Top 10 financial advisor firms in Naples

23 SEC-registered financial advisor firms are headquartered in Naples, FL, with $42.2B in combined regulatory assets under management. The largest by assets are Capital Wealth Planning ($17.2B), Moran Wealth Management ($5.1B) and CWA Asset Management Group ($4.51B).

23
Financial advisor firms: $42.2B
Their combined AUM: $862M
Median firm AUM: 23,369
Clients of the top 10

The 10 largest by assets

1
Capital Wealth Planning
RIA
$17.2B
Up to 1.75% a year
2
Moran Wealth Management
RIA
$5.1B
Regulatory AUM
3
CWA Asset Management Group
RIA
$4.51B
0.50% to 1.15% a year
4
Naples Global Advisors
RIA
$2B
0.30% to 1.00% a year
5
3edge Asset Management
RIA
$1.95B
0.50% to 0.80% a year
6
Ciccarelli Advisory Services
RIA
$1.59B
Up to 1.25% a year
7
Evertern Wealth
RIA
$1.56B
Up to 1.95% a year
8
Private Capital Management
RIA
$1.44B
Regulatory AUM
9
Fifth Avenue Family Office
RIA
$1.35B
0.25% to 1.00% a year
10
Intellus Advisors
RIA
$1.35B
0.50% to 1.25% a year

Profiles of the top 10

No. 1 · RIA

Capital Wealth Planning

Capital Wealth Planning is an investment adviser based in Naples, FL, registered with the SEC since 2009. It provides investment management. Its clients include investment companies, individual clients and high-net-worth individuals. Its regulatory assets under management total $17.2 billion, as filed on 20 March 2026.

Capital Wealth Planning charges up to 1.75% a year for its Investment Management Services.

Regulatory AUM: $17.2B
Clients: 12,580
Advisory staff: 6
Fee schedule: Up to 1.75% a year
Custodians: Raymond James
Headquarters: 9015 Strada Stell CT, Suite 203, Naples, FL 34109
Phone: 239-593-2100

No. 2 · RIA

Moran Wealth Management

Moran Wealth Management is an investment adviser based in Naples, FL, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $5.1 billion, as filed on 4 June 2026.

Regulatory AUM: $5.1B
Clients: 1,694
Advisory staff: 40
Custodians: Pershing
Headquarters: 5801 Pelican Bay BLVD, Suite 110, Naples, FL 34108
Phone: 239-920-4440
Website: moranwm.com

No. 3 · RIA

CWA Asset Management Group

CWA Asset Management Group is an investment adviser based in Naples, FL, registered with the SEC since 2014. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $4.51 billion, as filed on 16 July 2026.

CWA Asset Management Group charges 0.50%–1.15% a year for its Investment Advisory Fees.

Regulatory AUM: $4.51B
Clients: 1,976
Advisory staff: 35
Fee schedule: 0.50% to 1.15% a year
Custodians: Charles Schwab
Headquarters: 9130 Galleria Court, Third Floor, Naples, FL 34109
Phone: 239-434-7434
Website: capitalwealthadvisors.com

No. 4 · RIA

Naples Global Advisors

Naples Global Advisors is an investment adviser based in Naples, FL, registered with the SEC since 2011. It provides investment management. Its clients include high-net-worth individuals, charitable organizations, and corporations and other businesses. Its regulatory assets under management total $2 billion, as filed on 18 May 2026.

Naples Global Advisors charges 0.30%–1.00% a year for its Investment Management Fees.

Regulatory AUM: $2B
Clients: 306
Advisory staff: 11
Fee schedule: 0.30% to 1.00% a year
Custodians: Fidelity, Charles Schwab
Headquarters: 856 3rd Avenue South, Ste. 200, Naples, FL 34102
Phone: 239-776-7900
Website: naplesglobaladvisors.com

No. 5 · RIA

3edge Asset Management

3edge Asset Management is an investment adviser based in Naples, FL, registered with the SEC since 2015. It provides financial planning and investment management. Its clients include high-net-worth individuals, investment companies and individual clients. Its regulatory assets under management total $1.95 billion, as filed on 7 April 2026.

3edge Asset Management charges 0.50%–0.80% a year for its Separately Managed Accounts.

Regulatory AUM: $1.95B
Clients: 1,528
Advisory staff: 12
Fee schedule: 0.50% to 0.80% a year
Minimum account: $500,000
Custodians: Fidelity, Charles Schwab
Headquarters: 999 Vanderbilt Beach Road, Suite 200, Naples, FL 34108
Phone: 844-903-3343
Website: 3edgeam.com

No. 6 · RIA

Ciccarelli Advisory Services

Ciccarelli Advisory Services is an investment adviser based in Naples, FL, registered with the SEC since 1985. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $1.59 billion, as filed on 8 September 2026.

Ciccarelli Advisory Services charges up to 1.25% a year for its Investment Advisory.

Regulatory AUM: $1.59B
Clients: 3,553
Advisory staff: 13
Fee schedule: Up to 1.25% a year
Custodians: Charles Schwab, SEI Investments
Headquarters: 9601 Tamiami Trail North, Naples, FL 34108
Phone: 239-262-6577

No. 7 · RIA

Evertern Wealth

Evertern Wealth is an investment adviser based in Naples, FL, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $1.56 billion, as filed on 30 September 2026.

Evertern Wealth charges up to 1.95% a year for its Portfolio management services.

Regulatory AUM: $1.56B
Clients: 233
Advisory staff: 2
Fee schedule: Up to 1.95% a year
Custodians: Folio Investments
Headquarters: 4501 Tamiami Trail N, Suite 100, Naples, FL 34103
Phone: 239-508-7700
Website: everternwealth.com

No. 8 · RIA

Private Capital Management

Private Capital Management is an investment adviser based in Naples, FL, registered with the SEC since 2013. It provides financial planning and investment management. Its clients include high-net-worth individuals, pooled investment vehicles and investment companies. Its regulatory assets under management total $1.44 billion, as filed on 26 March 2026.

Regulatory AUM: $1.44B
Clients: 461
Advisory staff: 7
Custodians: Fidelity, Charles Schwab
Headquarters: 8889 Pelican Bay BLVD., Suite 500, Naples, FL 34108-7512
Phone: 239-254-2500
Website: pcmvaluefund.com

No. 9 · RIA

Fifth Avenue Family Office

Fifth Avenue Family Office is an investment adviser based in Naples, FL, registered with the SEC since 2002. It provides financial planning and investment management. Its clients include high-net-worth individuals and charitable organizations. Its regulatory assets under management total $1.35 billion, as filed on 16 March 2026.

Fifth Avenue Family Office charges 0.25%–1.00% a year for its Fee Schedule.

Regulatory AUM: $1.35B
Clients: 9
Advisory staff: 4
Fee schedule: 0.25% to 1.00% a year
Minimum account: $20,000,000
Custodians: Charles Schwab, J.P. Morgan, Fidelity
Headquarters: 3003 Tamiami Trail North, Suite 410, Naples, FL 34103
Phone: 239-262-6300
Website: fifthavenuefamily.com

No. 10 · RIA

Intellus Advisors

Intellus Advisors is an investment adviser based in Naples, FL, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $1.35 billion, as filed on 25 March 2026.

Intellus Advisors charges 0.50%–1.25% a year for its Investment Management and Wealth Management Fees.

Regulatory AUM: $1.35B
Clients: 1,029
Advisory staff: 9
Founded: 2017
Fee schedule: 0.50% to 1.25% a year
Custodians: Raymond James
Headquarters: 8625 Tamiami Trail N., Suite 301, Naples, FL 34108
Phone: 239-649-3600
Website: intellusadvisors.com

Questions about financial advisors in Naples

How many financial advisor firms are headquartered in Naples?

23 SEC-registered financial advisor firms report their principal office in Naples, FL, managing $42.2B in regulatory assets between them. The other 9 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Naples?

Capital Wealth Planning, with $17.2B in regulatory assets under management on its latest Form ADV. The next largest are Moran Wealth Management ($5.1B) and CWA Asset Management Group ($4.51B).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Naples?

The median firm manages $862M in regulatory assets. That is the midpoint of the 23 firms headquartered in Naples.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Naples charge?

Of the 10 largest firms, 8 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.80% to 1.95% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Naples?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Naples has 23 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Naples

Top financial advisor firms in other Florida cities