AdvisorCensus / Financial advisors / Florida / Cape Coral, FL / Branch offices
Advisory firms with an office in Cape Coral, FL, headquartered elsewhere
59 investment advisory firms with a principal office outside the Cape Coral, FL metro area list an office in it on Form ADV (Schedule D, Section 1.F), from each firm's most recent filing that lists its offices. SEC-registered firms list their 25 largest offices, so this is a floor. Firms headquartered in the metro are on the main list.
| Firm | Office | Headquarters | Registration |
|---|---|---|---|
| Amerity Wealth Management, LLC | Fort Myers, FL | Lakeland, FL | SEC-registered investment adviser |
| Antolino Wealth Advisors | Estero, FL | Columbus, OH | SEC-registered investment adviser |
| Beacon Pointe Advisors, LLC | Bonita Springs, FL | Newport Beach, CA | SEC-registered investment adviser |
| Blackridge Asset Management, LLC | Fort Myers, FL | Jupiter, FL | SEC-registered investment adviser |
| Blueprint Financial Advisors | Cape Coral, FL | Charlotte, NC | SEC-registered investment adviser |
| Busey Capital Management, Inc. | Fort Myers, FL | Urbana, IL | SEC-registered investment adviser |
| Byrne Financial Freedom, LLC | Fort Myers, FL | Franklin, MA | SEC-registered investment adviser |
| Carnegie Investment Counsel | Fort Myers, FL | Pepper Pike, OH | SEC-registered investment adviser |
| Colomb Investment Management Company, LLC | Fort Meyers, FL | Metairie, LA | SEC-registered investment adviser |
| Confluence Financial Partners | Bonita Springs, FL | McMurray, PA | SEC-registered investment adviser |
| Corecap Advisors | Cape Coral, FL | Southfield, MI | SEC-registered investment adviser |
| Coyle | Fort Myers, FL | Glenview, IL | SEC-registered investment adviser |
| Creative Planning | Cape Coral, FL | Overland Park, KS | SEC-registered investment adviser |
| Daymark Wealth Partners, LLC | Sanibel, FL | Cincinnati, OH | SEC-registered investment adviser |
| Douglas C. Lane & Associates | Boca Grande, FL | New York, NY | SEC-registered investment adviser |
| Ellenbecker Investment Group | Bonita Springs, FL | Waukesha, WI | SEC-registered investment adviser |
| Everhart Advisors | Fort Myers, FL | Dublin, OH | SEC-registered investment adviser |
| Faithward Advisors, LLC | Fort Myers, FL | Lancaster, PA | SEC-registered investment adviser |
| Fifth Third Securities, Inc. | Fort Myers, FL | Cincinnati, OH | SEC-registered investment adviser |
| Fourstar Wealth Advisors, LLC | Cape Coral, FL | Chicago, IL | SEC-registered investment adviser |
| Gibbs Wealth Management, LLC | Bonita Springs, FL | Alpharetta, GA | SEC-registered investment adviser |
| Girard Advisory Services, LLC | Fort Myers, FL | King of Prussia, PA | SEC-registered investment adviser |
| Great Valley Advisor Group, LLC | Bonita Springs, FL | Berwyn, PA | SEC-registered investment adviser |
| HBKS Wealth Advisors | Ft. Myers, FL | Erie, PA | SEC-registered investment adviser |
| Hightower Advisors, LLC | Fort Myers, FL | Chicago, IL | SEC-registered investment adviser |
| Hilltop Wealth & Tax Solutions | Fort Meyers, FL | Mishawaka, IN | SEC-registered investment adviser |
| Ideal Retirement Solutions | Fort Myers, FL | Port Charlotte, FL | SEC-registered investment adviser |
| Investment Management & Planning LLC | Fort Myers, FL | Greenville, DE | SEC-registered investment adviser |
| IP Financial Advisory Services LLC | Fort Myers, FL | Charlotte, NC | SEC-registered investment adviser |
| J2 Capital Management, Inc. | Cape Coral, FL | Troy, MI | SEC-registered investment adviser |
