AdvisorRanked

Best Financial Advisors in NAPLES, Florida

Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.

36
Registered Firms
0.95%
Median Fee
of assets/year
$1.1B
Median AUM
36
Firms Listed
in our database

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Top Rated Established Verified36 firms shown

Top-Ranked Advisors in NAPLES

Page 1 of 2 · 36 firms

#1
93

CAPITAL Z PARTNERS MANAGEMENT, LLC

NAPLES, FL · Since 2012

$1.9B AUM3 clientsFee: 0%
FiduciaryFee-Only
#2
93

BRAMSHILL INVESTMENTS, LLC

NAPLES, FL · Since 2012

$8.1B AUM33 clientsFee: 0%
FiduciaryFee-Only
#3
92

CICCARELLI ADVISORY SERVICES INC

NAPLES, FL · Since 1985

$1.6B AUM13 clientsFee: 0%
FiduciaryFee-Only
#4
91

CAPITAL WEALTH PLANNING, LLC

NAPLES, FL · Since 2009

$17.2B AUM6 clientsFee: 0%
FiduciaryFee-Only
#5
89

MODERN PORTFOLIO CONSULTANTS, LLC

NAPLES, FL · Since 2002

$1.2B AUM2 clientsFee: 0%
FiduciaryFee-Only
#6
87

AURORA INVESTMENT MANAGERS, LLC

NAPLES, FL · Since 2008

$359M AUM2 clientsFee: 0%
FiduciaryFee-Only
#7
87

NAPLES MONEY MANAGEMENT LLC

NAPLES, FL · Since 2010

$164M AUM2 clientsFee: 0%
FiduciaryFee-Only
#8
87

TERAMO ADVISORS, LLC

NAPLES, FL · Since 2017

$345M AUM2 clientsFee: 0%
FiduciaryFee-Only
#9
86

RIVERGLADES FAMILY OFFICES, LLC

NAPLES, FL · Since 2014

$221M AUM2 clientsFee: 0%
FiduciaryFee-Only
#10
85

ANTONETTI CAPITAL MANAGEMENT, LLC

NAPLES, FL · Since 2018

$129M AUM2 clientsFee: 0%
FiduciaryFee-Only
#11
85

PENTO PORTFOLIO STRATEGIES, LLC

NAPLES, FL · Since 2021

$237M AUM2 clientsFee: 0%
FiduciaryFee-Only
#12
85

SOUTHCOL ADVISORS

NAPLES, FL · Since 2020

$209M AUM3 clientsFee: 0%
FiduciaryFee-Only
#13
83

RGM CAPITAL, LLC

NAPLES, FL · Since 2006

$2.6B AUM5 clientsFee: 0%
FiduciaryFee-Only
#14
83

AVENTUS INVESTMENT ADVISORS, INC.

NAPLES, FL · Since 2024

$136M AUM2 clientsFee: 0%
FiduciaryFee-Only
#15
83

SERVATUS CAPITAL

NAPLES, FL · Since 2025

$110M AUM2 clientsFee: 0%
FiduciaryFee-Only
#16
83

CAMBIER CAPITAL, LLC

NAPLES, FL · Since 2026

$0 AUM4 clientsFee: 0%
FiduciaryFee-Only
#17
83

MOOLA COPILOT LLC

NAPLES, FL · Since 2025

$0 AUM1 clientsFee: 0%
FiduciaryFee-Only
#18
82

PENTWATER CAPITAL MANAGEMENT LP

NAPLES, FL · Since 2011

$19.3B AUM20 clientsFee: 0%
FiduciaryFee-Only
#19
82

NAPLES GLOBAL ADVISORS

NAPLES, FL · Since 2011

$2.0B AUM11 clientsFee: 0%
FiduciaryFee-Only
#20
82

CWA ASSET MANAGEMENT GROUP

NAPLES, FL · Since 2014

$4.5B AUM35 clientsFee: 0%
FiduciaryFee-Only
#21
82

WILLIAM RAVEIS - MORAN WEALTH MANAGEMENT, LLC

NAPLES, FL · Since 2026

$0 AUM1 clientsFee: 0%
FiduciaryFee-Only
#22
81

PRIVATE CAPITAL MANAGEMENT

NAPLES, FL · Since 2013

$1.4B AUM7 clientsFee: 0%
FiduciaryFee-Only
#23
81

QUANT ALPHA DECISIONS LLC

NAPLES, FL · Since 2026

$0 AUM1 clientsFee: 0%
FiduciaryFee-Only
#24
80

FIFTH AVENUE FAMILY OFFICE

NAPLES, FL · Since 2002

$1.4B AUM4 clientsFee: 0%
FiduciaryFee-Only
#25
80

AVIANCE CAPITAL PARTNERS LLC

NAPLES, FL · Since 2008

$1.1B AUM6 clientsFee: 0%
FiduciaryFee-Only

Frequently Asked Questions

How are advisors ranked?

We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.

What's the average financial advisor fee in NAPLES?

The median advisory fee in NAPLES, FL is 0.95% of assets under management per year, based on Form ADV filings from 36 registered firms.

Where does this data come from?

All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.