MORAN WEALTH MANAGEMENT, LLC
Naples, FL
AUM
$5.10B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
40 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
239-920-4440
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in FL, NAPLES
30 advisers found
CWA ASSET MANAGEMENT GROUP
Naples, FL
AUM
$4.51B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
35 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
239-434-7434
3EDGE ASSET MANAGEMENT, LP
Naples, FL
AUM
$1.95B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
51-100
Fees
Percentage of AUM
844-903-3343
CICCARELLI ADVISORY SERVICES INC
Naples, FL
AUM
$1.59B
Financial PlanningWealth MgmtTrusts & Estates
Team
13 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
239-262-6577
PRIVATE CAPITAL MANAGEMENT
Naples, FL
AUM
$1.44B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM; Performance-based fees
(239) 254-2500
FIFTH AVENUE FAMILY OFFICE
Naples, FL
AUM
$1.35B
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
239-262-6300
INTELLUS ADVISORS, LLC
Naples, FL
AUM
$1.35B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
239-649-3600
AVIANCE CAPITAL PARTNERS LLC
Naples, FL
AUM
$1.13B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
239-598-4747
THE HIGH NET WORTH ADVISORY GROUP, LLC
Naples, FL
AUM
$861.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
1-866-906-2325
PENTO PORTFOLIO STRATEGIES, LLC
Naples, FL
AUM
$237.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Subscription fees +1 more
732-772-9500
ANDREW HILL INVESTMENT ADVISORS, INC.
Naples, FL
AUM
$231.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
239-450-3999
MCDERMOTT INVESTMENT ADVISORS, LLC
Naples, FL
AUM
$203.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
10 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
(610) 882-1460
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
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
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
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
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
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