| MAI Capital Management, LLC | Fort Myers, FL | Cleveland, OH | SEC-registered investment adviser |
| McDermott Investment Advisors, LLC | Fort Myers, FL | Naples, FL | SEC-registered investment adviser |
| Namcoa | Fort Myers, FL | Mooresville, NC | SEC-registered investment adviser |
| Northern Trust Securities, Inc | Bonita Springs, FL | Chicago, IL | SEC-registered investment adviser |
| Oakwood Capital, Inc. | Fort Myers, FL | St. Louis Park, MN | SEC-registered investment adviser |
| Park Avenue Securities LLC | Fort Myers, FL | New York, NY | SEC-registered investment adviser |
| Piney Lake Capital Management LP | Fort Myers, FL | Greenwich, CT | SEC-registered investment adviser |
| Pinnacle Investments, LLC | Estero, FL | East Syracuse, NY | SEC-registered investment adviser |
| Prosperity - an Eisneramper Company | Fort Myers, FL | Owings Mills, MD | SEC-registered investment adviser |
| Regal Advisory Services, Inc. | Ft. Myers, FL | Glenview, IL | SEC-registered investment adviser |
| Regal Investment Advisors LLC | Estero, FL | Kentwood, MI | SEC-registered investment adviser |
| Rehmann Wealth | Orlando, FL | Lansing, MI | SEC-registered investment adviser |
| Sanctuary Advisors, LLC | Fort Myers, FL | Miami, FL | SEC-registered investment adviser |
| Sequent Planning, LLC | Bonita Springs, FL | Omaha, NE | SEC-registered investment adviser |
| Slagle Financial, LLC. | Bonita Springs, FL | Edwardsville, IL | SEC-registered investment adviser |
| Sound Income Strategies, LLC | Fort Myers, FL | Fort Lauderdale, FL | SEC-registered investment adviser |
| Summit Wealth Partners, LLC | Fort Myers, FL | Orlando, FL | SEC-registered investment adviser |
| Suncoast Equity Management, LLC | Sanibel, FL | Tampa, FL | SEC-registered investment adviser |
| Trajan Wealth, L.L.C. | Ft Myers, FL | Scottsdale, AZ | SEC-registered investment adviser |
| True Wealth Design, LLC | Ft. Myers, FL | Akron, OH | SEC-registered investment adviser |
| Truvestments Capital LLC | Fort Myers, FL | Sarasota, FL | SEC-registered investment adviser |
| Venture Visionary Partners LLC | Bonita Springs, FL | Sylvania, OH | SEC-registered investment adviser |
| Vertis Wealth, LLC | Bonita Springs, FL | Chicago, IL | SEC-registered investment adviser |
| Virtue Capital Management, LLC | Fort Myers, FL | Brentwood, TN | SEC-registered investment adviser |
| Wealth Enhancement Advisory Services, LLC | Fort Myers, FL | Plymouth, MN | SEC-registered investment adviser |
| William Blair & Company L.L.C. | Fort Myers, FL | Chicago, IL | SEC-registered investment adviser |
| William Joseph Capital Management, Inc. | Ft Myers, FL | Bristol, CT | SEC-registered investment adviser |
| William Mack & Associates Inc | Estero, FL | Troy, MI | SEC-registered investment adviser |
| Woodstock Wealth Management, Inc. | Cape Coral, FL | Woodstock, GA | SEC-registered investment adviser |
Source: Form ADV, Schedule D, Section 1.F (other offices), from each firm's most recent filing that lists its offices, within the last 18 months. City and state only. A listed office is where the firm reports conducting advisory business. SEC-registered firms and exempt reporting advisers list only their 25 largest offices, so this is a floor, not a full count.
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AdvisorCensus. Advisory firms with an office in Cape Coral, FL, headquartered elsewhere. https://advisorcensus.com/advisors/fl/cape-coral/branch-offices https://advisorcensus.com/advisors/fl/cape-coral/branch-offices