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Top Financial Advisors in Naples, FL

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Finding the Top Financial Advisors in Naples, FL

If you’re trying to find a financial advisor, you may have to do some extensive research into government documents and financial papers. But don’t worry. We did that work for you in order to find the top seven financial advisors in Naples, Florida. We covered all the basics such as account minimums, fee basis and more.

Rank Financial Advisor Assets Managed Minimum Assets Financial Services More Information
1 Capital Wealth Advisors Capital Wealth Advisors logo Find an Advisor

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$1,124,571,580 No set account minimum
  • Financial planning
  • Portfolio management

Minimum Assets

No set account minimum

Financial Services

  • Financial planning
  • Portfolio management
2 Ciccarelli Advisory Services Inc. Ciccarelli Advisory Services Inc. logo Find an Advisor

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$814,276,283 No set account minimum
  • Financial planning
  • Portfolio management

Minimum Assets

No set account minimum

Financial Services

  • Financial planning
  • Portfolio management
3 Aviance Capital Partners, LLC Aviance Capital Partners, LLC logo Find an Advisor

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$482,942,270 $500,000 to $1,000,000
  • Financial planning
  • Portfolio management 

Minimum Assets

$500,000 to $1,000,000

Financial Services

  • Financial planning
  • Portfolio management 
4 Gyroscope Capital Management Group, LLC Gyroscope Capital Management Group, LLC logo Find an Advisor

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$259,976,111 $250,000
  • Financial planning
  • Portfolio management

Minimum Assets

$250,000

Financial Services

  • Financial planning
  • Portfolio management
5 Bray Capital Advisors, LLC. Bray Capital Advisors, LLC. logo Find an Advisor

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$259,339,188 $1,000,000
  • Financial planning
  • Portfolio management

Minimum Assets

$1,000,000

Financial Services

  • Financial planning
  • Portfolio management
6 Naples Asset Management Company, LLC. Naples Asset Management Company, LLC. logo Find an Advisor

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$224,704,654 $100,000
  • Financial planning
  • Portfolio management

Minimum Assets

$100,000

Financial Services

  • Financial planning
  • Portfolio management
7 Antonetti Capital Management, LLC. Antonetti Capital Management, LLC. logo Find an Advisor

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$99,419,207 $100,000
  • Financial planning
  • Portfolio management

Minimum Assets

$100,000

Financial Services

  • Financial planning
  • Portfolio management

How We Found the Top Financial Advisors in Naples, FL

First, we compiled data on all firms in Naples, Florida that are registered with the Securities Exchange Commission (SEC) to form a list. We then removed the firms that faced disciplinary action in the past 10 years or whose individual accounts make up less than half of their client base. Finally, we ranked the firms in Naples based on assets under management (AUM), from largest to smallest.

Capital Wealth Advisors

Capital Wealth Advisors

Capital Wealth Advisors (CWA) tops our list with more than $1.12 billion in assets under management. The firm primarily works with high-net-worth individuals, though there is no minimum investment required. CWA also offers services to charities, profit-sharing plans and businesses. 

The advisory team includes six certified financial planners (CFPs). 

Capital Wealth Advisors Background 

CWA first opened its doors in 2011. Since then, it has been providing an array of financial planning and portfolio management services. However, it mainly focuses on estate planning and insurance management. Still, the firm’s advisors can guide you through nearly all aspects of your financial life from budgeting to retirement planning and trust fund management. 

The company is owned by Blaine Michael Ferguson, William Nick Beynon and Fundamental Global Investors, LLC. Both of these individuals still provide advisory services on behalf of CWA.  

The firm operates on a fee-based capacity. This means its advisors or related persons may earn commissions from third parties for selling insurance products.

Capital Wealth Advisors Investment Strategy

Based on your financial situation, risk tolerance and investment goals, CWA will formulate a diversified portfolio with an asset allocation that’s appropriate for you. In implementing it, the firm considers a wide universe of funds such as equities, fixed-income, mutual funds, exchange-traded funds (ETFs) and real estate investment trusts (REITs).

Ciccarelli Advisory Services Inc.

Ciccarelli Advisory Services Inc.

