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.

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.

Mutual Trust Advisory Group, based out of Estero, FL, is a well-established investment advisory firm with a strong track record of success. With over 110 individual clients and more than $123,909,000 in assets under management, the firm has built a reputation for providing exceptional financial guidance and personalized service. Dedicated to serving the unique needs of their clients, Mutual Trust Advisory Group operates from two offices, ensuring accessibility and convenience. While they manage a diverse portfolio of assets, including 401K and individual accounts, these represent less than 30% of their total assets under management. Nevertheless, the firm possesses the expertise and capability to effectively manage employer funds as well. An impressive 98% of the assets they manage are under their discretionary control, reflecting the high level of trust their clients place in their expertise. With a focus on high-net-worth individuals, Mutual Trust Advisory Group caters to the specific financial goals and aspirations of this discerning clientele. Their compensation structure is flexible, offering various options including a percentage of assets under management, hourly charges, and fixed fees. This ensures that clients can choose the approach that best aligns with their needs and preferences. At Mutual Trust Advisory Group, a team of three dedicated professionals provides comprehensive investment advisory services. With an average of approximately $41,300,000 in assets under management per investment advisor, their clients benefit from a personalized and tailored approach to wealth management. The firm takes pride in its experienced team, including Ryan Rocuant, Aaron Pierce, and Scott Schatzle, who are among the longest-tenured advisors at the company. Mutual Trust Advisory Group's commitment to excellence and their client-centric approach has solidified their position as a trusted partner in financial success.

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.

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.

Moran Wealth Management, LLC is a reputable investment advisory firm headquartered in Naples, FL, and operates from two offices in the area. With a total of 37 dedicated employees, 20 of whom specialize in investment advisory services, the firm is well-equipped to provide expert financial guidance to its clients. Known for their exceptional track record, Moran Wealth Management, LLC manages a substantial average of approximately $202,620,000 in assets under management per investment advisor, surpassing the industry average. The firm offers a diverse compensation structure, which includes a percentage of assets under management. While their asset portfolio is predominantly composed of discretionary assets, 401K and individual accounts make up less than 30% of their total assets under management. However, Moran Wealth Management, LLC possesses the expertise and capacity to effectively manage employer funds, expanding their reach in the market. Catering primarily to high-net-worth individuals, Moran Wealth Management, LLC prides itself on its extensive client base of over 600 individual clients, with a staggering $4,052,370,000 in assets under management. The firm's success can be attributed in part to the dedication and expertise of their longest tenured advisors, including Ashley Buboltz, Julie Rich, and Jeffrey Lebriton. With a commitment to providing personalized financial solutions tailored to each client's needs, Moran Wealth Management, LLC has established itself as a trusted partner in helping individuals navigate the complexities of wealth management. Whether it's retirement planning, investment strategies, or estate planning, the firm's experienced team is dedicated to delivering comprehensive financial services that align with their clients' goals and aspirations.

Macke Financial Advisory Group is a well-established investment advisory firm based in Fort Myers, FL. With their single office location, they cater to a diverse range of clients seeking professional financial guidance. The firm boasts a team of four highly skilled professionals, two of whom specialize in providing investment advisory services. Their expertise and dedication have allowed them to maintain an impressive average of $68,210,000 in assets under management per investment advisor, which aligns with the industry standard. Macke Financial Advisory Group offers a comprehensive compensation structure tailored to meet the unique needs of their clients. Their fee options include a percentage of assets under management, hourly charges, and fixed fees, ensuring a flexible and transparent approach to financial planning. Although their focus primarily lies on managing assets for high-net-worth individuals, they possess the necessary expertise and capabilities to oversee employer funds, even though 401K and individual accounts constitute less than 30% of their assets under management. With over 70 individual clients, Macke Financial Advisory Group demonstrates their ability to cultivate strong, long-lasting relationships built on trust and reliability. Their exceptional services have attracted clients with a combined total of over $136,418,000 in assets under management. Notably, Todd Macke and Kevin Jordan stand as the firm's most experienced and tenured registered advisors, contributing their extensive knowledge and expertise to the success of the firm. Overall, Macke Financial Advisory Group distinguishes itself as a reputable and trusted financial advisor, offering personalized and comprehensive solutions to help clients navigate the complex world of investments and achieve their financial goals.

