Company lists · Data refreshed September 2026

Top 11 Retirement planning companies based in Fort Myers, United States

Name: Retirement planning companies based in Fort Myers, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 26 companies tracked

RevenueBase identified 26 company matches for retirement planning companies associated with Fort Myers, United States as of September 2026 and tracks 138 professional contacts across them, including 47 with verified work emails. Across the United States, New York is the largest hub for this category (242 companies); Fort Myers has 26.

This list covers company matches for retirement planning companies associated with Fort Myers, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 19, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 19, 2026 How this list was built

26Companies

138Contacts tracked

47Verified emails

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The 11 largest retirement planning companies based in Fort Myers, United States

Ranked by team size

Top 11 of 26 company matches for retirement planning companies based in Fort Myers, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 19, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Small World Wealth Management	Exact match	Fort Myers, FL, United StatesHQ recorded Sep 19, 2026	11-50	36 contacts →
	Exact match “Small World Wealth Management was founded in 1992 by Founder, CEO & Wealth Management Advisor Joe Small.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
2	Omni Financial Services	Exact match	Fort Myers, FL, United StatesHQ recorded Sep 19, 2026	11-50	21 contacts →
	Exact match “OMNI Financial Services was founded to help clients get the most from their finances so they can focus more on what they're passionate about.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
3	Evolution Retirement Services	Exact match	Fort Myers, FL, United StatesHQ recorded Sep 19, 2026	1-10	7 contacts →
	Exact match “We help Retirees with their looming tax time bomb; Required Minimum Distributions.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
4	Macke Financial Advisory Group	Exact match	Fort Myers, FL, United StatesHQ recorded Sep 19, 2026	11-50	6 contacts →
	Exact match “Founded in 1996, Macke Financial Advisory Group blazed a revolutionary path as Ft.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
5	Oakwood Capital Advisors, LLC	Exact match	Fort Myers, FL, United StatesHQ recorded Sep 19, 2026	1-10	4 contacts →
	Exact match “Oakwood Capital Advisors is a full-service financial planning firm dedicated to helping high net worth individuals and small businesses reach their long and short term financial…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
6	Waterstone Financial Serivces	Exact match	Fort Myers, FL, United StatesHQ recorded Sep 19, 2026	1-10	3 contacts →
	Exact match “Maximize income, optimize taxes, and assure effective wealth transfer with our dedicated financial advisory team We are a well-established financial advisory firm headquartered in…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
7	Uhler Vertich White Advisors, LLC	Exact match	Fort Myers, FL, United StatesHQ recorded Sep 19, 2026	1-10	3 contacts →
	Exact match “Uhler Vertich White Advisors serves already successful families by taking them through a proprietary process which uncovers their goals and needs and then creates a written…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
8	Belcher & Company	Exact match	Fort Myers, FL, United StatesHQ recorded Sep 19, 2026	1-10	3 contacts →
	Exact match “Belcher & COMPANY is here to help guide you through the often overwhelming process of creating your financial blueprint.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
9	Everwell Financial	Exact match	Fort Myers, FL, United StatesHQ recorded Sep 19, 2026	1-10	2 contacts →
	Exact match “We deliver a personal touch with compassion for every clients unique situation by creating holistic and customized financial solutions.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
10	Weinstein Wilkes Financial Group	Exact match	Fort Myers, FL, United StatesHQ recorded Sep 19, 2026	1-10	2 contacts →
	Exact match “Helping you build yours and your family's wealth for a confident future.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
11	CPK Wealth Management	Exact match	Fort Myers, FL, United StatesHQ recorded Sep 19, 2026	1-10	1 contacts →
	Exact match “CPK Wealth Management eliminates the restrictions and hurdles of larger firms allowing advisors to truly act as a fiduciary and do what is in the best interest of the client at…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “retirement planning companies”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 11 of 26 retirement planning companies based in Fort Myers, United States

See the full list, filter by size, metro and specialty, and access 47 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Retirement planning companies based in Fort Myers, United States at a glance

As of Sep 19, 2026

34.1%Verified-email coverage

5.3Average contacts per company

1-10Median size (employees)

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Fort Myers, so it is reported there. Company counts and contact totals on this page are exact for Fort Myers, over 26 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Fort Myers, United States whose business descriptions match “retirement planning companies” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 47 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 19, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Retirement planning companies by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “retirement planning companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many retirement planning companies are there based in Fort Myers, United States?

RevenueBase identified 26 company matches for retirement planning companies associated with Fort Myers, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Small World Wealth Management tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most retirement planning companies?

New York leads the United States with 242 company records, followed by Houston (179) and Atlanta (157). Fort Myers has 26.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 47 professional contacts with verified work emails tracked across these 26 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.