Fiduciary Planning, LLC is a small investment advisory firm based out of Englewood, FL, with three offices. With over 1,150 individual clients and an impressive $245,277,000 in assets under management, they have established themselves as a trusted partner in financial planning. Fiduciary Planning, LLC specializes in providing comprehensive investment solutions and personalized advice to their diverse client base. The firm's expertise extends to registered representation of a broker-dealer, insurance brokerage, and agent services. They have developed a solid reputation for their proficiency in managing employer 401Ks and individual portfolios, with approximately half of their assets under management originating from these sources. A remarkable 89% of the assets they manage are held under discretionary mandates, reflecting their clients' trust in their decision-making abilities. Fiduciary Planning, LLC boasts a team of eight dedicated employees, four of whom are experienced investment advisors. Their compensation structure encompasses various models, including a percentage of assets under management and fixed fees, ensuring alignment with clients' best interests. With an average of $61,320,000 in assets under management per investment advisor, Fiduciary Planning, LLC delivers results that are on par with industry standards. The firm takes pride in its team's commitment to providing exceptional service and building long-term client relationships. Notably, Fiduciary Planning, LLC is home to several of the industry's most tenured advisors, including Valerie Wagner, Thomas Schorn, and Daniel Mercado. Their combined experience and expertise further solidify the firm's position as a leading financial planning resource in Englewood, FL.

Fourthought Financial Partners, LLC is a reputable investment advisory firm located in Venice, FL. With a team of 17 dedicated professionals, they provide expert financial guidance to a diverse clientele. Six of their employees specialize in offering investment advisory services, catering to the unique needs of their clients. On average, each investment advisor oversees approximately $108,190,000 in assets under management, which aligns with the industry average. The firm's compensation structure includes various options, such as a percentage of assets under management, fixed fees, and hourly charges. This flexibility allows them to tailor their services to meet the specific requirements of each client. Fourthought Financial Partners, LLC boasts an impressive client base, serving over 460 individuals and managing assets worth more than $1,071,313,000. While a significant portion of their assets under management is for high-net-worth individuals, they also have the capacity to handle employer funds, although 401K and individual accounts make up less than 30% of their assets. The firm operates under a discretionary management approach, meaning that they have full authority to make investment decisions on behalf of their clients. With a local presence and a single office in Venice, FL, Fourthought Financial Partners, LLC offers a personalized and accessible experience to their clients. Several of the firm's most experienced advisors include Alexander Wolfe, James Stamper, and Bradley Patton, who have contributed significantly to the firm's longstanding reputation for excellence in the financial industry.

Riverglades Family Offices, LLC is a small investment advisory firm based out of Naples, FL. With one office, the firm specializes in providing investment advisory services to its clients. Led by a team of two dedicated professionals, Riverglades Family Offices, LLC manages an average of approximately $81,700,000 in assets under management per investment advisor, which is on par with the industry average. The compensation structure of Riverglades Family Offices, LLC encompasses various types, including a percentage of assets under management and fixed fees. While less than 30% of their assets under management are comprised of 401K and individual accounts, the firm possesses the capability to effectively manage employer funds. With a discretionary approach, 76% of the assets they oversee are managed at their discretion. Catering primarily to high net worth individuals, Riverglades Family Offices, LLC boasts a diverse client base of over 30 individual clients, with a combined total of more than $163,399,000 in assets under management. The firm takes pride in its long-standing registered advisors, Paul Marinelli and Bertram Martin, who have demonstrated unwavering commitment to the company. Riverglades Family Offices, LLC is dedicated to providing personalized investment advisory services that align with their clients' financial goals and objectives. With a focus on wealth preservation and growth, the firm strives to exceed client expectations through strategic financial planning and expert investment guidance.

McDermott Investment Advisors, LLC, a local investment advisory firm headquartered in Naples, FL, is committed to providing exceptional financial services. With 16 experienced employees dedicated to investment advisory services, the firm maintains an impressive average of approximately $134,660,000 in assets under management per investment advisor, surpassing the industry average. At McDermott Investment Advisors, LLC, their compensation structure is diverse, encompassing various types such as a percentage of assets under management and fixed fees. This flexibility allows them to cater to the unique needs of their clients effectively. With a client base of over 150 individuals, McDermott Investment Advisors, LLC manages assets totaling more than $222,771,000. The firm primarily focuses on serving high-net-worth individuals, although they also possess the capability to manage employer funds, while 401K and individual accounts constitute less than 30% of their assets under management. Impressively, McDermott Investment Advisors, LLC exercises discretionary management over 86% of the assets they oversee, showcasing their expertise and client trust in their decision-making abilities. The firm operates across seven offices, enabling them to offer convenient access and personalized services to their clients. McDermott Investment Advisors, LLC takes pride in its team of seasoned professionals, including Charles Bowers, John Cito, and Dean McDermott, some of the longest-tenured advisors at the firm. Their wealth of knowledge and experience enables them to deliver comprehensive investment strategies tailored to each client's unique financial goals and objectives.

