NAPLES MONEY MANAGEMENT LLC
Naples, FL
AUM
$164.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
239-261-4800
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
66 advisers found
AVENTUS INVESTMENT ADVISORS, INC.
Naples, FL
AUM
$136.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
239-673-0020
LUMA CAPITAL
Naples, FL
AUM
$135.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
239-659-2888
ANTONETTI CAPITAL MANAGEMENT, LLC
Naples, FL
AUM
$129.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
239-403-0218
LODESTAR ADVISORY GROUP, LLC
Naples, FL
AUM
$92.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
239-325-5110
AULESTIA WEALTH MANAGEMENT, INC.
Naples, FL
AUM
$91.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(239) 261-9033
RONALD GELOK & ASSOCIATES, LLC
Naples, FL
AUM
$74.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(800) 467-8152
ADVANCED INVESTMENT MANAGEMENT LLC
Naples, FL
AUM
$69.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
239-455-1115
EMA SMA LLC
Naples, FL
AUM
$58.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-259-0699
BERGER WEALTH MANAGEMENT, LLC
Naples, FL
AUM
$55.1M
Wealth MgmtInstitutional
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM
239-572-3720
SUSKO WEALTH ADVISORS
Naples, FL
AUM
$51.9M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
(239) 598-0093
DELGADO PRIVATE WEALTH MANAGEMENT LLC
Naples, FL
AUM
$41.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
239-422-5466
CAVAN CAPITAL MANAGEMENT LLC
Naples, FL
AUM
$33.5M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
312-961-4820
CARDINAL WEALTH MANAGEMENT
Naples, FL
AUM
$31.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
239-215-1114
EAGLE TALON PARTNERS
Naples, FL
AUM
$31.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
239-399-4808
BANYAN ASSET MANAGEMENT, INC.
Naples, FL
AUM
$27.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
888-584-0400
PATRUMIN INVESTORS, LLC
Naples, FL
AUM
$23.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(844) 728-7864
PRUDENT FINANCIAL PLANNING
Naples, FL
AUM
$17.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(239) 230-0395
AUM
$15.6M
Financial Planning
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; REFERRAL FEES AND A PERCENTAGE OF ASSETS UNDER CONSULTATION
239-434-7500
LOCAL WEALTH ADVISORS
Naples, FL
AUM
$5.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
239-422-5454
JAMES W. WALKER, P.A.
Naples, FL
AUM
$3.6M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
239-649-5588
STEWART WEALTH MANAGEMENT, LLC
Naples, FL
AUM
$343K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
239-325-5115