Skip to content

Financial Planners in Naples, FL: 2026 rankings

61 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Naples: Wagon Wheel Financial, RFA Score 77/100; 5.0★ from 81 Google reviews.

  2. 45

    Most-reviewed: Bank of America (with Drive-thru ATM), 156 Google reviews at 4.3★, the most of 61 ranked; ranked #45.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

61 Naples financial planners are ranked here by RFA Score, from eight published factors. 7 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 5.0★ across 61 rated firms.

Top 10 financial planners in Naples at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial planners in Naples at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Wagon Wheel Financial775.0★ (81)Naples—Top score
2True Classic Wealth765.0★ (62)NaplesSat · Evenings—
3Bettrlife Financial Services755.0★ (56)Naples——
4Raymond James- Clinton Wilson734.9★ (32)Naples——
5Delgado Private Wealth Management735.0★ (27)Naples——
6Prudent Financial Planning735.0★ (26)Naples——
7Health & Wealth Co.724.5★ (41)NaplesSat · Sun · Evenings—
8Retallick Financial Group & Retallick Wealth Management724.9★ (64)Bonita Springs, 13 mi away——
9Matheson Financial Services725.0★ (54)Bonita Springs, 13 mi away——
10Berger Wealth Management, LLC725.0★ (19)Naples——

All 61 financial planners in Naples, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Naples

    #1 Wagon Wheel Financial

    Based in Naples

    77/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 81 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 81 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–3 PM · Sat–Sun closed
    Address
    3606 Enterprise Ave Ste 230, Naples, FL 34104
    View profile for Wagon Wheel Financial(239) 347-1234

  2. #2 True Classic Wealth

    Based in Naples

    76/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 62 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 62 Google reviews
    Hours
    Mon–Fri 7 AM–8 PM · Sat 9 AM–1 PM · Sun closed
    Address
    5660 Strand Ct, Naples, FL 34110
    View profile for True Classic Wealth(888) 824-1144

  6. #6 Prudent Financial Planning

    Based in Naples

    73/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 26 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 26 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    4500 Executive Dr #110-4, Naples, FL 34119
    View profile for Prudent Financial Planning(239) 230-0395

  7. #7 Health & Wealth Co.

    Based in Naples

    72/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.5★ from 41 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 41 Google reviews
    Hours
    Mon–Tue 10 AM–9:30 PM · Wed 9 AM–9:30 PM · Thu 10 AM–9:30 PM · Fri–Sat 10 AM–10:30 PM · Sun 11 AM–9:30 PM
    Address
    640 5th Ave S, Naples, FL 34102
    View profile for Health & Wealth Co.(239) 287-6992

  13. #13 Raymond James

    Based in Naples

    71/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 15 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 15 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    5495 Bryson Dr Ste 421, Naples, FL 34109
    View profile for Raymond James(239) 592-1112

  15. #15 Darwish Financial

    Based in Naples

    70/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 12 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 12 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2367 Vanderbilt Beach Rd #809, Naples, FL 34109
    View profile for Darwish Financial(239) 214-0090

  16. #16 Sentinel Wealth & Tax

    Based in Bonita Springs, 13 mi away

    70/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 31 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 31 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    3301 Bonita Beach Rd SW #312, Bonita Springs, FL 34134
    View profile for Sentinel Wealth & Tax(239) 948-0314

Financial planners ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 61 ranked financial planners here; the rest are on their profiles.

financial planners in Naples, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Bank of America (Lobby Service Only)683.9★ (87)13 mi
27Bank of America (with Drive-thru ATM)683.2★ (39)In Naples
28Florida Trust Wealth Management685.0★ (5)In Naples
29Trajan Wealth675.0★ (4)In Naples
30Jason Nardella - Private Wealth Advisor, Ameriprise Financial Services, LLC674.2★ (5)In Naples
31Zhang Financial675.0★ (4)In Naples
32Skloff Financial Group665.0★ (3)In Naples
33Edelman Financial Engines665.0★ (3)In Naples
34Northwestern Mutual - Naples665.0★ (3)In Naples
35UBS Financial Services Inc - Naples Northbrook Wealth Management665.0★ (3)In Naples
36Merrill Lynch Financial Advisor Alex Siedow665.0★ (3)In Naples
37Atlantic Asset Advisors665.0★ (11)13 mi
38Bank of America (with Drive-thru ATM)663.7★ (43)13 mi
39Four Seasons Wealth Management663.7★ (3)In Naples
40Naples Private Wealth663.7★ (3)In Naples
41Northwestern Mutual Wealth Management Company654.5★ (17)18 mi
42Tax & Financial Strategists LLC655.0★ (8)13 mi
43First Horizon Bank - Bonita Springs, FL - Health Center Blvd654.2★ (22)18 mi
44ANTOLINO Wealth Advisors655.0★ (14)20 mi
45Bank of America (with Drive-thru ATM)654.3★ (156)In Naples
46Andy Andrews - Certified Financial Planner645.0★ (13)In Naples
47FineMark Bank & Trust, a division of Commerce Bank644.3★ (12)18 mi
48Advanced Wealth Advisors645.0★ (41)In Naples
49Mutual Trust Advisory Group645.0★ (8)18 mi
50BMO Bank N.A Branches643.1★ (43)13 mi

Also serving Naples

20 more financial planners within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial planners serving Naples
BusinessGoogle ratingDistance
Advisors Trust3.0★ (2)In Naples
Alliance Financial Group3.0★ (2)In Naples
Andrew Hill Investment Advisors, Inc.3.7★ (3)In Naples
Brad Wuertz - Thrivent5.0★ (2)In Naples
Charles Schwab3.4★ (5)In Naples
Ciccarelli Advisory Services5.0★ (2)In Naples
Cordasco Financial Network5.0★ (1)In Naples
Edward Jones - Financial Advisor: Chris Scanlan, CFP®5.0★ (2)In Naples
Financial Freedom Capital Management5.0★ (1)In Naples
Finer Wealth Management, Inc.5.0★ (1)In Naples
Focus Wealth Management of Raymond James4.5★ (2)In Naples
J D Loden Wealth Management, Inc3.0★ (2)In Naples
McDermott Investment Advisors, LLC5.0★ (2)In Naples
Merrill Lynch Financial Advisor Lindsay Corbin5.0★ (2)In Naples
Morgan Stanley Financial Advisors3.3★ (3)In Naples
Slepcevich Financial Group LLC5.0★ (2)In Naples
Stifel4.5★ (2)In Naples
Stoia Financial5.0★ (2)In Naples
Summit Wealth Partners, LLC5.0★ (2)In Naples
Tyler Dean, CFP® - UBS Financial Services5.0★ (3)In Naples

How we ranked Naples financial planners

We scored 61 Naples financial planners on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Naples data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial planner

  1. Confirm the financial planner and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial planner

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial planner?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial planners in Naples: frequently asked questions

Which financial planner has the highest RFA Score in Naples?

By RFA Score, the highest-ranked financial planner in Naples, FL is Wagon Wheel Financial with an RFA Score of 77/100. It has 5.0★ from 81 Google reviews. True Classic Wealth (#2) and Bettrlife Financial Services (#3) follow. We ranked 61 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Naples?

RankedFinancialAdvisors ranks 61 financial planners serving Naples, FL. 34 of them are based in Naples; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Naples work on weekends?

7 of 61 ranked financial planners post Saturday hours and 2 post Sunday hours. The highest-ranked open Saturdays are True Classic Wealth (#2) and Health & Wealth Co. (#7). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Naples financial planners have?

The median Google rating among 61 rated financial planners in Naples is 5.0★, with a median of 17 reviews. Bank of America (with Drive-thru ATM) has the most, 156 reviews, and ranks #45. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial planners outside Naples count in this ranking?

Yes, if they are within 25 mi of the Naples city center, our service radius for financial planners. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial planners pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Naples ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial planner’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial planner in Naples a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial planners charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Naples

  1. November 2026: RFA Scores recalculated for 61 financial planners serving Naples.

More financial planners and Naples pages