#1Nova Wealth Management, Inc.
NOVA WEALTH MANAGEMENT, INC.
Serves this area from Bonita Springs, FL (19 mi)
Retirement Plan Advisors in Lehigh Acres, FL
The top-ranked retirement plan advisors serving Lehigh Acres, FL are Nova Wealth Management, Inc., Rinaldi Wealth Management, Inc. and Portfolio Medics, LLC. We list 14 retirement plan advisors serving Lehigh Acres, 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 Lehigh Acres, 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 Lehigh Acres
#2Rinaldi Wealth Management, Inc.
RINALDI WEALTH MANAGEMENT, INC.Serves this area from Bonita Springs, FL (19 mi)#3Portfolio Medics, LLC
PORTFOLIO MEDICS, LLCServes this area from Bonita Springs, FL (22 mi)#4Naples Wealth Planning
NAPLES WEALTH PLANNING, LLCServes this area from Bonita Springs, FL (22 mi)#5Cwa Asset Management Group
CWA ASSET MANAGEMENT GROUP, LLCServes this area from Pelican Marsh, FL (26 mi)#6Naples Wealth Advisors, LLC
NAPLES WEALTH ADVISORS, LLCServes this area from Pelican Marsh, FL (27 mi)#7Servatus Capital
SERVATUS CAPITAL, LLCServes this area from Pelican Marsh, FL (27 mi)#8The High Net Worth Advisory Group, LLC
THE HIGH NET WORTH ADVISORY GROUP, LLCServes this area from Pine Ridge, FL (27 mi)#9Intellus Advisors, LLC
INTELLUS ADVISORS, LLCServes this area from Pelican Bay, FL (27 mi)#10Andrew Hill Investment Advisors, Inc.
ANDREW HILL INVESTMENT ADVISORS, INC.Serves this area from Naples, FL (31 mi)
4 more providers serving this area
- Modern Portfolio Consultants, LLC, Naples, FL (31 mi)
- Coquina Private Wealth Advisors, Port Charlotte, FL (41 mi)
- Cic, LLC, Marco Island, FL (46 mi)
- Anchor & Oak Wealth Advisors, LLC, Marco Island, FL (47 mi)
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Frequently asked questions
How many retirement plan advisors serve Lehigh Acres?
We list 14 retirement plan advisors serving Lehigh Acres, 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 Lehigh Acres?
The top-ranked retirement plan advisors serving Lehigh Acres, FL are Nova Wealth Management, Inc., Rinaldi Wealth Management, Inc., Portfolio Medics, LLC, Naples Wealth Planning and Cwa Asset Management Group. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Lehigh Acres 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 Cwa Asset Management Group (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 .