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Best Financial Planners in Cape Coral, Florida

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Rankings use the published BizScore formulas. How we score

12Financial Planners scored in Cape Coral
54Average BizScore
71Top BizScore
42%AI Visibility 50 or higher
68Average SEO score
4.1Average Google rating (9 rated)

Top Financial Planners in Cape Coral

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Showing 1-12 of 12 Financial Planners listings in Cape Coral, FL · page 1 of 1

#1Asset Management & Advisory Services of Cape Coral

3.2 Google rating · 9 reviews

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Asset Management & Advisory Services of Cape Coral website

Score breakdown

AI Visibility62
SEO77
Freshness-
AI Ready-
  • Financial Planner
  • Cape Coral, Florida
  • (239) 356-1515
  • dell.com

Asset Management & Advisory Services of Cape Coral: Asset Management & Advisory Services is a Financial Planner in Cape Coral, Florida. The business is located on SE 47th St, situated near the Community Redevelopment Agency and Cape Elementary School. The location is a short distance from the Malaga Canal and...

Ranked #1 of 13 Financial Planner listings in Cape CoralScores updated Jun 26, 2026
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Melissa Kadrmas - Thrivent website

Score breakdown

AI Visibility51
SEO82
Freshness-
AI Ready-
  • Financial Planner
  • Cape Coral, Florida
  • (888) 965-5755
  • thrivent.com
Ranked #2 of 13 Financial Planner listings in Cape CoralScores updated Jun 7, 2026

#3D Gates Wealth Management of Cape Coral

3.8 Google rating · 17 reviews

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D Gates Wealth Management of Cape Coral website

Score breakdown

AI Visibility59
SEO71
Freshness-
AI Ready-
  • Financial Planner
  • Cape Coral, Florida
  • (239) 424-8305
  • dndbeyond.com
Ranked #3 of 13 Financial Planner listings in Cape CoralScores updated Jun 7, 2026

#4Brian Sauls, Financial Planner | Prudential Advisors

3.0 Google rating · 19 reviews

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Brian Sauls, Financial Planner | Prudential Advisors website

Score breakdown

AI Visibility44
SEO78
Freshness-
AI Ready-
  • Financial Planner
  • Cape Coral, Florida
  • (239) 984-4587
  • providers.emoryhealthcare.org

Brian Sauls, Financial Planner | Prudential Advisors is a financial planner in Cape Coral, FL. The business is located on Chiquita Blvd S, near the intersection of South Chiquita Boulevard and Cape Coral Parkway West. The office is situated a short distance...

Ranked #4 of 13 Financial Planner listings in Cape CoralScores updated Jun 26, 2026

#5Edward Jones - Financial Advisor: R J Dempsey, CFP®|ChFC®

3.0 Google rating · 30 reviews

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Edward Jones - Financial Advisor: R J Dempsey, CFP®|ChFC® website

Score breakdown

AI Visibility55
SEO69
Freshness-
AI Ready-
  • Financial Planner
  • Cape Coral, Florida
  • (239) 540-2331
  • edwardjones.com
Ranked #5 of 13 Financial Planner listings in Cape CoralScores updated Jun 12, 2026

#6PTC Financial Solutions, LLC

4.9 Google rating

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PTC Financial Solutions, LLC website

Score breakdown

AI Visibility46
SEO78
Freshness-
AI Ready-
  • Financial Planner
  • Cape Coral, Florida
  • (239) 242-1243
  • forums.somd.com
Ranked #6 of 13 Financial Planner listings in Cape CoralScores updated Jun 7, 2026
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Edelman Financial Engines of Cape Coral website

Score breakdown

AI Visibility55
SEO64
Freshness-
AI Ready-
  • Financial Planner
  • Cape Coral, Florida
  • (833) 752-6333
  • edelman.com
Ranked #7 of 13 Financial Planner listings in Cape CoralScores updated Sep 18, 2026
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Creative Planning of Cape Coral website

Score breakdown

AI Visibility44
SEO69
Freshness-
AI Ready-
  • Financial Planner
  • Cape Coral, Florida
  • (262) 522-4040
  • creativephl.org
Ranked #8 of 13 Financial Planner listings in Cape CoralScores updated Jul 28, 2026

#9Rouse Kelly Financial Group

4.0 Google rating

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Rouse Kelly Financial Group website

Score breakdown

AI Visibility31
SEO58
Freshness-
AI Ready-
  • Financial Planner
  • Cape Coral, Florida
  • (239) 540-1454
  • rouse.com

Rouse Kelly Financial Group is a financial planner in Cape Coral, Florida, serving individuals and families with personalized financial strategies tailored to long-term goals. The firm specializes in retirement planning, investment management, estate...

Ranked #10 of 13 Financial Planner listings in Cape CoralScores updated Jun 7, 2026

#10Retirement Wealth Advisors LLC of Cape Coral

4.9 Google rating

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Retirement Wealth Advisors LLC of Cape Coral website

Score breakdown

AI Visibility29
SEO64
Freshness-
AI Ready-
  • Financial Planner
  • Cape Coral, Florida
  • (239) 288-1575
  • retirementwealthllc.com
Ranked #11 of 13 Financial Planner listings in Cape CoralScores updated Jun 7, 2026

#11Edward Jones - Financial Advisor: Jim Perry, CFP®

5.0 Google rating

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Edward Jones - Financial Advisor: Jim Perry, CFP® website

Score breakdown

AI Visibility0
SEO50
Freshness-
AI Ready-
  • Financial Planner
  • Cape Coral, Florida
  • (239) 573-9544
  • edwardjones.com
Ranked #12 of 13 Financial Planner listings in Cape CoralScores updated Jun 26, 2026
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Edward Jones - Financial Advisor: Terry L Frith, CRPC™ website

Score breakdown

AI Visibility0
SEO50
Freshness-
AI Ready-
  • Financial Planner
  • Cape Coral, Florida
  • (239) 542-6629
  • edwardjones.com

Edward Jones - Financial Advisor: Terry L Frith, CRPC™ is a financial planning service in Cape Coral, Florida, dedicated to helping individuals and families achieve long-term financial goals. Serving clients across Southwest Florida, Terry L Frith specializes...

Ranked #13 of 13 Financial Planner listings in Cape CoralScores updated Jun 26, 2026
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BizScoreAI ranks 12 financial planners in Cape Coral, Florida by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. Rankings come from the scores, never from paid placement. Open any profile for its full breakdown, and claim your free listing if it is your business.

Frequently Asked Questions

How are financial planners in Cape Coral ranked on BizScoreAI?

By BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. No listing pays for position; the formulas are published on the How We Score page.

How many financial planners in Cape Coral, Florida does BizScoreAI track?

12 financial planners in Cape Coral currently meet the profile-quality bar for this page, with an average BizScore of 54 and a top score of 71.

What does AI Visibility mean for a financial planner?

It measures whether AI assistants and AI-powered search can find, read and cite the business's website: structured data, crawlability, clear entity information and content that answers questions. 42% of measured financial planners in Cape Coral score 50 or higher.

Is being listed free?

Yes. Every financial planner in Cape Coral is listed and scored for free, and claiming a listing is free too.