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Top RIA Firms in Naples, Florida
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Naples, Florida. This hub covers 31 matching firms with $76.1B in total reported AUM and median AUM of $1.1B.
Firms
31
Matching current profiles
Total AUM
$76.1B
Reported regulatory AUM
Median AUM
$1.1B
Across firms with AUM
Largest firm
$19.3B
Pentwater Capital Management LP
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Pentwater Capital Management LP CRD 156873 · Limited Partnership | NAPLES, FL | $19.3B Mar 2026 | +$9.9B+106.1% | +$13.4B+228.6% | +$9.2B+91.9% | +$17.3B+858.0% | +5 employees+12.5% over 3Y | -1 accounts-4.2% over 3Y |
| 2. Capital Wealth Planning, LLC CRD 150764 · Limited Liability Company | NAPLES, FL | $17.2B Mar 2026 | +$5.8B+51.0% | +$9.7B+127.6% | +$14.6B+560.7% | +$16.9B+5611.0% | +2 employees+7.1% over 3Y | +5,374 accounts+58.9% over 3Y |
| 3. Bramshill Investments, LLC CRD 162492 · Limited Liability Company | NAPLES, FL | $8.1B Mar 2026 | +$3.3B+68.7% | +$3.5B+74.0% | +$4.3B+114.3% | — | +13 employees+52.0% over 3Y | +1,778 accounts+234.6% over 3Y |
| 4. Moran Wealth Management, LLC CRD 319208 · Limited Liability Company | NAPLES, FL | $5.1B May 2026 | +$352.2M+7.4% | +$1.0B+25.7% | — | — | +15 employees+40.5% over 3Y | +1,070 accounts+9.6% over 3Y |
| 5. Cwa Asset Management Group CRD 158940 · Limited Liability Company | NAPLES, FL | $4.5B Apr 2026 | +$1.2B+35.1% | +$2.3B+107.3% | +$2.9B+171.6% | +$4.4B+3424.5% | +20 employees+42.6% over 3Y | +3,708 accounts+278.2% over 3Y |
| 6. Rgm Capital, LLC CRD 136634 · Limited Liability Company | NAPLES, FL | $2.6B Mar 2026 | -$467.7M-15.3% | +$353.6M+15.8% | -$122.7M-4.5% | +$2.4B+1151.1% | -1 employees-12.5% over 3Y | -2 accounts-8.3% over 3Y |
| 7. Naples Global Advisors CRD 158544 · Limited Liability Company | NAPLES, FL | $2.0B May 2026 | +$342.1M+20.7% | +$756.5M+61.0% | +$1.1B+121.5% | +$1.9B+1380.5% | +5 employees+33.3% over 3Y | +437 accounts+32.3% over 3Y |
| 8. 3EDGE Asset Management, LP CRD 282059 · Limited Partnership | NAPLES, FL | $2.0B Apr 2026 | +$289.5M+17.4% | +$620.7M+46.6% | +$803.6M+69.9% | — | +6 employees+33.3% over 3Y | -41 accounts-1.8% over 3Y |
| 9. Capital Z Partners Management, LLC CRD 157048 · Limited Liability Company | NAPLES, FL | $1.9B Mar 2026 | +$90.1M+4.9% | +$1.6B+476.7% | +$1.8B+1225.4% | +$1.3B+188.6% | 0 employees+0.0% over 3Y | -1 accounts-16.7% over 3Y |
| 10. Ciccarelli Advisory Services INC CRD 110904 · Corporation | NAPLES, FL | $1.6B Nov 2025 | +$437.9M+38.1% | +$411.8M+35.1% | +$711.4M+81.3% | +$1.3B+430.2% | 0 employees+0.0% over 3Y | +528 accounts+17.5% over 3Y |
| 11. Private Capital Management CRD 169172 · Limited Liability Company | NAPLES, FL | $1.4B Mar 2026 | +$97.8M+7.3% | +$488.1M+51.0% | +$715.5M+98.1% | +$213.6M+17.3% | +2 employees+10.5% over 3Y | +143 accounts+44.3% over 3Y |
| 12. Terracap Management LLC CRD 169695 · Limited Liability Company | NAPLES, FL | $1.4B May 2026 | -$443.1M-23.5% | -$1.1B-42.8% | +$215.7M+17.6% | +$1.3B+974.5% | -3 employees-12.5% over 3Y | 0 accounts+0.0% over 3Y |