Naples Global Advisors, a reputable investment advisory firm based in Naples, FL, offers comprehensive financial management services to a diverse clientele. With over 20 individual clients, they oversee an impressive $1,240,373,000 in assets under management, emphasizing their expertise and track record in wealth management. Boasting two offices in the region, Naples Global Advisors caters primarily to high net worth individuals, with 96% of the assets they manage falling under their discretionary management. The firm's compensation structure includes various models, such as a percentage of assets under management, ensuring alignment of interests between the advisors and their clients. With a team of 15 dedicated employees, Naples Global Advisors stands out for its exceptional investment advisory services. Their investment advisors, averaging approximately $155,050,000 in assets under management per advisor, surpass industry standards in delivering outstanding financial results. Naples Global Advisors takes pride in its experienced team, and a few of their longest tenured advisors, including John Suddeth, Michael Morris, and Grzegorz Debski, have played significant roles in establishing the firm's sterling reputation. Through their expertise, commitment, and personalized approach, Naples Global Advisors has built enduring relationships with their clients, ensuring that each client's unique financial goals are met effectively. As a local firm, Naples Global Advisors understands the specific needs and dynamics of the Naples, FL community. Their dedication to providing exceptional investment advisory services has solidified their position as a trusted partner in wealth management, enabling their clients to navigate the complexities of the financial markets with confidence.

Luma Capital, a small investment advisory firm based out of Naples, FL, is dedicated to providing exceptional financial services to its clients. With over 10 individual clients and a remarkable $121,895,000 in assets under management, Luma Capital demonstrates its expertise in managing wealth effectively. The firm operates from a single office in Naples and offers a wide range of services, including accounting support. A notable aspect of Luma Capital's approach is their discretion, as 42% of the assets they manage are discretionary, ensuring personalized and tailored investment strategies. Catering primarily to high net worth individuals, Luma Capital prides itself on understanding the unique financial goals and circumstances of its clients. In terms of compensation, Luma Capital offers various fee structures, including a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. This flexible approach ensures that clients have options that align with their specific needs and preferences. With a team of two dedicated employees providing investment advisory services, Luma Capital delivers a personalized experience to each client. On average, each investment advisor manages approximately $60,950,000 in assets under management, demonstrating a strong commitment to their clients' financial well-being. Daniel Keller and Evan Alexander, two highly experienced registered advisors, have been with Luma Capital for an extensive period, further exemplifying the firm's commitment to building long-term relationships and providing reliable financial guidance. Overall, Luma Capital's focus on personalized service, discretion, and wealth management expertise positions them as a trusted partner for individuals seeking comprehensive and effective financial solutions.

Private Capital Management, based out of Naples, FL, is a trusted local investment advisory firm with a strong track record in managing wealth. With over 80 individual clients and a remarkable $956,459,000 in assets under management, they have established themselves as a leading player in the industry. Operating from two offices, Private Capital Management exclusively manages discretionary assets, ensuring flexibility and agility in their investment strategies. The firm's compensation structure offers various options, including a percentage of assets under management and performance-based fees, aligning their interests with the success of their clients' portfolios. With a team of 19 dedicated professionals, including nine experienced investment advisors, Private Capital Management delivers personalized and comprehensive financial advice. Their investment advisors possess a wealth of industry knowledge and expertise, with several notable figures such as Gregg Powers, Jeffrey Fortier, and David Sissman serving as the longest tenured advisors at the firm. These seasoned professionals contribute to the firm's reputation for providing sound investment recommendations and delivering value to their clients. Private Capital Management's commitment to excellence is further underscored by their impressive average assets under management per investment advisor, amounting to approximately $106,270,000. This figure demonstrates their ability to handle substantial portfolios and positions them as a competitive player within the investment advisory industry. For individuals seeking tailored wealth management solutions, Private Capital Management offers a client-centric approach, prioritizing long-term financial goals and providing comprehensive investment strategies to help clients achieve financial success and security.