Ciccarelli Advisory Services (CAS) has more than $814 million in assets under management. The firm offers financial planning and portfolio management services to individuals, high-net-worth individuals, families, trusts, estates and pension and profit-sharing plans. You don’t need a minimum account size to receive portfolio management services from the firm. 

Ciccarelli Advisory Services Background

CAS formed in 1984. A family shop, it’s owned today by Kim Ciccarelli Kantor, president, and Raymond F. Ciccarelli, vice president. The firm offers long-term financial planning services including the following: 

  • Retirement planning
  • Estate planning
  • Generational planning
  • Tax consideration
  • Cash flow planning
  • Insurance selection

Ciccarelli Advisory Services Investment Strategy

The firm aims to build diversified portfolios to meet the long-term financial goals of its clients. It generally considers allocating assets among no-load or load-waived mutual funds, equities, fixed-income and more. The firm utilizes the execution, clearing and custodial services of Charles Schwab & Co. Inc.  

When determining where to invest client assets, the firm conducts its own research into market trends and other data.

Aviance Capital Partners, LLC

Aviance Capital Partners, LLC

Aviance Capital Partners is a financial advisor firm with more than $480 million in assets under management. It currently works with individuals and high-net-worth ones - about 140 total, according to its most recent SEC filings with the SEC. Aviance can also advise estates, trusts, retirement plans such as 401(k)s and other accounts. 

Investment minimums depend on the portfolio management program you choose. But these generally range from $500,000 to $1 million. Aviance works on a fee-only basis. So it doesn’t earn commissions or other compensation for making certain recommendations or selling proprietary products. 

Aviance Capital Partners Background 

Aviance was formed in 2008. It’s owned by James R. Neel and Jack D. Brown

The firm primarily focuses on investment advisory services. On request, though, it can offer 

financial planning, covering such topics as cash flow, retirement needs, asset allocation consulting, educational funding, tax efficiency, charitable gifting, estate considerations, risk and insurance management, wealth transfer and other special needs. 

Aviance Capital Partners Investment Strategy

Aviance Capital Partners utilizes model portfolios to help clients achieve their financial goals. In building these model portfolios, it relies on several strategies such as analyzing market conditions and overall economic outlook. They include: 

  • Traditional bond portfolios
  • Core-plus fixed income
  • Enhanced income
  • Global tactical
  • Disciplined value
  • Disciplined growth

Gyroscope Capital Management Group, LLC

Gyroscope Capital Management Group, LLC

Gyroscope Capital Management Group (GCMG) is an advisory firm with about $260 million in assets under management. High-net-worth individuals make up the bulk of its client base. But the firm can also advise trusts, estates, charities, businesses and other entities.

The team at GCMG features one certified financial planner (CFP) and one chartered financial analyst (CFA). To open an account with the firm, you’d need a minimum investment of $250,000. 

Gyroscope Capital Management Group Background

GCMG commenced operations in 2006. The principal owner of the firm is Michael J. Egan. 

The firm offers fee-based financial planning services around topics like estate planning, trust funds and retirement plans. However, it focuses on managed portfolios. 

Gyroscope Capital Management Group Investment Strategy

GCMG has designed its own model portfolios with an asset allocation built for specific risk profiles and to achieve certain goals. You can choose from among its models: 

  • Dividend Income Strategy
  • Growth and Income Strategy
  • Smid Cap Low Volatility Strategy (invests in small- and mid-cap stocks)
  • Large Cap Low Volatility
  • S&P 500 Optimal Sector Weight

Bray Capital Advisors, LLC.

Bray Capital Advisors, LLC.

Bray Capital Advisors is a fee-only firm with about $259 million in assets under management. Requiring a minimum investment of $1 million, it works primairly with high-net-worth individuals. Its team includes eight certified public accountants (CPAs) and seven certified financial planners (CFPs).  

Bray Capital Advisors Background

Bray Capital Advisors commenced operations in 2014. Today, it offers a range of financial planning and portfolio management services, including financial planning, tax and estate planning, trust services and investment management.  

Bray Capital Advisors Investment Strategy

In building diversified portfolios with an asset allocation based on factors like your risk appetite and time horizon, the firm utilizes proprietary model portfolios and the assistance of third-party portfolio managers. It typically invests client assets among individual stocks and bonds as well as exchange-traded funds (ETFs). 

