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Financial Advisors in Iona, FL: 2026 rankings

177 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Iona: Rinaldi Wealth Management - Financial Advisor, RFA Score 72/100; 5.0★ from 82 Google reviews.

  2. 25

    Most-reviewed: Equity Trust Company, 256 Google reviews at 4.9★, the most of 177 ranked; ranked #25.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

177 Iona financial advisors are ranked here by RFA Score, from eight published factors. 20 open Saturdays and 5 open Sundays, based on posted hours. The median Google rating is 5.0★ across 177 rated firms.

Top 10 financial advisors in Iona at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Iona at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Rinaldi Wealth Management - Financial Advisor725.0★ (82)Bonita Springs, 13 mi awayTop score
2Northrop Financial Group724.9★ (60)Fort Myers, 8 mi away—
3Retirement Wealth Advisors LLC724.9★ (41)Cape Coral, 3 mi away—
4Evolution Retirement Services715.0★ (39)Fort Myers, 6 mi away—
5Retallick Financial Group & Retallick Wealth Management704.9★ (52)Fort Myers, 11 mi away—
6Equity 1031 Exchange705.0★ (23)Fort Myers, 1 mi away—
7Pruitt Cordell & Associates704.8★ (57)Estero, 11 mi away—
8Lorraine Albino-Hinkley: Primerica - Financial Services704.8★ (32)Fort Myers, 5 mi away—
9Lawrence Legacy Group, LLC.704.9★ (57)Estero, 14 mi away—
10Miriam A Nascimento: Primerica - Financial Services705.0★ (47)Bonita Springs, 13 mi away—

All 177 financial advisors in Iona, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  2. #2 Northrop Financial Group

    Based in Fort Myers, 8 mi away

    72/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 4.9★ from 60 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 60 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    13700 6 Mile Cypress Pkwy #2, Fort Myers, FL 33912
    View profile for Northrop Financial Group(239) 271-2488

  6. #6 Equity 1031 Exchange

    Based in Fort Myers, 1 mi away

    70/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 23 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 23 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    15671 San Carlos Blvd #101, Fort Myers, FL 33908
    View profile for Equity 1031 Exchange(239) 333-1031

  18. #18 Busey Bank

    Based in Fort Myers, 5 mi away

    69/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 4.4★ from 37 Google reviews, listed on Google as “Financial consultant”.

    • 4.4★ from 37 Google reviews
    Hours
    Mon–Tue 9 AM–4 PM · Wed closed · Thu–Fri 9 AM–4 PM · Sat–Sun closed
    Address
    7980 Summerlin Lakes Dr #101, Fort Myers, FL 33907
    View profile for Busey Bank(239) 790-8000

  21. #21 True Classic Wealth

    Based in Naples, 22 mi away

    69/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 62 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 62 Google reviews
    Hours
    Mon–Fri 7 AM–8 PM · Sat 9 AM–1 PM · Sun closed
    Address
    5660 Strand Ct, Naples, FL 34110
    View profile for True Classic Wealth(888) 824-1144

  22. #22 Busey Bank

    Based in Cape Coral, 6 mi away

    69/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.6★ from 27 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 27 Google reviews
    Hours
    Mon–Tue 9 AM–4 PM · Wed closed · Thu–Fri 9 AM–4 PM · Sat 9 AM–12 PM · Sun closed
    Address
    2524 Del Prado Blvd S, Cape Coral, FL 33904
    View profile for Busey Bank(239) 573-6488

  23. #23 Clay Financial

    Based in Bonita Springs, 19 mi away

    68/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 50 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 50 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    12870 Trade Way Four #108, Bonita Springs, FL 34135
    View profile for Clay Financial(419) 315-9792

  25. #25 Equity Trust Company

    Based in Fort Myers, 1 mi away

    68/100RFA Score

    Ranked #25 because of its Google rating and review volume: 4.9★ from 256 Google reviews, the most in Iona.

