RIAs in Bonita Springs, Florida
Explore 4 RIAs headquartered in Bonita Springs, with $1.5B in combined reported AUM.
RIAs4Headquartered here
Total AUM$1.5BReported regulatory AUM
Total Employees98Reported by these RIAs
% of Total State AUM0.0%% Of total State AUM Reported
All RIAs in Bonita Springs
4 RIAsShowing 1–4 of 4 RIAs
Portfolio Medics, LLC
BONITA SPRINGS, FLReported AUM$780.5M
Employees75
52.1% of city AUMView RIA ↗
Nova Wealth Management, Inc.
BONITA SPRINGS, FLReported AUM$247.5M
Employees7
16.5% of city AUMView RIA ↗
Rinaldi Wealth Management, Inc.
BONITA SPRINGS, FLReported AUM$243.2M
Employees3
16.2% of city AUMView RIA ↗
Naples Wealth Planning
BONITA SPRINGS, FLReported AUM$226.9M
Employees13
15.1% of city AUMView RIA ↗
AUM and employee figures are firm-wide reported totals grouped by headquarters location, not assets or employees physically located there. Search and sort do not change totals.