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

Top-Ranked Advisors in NAPLES

#1
100

CICCARELLI ADVISORY SERVICES INC

NAPLES, FL · Since 1985

$1.6B AUM13 clientsFee: 0%
FiduciaryFee-Only
#2
100

MODERN PORTFOLIO CONSULTANTS, LLC

NAPLES, FL · Since 2002

$1.2B AUM2 clientsFee: 0%
FiduciaryFee-Only
#3
100

AURORA INVESTMENT MANAGERS, LLC

NAPLES, FL · Since 2008

$359M AUM2 clientsFee: 0%
FiduciaryFee-Only
#4
100

CAPITAL WEALTH PLANNING, LLC

NAPLES, FL · Since 2009

$17.2B AUM6 clientsFee: 0%
FiduciaryFee-Only
#5
100

AVENTUS INVESTMENT ADVISORS, INC.

NAPLES, FL · Since 2024

$136M AUM2 clientsFee: 0%
FiduciaryFee-Only
#6
100

NAPLES MONEY MANAGEMENT LLC

NAPLES, FL · Since 2010

$164M AUM2 clientsFee: 0%
FiduciaryFee-Only
#7
100

ANTONETTI CAPITAL MANAGEMENT, LLC

NAPLES, FL · Since 2018

$129M AUM2 clientsFee: 0%
FiduciaryFee-Only
#8
100

CAPITAL Z PARTNERS MANAGEMENT, LLC

NAPLES, FL · Since 2012

$1.9B AUM3 clientsFee: 0%
FiduciaryFee-Only
#9
100

PENTO PORTFOLIO STRATEGIES, LLC

NAPLES, FL · Since 2021

$237M AUM2 clientsFee: 0%
FiduciaryFee-Only
#10
100

BRAMSHILL INVESTMENTS, LLC

NAPLES, FL · Since 2012

$8.1B AUM33 clientsFee: 0%
FiduciaryFee-Only
#11
100

RIVERGLADES FAMILY OFFICES, LLC

NAPLES, FL · Since 2014

$221M AUM2 clientsFee: 0%
FiduciaryFee-Only
#12
100

TERAMO ADVISORS, LLC

NAPLES, FL · Since 2017

$345M AUM2 clientsFee: 0%
FiduciaryFee-Only
#13
100

SOUTHCOL ADVISORS

NAPLES, FL · Since 2020

$209M AUM3 clientsFee: 0%
FiduciaryFee-Only
#14
100

SERVATUS CAPITAL

NAPLES, FL · Since 2025

$110M AUM2 clientsFee: 0%
FiduciaryFee-Only
#15
100

QUANT ALPHA DECISIONS LLC

NAPLES, FL · Since 2026

$0 AUM1 clientsFee: 0%
FiduciaryFee-Only
#16
100

CAMBIER CAPITAL, LLC

NAPLES, FL · Since 2026

$0 AUM4 clientsFee: 0%
FiduciaryFee-Only
#17
100

WILLIAM RAVEIS - MORAN WEALTH MANAGEMENT, LLC

NAPLES, FL · Since 2026

$0 AUM1 clientsFee: 0%
FiduciaryFee-Only
#18
100

MOOLA COPILOT LLC

NAPLES, FL · Since 2025

$0 AUM1 clientsFee: 0%
FiduciaryFee-Only
#19
95

LUMA CAPITAL

NAPLES, FL · Since 2002

$136M AUM2 clientsFee: 0%
FiduciaryFee-Only
#20
95

FIFTH AVENUE FAMILY OFFICE

NAPLES, FL · Since 2002

$1.4B AUM4 clientsFee: 0%
FiduciaryFee-Only
#21
95

RGM CAPITAL, LLC

NAPLES, FL · Since 2006

$2.6B AUM5 clientsFee: 0%
FiduciaryFee-Only
#22
95

ANDREW HILL INVESTMENT ADVISORS, INC.

NAPLES, FL · Since 2021

$231M AUM3 clientsFee: 0%
FiduciaryFee-Only
#23
95

AVIANCE CAPITAL PARTNERS LLC

NAPLES, FL · Since 2008

$1.1B AUM6 clientsFee: 0%
FiduciaryFee-Only
#24
95

PENTWATER CAPITAL MANAGEMENT LP

NAPLES, FL · Since 2011

$19.3B AUM20 clientsFee: 0%
FiduciaryFee-Only
#25
95

NAPLES GLOBAL ADVISORS

NAPLES, FL · Since 2011

$2.0B AUM11 clientsFee: 0%
FiduciaryFee-Only
#26
95

CWA ASSET MANAGEMENT GROUP

NAPLES, FL · Since 2014

$4.5B AUM35 clientsFee: 0%
FiduciaryFee-Only
#27
95

PL CAPITAL ADVISORS, LLC

NAPLES, FL · Since 2014

$327M AUM4 clientsFee: 0%
FiduciaryFee-Only
#28
95

PRIVATE CAPITAL MANAGEMENT

NAPLES, FL · Since 2013

$1.4B AUM7 clientsFee: 0%
FiduciaryFee-Only
#29
95

TERRACAP MANAGEMENT LLC

NAPLES, FL · Since 2014

$1.4B AUM13 clientsFee: 0%
FiduciaryFee-Only
#30
95

3EDGE ASSET MANAGEMENT, LP

NAPLES, FL · Since 2015

$2.0B AUM12 clientsFee: 0%
FiduciaryFee-Only
#31
95

THE HIGH NET WORTH ADVISORY GROUP, LLC

NAPLES, FL · Since 2020

$862M AUM5 clientsFee: 0%
FiduciaryFee-Only
#32
95

BUCKEYE-PACIFIC

NAPLES, FL · Since 2021

$225M AUM3 clientsFee: 0%
FiduciaryFee-Only
#33
95

INTELLUS ADVISORS, LLC

NAPLES, FL · Since 2024

$1.4B AUM9 clientsFee: 0%
FiduciaryFee-Only
#34
92

EVERTERN WEALTH, LLC

NAPLES, FL · Since 2026

$0 AUM5 clientsFee: 0%
FiduciaryFee-Only1 complaint
#35
90

MCDERMOTT INVESTMENT ADVISORS, LLC

NAPLES, FL · Since 2014

$203M AUM10 clientsFee: 0%
FiduciaryFee-Only
#36
75

MORAN WEALTH MANAGEMENT, LLC

NAPLES, FL · Since 2022

$5.1B AUM36 clientsFee: 0%
FiduciaryFee-Only

Frequently Asked Questions

How are advisors ranked?

We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.

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.