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Fidelon
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Market Standing · 2026
The most transparent firms in Cape Coral-Fort Myers.
59 scored firmsTop 5 recognizedfidelon.com/markets/cape-coral-fort-myers-fl
#1
Broaden Wealth
CRD 338314
IA-only$6M90.9ARecognized · #1 Firm
2IA-only$146M90.2ARecognized · Top 5
3IA-only—89.9Arank within Top 5; below the 80 standard
4IA-only$120M89.9ARecognized · Top 5
5IA-only$22.7M89.7ARecognized · Top 5
6IA-only$243M89.7A—
7IA-only$71.4M89.5A—
8IA-only$262M89.5A—
9IA-only—89.2A—
10IA-only$576M89.1A—
11IA-only$203M88.8A—
12
Skyward Trading
CRD 338032
IA-only—88.1A—
13
Sentinel Wealth
CRD 122923
IA-only$34.3M87.7B+—
14IA-only—87.2B+—
15IA-only$166M87.2B+—
16IA-only$247M86.7B+—
17IA-only$675M84.8B+—
18IA-only$176M84.7B+—
19IA-only$172M84.6B+—
20IA-only$489M84.2B+—
21IA-only—83.8B+—
22IA-only$3.1M83.6B+—
23
Jk Pwa
CRD 304202
IA-only$13.2M83.6B+—
24IA-only—83B+—
25
Gcd Advisors
CRD 121167
IA-only—82.1B+—
Recognized firms carry the Fidelon market badge and are eligible for the annual plaque. Rankings move with the monthly rescore cycle — a badge that stops being true retires itself.

Rankings are computed by Fidelon — an independent transparency platform — from public regulatory filings, refreshed monthly. No firm pays for placement, and no firm can edit its score. Recognition requires a composite of 80 or higher regardless of rank.