| 13. Fifth Avenue Family Office CRD 122448 · Limited Liability Company | NAPLES, FL | $1.4B Mar 2026 | +$717.5M+113.3% | +$1.0B+300.4% | +$1.0B+338.9% | +$1.2B+858.0% | +1 employees+16.7% over 3Y | -51 accounts-29.1% over 3Y |
| 14. Intellus Advisors, LLC CRD 332883 · Limited Liability Company | NAPLES, FL | $1.4B Mar 2026 | +$193.3M+16.7% | — | — | — | +2 employees+15.4% over 1Y | +164 accounts+5.0% over 1Y |
| 15. Modern Portfolio Consultants, LLC CRD 120846 · Limited Liability Company | NAPLES, FL | $1.2B Mar 2026 | +$181.1M+17.8% | +$226.3M+23.3% | +$624.6M+109.2% | +$906.6M+312.6% | +1 employees+50.0% over 3Y | +1 accounts+12.5% over 3Y |
| 16. Aviance Capital Partners LLC CRD 146597 · Limited Liability Company | NAPLES, FL | $1.1B Apr 2026 | +$154.6M+15.9% | +$520.2M+85.9% | +$567.8M+101.8% | +$954.8M+559.0% | +1 employees+10.0% over 3Y | +124 accounts+14.6% over 3Y |
| 17. The High Net Worth Advisory Group, LLC CRD 309997 · Limited Liability Company | NAPLES, FL | $861.7M Jan 2026 | +$213.0M+32.8% | +$280.7M+48.3% | +$486.6M+129.7% | — | +3 employees+50.0% over 3Y | +135 accounts+13.7% over 3Y |
| 18. Aurora Investment Managers, LLC CRD 146325 · Limited Liability Company | NAPLES, FL | $358.7M Feb 2026 | +$35.4M+11.0% | +$176.2M+96.6% | +$145.5M+68.2% | +$242.1M+207.6% | +2 employees+100.0% over 3Y | +84 accounts+22.5% over 3Y |
| 19. Teramo Advisors, LLC CRD 291574 · Limited Liability Company | NAPLES, FL | $344.7M Mar 2026 | +$100.2M+41.0% | +$177.3M+105.9% | +$288.1M+509.6% | — | 0 employees+0.0% over 3Y | -6 accounts-75.0% over 3Y |
| 20. Pl Capital Advisors, LLC CRD 162083 · Limited Liability Company | NAPLES, FL | $326.5M May 2026 | +$21.4M+7.0% | -$52.3M-13.8% | -$34.9M-9.7% | +$104.4M+47.0% | 0 employees+0.0% over 3Y | +2 accounts+40.0% over 3Y |
| 21. Pento Portfolio Strategies, LLC CRD 159217 · Limited Liability Company | NAPLES, FL | $237.3M May 2026 | +$26.8M+12.7% | +$30.7M+14.9% | +$124.6M+110.5% | +$124.6M+110.5% | 0 employees+0.0% over 3Y | +263 accounts+43.0% over 3Y |
| 22. Andrew Hill Investment Advisors, INC. CRD 141590 · Corporation | NAPLES, FL | $231.3M Feb 2026 | +$58.6M+33.9% | +$78.4M+51.3% | — | +$93.7M+68.1% | +1 employees+33.3% over 3Y | +140 accounts+40.0% over 3Y |
| 23. Buckeye-Pacific CRD 311553 · Limited Liability Company | NAPLES, FL | $225.4M Mar 2026 | -$22.5M-9.1% | +$16.3M+7.8% | +$23.6M+11.7% | +$23.6M+11.7% | 0 employees+0.0% over 3Y | -2 accounts-33.3% over 3Y |
| 24. Riverglades Family Offices, LLC CRD 171584 · Limited Liability Company | NAPLES, FL | $221.4M Mar 2026 | +$27.3M+14.1% | +$29.4M+15.3% | +$42.9M+24.0% | — | 0 employees+0.0% over 3Y | +4 accounts+2.0% over 3Y |
| 25. Southcol Advisors CRD 308154 · Limited Liability Company | NAPLES, FL | $208.7M Feb 2026 | +$43.3M+26.2% | +$59.6M+40.0% | +$108.6M+108.5% | +$108.6M+108.5% | 0 employees+0.0% over 3Y | +15 accounts+68.2% over 3Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.