    • 4.9★ from 256 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–4 PM · Sat–Sun closed
    Address
    15671 San Carlos Blvd #101, Fort Myers, FL 33908
    View profile for Equity Trust Company(239) 333-1032

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 177 ranked financial advisors here; the rest are on their profiles.

financial advisors in Iona, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Advanced Wealth Advisors684.7★ (22)7 mi
27Hilltop Wealth & Tax Solutions685.0★ (17)6 mi
28Solutions Money Management685.0★ (16)6 mi
29First Horizon Bank - Cape Coral, FL - Cape Coral Pkwy684.0★ (31)3 mi
30Jason Phillip Rodgers: Primerica - Financial Services685.0★ (14)5 mi
31Kristine Skaarsgard-Modern Woodmen of America685.0★ (21)10 mi
32Bettrlife Financial Services685.0★ (56)24 mi
33The Art and Science of Successful Planning685.0★ (18)9 mi
34FineMark Bank & Trust, a division of Commerce Bank684.3★ (22)5 mi
35Sentinel Wealth & Tax675.0★ (31)16 mi
36David Pinzon675.0★ (12)5 mi
37Bank of America Financial Center673.6★ (55)3 mi
38Cash Flow Copilot675.0★ (10)4 mi
39Lighthouse Wealth Management LLC674.5★ (25)10 mi
40Land Capital Advisors674.4★ (28)10 mi
41Everwell Financial675.0★ (13)7 mi
42Ideal Retirement Solutions675.0★ (10)5 mi
43First Horizon Bank - Cape Coral, FL - Del Prado Blvd S674.3★ (22)8 mi
44First Horizon Bank - Ft Myers, FL - McGregor Blvd673.5★ (26)1 mi
45Asset Management & Advisory Services675.0★ (8)3 mi
46Advanced Wealth Advisors675.0★ (41)24 mi
47Northwestern Mutual674.6★ (20)11 mi
48Charles Schwab663.8★ (24)6 mi
49Jesi Jarosz, RICP - Financial Advisor - Northwestern Mutual665.0★ (14)11 mi
50Key Private Bank663.7★ (27)5 mi

Also serving Iona

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Iona
BusinessGoogle ratingDistance
Advisors Trust3.0★ (2)20 mi
Brad Wuertz - Thrivent5.0★ (2)17 mi
CLA (CliftonLarsonAllen)5.0★ (2)6 mi
Cornerstone Financial Planning, Inc.5.0★ (2)6 mi
DPO Wealth Management5.0★ (2)6 mi
Edward Jones - Financial Advisor: Cheryl L Admire, AAMS®3.5★ (2)11 mi
Edward Jones - Financial Advisor: Dani Fergen, AAMS®5.0★ (2)4 mi
Edward Jones - Financial Advisor: Kyle Terzak, CFP®|ChFC®5.0★ (2)16 mi
Financial Legacy Wealth Advisors5.0★ (2)2 mi
FineMark Bank & Trust, a division of Commerce Bank3.0★ (2)15 mi
Gallegos Wealth Management - Raymond James5.0★ (2)16 mi
Ian K. Sample - Kane Financial1.0★ (2)7 mi
J2 Capital Management5.0★ (2)3 mi
Luis Angel Barriera Garay: Primerica - Financial Services5.0★ (2)13 mi
Macke Financial Advisory Group3.0★ (2)6 mi
Maria Fiorillo: Primerica - Financial Services5.0★ (2)5 mi
Raymond JamesIn Iona
Roach Financial Services5.0★ (2)8 mi
Terri Starliper - Financial Advisor, Ameriprise Financial Services, LLC3.0★ (2)10 mi
Trajan Wealth5.0★ (2)7 mi

How we ranked Iona financial advisors

We scored 177 Iona financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Iona data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Iona: frequently asked questions

Which financial advisor has the highest RFA Score in Iona?

By RFA Score, the highest-ranked financial advisor in Iona, FL is Rinaldi Wealth Management - Financial Advisor with an RFA Score of 72/100. It has 5.0★ from 82 Google reviews. Northrop Financial Group (#2) and Retirement Wealth Advisors LLC (#3) follow. We ranked 177 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Iona?

RankedFinancialAdvisors ranks 177 financial advisors serving Iona, FL. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Iona work on weekends?

20 of 177 ranked financial advisors post Saturday hours and 5 post Sunday hours. The highest-ranked open Saturdays are True Classic Wealth (#21) and Busey Bank (#22). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Iona financial advisors have?

The median Google rating among 177 rated financial advisors in Iona is 5.0★, with a median of 12 reviews. Equity Trust Company has the most, 256 reviews, and ranks #25. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Iona count in this ranking?

Yes, if they are within 25 mi of the Iona city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Iona ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Iona a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Iona

  1. November 2026: RFA Scores recalculated for 177 financial advisors serving Iona.

More financial advisors and Iona pages