Emerald Wealth Management Solutions
“Whether you've been investing a while or new at this, the team, Deanne and Amy are extremely knowledgeable as well as very easy to talk to in learning of the best management of your money.”
Best Financial Advisors in Cape Coral, FL
15 firms listed · 13 in Cape Coral · 9 rated 4.5+
Data verified October 19, 2026
Bookkeepers Plus
“So helpful for new entrepreneurs entering the business world.”
James M. Wesolowski, Cpa, P.A
“Jim Wesolowski is a true professional and has a wealth of knowledge with financial investment advice, prompt tax return processing, and he and his staff provided me with superior service both by email and in person.”
D. Gates Wealth Management
“Me and my wife are very new to this but they were very helpful and very nice looking forward to making money”
Eric Kearney
“Their expertise, outstanding customer service, and patience in explaining every detail left us feeling comfortable and confident.”
J2 Capital Management
“I have not found other firms that do the level of tax preparation and planning that J2 can offer along with investment and financial planning services, and this is highly important to me due to the increasing tax implications of managing our finances.”
The 15 firms listed for Cape Coral, FL provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Cape Coral, FL
Of the 15 firms we list here, 13 are in Cape Coral itself and 2 come from Fort Myers (10 mi). 11 of the firms on this page have a rating, from 4.0 to 5.0 across 73 reviews; 9 are rated 4.5 or higher. The services the firms on this page list most often on their websites are annuities (2), our approach (2) and wealth management (2). 2 have a BBB rating of A or A+. Domain records put 7 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 1 offers a free initial consultation. We have a website on file for 14 of the firms on this page; 13 publish a contact page; 9 list a public email and 2 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Cape Coral listed here?
13 of the 15 firms are located in Cape Coral. The others come from other towns within 15 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Asset Management & Advisory Services
“I feel like we always get their undivided attention, they take their time to explain things, and I never feel like I'm just a number in the system.”
Pete Kelly - Raymond James
“They graciously Faxed several documents, twice for us.”
Brightview Financial Group
Brian Sauls, Financial Planner | Prudential Advisors
“He cares deeply about his clients and is a strong advocate for educating you, not selling you, the services and products that will most benefit you and your goals for retirement or other financial needs.”
Allar International
AVT Service Portal
David P Carr PA
Lighthouse Wealth Management
“Caring and very knowledgeable wealth management professionals all the way !”
Everwell Financial
“Awesome company Highly recommend there financial services”
Why these companies made our list
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