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Investment Advisors in North Fort Myers, FL: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in North Fort Myers: Kristine Skaarsgard-Modern Woodmen of America, RFA Score 71/100; 5.0★ from 21 Google reviews.

  2. 6

    Most-reviewed: Equity Trust Company, 256 Google reviews at 4.9★, the most of 57 ranked; ranked #6.

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

57 North Fort Myers investment advisors are ranked here by RFA Score, from eight published factors. 3 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 4.9★ across 57 rated firms.

Most of this list also appears on the Investment advisors in Cape Coral ranking. See Investment advisors in Cape Coral

Top 10 investment advisors in North Fort Myers 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 North Fort Myers at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Kristine Skaarsgard-Modern Woodmen of America715.0★ (21)Fort Myers, 2 mi away—Top score
2Land Capital Advisors704.4★ (28)Fort Myers, 2 mi away——
3Lenny Cannova-Modern Woodmen of America705.0★ (19)Cape Coral, 6 mi away——
4Equity 1031 Exchange695.0★ (23)Fort Myers, 11 mi away——
5Wells Fargo Advisors665.0★ (3)Cape Coral, 2 mi away——
6Equity Trust Company664.9★ (256)Fort Myers, 11 mi away—Most reviews
7Wells Fargo Advisors663.7★ (3)Fort Myers, 2 mi away——
8Dragonfly Properties & Investments, LLC RSA653.0★ (4)Lehigh Acres, 5 mi away——
9ASAP Credit Repair654.9★ (127)Fort Myers, 9 mi awaySat · Evenings—
10Fidelity Investments643.0★ (6)Fort Myers, 9 mi away——

All 57 investment advisors in North Fort Myers, 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 Land Capital Advisors

    Based in Fort Myers, 2 mi away

    70/100RFA Score

    Ranked #2 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

  4. #4 Equity 1031 Exchange

    Based in Fort Myers, 11 mi away

    69/100RFA Score

    Ranked #4 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

  6. #6 Equity Trust Company

    Based in Fort Myers, 11 mi away

    66/100RFA Score

    Ranked #6 because of its Google rating and review volume: 4.9★ from 256 Google reviews, the most in North Fort Myers.

    • 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

  9. #9 ASAP Credit Repair

    Based in Fort Myers, 9 mi away

    65/100RFA Score

    Ranked #9 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

  10. #10 Fidelity Investments

    Based in Fort Myers, 9 mi away

    64/100RFA Score

    Ranked #10 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

  16. #16 Busey Bank

    Based in Cape Coral, 6 mi away

    60/100RFA Score

    Ranked #16 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

  18. #18 Advanced Wealth Advisors

    Based in Fort Myers, 6 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

  19. #19 Busey Bank

    Based in Fort Myers, 9 mi away

    59/100RFA Score

    Ranked #19 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

  23. #23 Northwestern Mutual

    Based in Fort Myers, 10 mi away

    58/100RFA Score

    Ranked #23 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

How we ranked North Fort Myers investment advisors

We scored 57 North Fort Myers 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 North Fort Myers 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 North Fort Myers: frequently asked questions

Which investment advisor has the highest RFA Score in North Fort Myers?

By RFA Score, the highest-ranked investment advisor in North Fort Myers, FL is Kristine Skaarsgard-Modern Woodmen of America with an RFA Score of 71/100. It has 5.0★ from 21 Google reviews. Land Capital Advisors (#2) and Lenny Cannova-Modern Woodmen of America (#3) follow. We ranked 57 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in North Fort Myers?

RankedFinancialAdvisors ranks 57 investment advisors serving North Fort Myers, FL. Counts are as of November 2026.

Which investment advisors in North Fort Myers work on weekends?

3 of 57 ranked investment advisors post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are ASAP Credit Repair (#9), Busey Bank (#16) and Jesi Jarosz, RICP - Financial Advisor - Northwestern Mutual (#24). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do North Fort Myers investment advisors have?

The median Google rating among 57 rated investment advisors in North Fort Myers is 4.9★, with a median of 11 reviews. Equity Trust Company has the most, 256 reviews, and ranks #6. 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 North Fort Myers count in this ranking?

Yes, if they are within 25 mi of the North Fort Myers 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 North Fort Myers 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 North Fort Myers 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 North Fort Myers

  1. November 2026: RFA Scores recalculated for 57 investment advisors serving North Fort Myers.

More investment advisors and North Fort Myers pages