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Investment Advisors in Cape Coral, FL: 2026 rankings

60 investment advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Cape Coral: Lenny Cannova-Modern Woodmen of America, RFA Score 72/100; 5.0★ from 19 Google reviews.

  2. 5

    Most-reviewed: Equity Trust Company, 256 Google reviews at 4.9★, the most of 60 ranked; ranked #5.

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

60 Cape Coral investment advisors are ranked here by RFA Score, from eight published factors. 4 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 4.9★ across 60 rated firms.

Top 10 investment advisors in Cape Coral 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 investment advisors in Cape Coral at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Lenny Cannova-Modern Woodmen of America725.0★ (19)Cape Coral—Top score
2Equity 1031 Exchange715.0★ (23)Fort Myers, 4 mi away——
3Kristine Skaarsgard-Modern Woodmen of America705.0★ (21)Fort Myers, 7 mi away——
4Land Capital Advisors694.4★ (28)Fort Myers, 7 mi away——
5Equity Trust Company684.9★ (256)Fort Myers, 4 mi away—Most reviews
6Wells Fargo Advisors675.0★ (3)Cape Coral——
7ASAP Credit Repair664.9★ (127)Fort Myers, 5 mi awaySat · Evenings—
8Fidelity Investments653.0★ (6)Fort Myers, 7 mi away——
9Wells Fargo Advisors653.7★ (3)Fort Myers, 7 mi away——
10Dragonfly Properties & Investments, LLC RSA643.0★ (4)Lehigh Acres, 8 mi away——

All 60 investment advisors in Cape Coral, 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 Equity 1031 Exchange

    Based in Fort Myers, 4 mi away

    71/100RFA Score

    Ranked #2 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

  4. #4 Land Capital Advisors

    Based in Fort Myers, 7 mi away

    69/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.4★ from 28 Google reviews, listed on Google as “Investment service”.

    • 4.4★ from 28 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2180 W First St Ste 302, Fort Myers, FL 33901
    View profile for Land Capital Advisors(239) 322-5800

  5. #5 Equity Trust Company

    Based in Fort Myers, 4 mi away

    68/100RFA Score

    Ranked #5 because of its Google rating and review volume: 4.9★ from 256 Google reviews, the most in Cape Coral.

    • 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

  7. #7 ASAP Credit Repair

    Based in Fort Myers, 5 mi away

    66/100RFA Score

    Ranked #7 because of its Google rating and review volume: 4.9★ from 127 Google reviews.

    • 4.9★ from 127 Google reviews
    Hours
    Mon–Fri 7 AM–7 PM · Sat 8 AM–4 PM · Sun closed
    Address
    13300 S Tamiami Trl, Fort Myers, FL 33912
    View profile for ASAP Credit Repair(239) 243-0013

  8. #8 Fidelity Investments

    Based in Fort Myers, 7 mi away

    65/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 3.0★ from 6 Google reviews, listed on Google as “Investment service”.

    • 3.0★ from 6 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    6921 Daniels Pkwy #200, Fort Myers, FL 33912
    View profile for Fidelity Investments(239) 895-0872

  12. #12 Faris Capital Partners

    Based in Naples, 23 mi away

    63/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 4.7★ from 9 Google reviews, listed on Google as “Investment company”.

    • 4.7★ from 9 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    999 Vanderbilt Beach Rd Suite 200, Naples, FL 34108
    View profile for Faris Capital Partners(239) 790-0222

  14. #14 Busey Bank

    Based in Cape Coral

    62/100RFA Score

    Ranked #14 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

  17. #17 Busey Bank

    Based in Fort Myers, 4 mi away

    61/100RFA Score

    Ranked #17 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

  18. #18 Advanced Wealth Advisors

    Based in Fort Myers, 5 mi away

    60/100RFA Score

    Ranked #18 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

  23. #23 True Classic Wealth

    Based in Naples, 24 mi away

    59/100RFA Score

    Ranked #23 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

  24. #24 Northwestern Mutual

    Based in Fort Myers, 10 mi away

    58/100RFA Score

    Ranked #24 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

Investment 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 60 ranked investment advisors here; the rest are on their profiles.

