Top 10 financial advisors in Naples, FL

We've curated a list of the best financial advisors in Naples, take a look at it below.

#	Company	Assets under management	Number of advisors
1	Assets under management $7,577,626,251 Number of advisors 28 advisors	$7,577,626,251	28 advisors
2	Assets under management $4,465,049,248 Number of advisors 30 advisors	$4,465,049,248	30 advisors
3	Assets under management $2,087,022,910 Number of advisors 47 advisors	$2,087,022,910	47 advisors
4	Assets under management $1,594,042,483 Number of advisors 14 advisors	$1,594,042,483	14 advisors
5	Assets under management $1,332,680,861 Number of advisors 18 advisors	$1,332,680,861	18 advisors
6	Assets under management $1,193,815,811 Number of advisors 15 advisors	$1,193,815,811	15 advisors
7	Assets under management $956,459,134 Number of advisors 19 advisors	$956,459,134	19 advisors
8	Assets under management $740,307,208 Number of advisors 8 advisors	$740,307,208	8 advisors
9	Assets under management $469,122,438 Number of advisors 8 advisors	$469,122,438	8 advisors
10	Assets under management $403,552,575 Number of advisors 6 advisors	$403,552,575	6 advisors

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We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.

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Methodology

To find the top financial advisors in Naples, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.

Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.

