Firm Name |
Firm CRD# |
Total AUM |
No. of Clients |
Fee Structure |
MORAN WEALTH MANAGEMENT, LLC 5801 Pelican Bay Blvd, Suite 110,
Naples, FL 34108 |
319208 |
$2,542,800,882 |
8679 |
A percentage of AUM |
CWA ASSET MANAGEMENT GROUP 9130 Galleria Court,
Third Floor Naples, FL 34109 |
158940 |
$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 |
169695 |
$1,951,002,800 |
11 |
A percentage of AUM, Performance Based |
LIBERTY WEALTH ADVISORS, LLC 4851 Tamiami Trail N.,
Suite 200 Naples, FL 34103 |
107774 |
$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 |
309997 |
$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 |
170289 |
$487,816,737 |
255 |
A percentage of AUM, Fixed fees |
FIFTH AVENUE FAMILY OFFICE 3003 Tamiami Trail North,
Suite 410 Naples, FL 34103 |
122448 |
$337,342,191 |
175 |
A percentage of AUM, Fixed fees |
GYROSCOPE CAPITAL MANAGEMENT GROUP LLC 9130 Galleria Court,
Third Floor Naples, FL 34109 |
142672 |
$297,900,718 |
571 |
A percentage of AUM, Performance Based |
NAMCOA 999 Vanderbilt Beach Road,
Suite 200 Naples, FL 34108 |
133978 |
$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 |
132221 |
$230,188,020 |
645 |
A percentage of AUM, Hourly charges, Commision Based, Other (SHARE IN A FEE CHARGED BY THIRD PARTY ADVISER.) |
NAPLES MONEY MANAGEMENT LLC 10001 Tamiami Trail North,
Naples, FL 34108 |
153499 |
$183,626,814 |
579 |
A percentage of AUM, Hourly charges, Fixed fees |
ANTONETTI CAPITAL MANAGEMENT, LLC 3200 Bailey Lane,
Suite 155 Naples, FL 34105 |
156551 |
$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 |
141590 |
$152,880,000 |
350 |
A percentage of AUM, Hourly charges, Fixed fees |
LUMA CAPITAL 1420 Third Street South,
Naples, FL 34102 |
119576 |
$121,894,500 |
63 |
A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
RLC BUSINESS SERVICES, INC. 4851 Tamiami Trail North,
Suite 200 Naples, FL 34103-3098 |
108653 |
$96,172,563 |
25 |
A percentage of AUM |