Advantage Retirement Group, based out of Fort Myers, FL, is a distinguished investment advisory firm serving clients with integrity and expertise. With two offices, they offer comprehensive financial solutions to individuals and employer-sponsored 401Ks. This small yet dynamic firm boasts a team of six highly qualified professionals, two of whom specialize in investment advisory services. Impressively, Advantage Retirement Group manages an average of approximately $162,350,000 in assets per investment advisor, surpassing industry standards. Their compensation structure is diverse, including a percentage of assets under management. As a discretionary asset manager, they exercise full discretion over the assets they oversee, ensuring optimal investment decisions aligned with their clients' objectives. Moreover, Advantage Retirement Group serves as an insurance broker or agent, broadening their scope of services to provide comprehensive coverage and protection. With an extensive portfolio of over 440 individual clients, they manage a remarkable $324,702,000 in assets. Among the firm's notable advisors are Alfred Tounjian and David Antonucci, both possessing extensive experience and tenure with Advantage Retirement Group. These seasoned professionals contribute to the firm's outstanding reputation and client satisfaction. Advantage Retirement Group's commitment to excellence, personalized attention, and vast knowledge of retirement planning distinguishes them within the financial industry. Clients can trust them to navigate the complexities of investment management and insurance, securing a prosperous and secure future.

Portfolio Medics, LLC is a well-established regional investment advisory firm headquartered in Bonita Springs, FL. With a widespread presence across nine offices, the company boasts a team of 75 dedicated professionals who provide comprehensive investment advisory services to their clients. Demonstrating their expertise and commitment, Portfolio Medics manages an impressive average of approximately $5,110,000 in assets under management per investment advisor. The firm's compensation structure is designed to align with their clients' needs and preferences, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. Notably, more than 80% of the assets under their management originate from employer 401(k) plans and individuals, highlighting their proficiency in overseeing these types of investments for both employers and employees. With a staggering 98% of their managed assets falling under discretionary management, Portfolio Medics displays a high level of trust and confidence from their clients. Testament to their success, the firm boasts an extensive clientele of over 2,150 individual clients, with a remarkable $383,038,000 in assets under management. Portfolio Medics takes pride in its experienced team, including notable long-serving advisors such as Gerald Griffith, John Conrath, and Neal Skiles. Their collective expertise and deep industry knowledge contribute to the firm's reputation as a trusted and reliable investment advisory partner. As Portfolio Medics continues to grow and expand its reach, their unwavering commitment to providing exceptional service and managing client portfolios with diligence and expertise remains at the core of their business philosophy.

Bray Capital Advisors, LLC is a small investment advisory firm based out of Naples, FL, providing personalized financial solutions to its esteemed clientele. With over 30 individual clients and a remarkable $403,553,000 in assets under management, the firm boasts an impressive track record of success. Their expertise lies in discretionary management, with 100% of the assets they oversee falling under this category. Catering primarily to high net worth individuals, Bray Capital Advisors, LLC offers a comprehensive range of services tailored to meet the unique financial goals of their esteemed clientele. Their compensation structure is diverse, incorporating various models such as a percentage of assets under management and fixed fees. With two offices in Naples, FL, Bray Capital Advisors, LLC maintains a strong local presence and fosters close relationships with their clients. The firm takes pride in its team of six dedicated professionals, four of whom specialize in providing top-notch investment advisory services. On average, each investment advisor oversees approximately $100,890,000 in assets under management, a figure that aligns with industry standards. Notably, Bray Capital Advisors, LLC benefits from the expertise of several long-tenured advisors, including Michael Harris, Darian Chen, and Christopher Bray. These seasoned professionals bring a wealth of experience and industry knowledge to the firm, contributing to its continued success and client satisfaction.

Ciccarelli Advisory Services Inc, a local investment advisory firm based out of Naples, FL, is dedicated to providing top-notch financial solutions to its clients. With 15 employees, including 11 experienced investment advisors, they possess a wealth of expertise in the industry. Their commitment to excellence is evident through their impressive average assets under management per investment advisor, which stands at approximately $711,910,000, well above the industry average. Ciccarelli Advisory Services Inc caters to a diverse clientele, serving over 2,840 individual clients and managing assets worth over $1,042,526,000. Notably, they have established a strong presence in the employer 401K and individual asset management space, with nearly half of their assets under management originating from these sources. The firm's compensation structure is designed to align their interests with those of their clients. They offer various types of compensation, including a percentage of assets under management, fixed fees, and performance-based fees, ensuring that their advisors are motivated to deliver exceptional results for their clients. With two offices, Ciccarelli Advisory Services Inc extends their services to a wider geographic area, making it convenient for clients to access their expertise. They take pride in their local roots and are dedicated to fostering long-term relationships built on trust and personalized attention. Overall, Ciccarelli Advisory Services Inc's dedication to delivering outstanding financial advice, their impressive asset management figures, and their experience in the employer 401K and individual asset management sectors make them a trusted partner for clients seeking comprehensive investment solutions in the Naples, FL area.