Capital Wealth Planning, LLC
Capital Wealth Planning, LLC is an independent investment advisory firm registered with the SEC since June 2009. The firm, led by Kevin G. Simpson and Jo Anna Irons, offers discretionary investment advisory services primarily through separately managed accounts and sub-advisory services to registered investment managers. Clients' portfolios are designed based on individual needs, risk profiles, and investment objectives, typically consisting of mutual funds, ETFs, and debt/equity securities. Investment advisory services are provided on a discretionary basis, with clients retaining ownership of all securities. The firm's fee structure for Investment Management Services is a percentage of assets under management, capped at 1.75% annually. Fees are pro-rated based on billing cycles and billed either in arrears or in advance, depending on client preference. CWP does not charge performance-based fees and requires a minimum account size based on the investment strategy chosen. The firm does not accept commissions or compensation from sources like mutual funds or insurance products. CWP employs various methods of security analysis, including charting, fundamental, and technical analysis, to inform its investment strategies. The firm's investment strategies may involve long-term purchases, short-term purchases, trading, and option writing. Clients have the option to direct brokerage, but CWP encourages clients to consider the potential costs and benefits of such arrangements. The firm does not vote proxies on behalf of clients and does not handle client claims in class action settlements. CWP prioritizes client privacy and security, ensuring that nonpublic personal information is safeguarded and only shared with necessary service providers. The firm has not experienced any adverse financial conditions or bankruptcy. Clients can submit complaints to the Chief Compliance Officer, and CWP maintains a strict privacy policy to protect client information.
$7,577,626,251 under management
28 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Providing Sub-advisory Services To Other Registered Investment Advisers
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Bramshill Investments, LLC
Bramshill Investments, LLC is a federally registered investment adviser specializing in asset management since May 2012. The firm is wholly owned by Ironmen Holdings, LLC, with principal owners Arthur DeGaetano and Stephen Selver. Bramshill manages separate managed accounts and pooled investment vehicles on a discretionary basis, allocating assets among various securities. The firm offers advisory advice on a non-discretionary basis as well. As of December 31, 2024, Bramshill had $6,923,745,332 in assets under management. The firm's fee structure includes negotiated annual management fees up to 100 basis points for managed accounts and sub-advisory relationships. Bramshill also receives performance allocations based on investment gains. The firm acts as a fiduciary, providing investment discretion to clients and voting client securities. Bramshill's investment strategies include fixed income, tactical fixed income, structured products, quantitative income, and all-weather income strategies. The firm's code of ethics ensures compliance with securities laws and prevents the unlawful use of material non-public information. Bramshill may receive soft dollar benefits and referral fees, and it exercises best execution practices in brokerage practices. Clients receive regular account reviews and statements, and the firm votes proxies on their behalf. Bramshill does not require prepayment of fees exceeding $1,200 in advance and has a sound financial condition.
$4,465,049,248 under management
30 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
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Cwa Asset Management Group
Cwa Asset Management Group is a financial advisory firm based in Naples, Florida. It currently has approximately $2,087,022,910 of assets under management and employs about 47 people. Cwa Asset Management Group uses a fee structure of a percentage of assets under your management, fixed fees and financial planning fees.
$2,087,022,910 under management
47 advisors
Fee structure
A percentage of assets under your management
Fixed fees
FINANCIAL PLANNING FEES
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Educational Seminars/workshops
Family Office Services
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Liberty Wealth Advisors, LLC
Liberty Wealth Advisors® d/b/a Portfolio Solutions® is an SEC-registered investment advisor established in 1999. The firm specializes in managing low diversified investment portfolios using primarily index stock and bond mutual funds and ETFs. They offer a full spectrum of financial advisory services, including wealth planning, financial planning, consulting, and investment management. Liberty Wealth Advisors® acts as a fiduciary, placing clients' interests first at all times. The firm typically manages accounts on a discretionary basis, monitoring accounts daily, managing cash flow, rebalancing as needed, and employing tax loss harvesting strategies. They also provide sub-advisory services to other registered investment advisors and offer a donor-advised fund program for charitable giving. Clients can open a donor-advised fund account with a minimum contribution of $5,000. For wealth planning services, fees generally range from 0.89% to 1.25%. Liberty Wealth Advisors® does not accept performance-based fees and does not use a wrap fee program. As of January 1, 2022, the firm managed over $1.75 billion in assets, with $1.59 billion managed on a discretionary basis. The firm's team includes experienced professionals with various certifications such as CFA®, CFP®, and CPFA. Liberty Wealth Advisors® maintains a strong commitment to ethical standards and client service, providing personalized financial advice tailored to each client's unique circumstances and financial goals.
$1,594,042,483 under management
14 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
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3edge Asset Management, Lp
3EDGE Asset Management, LP is an investment adviser specializing in global, multi-asset investment strategies founded in December 2015. The firm offers discretionary investment advisory services to separately managed account clients, sub-advisory services to other investment advisory firms' clients, and advisory services to exchange-traded funds and collective investment trusts. They also provide non-discretionary investment advisory services to clients for a fee based on their assets. The firm primarily uses exchange-traded registered investment companies, including its 3EDGE Funds, to implement strategies. Investment decisions are made by an Investment Committee, and the firm's investment philosophy combines quantitative analysis with practical experience and judgment. Clients have access to online portals for portfolio information and receive statements from custodians. 3EDGE has approximately $1.66 billion in discretionary assets under management and manages approximately $3.2 million of client assets on a non-discretionary basis. The firm's fee structure is negotiable and includes a standard fee schedule for separately managed accounts. 3EDGE has implemented policies and procedures regarding proxy voting, custody, and financial practices to ensure transparency and compliance with regulations.
$1,332,680,861 under management
18 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Provide Investment Models To Unaffiliated Advisors
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Naples Global Advisors
Naples Global Advisors, LLC, established in 2011, is an SEC-registered investment advisory firm based in Naples, Florida, with an affiliate office in Vero Beach, Florida, known as Vero Beach Global Advisors. The firm specializes in providing discretionary investment management services to individual and institutional clients, focusing on global, multi-cap value equity investments and diversified fixed income strategies. Clients typically have exposures to both equity and fixed income asset classes, with fees based on a percentage of assets under management. The fee schedule ranges from 1.0% for assets up to $2 million to 0.3% for assets over $100 million. The firm does not utilize performance-based fees and targets clients with investable assets of $1 million or more. Investment strategies involve thorough client profiling, fundamental valuation discipline, and global diversification, aiming for absolute returns and principal stability. The firm emphasizes client education, transparency, and adherence to a fiduciary duty, ensuring clients' best interests are prioritized. Clients have access to detailed account statements, quarterly performance reports, and regular meetings to review results and update objectives. The firm's privacy policy underscores the commitment to maintaining client confidentiality and security of personal information.
$1,193,815,811 under management
15 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
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Private Capital Management
Private Capital Management is a financial advisory firm based in Naples, Florida. It currently has approximately $956,459,134 of assets under management and employs about 19 people. Private Capital Management uses a fee structure of a percentage of assets under your management and performance-based fees.
$956,459,134 under management
19 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
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King Wealth Management Group, LLC
King Wealth Management Group LLC is an SEC registered investment adviser offering investment management and financial planning services. Established in February 2012, the firm is owned by Lawrence E. King and manages over $931 million in assets as of December 31, 2024. The firm provides tailored financial planning services covering retirement, estate planning, wealth transfer, and more. Investment strategies primarily involve individual equity and debt securities, ETFs, and, to a lesser extent, mutual funds and commodities. King Wealth Management charges an annual investment management fee of up to 1.50%, with a minimum annual fee of $500. Financial planning fees range from $2,500 to $10,000. The firm may negotiate fees based on various criteria. Clients are advised on risk tolerance and investment needs, with the firm exercising investment discretion over client accounts. King Wealth Management does not engage in performance-based fees and does not vote proxies on behalf of clients. The firm receives no compensation for client referrals and does not have any disciplinary information to disclose. Clients are encouraged to compare account statements from the firm with those from the custodian. King Wealth Management has procedures in place to ensure client funds and securities are held at a qualified custodian.
$740,307,208 under management
8 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
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First Trust Investment Solutions L.p.
First Trust Investment Solutions L.p. is a financial advisory firm based in Naples, Florida. It currently has approximately $469,122,438 of assets under management and employs about 8 people. First Trust Investment Solutions L.p. uses a fee structure of and a percentage of assets under your management.
$469,122,438 under management
8 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Educational Seminars/workshops
See full profile
Bray Capital Advisors, LLC
Bray Capital Advisors, LLC is a Florida-based investment advisory firm founded in 2014 and registered with the U.S. Securities and Exchange Commission. The firm specializes in providing fee-only wealth management services to high net worth individuals and families. As a fiduciary, Bray Capital Advisors puts clients' interests first and manages client investment portfolios on a discretionary basis. The firm offers services such as investment management, tax compliance, estate planning, and personal financial planning. Client portfolios are customized using individual stocks, bonds, and ETFs based on investment objectives and risk profiles outlined in an investment policy statement. The minimum investment portfolio size is generally $1 million, but smaller portfolios may be accepted based on client needs. As of December 31, 2023, Bray Capital Advisors manages approximately $413 million in client assets. Fees for wealth management services are charged as a percentage of assets under management, ranging from 0.50% to 1.25% based on the asset levels. Clients have the option to pay fees via direct debit or direct billing. The firm does not engage in performance-based fees or side-by-side management. Bray Capital Advisors does not accept soft dollar benefits and maintains custody of client assets with independent qualified custodians. Clients grant the firm investment discretion, allowing Bray Capital Advisors to make investment decisions on their behalf. The firm also handles proxy voting for client securities. Bray Capital Advisors has no disciplinary history and has not been involved in bankruptcy proceedings.
$403,552,575 under management
6 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
See full profile

