#1Nova Wealth Management, Inc.
NOVA WEALTH MANAGEMENT, INC.
Serves this area from Bonita Springs, FL (21 mi)
Retirement Plan Advisors in Cape Coral, FL
The top-ranked retirement plan advisors serving Cape Coral, FL are Nova Wealth Management, Inc., Rinaldi Wealth Management, Inc. and Portfolio Medics, LLC. We list 14 retirement plan advisors serving Cape Coral, FL. 14 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Cape Coral, FL (Lee County). 14 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Cape Coral
#2Rinaldi Wealth Management, Inc.
RINALDI WEALTH MANAGEMENT, INC.Serves this area from Bonita Springs, FL (21 mi)#3Portfolio Medics, LLC
PORTFOLIO MEDICS, LLCServes this area from Bonita Springs, FL (24 mi)#4Naples Wealth Planning
NAPLES WEALTH PLANNING, LLCServes this area from Bonita Springs, FL (25 mi)#5Coquina Private Wealth Advisors
COQUINA PRIVATE WEALTH LLCServes this area from Port Charlotte, FL (27 mi)#6Naples Wealth Advisors, LLC
NAPLES WEALTH ADVISORS, LLCServes this area from Pelican Marsh, FL (30 mi)#7Servatus Capital
SERVATUS CAPITAL, LLCServes this area from Pelican Marsh, FL (30 mi)#8The High Net Worth Advisory Group, LLC
THE HIGH NET WORTH ADVISORY GROUP, LLCServes this area from Pine Ridge, FL (30 mi)#9Intellus Advisors, LLC
INTELLUS ADVISORS, LLCServes this area from Pelican Bay, FL (30 mi)#10Cwa Asset Management Group
CWA ASSET MANAGEMENT GROUP, LLCServes this area from Pelican Marsh, FL (31 mi)
4 more providers serving this area
- Andrew Hill Investment Advisors, Inc., Naples, FL (33 mi)
- Modern Portfolio Consultants, LLC, Naples, FL (33 mi)
- Cic, LLC, Marco Island, FL (51 mi)
- Anchor & Oak Wealth Advisors, LLC, Marco Island, FL (52 mi)
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Frequently asked questions
How many retirement plan advisors serve Cape Coral?
We list 14 retirement plan advisors serving Cape Coral, FL: 0 based there and 14 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Cape Coral?
The top-ranked retirement plan advisors serving Cape Coral, FL are Nova Wealth Management, Inc., Rinaldi Wealth Management, Inc., Portfolio Medics, LLC, Naples Wealth Planning and Coquina Private Wealth Advisors. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Cape Coral are verified against official records?
10 of the top 10 match an active official record: Nova Wealth Management, Inc. (U.S. Securities and Exchange Commission), Rinaldi Wealth Management, Inc. (U.S. Securities and Exchange Commission), Portfolio Medics, LLC (U.S. Securities and Exchange Commission), Naples Wealth Planning (U.S. Securities and Exchange Commission) and Coquina Private Wealth Advisors (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .