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Best financial advisors in Naples, FL

Registered advisers within 25 miles of Naples, FL.

Offices
535
Firms
296
Combined AUM
$20.5T
Firm-wide filings, not assets booked only here
Clients
2.86M
2,859,691 clients when Item 5C has a number
Avg / client
$7.19M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
FIFTH THIRD SECURITIES, INC.
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
INTEGRITY ALLIANCE, LLC.
MORGAN STANLEY
CETERA INVESTMENT ADVISERS LLC
CONNECTICUT WEALTH MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
CHARLES SCHWAB & CO., INC.

Investors

Shalisse Ann Cerven
CORBYN LUCAS HIGHTOWER
ANTHONY JOHN LEOPIZZI
Christopher Gerard Fahey
Darrin M Sanger
Haley Jones
JOHN THOMAS DESANTIS
Clifford J Heroth
Amber P Fealy-Lopez
Brendan M. Leary
Donald D Clark
Benjamin Alejandro Rivas Arenas
Joel Mitchell
PETER DUTCHER
Christopher Martin Rodin Sierra
JAY M SABOT
Matthew Dogali
BRIAN DENNIS MAZGAJ
Tyler Christopher Canady
Matthew Joseph Taylor
ROBERT FRANCIS LYNCH
PATRICK RICHARD MC NAMARA
Robert Allan Woolf
DAVID A CARUSO
KEITH WILLIAM PHILIPPI
Rachelle Marie Davis
Breeanna N Szittai
MICHAEL RUDOLPH HALL
JONATHAN FIELDING LOMBARDI
ANA TEREZA MUNRO
DONNA RAE JORDAN
Manuel Tezanos
CRAIG JOHN COUTURE
Bob Weigel
BRENDAN THOMAS CONRY
ANDRI GONZALEZ
ANNA GIONET
WAYNE D BALLER
Vincent Illuzzi
Gianni Peter Uglialoro

Within 25 miles of Naples, FL, Best Investors lists 296 registered investment advisory firms with 535 offices nearby, managing about $20.5T in combined regulatory AUM across 2,859,691 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Naples

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM