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Find Top Financial Advisors in Naples, Florida

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Naples, Florida
Last Updated - 29-Jun-2022

Naples has 3 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 128 non-vetted advisors in your local area. These financial advisors in Naples, Florida have an average of 19 years of experience.

NOTE: The list of financial advisors in Naples, Florida mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Naples, Florida.

Qualified Financial Advisors in Naples, Florida
Financial Advisor Experience AUM Minimum Assets Fee Structure
Jason Kohut
SIGNET FINANCIAL MANAGEMENT, LLC
4851 Tamiami Trail North, Suite 200,
Naples, FL 34103
20 Not Specified $500,000.00 Fee-Only
Kevin Kroskey
CFP®, MBA
TRUE WEALTH DESIGN, LLC
1415 Panther Ln,
Suite #366,
Naples, FL 34109
15 Not Specified $250,000 Not Specified
John Salomon
CFP®, CPA
J2 CAPITAL MANAGEMENT, INC.
1222 SE 47th St,
Office Suite C-1,
Cape Coral Fl & Troy Mi, FL 33914
23 $140,000,000 Not Specified Fee-Based

Information on Qualified Financial Advisors in Naples

Qualifications CRD# 4007586
Firm CRD# 105310
Series 7, 66

Compensation/Fee Fee-Only


Office Location 4851 Tamiami Trail North, Suite 200,
Naples,
FL
34103
Phone Number 239-302-1715

As Managing Director at Signet Financial Management of SWFL, I strive every day to help my clients pursue their financial goals. I am committed to helping make a difference in the financial futures of the individuals, families, and business owners that I have the opportunity to work with. By taking the time to get to know my clients and understanding what matters the most to them, we are able to work together to create goal-based plans designed around their unique needs. If you have questions about potential investment solutions for retirement, providing for your children's or grandchildren's education, or legacy planning, I welcome the opportunity to see how I might be able to help. Please call us at: 239-302-1715

About Signet Financial Management, LLC

Signet Financial Management was established in 1988. We have a local Naples Florida presence, and a team of driven professionals including Chartered Financial Analyst's (CFA) and Certified Financial Planner's (CFP) with decades of experience. We believe each client deserves their own personal portfolio, custom tailored to their individual requirements. We accomplish this by developing genuine relationships to intimately understand your goals and needs. We custom design portfolios based upon each client's individual risk tolerance and income needs using our own proprietary management strategies. This means our clients own the individual stocks and bonds our research has identified. The result is, we believe, a lower cost, more tax-efficient portfolio. Furthermore, this promotes transparency for clients about every investment decision we make.

Advisory Services Provided:

Portfolio Management, Retirement Planning, Risk Management, Financial Advice & Consulting, Tax Advice and Services, Estate Planning & Trusts


Qualifications CRD# 5288710
Firm CRD# 143194
Series 65


Office Location 1415 Panther Ln,
Suite #366,
Naples,
FL
34109
Phone Number 239-778-0707

Bio for Kevin Kroskey, CFP, MBA: Kevin grew up in western Pennsylvania (go Steelers!) in a small steel town on the Ohio River. He worked his way through college and graduated from the University of Akron (B.A. Education and M.B.A Finance). He discovered financial services in 2002 and founded True Wealth Design in 2007. Kevin is married to Brandy (truly his better half) who he met while in grad school. They have daughter Aubrey, daughter Cameron, and a couple four-legged family members (all dogs). Kevin and his family live in Bath, Ohio and Naples, Florida. What is something most don't know about you? I worked two newspaper routes as a kid and used some of that money to start a sports card business in my teens. I started my professional career as a high school Physics teacher.

About True Wealth Design, LLC

We strive to help our clients Plan Smarter and Live Better. With our uncommon and deep expertise in... - RETIREMENT PLANNING - TAX PLANNING - INVESTMENT MANAGEMENT ... we provide complete integration of your financial life, giving you the clarity and confidence to pursue your dreams while protecting your family's future.

Advisory Services Provided:

Retirement Planning, Tax Advice and Services


Qualifications CRD# 3035112
Firm CRD# 152964
Series 63

Compensation/Fee Fee-Based, Based on Assets, Flat Fee, Hourly


Office Location 1222 SE 47th St,
Office Suite C-1,
Cape Coral Fl & Troy Mi,
FL
33914
Phone Number 248-641-4444

John Salomon has been a practicing CPA since 1985. In 1998, he added portfolio management and financial planning to the tax and compliance services offered to the clients of his CPA practice. In 2002, he earned his CERTIFIED FINANCIAL PLANNER" certification. As the CFO of J2, John uses his past experience of running a small practice to guide practice management decisions at J2. John's technical abilities are especially useful when helping J2 clients in the areas of financial and tax planning, cash flow management as well as tax preparation. John is a graduate of Michigan State and is a resident of Troy with his wife Michele with whom he has been married for over 25 years. They have three children: Emily, Nicholas and Aidan.

About J2 Capital Management, Inc.