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Methodology

Top advisors in Florida

Altamonte Springs,Aventura Bay Harbor Islands Bellair Bluffs Boca Raton Bonita Springs Boynton Beach Bradenton Casselberry Clearwater Clermont Cocoa Beach Coconut Grove Coral Cables Coral Gables Coral Springs Davie Deerfield Beach Delray Beach Destin Doral Estero Fleming Island Fort Lauderdale Fort Myers Ft. Lauderdale Gainesville Hallandale Beach Holly Hill Hollywood Jacksonville Jacksonville Beach Jupiter Key Biscayne Key Largo Lake City Lakeland Lake Mary Lake Worth Largo Longboat Key Longwood Lutz Maitland Melbourne Miami Miami Beach Neptune Beach New Port Richey North Bay Village North Miami North Miami Beach North Palm Beach Ocala Orlando Palm Beach Palm Beach Gardens Palm Coast Palmetto Bay Pensacola Pensacola Beach Plantation Pompano Beach Ponte Vedra Beach Port Orange Rockledge Rosemary Beach Safety Harbor Saint Augustine Saint Petersburg Sarasota Satellite Beach Seminole South Miami St Petersburg Stuart Sunny Isles Beach Tallahassee Tampa The Villages Venice Vero Beach Wellington Weston West Palm Beach Winter Haven Winter Park W. Palm Beach

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