The High Net Worth Advisory Group, LLC is a reputable local investment advisory firm based in Naples, FL, operating from a single office location. With a dedicated team of 7 professionals, 5 of whom specialize in investment advisory services, they deliver personalized financial solutions to their esteemed clientele. The High Net Worth Advisory Group, LLC boasts an impressive average of approximately $115,810,000 in assets under management per investment advisor, aligning with the industry average. Their compensation structure is flexible, offering options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring a customized approach tailored to their clients' needs. Approximately half of their assets under management originate from employer 401Ks or individuals, showcasing their expertise and extensive experience in this particular area. An overwhelming 95% of the assets they manage are discretionary, underscoring their ability to make strategic investment decisions on behalf of their clients. With a strong focus on high-net-worth individuals, The High Net Worth Advisory Group, LLC oversees the management of a significant portfolio. Currently, they serve over 310 individual clients, with a total of more than $579,043,000 in assets under management, ensuring the preservation and growth of their clients' wealth. Kelso Huffman, Howard Jordan, and Carlo Magno Santos-Ocampo are among the firm's longest-tenured advisors, bringing a wealth of knowledge and experience to the table. Their expertise, combined with the team's dedication and commitment to exceptional service, solidifies The High Net Worth Advisory Group, LLC as a trusted partner for comprehensive wealth management solutions.

NAMCOA, based out of Naples, FL, is a prominent local investment advisory firm with a strong presence in the industry. With a team of 14 dedicated professionals, including 5 highly skilled investment advisors, NAMCOA strives to provide comprehensive financial guidance and support to its clients. Their expertise is evident in their impressive average assets under management per investment advisor, which stands at approximately $85,540,000—on par with the industry average. NAMCOA's compensation structure is diverse, allowing them to cater to the unique needs of their clients. They offer various options such as a percentage of assets under management, hourly charges, and fixed fees. This flexibility ensures that clients can choose the most suitable compensation arrangement that aligns with their financial goals. With over 130 individual clients, NAMCOA manages a substantial amount of assets under management, totaling over $236,044,000. Although 401K and individual accounts represent less than 30% of their assets under management, NAMCOA possesses the capability to effectively manage employer funds. Impressively, 90% of the assets they manage are discretionary, highlighting their clients' trust in their expertise and decision-making. NAMCOA operates from Naples, FL, and has a widespread presence with 19 offices throughout the region. The firm takes pride in its team of experienced advisors, including long-tenured professionals like Paul McIntyre, Walter Hester, and Bryan Smith. Their collective expertise and commitment to providing exceptional financial guidance position NAMCOA as a trusted partner for individuals and businesses seeking reliable investment advisory services in the Naples area.

Gyroscope Capital Management Group LLC is a highly regarded local investment advisory firm based in Naples, Florida. With a strong focus on high-net-worth individuals, they manage a portfolio of over 30 clients, overseeing more than $350,951,000 in assets. Gyroscope Capital operates from a single office, providing personalized financial services to their esteemed clientele. The firm prides itself on their discretionary asset management approach, ensuring that all investment decisions are made in the best interest of their clients. With a compensation structure that includes a percentage of assets under management, their interests are aligned with the success of their clients' portfolios. Gyroscope Capital Management Group consists of a team of seven professionals, all of whom provide investment advisory services. With an average of approximately $50,140,000 in assets under management per investment advisor, they maintain industry-standard performance levels. The firm benefits from the expertise of their experienced advisors, including Anthony Cirillo, Robert Carr, and Michael Egan, who have been with the company for a considerable period. Their extensive knowledge and dedication have contributed to the firm's reputation and success in providing exceptional financial guidance. Gyroscope Capital Management Group LLC remains committed to offering tailored investment strategies and comprehensive wealth management solutions to their high-net-worth clients. Their strong presence in the Naples community positions them as a trusted partner for individuals seeking expertise in navigating the complexities of the financial markets.

CWA Asset Management Group, headquartered in Naples, FL, is a prominent local investment advisory firm with a strong presence in the industry. With five offices, CWA Asset Management Group boasts a team of 47 talented professionals, 23 of whom specialize in providing expert investment advisory services. Their comprehensive expertise and dedication to client success have allowed them to amass an impressive average of $94,690,000 in assets under management per investment advisor, aligning with the industry average. With a diverse compensation structure, including a percentage of assets under management and fixed fees, CWA Asset Management Group ensures transparency and flexibility to meet the unique needs of their clients. While managing less than 30% of their assets under management in 401K and individual accounts, they possess the expertise to effectively handle employer funds. Impressively, 96% of the assets they manage are done so under discretionary management. CWA Asset Management Group's primary focus lies in serving high net worth individuals, with the majority of their assets under management belonging to this esteemed clientele. Additionally, they offer insurance brokerage services, further expanding their range of expertise and client solutions. The firm takes pride in its vast client base, currently serving over 730 individual clients and managing a total of $2,177,945,000 in assets under management. Notably, CWA Asset Management Group boasts a team of seasoned advisors, including Matthew Hickey, Lewis Johnson, and William Beynon, who have demonstrated their commitment and dedication to the firm over the years. CWA Asset Management Group's unwavering dedication to delivering exceptional results, combined with their extensive range of services and experienced team, solidify their position as a trusted and highly sought-after investment advisory firm in Naples, FL, and beyond.