| 1. Advantage Retirement Group CRD 329635 · Limited Liability Company | FORT MYERS, FL | $675.5M Mar 2026 | +$157.1M+30.3% | — | — | — | +1 employees+11.1% over 1Y | +173 accounts+10.6% over 1Y |
| 2. Rezny Wealth Management, INC. CRD 109638 · Corporation | FORT MYERS, FL | $576.0M May 2026 | +$140.8M+32.4% | +$307.7M+114.7% | +$323.4M+128.1% | +$506.1M+724.2% | +1 employees+16.7% over 3Y | +13 accounts+5.0% over 3Y |
| 3. Uhler Vertich White Advisors CRD 130716 · Limited Liability Company | FORT MYERS, FL | $513.7M Apr 2026 | +$46.8M+10.0% | +$255.0M+98.6% | +$263.5M+105.3% | +$423.2M+467.8% | +3 employees+37.5% over 3Y | +428 accounts+74.6% over 3Y |
| 4. Marquis Wealth Management Group CRD 116604 · Limited Liability Company | FORT MYERS, FL | $489.2M Apr 2026 | +$57.8M+13.4% | +$162.7M+49.8% | +$193.4M+65.4% | +$376.7M+334.9% | 0 employees+0.0% over 3Y | +6 accounts+0.6% over 3Y |
| 5. Waterstone Financial Advisory LLC CRD 325012 · Limited Liability Company | FORT MYERS, FL | $262.5M Feb 2026 | +$36.8M+16.3% | — | — | — | -1 employees-16.7% over 1Y | +53 accounts+5.9% over 1Y |
| 6. Campbell Financial Partners, LLC CRD 142889 · Limited Liability Company | FORT MYERS, FL | $202.7M May 2026 | +$26.5M+15.0% | +$58.4M+40.4% | +$67.8M+50.2% | +$96.6M+91.1% | 0 employees+0.0% over 3Y | +31 accounts+6.3% over 3Y |
| 7. Macke Financial Advisory Group CRD 111318 · Corporation | FORT MYERS, FL | $175.7M Mar 2026 | +$28.8M+19.6% | +$39.3M+28.8% | +$47.4M+36.9% | +$50.1M+39.9% | +1 employees+25.0% over 3Y | +15 accounts+3.2% over 3Y |
| 8. Evolution Wealth Management INC. CRD 307644 · Corporation | FORT MYERS, FL | $171.7M Mar 2026 | +$60.4M+54.3% | — | — | +$60.4M+54.3% | +1 employees+16.7% over 1Y | +172 accounts+31.3% over 1Y |