CAPITAL WEALTH PLANNING, LLC
Naples, FL
AUM
$17.25B
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM
239-593-2100
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in FL, NAPLES
40 advisers found
BRAMSHILL INVESTMENTS, LLC
Naples, FL
AUM
$8.14B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
33 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(239) 920-7310
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
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
NAPLES GLOBAL ADVISORS
Naples, FL
AUM
$2.00B
Wealth MgmtTrusts & Estates
Team
11 advisors
Clients
—
Fees
Percentage of AUM
239-776-7900
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
AURORA INVESTMENT MANAGERS, LLC
Naples, FL
AUM
$358.7M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
617-390-8001
TERAMO ADVISORS, LLC
Naples, FL
AUM
$344.7M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
239-734-3625
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
RIVERGLADES FAMILY OFFICES, LLC
Naples, FL
AUM
$221.4M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
(239) 263-4079
SOUTHCOL ADVISORS
Naples, FL
AUM
$208.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
239-228-8747
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
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