Naples Global Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Naples, FL. Its latest Form ADV filing, dated March 26, 2026, reports $2.0B in regulatory assets under management, 20 employees, 1 office, and 1,791 accounts.
Assets Under Management
$2.0B
Employees
20
Offices
1 office
Total Clients
306
Primary office
NAPLES, FL
856 3RD AVENUE SOUTH, STE. 200, NAPLES, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 82.4% of total clients.
Top client categories% of clientsClients
1
HNWI
82.4%
252
2
Individuals
11.1%
34
3
Charitable
4.2%
13
4
Corporations
2.3%
7
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.0Bas of May 18, 2026
Discretionary97.8%
$2.0B
98% of total RAUM97.8%
Non-discretionary2.2%
$44M
2% of total RAUM2.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$2.0B
Total Accounts1,791
10Y AUM Change+$1.6B (+370.4%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees20
Clients per Employee15:1
10Y Employee Change+12 (+150.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.