm
- $178.8 million
- SEC-registered, of those listed
- 10 of 20 (50.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Advantage Wealth Partners | SEC | $675.5 million | 1,804 |
| 2 | Rezny Wealth Management, Inc. | SEC | $576.0 million | 275 |
| 3 | Uhler Vertich White Advisors | SEC | $513.7 million | 1,002 |
| 4 | Marquis Wealth Management Group | SEC | $489.2 million | 955 |
| 5 | Waterstone Financial Advisory LLC | SEC | $262.5 million | 954 |
| 6 | Campbell Financial Partners, LLC | SEC | $202.7 million | 522 |
| 7 | Macke Financial Advisory Group | SEC | $175.7 million | 479 |
| 8 | Evolution Wealth Management Inc. | SEC | $171.7 million | 721 |
| 9 | Lewis Capital Management | SEC | $136.8 million | 60 |
| 10 | MGFS Private Wealth, LLC | SEC | $116.7 million | 549 |
| 11 | M&M Wealth Management, LLC | State | $82.9 million | 251 |
| 12 | CPK Wealth Management LLC | State | $70.5 million | 198 |
| 13 | Lange Asset Management, Inc. | State | $34.3 million | 83 |
| 14 | Gulf Coast Investment Management | State | $22.7 million | 25 |
| 15 | The Art and Science of Successful Planning | State | $15.7 million | 77 |
| 16 | Roscoe Capital Management, LLC | State | $8.0 million | 52 |
| 17 | Ace Wealth Management LLC | State | $7.2 million | 33 |
| 18 | Broaden Wealth LLC | State | $6.0 million | 25 |
| 19 | Eubanks Financial | State | $4.5 million | 65 |
| 20 | Silver Thread Investments | State | $2.6 million | 16 |
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.