#1 Naples Wealth Planning
NAPLES WEALTH PLANNING, LLC
Based in Bonita Springs, FL
Call (239) 330-4183 · WebsiteRetirement Plan Advisors in Lee County, FL
The top-ranked retirement plan advisors serving Lee County, FL are Naples Wealth Planning, Nova Wealth Management, Inc. and Portfolio Medics, LLC. We list 14 retirement plan advisors serving Lee County, 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 Lee County, FL. 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 Lee County
#2 Nova Wealth Management, Inc.
NOVA WEALTH MANAGEMENT, INC.Based in Bonita Springs, FLCall (239) 444-1794 · Website#3 Portfolio Medics, LLC
PORTFOLIO MEDICS, LLCBased in Bonita Springs, FLCall (239) 444-1766 · Website#4 Rinaldi Wealth Management, Inc.
RINALDI WEALTH MANAGEMENT, INC.Based in Bonita Springs, FLCall (239) 444-6111 · Website#5 Naples Wealth Advisors, LLC
NAPLES WEALTH ADVISORS, LLCServes this area from Pelican Marsh, FL (24 mi)Call (239) 325-1811 · Website#6 Servatus Capital
SERVATUS CAPITAL, LLCServes this area from Pelican Marsh, FL (24 mi)Call (314) 750-1167#7 The High Net Worth Advisory Group, LLC
THE HIGH NET WORTH ADVISORY GROUP, LLCServes this area from Pine Ridge, FL (24 mi)Call (866) 906-2325 · Website#8 Intellus Advisors, LLC
INTELLUS ADVISORS, LLCServes this area from Pelican Bay, FL (25 mi)Call (239) 649-3600 · Website#9 Cwa Asset Management Group
CWA ASSET MANAGEMENT GROUP, LLCServes this area from Pelican Marsh, FL (25 mi)Call (239) 434-7434 · Website#10 Andrew Hill Investment Advisors, Inc.
ANDREW HILL INVESTMENT ADVISORS, INC.Serves this area from Naples, FL (28 mi)Call (239) 450-3999 · Website
4 more providers serving this area
- Modern Portfolio Consultants, LLC, Naples, FL (28 mi)
- Coquina Private Wealth Advisors, Port Charlotte, FL (32 mi)
- Cic, LLC, Marco Island, FL (45 mi)
- Anchor & Oak Wealth Advisors, LLC, Marco Island, FL (46 mi)
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Frequently asked questions
How many retirement plan advisors serve Lee County?
We list 14 retirement plan advisors serving Lee County, FL: 4 based there and 10 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 Lee County?
The top-ranked retirement plan advisors serving Lee County, FL are Naples Wealth Planning, Nova Wealth Management, Inc., Portfolio Medics, LLC, Rinaldi Wealth Management, Inc. and Naples Wealth Advisors, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Lee County are verified against official records?
10 of the top 10 match an active official record: Naples Wealth Planning (U.S. Securities and Exchange Commission), Nova Wealth Management, Inc. (U.S. Securities and Exchange Commission), Portfolio Medics, LLC (U.S. Securities and Exchange Commission), Rinaldi Wealth Management, Inc. (U.S. Securities and Exchange Commission) and Naples Wealth Advisors, LLC (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 .
Cities in Lee County
Communities served
San Carlos Park, Iona, Cypress Lake, Villas, Gateway, McGregor, Sanibel, Lochmoor Waterway Estates, Fort Myers Shores, Three Oaks, Fort Myers Beach, Tice, Whiskey Creek, Buckingham, Pine Manor, Suncoast Estates, St. James City, Florida Gulf Coast University, Alva, Olga, Pine Island Center, Harlem Heights, Burnt Store Marina, Bokeelia, Verandah, Punta Rassa, Palmona Park, Page Park, Matlacha, Pineland, Captiva, Charleston Park, Matlacha Isles-Matlacha Shores