Skip to content

Financial Advisors in Lehigh Acres, FL: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Lehigh Acres: Ascent Financial, RFA Score 71/100; 5.0★ from 27 Google reviews; open 7 days a week.

  2. 46

    Most-reviewed: Bank of America (Lobby Service Only), 87 Google reviews at 3.9★, the most of 145 ranked; ranked #46.

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

145 Lehigh Acres financial advisors are ranked here by RFA Score, from eight published factors. 19 open Saturdays and 5 open Sundays, based on posted hours. The median Google rating is 4.9★ across 145 rated firms.

Top 10 financial advisors in Lehigh Acres 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 Lehigh Acres at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Ascent Financial715.0★ (27)Lehigh AcresSat · Sun · EveningsTop score
2Rinaldi Wealth Management - Financial Advisor705.0★ (82)Bonita Springs, 20 mi away——
3Northrop Financial Group704.9★ (60)Fort Myers, 15 mi away——
4Retallick Financial Group & Retallick Wealth Management694.9★ (52)Fort Myers, 14 mi away——
5Lawrence Legacy Group, LLC.694.9★ (57)Estero, 16 mi away——
6Pruitt Cordell & Associates684.8★ (57)Estero, 17 mi away——
7Edward Jones - Financial Advisor: DJ Rossi, CEPA®|AAMS®685.0★ (33)Punta Gorda, 13 mi away——
8Evolution Retirement Services685.0★ (39)Fort Myers, 17 mi away——
9Miriam A Nascimento: Primerica - Financial Services685.0★ (47)Bonita Springs, 20 mi away——
10Retallick Financial Group & Retallick Wealth Management684.9★ (64)Bonita Springs, 23 mi away——

All 145 financial advisors in Lehigh Acres, 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.

  1. Ranked #1 in Lehigh Acres

    #1 Ascent Financial

    Based in Lehigh Acres

    71/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 27 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 27 Google reviews
    Hours
    Mon–Sun 9:30 AM–9 PM
    View profile for Ascent Financial(877) 444-2841

  3. #3 Northrop Financial Group

    Based in Fort Myers, 15 mi away

    70/100RFA Score

    Ranked #3 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

  12. #12 Clay Financial

    Based in Bonita Springs, 22 mi away

    68/100RFA Score

    Ranked #12 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

  20. #20 Northwestern Mutual

    Based in Fort Myers, 12 mi away

    66/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.6★ from 20 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 20 Google reviews
    Address
    10070 Daniels Interstate Ct #230, Fort Myers, FL 33913
    View profile for Northwestern Mutual(239) 985-2800

  23. #23 Busey Bank

    Based in Fort Myers, 17 mi away

    66/100RFA Score

    Ranked #23 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

  24. #24 Advanced Wealth Advisors

    Based in Fort Myers, 16 mi away

    65/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.7★ from 22 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 22 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    5237 Summerlin Commons Blvd #404, Fort Myers, FL 33907
    View profile for Advanced Wealth Advisors(239) 455-1100

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 145 ranked financial advisors here; the rest are on their profiles.

financial advisors in Lehigh Acres, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Sentinel Wealth & Tax655.0★ (31)23 mi
27Lighthouse Wealth Management LLC654.5★ (25)16 mi
28Land Capital Advisors654.4★ (28)16 mi
29Hilltop Wealth & Tax Solutions655.0★ (17)16 mi
30Solutions Money Management655.0★ (16)16 mi
31Advantage Wealth Partners655.0★ (12)13 mi
32Alexander Peter Wealth Management655.0★ (13)13 mi
33Equity 1031 Exchange655.0★ (23)21 mi
34D Gates Wealth Management655.0★ (21)20 mi
35Jordan Taylor Harrison: Primerica - Financial Services655.0★ (17)17 mi
36ReclaimMyFunds654.0★ (4)In Lehigh Acres
37Edward Jones - Financial Advisor: Joe Timm, CEPA®|AAMS®654.0★ (4)In Lehigh Acres
38Busey Bank654.6★ (27)20 mi
39Edward Jones - Financial Advisor: Brian R Sumwalt, AAMS®655.0★ (11)13 mi
40Lenny Cannova-Modern Woodmen of America655.0★ (19)20 mi
41ANTOLINO Wealth Advisors645.0★ (14)17 mi
42Everwell Financial645.0★ (13)16 mi
43Jason Phillip Rodgers: Primerica - Financial Services645.0★ (14)17 mi
44FineMark Bank & Trust, a division of Commerce Bank644.3★ (22)18 mi
45David Pinzon645.0★ (12)17 mi
46Bank of America (Lobby Service Only)643.9★ (87)23 mi
47Viva Health Advisors635.0★ (12)18 mi
48Northwestern Mutual Wealth Management Company634.5★ (17)19 mi
49First Horizon Bank - Cape Coral, FL - Del Prado Blvd S634.3★ (22)20 mi
50First Horizon Bank - Bonita Springs, FL - Health Center Blvd634.2★ (22)20 mi

