Firms by city
Registered investment advisers in Naples, FL
2 SEC-registered advisers headquartered in Naples, listed by regulatory assets under management as reported on Form ADV.
2 firms listed
| Firm | Headquarters | Regulatory AUM | Advisory staff | Clients |
|---|---|---|---|---|
| Pentwater Capital ManagementCRD 156873 | Naples, FL | $19.26B | 20 | 23 |
| Capital Wealth PlanningCRD 150764 | Naples, FL | $17.25B | 6 | 12,580 |
Pentwater Capital ManagementCRD 156873$19.26B
- Headquarters
- Naples, FL
- Advisory staff
- 20
- Clients
- 23
Capital Wealth PlanningCRD 150764$17.25B
- Headquarters
- Naples, FL
- Advisory staff
- 6
- Clients
- 12,580
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Naples on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see every firm with an office in Florida.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.