Florida · 3 advisers
Financial Advisors in Marco Island, Florida
Looking for a financial advisor in Marco Island, Florida? Falists indexes 3 SEC-registered and state-registered investment advisers in Marco Island — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 1 firms list a website you can visit directly. Firms in this directory manage up to $382.5M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
1
Largest AUM
$382.5M
Financial planning
0
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Marco Island
Ranked by AUM · Fees, team & specialties at a glance
CLEARSHARES LLC
Marco Island, FL
AUM
$382.5M
Team
1 advisors
Clients
0
Fees
Percentage of AUM
212-292-0959
CIC, LLC
Marco Island, FL
AUM
$299.8M
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(212) 359-0959
ANCHOR & OAK WEALTH ADVISORS, LLC
Marco Island, FL
AUM
$0
Team
1 advisors
Clients
—
Fees
Percentage of AUM
516-662-2546
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Common questions
- How many financial advisors are in Marco Island, Florida?
- 3 registered investment advisers are listed in our Marco Island directory, sourced from public SEC filings.
- What types of advisors are in Marco Island?
- 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 Marco Island?
- 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.