Falists

Florida · 13 advisers

Financial Advisors in Fort Myers, Florida

Looking for a financial advisor in Fort Myers, Florida? Falists indexes 13 SEC-registered and state-registered investment advisers in Fort Myers — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 12 firms list a website you can visit directly. Firms in this directory manage up to $675.5M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

13

With website

12

Largest AUM

$675.5M

Financial planning

11

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth11Planning11Trusts11Retirement4Institutional4

Top advisors in Fort Myers

Ranked by AUM · Fees, team & specialties at a glance

View all 13 →

BROADEN WEALTH LLC

Fort Myers, FL

AUM

$6.0M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

0

Fees

Percentage of AUM; Hourly charges

239-219-1750

Full profileNo website

More cities in Florida

Miami (374)Boca Raton (112)Tampa (105)Coral Gables (88)West Palm Beach (83)Orlando (71)Sarasota (69)Naples (66)Miami Beach (61)Jacksonville (50)Fort Lauderdale (48)Palm Beach Gardens (47)

Common questions

How many financial advisors are in Fort Myers, Florida?
13 registered investment advisers are listed in our Fort Myers directory, sourced from public SEC filings.
What types of advisors are in Fort Myers?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Fort Myers?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.