J2 Capital Management offers total wealth planning by offering custom financial planning, tax preparation, estate planning & unique investment strategies all done by fiduciary professionals including in-house CFP, CPA and professional investment manager. We are located in Troy, MI & Cape Coral, FL. Where most advisors can only do a few of these services and need to hire out the rest of what they cannot do, J2 Capital keeps all of its services in-house thus giving us better insight into your situation at a lower cost.

Advisory Services Provided:

Portfolio Management, Financial Planning for Individuals, Tax Advice and Services, Estate Planning & Trusts


Top Financial Advisor Firms in Naples, Florida (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
Cwa Asset Management Group
9130 Galleria Court , Third Floor,
Naples, FL 34109
$2,018,789,339 1134 A percentage of AUM
Fixed fees
Other (SELECTION OF OTHER ADVISERS FEES)
Terracap Management Llc
999 Vanderbilt Beach Road , Suite 701,
Naples, FL 34108
$1,951,002,800 11 A percentage of AUM
Performance Based
Liberty Wealth Advisors, Llc
4851 Tamiami Trail N. , Suite 200,
Naples, FL 34103
$1,754,002,356 2090 A percentage of AUM
Hourly charges
Fixed fees
The High Net Worth Advisory Group, Llc
8880 Tamiami Trail North,
Naples, FL 34108
$580,996,568 984 A percentage of AUM
Hourly charges
Fixed fees
Other (PERCENTAGE OF ASSETS UNDER ADVISEMENT)
Bray Capital Advisors, Llc
9115 Corsea Del Fontana Way , Suite 200,
Naples, FL 34109
$487,816,737 255 A percentage of AUM
Fixed fees
Fifth Avenue Family Office
3003 Tamiami Trail North , Suite 410,
Naples, FL 34103
$337,342,191 175 A percentage of AUM
Fixed fees
Gyroscope Capital Management Group Llc
1016 Collier Center Way , Suite 206,
Naples, FL 34110
$297,900,718 571 A percentage of AUM
Performance Based
Namcoa
999 Vanderbilt Beach Road , Suite 200,
Naples, FL 34108
$234,515,154 228 A percentage of AUM
Hourly charges
Fixed fees
Other (CONSULTING SERVICES)
Mcdermott Investment Advisors, Llc
780 Fifth Avenue South , Suite 200,
Naples, FL 34102
$230,188,020 645 A percentage of AUM
Hourly charges
Commision Based
Other (SHARE IN A FEE CHARGED BY THIRD PARTY ADVISER.)
Luma Capital
1420 Third Street South,
Naples, FL 34102
$190,851,990 60 A percentage of AUM
Hourly charges
Fixed fees
Performance Based
Naples Money Management Llc
10001 Tamiami Trail North,
Naples, FL 34108
$183,626,814 579 A percentage of AUM
Hourly charges
Fixed fees
Antonetti Capital Management, Llc
3200 Bailey Lane , Suite 155,
Naples, FL 34105
$159,384,988 344 A percentage of AUM
Hourly charges
Fixed fees
Andrew Hill Investment Advisors, Inc.
4081 Tamiami Trail North , Suite C-105,
Naples, FL 34103
$152,880,000 124 A percentage of AUM
Hourly charges
Fixed fees
Rlc Business Services, Inc.
4851 Tamiami Trail North , Suite 200,
Naples, FL 34103-3098
$96,172,563 25 A percentage of AUM
Cordasco Financial Network, Inc.
405 Fifth Ave. South , Second Floor,
Naples, FL 34102
$0 0 A percentage of AUM
Hourly charges
Fixed fees

    List of Additional Advisors in Naples, Florida*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Anthony Leopizzi
    Inquire with Anthony
    12330 Tamiami Trl E, Ste 101-A, Naples, FL  34113 914-997-7526
    Andrew P Devito
    Inquire with Andrew
    8889 Pelican Bay Blvd, Ste 300, Naples, FL  34108 239-449-7839
    Adam Boole
    Inquire with Adam
    8889 Pelican Bay Blvd, Ste 300, Naples, FL  34108 239-449-7868
    Antonio Cannataro
    Inquire with Antonio
    12330 Tamiami Trl E, Ste 101-A, Naples, FL  34113 914-997-7526
    Anna McKinnon
    Inquire with Anna
    8889 Pelican Bay Blvd, Ste 300, Naples, FL  34108 239-449-7871
    Albert Calvario
    Inquire with Albert
    8889 Pelican Bay Blvd, Ste 300, Naples, FL  34108 239-449-7854
    Jason Nardella
    Inquire with Jason
    9015 Strada Stell Ct, Ste 103, Naples, FL  34109 239-325-1041
    Joseph S De Sena
    Inquire with Joseph
    999 Vanderbilt Beach Rd, Ste 101, Naples, FL  34108 239-325-1874
    Morgan Stanley Financial Advisors
    Inquire with Morgan
    8889 Pelican Bay Blvd, Ste 300, Naples, FL  34108 239-592-1000
    SW Florida Group
    Inquire with SW
    8889 Pelican Bay Blvd, Ste 300, Naples, FL  34108 239-449-7812
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