Naples Asset Management Company, LLColds more than $2.25 million in assets under management. Though it mainly advises high-net-worth individuals, it also works with individual investors, retirement plans, endowment funds, family offices, business owners and other institutional entities.

To initiate a relationship with the firm, you’d generally need a minimum investment of $100,000. The team has seven accredited investment fiduciaries (AIFs), three certified financial planners (CFP) and one chartered financial analyst (CFA).

Naples Asset Management Company, LLC.

Naples Asset Management Company, LLC.

Naples Asset Management Company (NAMC) holds more than $2.25 million in assets under management. Though it mainly advises high-net-worth individuals, it also works with individual investors, retirement plans, endowment funds, family offices, business owners and other institutional entities.

To initiate a relationship with the firm, you’d generally need a minimum investment of $100,000. The team has seven accredited investment fiduciaries (AIFs), three certified financial planners (CFP) and one chartered financial analyst (CFA).

Naples Asset Management Company Background 

NAMC has been providing investment advisory services since 2003. Managing Director Paul McIntyre currently owns it.

The firm is fee-based. This means its advisors or related persons may earn compensation from you as well as other financial services entities for making certain recommendations.

NAMC offers financial consulting and portfolio management services. It specializes in the following:

  • Portfolio management
  • Investor education
  • Retirement plan services
  • Financial consulting

Naples Asset Management Company Investment Strategy

Investors can choose from NAMC’s portfolio models or have one customized to their individual needs, goals and risk appetites. Its “Monthly Needs” portfolio, for example, is an actively managed account that invests in 25 U.S. large-cap stocks in sectors that the average consumer spends money on each month. Alternately, its “Real Income” portfolio primarily invests in real estate investment trusts (REITs). The firm also manages balanced portfolios invested in exchange-traded funds, which rarely change their holdings.

Antonetti Capital Management, LLC.

Antonetti Capital Management, LLC.

Antonetti Capital Management (ACM) is a financial services firm with about $99.4 million in assets under management. Most of the firm’s client base consists of non-high-net-worth individuals, according to SEC records. But it also provides services to pension and profit sharing plans, trusts, estates, charitable organizations, corporations and other business entities.

To open an account with ACM, you’d need a minimum account size of $100,000. The firm works on a fee-only basis. So it earns compensation from you solely for the services it provides to you. It doesn’t collect compensation from other parties for making specific recommendations or selling specific products. 

Antonetti Capital Management Background 

ACM has been in operation since 2011 and is owned solely by Pasquale (Pat) Antonetti. The firm focuses on providing portfolio management services as well as limited financial planning services to investment management clients. 

Antonetti Capital Management Investment Strategy

ACM generally provides investment advice on mutual funds, exchange-traded funds (ETFs), equity securities, corporate debt securities, commercial paper, municipal securities, U.S. government securities and options. It may recommend other types of investments if it deems it appropriate based on your individual circumstances such as time horizon and risk tolerance. 

As of the most recent SEC data, assets under its management were primarily (81%) invested in exchange-traded securities (like common stocks). The rest were allocated to investment-grade corporate bonds (8%), cash and cash equivalents (5%), U.S. government and agency bonds (4%), non-investment-grade corporate bonds (1%), derivatives (1%) and covered call options and put options (1%).

How Many Years $1 Million Lasts in Retirement

SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Zoom between states and the national map to see the top spots in each region. Also, scroll over any city to learn about cost of living in retirement there.

Least
Most
Rank City Housing Expenses Food Expenses Healthcare Expenses Utilities Expenses Transportation Expenses

Methodology SmartAsset calculated the average cost of living for retirees in the largest U.S. cities. Using that calculation, we determined how many years $1 million would last in retirement in each major city.

First, we looked at data from the Bureau of Labor Statistics (BLS) on the average annual expenditures of seniors throughout the country. We then applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category (housing, food, healthcare, utilities, transportation and other) in each city.

We assumed the $1 million would grow at a real return (interest minus inflation) of 2%, reflecting the typical return on a conservative investment portfolio. Finally, we divided $1 million by the sum of each of those annual numbers to determine how long $1 million would last in each of the cities in our study.

Sources: Bureau of Labor Statistics (BLS), Council for Community and Economic Research