City
Wealth management firms in Naples, Florida
As of October 2, 2026, 71 wealth management firms, including broker-dealer firms, with their main office in Naples, Florida reported $27.6 billion in regulatory assets under management; the largest by assets was Moran Wealth Management, LLC, with $5.1 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 71
- Regulatory assets under management
- $27.6 billion
- Average per firm
- $388.5 million
- SEC-registered, of those listed
- 33 of 71 (46.5%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Moran Wealth Management, LLC | SEC | $5.1 billion | 12,260 |
| 2 | Cwa Asset Management Group | SEC | $4.5 billion | 5,041 |
| 3 | Naples Global Advisors | SEC | $2.0 billion | 1,791 |
| 4 | 3EDGE Asset Management, LP | SEC | $2.0 billion | 2,207 |
| 5 | Ciccarelli Advisory Services Inc | SEC | $1.6 billion | 3,553 |
| 6 | Evertern Wealth, LLC | SEC | $1.6 billion | 1,153 |
| 7 | Private Capital Management | SEC | $1.4 billion | 466 |
| 8 | Fifth Avenue Family Office | SEC | $1.4 billion | 124 |
| 9 | Intellus Advisors, LLC | SEC | $1.4 billion | 3,462 |
| 10 | Aviance Capital Partners LLC | SEC | $1.1 billion | 974 |
| 11 | The High Net Worth Advisory Group, LLC | SEC | $861.7 million | 1,119 |
| 12 | Aurora Investment Managers, LLC | SEC | $358.7 million | 458 |
| 13 | Pento Portfolio Strategies, LLC | SEC | $237.3 million | 874 |
| 14 | Andrew Hill Investment Advisors, Inc. | SEC | $231.3 million | 490 |
| 15 | Q Capital Solutions | SEC | $222.3 million | 270 |
| 16 | Riverglades Family Offices, LLC | SEC | $221.4 million | 200 |
| 17 | McDermott Investment Advisors, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $203.3 million | 619 |
| 18 | Dartmouth Capital Advisors, Inc. | SEC | $167.6 million | 15 |
| 19 | Cambier Capital, LLC | SEC | $165.5 million | 252 |
| 20 | Naples Money Management LLC | SEC | $164.4 million | 484 |
| 21 | Gerstemeier Financial Group,llc | SEC | $143.0 million | 229 |
| 22 | Fortune Financial Group, Inc. | SEC | $141.0 million | 520 |
| 23 | Clearwater Capital Management | SEC | $139.3 million | 18 |
| 24 | Strategic Probability Partners, LLC | SEC | $138.6 million | 26 |
| 25 | Aventus Investment Advisors, Inc. | SEC | $136.5 million | 406 |
| 26 | Luma Capital | SEC | $135.8 million | 72 |
| 27 | Antonetti Capital Management, LLC | SEC | $129.4 million | 330 |
| 28 | Skloff Financial Group | SEC | $114.0 million | 634 |
| 29 | Farrcrest Capital LLC | SEC | $110.5 million | 26 |
| 30 | Servatus Capital | SEC | $110.1 million | 100 |
| 31 | Knight Family Wealth | State | $103.4 million | 221 |
| 32 | Persico Asset Management | State | $101.9 million | 233 |
| 33 | Turret Investments, LLC | State | $100.0 million | 1 |
| 34 | Lodestar Advisory Group, LLC | State | $92.5 million | 318 |
| 35 | Aulestia Wealth Management, Inc. | State | $91.4 million | 124 |
| 36 | Front Edge Capital Management, LLC | State | $88.5 million | 47 |
| 37 | Financial Freedom Capital Management | State | $77.4 million | 234 |
| 38 | Ronald Gelok & Associates, LLC | State | $74.6 million | 362 |
| 39 | Keener Investments | State | $73.4 million | 15 |
| 40 | Advanced Investment Management LLC | State | $69.5 million | 192 |
| 41 | Emerson Partners | State | $60.8 million | 43 |
| 42 | Ema Sma LLC | State | $58.0 million | 2 |
| 43 | Berger Wealth Management, LLC | State | $55.1 million | 494 |
| 44 | Susko Wealth Advisors | State | $51.9 million | 220 |
| 45 | Gillespie Wealth Management Inc | State | $48.0 million | 83 |
| 46 | Delgado Private Wealth Management LLC | State | $41.9 million | 281 |
| 47 | Cavan Capital Management LLC | State | $33.5 million | 23 |
| 48 | Cardinal Wealth Management | State | $31.4 million | 145 |
| 49 | Banyan Asset Management, Inc. | State | $27.0 million | 78 |
| 50 | Patrumin Investors, LLC | State | $23.8 million | 50 |
| 51 | Hpa Financial Group, LLC | State | $17.7 million | 60 |
| 52 | Prudent Financial Planning | State | $17.0 million | 278 |
| 53 | Waldo Investment Advisors, LLC | State | $16.7 million | 27 |
| 54 | Covato Capital Management, LLC | State | $16.2 million | 55 |
| 55 | Capital Assets | State | $15.9 million | 10 |
| 56 | Principled Advisors, Inc. | SEC | $15.0 million | 110 |
| 57 | House Capital Advisors, LLC | State | $14.6 million | 18 |
| 58 | Lamonge Capital Management, LLC | State | $13.5 million | 61 |
| 59 | Pfo Investment Advisors, LLC | State | $10.3 million | 17 |
| 60 | MTH Trading & Capital Management, LLC | State | $9.8 million | 27 |
| 61 | Unparalleled Investments | State | $6.1 million | 1 |
| 62 | Local Wealth Advisors | State | $5.3 million | 52 |
| 63 | James W. Walker, P.A. | State | $3.6 million | 4 |
| 64 | Stewart Wealth Management, LLC | State | $343,000 | 5 |
| 65 | Gap Financial Counseling Corp. | State | $0 | 0 |
| 66 | Mandarin Advisers | State | $0 | 0 |
| 67 | Massari Asset Management LLC | State | $0 | 0 |
| 68 | Moola Copilot LLC | SEC | $0 | 0 |
| 69 | Naples Wealth Advisors, LLC | SEC | $0 | 0 |
| 70 | Navian Asset Management, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $0 | 0 |
| 71 | Ten Seven Capital | State | $0 | 0 |
Wealth management firms in Florida, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.