Top advisors in Bonita Springs
We’ve curated a list of the best financial advisors in Bonita Springs, take a look at it below
Find an advisor in Bonita Springs| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $373,990,415 | 75 advisors | ||
| 2 | $130,600,000 | 4 advisors | ||
| 3 | $100,472,322 | 9 advisors | ||
| 4 | $10,833,308 | 3 advisors |
How we came up with this list
To generate our top financial advisors list in Bonita Springs, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Bonita Springs. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Portfolio Medics, LLC
Assets under management
$373,990,415
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
2. Rinaldi Wealth Management, Inc.
Assets under management
$130,600,000
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
3. Nova Wealth Management, Inc.
Assets under management
$100,472,322
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
4. Legacy Family Office, LLC
Assets under management
$10,833,308
Fee structure
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Educational Seminars/workshops
Your first meeting is free.