investment advisors in Cape Coral, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Charles Schwab583.8★ (24)4 mi
27Edward Jones - Financial Advisor: Hector Gomez585.0★ (5)In Cape Coral
28Edward Jones - Financial Advisor: DJ Rossi, CEPA®|AAMS®585.0★ (33)20 mi
29Advantage Wealth Partners585.0★ (12)9 mi
30Key Private Bank583.7★ (27)4 mi
31Marshall Reddick Real Estate583.3★ (126)In Cape Coral
32Edward Jones - Financial Advisor: Els Bunkens, CFP®|CEPA®575.0★ (7)6 mi
33ANTOLINO Wealth Advisors575.0★ (14)14 mi
34CPK Wealth Management574.3★ (6)5 mi
35Northwestern Mutual Wealth Management Company574.5★ (17)14 mi
36Alliance Financial Group573.5★ (13)6 mi
37Asset Management & Advisory Services575.0★ (3)17 mi
38Edward Jones - Financial Advisor: R J Dempsey, CFP®|ChFC®573.0★ (4)In Cape Coral
39Edward Jones - Financial Advisor: Taylor M Schenone, CFP®|AAMS®575.0★ (4)5 mi
40Merrill Lynch Wealth Management573.3★ (10)4 mi
41Edward Jones - Financial Advisor: Brad A Jackson, CFP®|AAMS®565.0★ (3)3 mi
42Prudent Financial Planning565.0★ (26)24 mi
43Joe Enders - Financial Advisor, Ameriprise Financial Services, LLC565.0★ (3)4 mi
44Raymond James Financial Services565.0★ (3)4 mi
45Aviance Capital Partners565.0★ (22)23 mi
46Family Tree Financial Services, LLC564.2★ (5)7 mi
47Roger J Solis - Private Wealth Advisor, Ameriprise Financial Services, LLC553.7★ (3)4 mi
48Investors‘ Security Trust553.7★ (3)4 mi
49FineMark Bank & Trust, a division of Commerce Bank554.3★ (12)15 mi
50Sam Mazzola - Edelman Financial Engines554.9★ (19)24 mi

Also serving Cape Coral

20 more investment 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 investment advisors serving Cape Coral
BusinessGoogle ratingDistance
Affluent Wealth Management5.0★ (5)In Cape Coral
Brian Sauls, Financial Planner | Prudential Advisors5.0★ (3)In Cape Coral
Brightview Insurance & Financial Group5.0★ (1)In Cape Coral
Eddie Suarez Jr: Primerica - Financial Services5.0★ (1)In Cape Coral
Edward Jones - Financial Advisor: Brian Bice3.0★ (1)In Cape Coral
Edward Jones - Financial Advisor: Terry L Frith, AAMS®|CRPC™5.0★ (1)In Cape Coral
Emerald Wealth Management Solutions, llc4.0★ (4)In Cape Coral
Fairview Lending - Home Mortgages5.0★ (182)In Cape Coral
J2 Capital Management5.0★ (2)In Cape Coral
KP Mortgage, your favorite lender.5.0★ (53)In Cape Coral
MarketStrats, LLC5.0★ (5)In Cape Coral
Retirement Wealth Advisors LLC4.9★ (41)In Cape Coral
Rich Wealth Planning4.8★ (4)In Cape Coral
Rouse Kelly Financial Group4.0★ (1)In Cape Coral
Solutions Money Management5.0★ (16)In Cape Coral
Southern Country Business Advisors4.9★ (36)In Cape Coral
T.J. Faber, CFP - Financial Advisor5.0★ (4)In Cape Coral
Terry Mills: Primerica - Financial Services5.0★ (6)In Cape Coral
Truist2.9★ (31)In Cape Coral
Wells Fargo Advisors1.0★ (1)In Cape Coral

How we ranked Cape Coral investment advisors

We scored 60 Cape Coral investment 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 Cape Coral 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 an investment advisor

  1. Confirm the investment 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 an investment 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 investment 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.

Investment advisors in Cape Coral: frequently asked questions

Which investment advisor has the highest RFA Score in Cape Coral?

By RFA Score, the highest-ranked investment advisor in Cape Coral, FL is Lenny Cannova-Modern Woodmen of America with an RFA Score of 72/100. It has 5.0★ from 19 Google reviews. Equity 1031 Exchange (#2) and Kristine Skaarsgard-Modern Woodmen of America (#3) follow. We ranked 60 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Cape Coral?

RankedFinancialAdvisors ranks 60 investment advisors serving Cape Coral, FL. 8 of them are based in Cape Coral; 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 investment advisors in Cape Coral work on weekends?

4 of 60 ranked investment advisors post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are ASAP Credit Repair (#7), Busey Bank (#14) and True Classic Wealth (#23). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Cape Coral investment advisors have?

The median Google rating among 60 rated investment advisors in Cape Coral is 4.9★, with a median of 11 reviews. Equity Trust Company has the most, 256 reviews, and ranks #5. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank investment advisors?

Each investment 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 investment advisors outside Cape Coral count in this ranking?

Yes, if they are within 25 mi of the Cape Coral city center, our service radius for investment 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 investment 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 an investment advisor do?

Investment advisors manage portfolios and give advice about securities for a fee. In the US, firms register with the SEC or a state securities regulator and file a Form ADV brochure; in Canada, portfolio managers and dealers register with the provincial securities regulator.

How are investment advisors in Cape Coral ranked?

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

How do I check an investment 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 investment advisor in Cape Coral 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 investment 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 Cape Coral

  1. November 2026: RFA Scores recalculated for 60 investment advisors serving Cape Coral.

More investment advisors and Cape Coral pages