Also serving Lehigh Acres

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 Lehigh Acres
BusinessGoogle ratingDistance
CLA (CliftonLarsonAllen)5.0★ (2)17 mi
Cornerstone Financial Planning, Inc.5.0★ (2)16 mi
DPO Wealth Management5.0★ (2)17 mi
Edward Jones - Financial Advisor: Cheryl A Sylvester JamesIn Lehigh Acres
Edward Jones - Financial Advisor: Cheryl L Admire, AAMS®3.5★ (2)15 mi
Edward Jones - Financial Advisor: Dani Fergen, AAMS®5.0★ (2)18 mi
Fifth Third Securities - Connor MacKayIn Lehigh Acres
Ian K. Sample - Kane Financial1.0★ (2)17 mi
Investing In Your DreamsIn Lehigh Acres
J2 Capital Management5.0★ (2)21 mi
Luis Angel Barriera Garay: Primerica - Financial Services5.0★ (2)20 mi
Macke Financial Advisory Group3.0★ (2)16 mi
Maria Fiorillo: Primerica - Financial Services5.0★ (2)17 mi
Roach Financial Services5.0★ (2)15 mi
Terri Starliper - Financial Advisor, Ameriprise Financial Services, LLC3.0★ (2)13 mi
The Hassle Free Group LLCIn Lehigh Acres
Trajan Wealth5.0★ (2)16 mi
Turner SolutionsIn Lehigh Acres
Wells Fargo AdvisorsIn Lehigh Acres
Wells Fargo AdvisorsIn Lehigh Acres

How we ranked Lehigh Acres financial advisors

We scored 145 Lehigh Acres 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 Lehigh Acres 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 Lehigh Acres: frequently asked questions

Which financial advisor has the highest RFA Score in Lehigh Acres?

By RFA Score, the highest-ranked financial advisor in Lehigh Acres, FL is Ascent Financial with an RFA Score of 71/100. It has 5.0★ from 27 Google reviews. It is open 7 days a week. Rinaldi Wealth Management - Financial Advisor (#2) and Northrop Financial Group (#3) follow. We ranked 145 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Lehigh Acres?

RankedFinancialAdvisors ranks 145 financial advisors serving Lehigh Acres, FL. 4 of them are based in Lehigh Acres; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Lehigh Acres work on weekends?

19 of 145 ranked financial advisors post Saturday hours and 5 post Sunday hours. The highest-ranked open Saturdays are Ascent Financial (#1) and Jesi Jarosz, RICP - Financial Advisor - Northwestern Mutual (#22). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Lehigh Acres financial advisors have?

The median Google rating among 145 rated financial advisors in Lehigh Acres is 4.9★, with a median of 12 reviews. Bank of America (Lobby Service Only) has the most, 87 reviews, and ranks #46. 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 Lehigh Acres count in this ranking?

Yes, if they are within 25 mi of the Lehigh Acres 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 Lehigh Acres 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 Lehigh Acres 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 Lehigh Acres

  1. November 2026: RFA Scores recalculated for 145 financial advisors serving Lehigh Acres.

More financial advisors and Lehigh Acres pages