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Investment Advisors in Naples, FL: 2026 rankings

28 investment advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Naples: Faris Capital Partners, RFA Score 71/100; 4.7★ from 9 Google reviews.

  2. 4

    Most-reviewed: Wagon Wheel Financial, 81 Google reviews at 5.0★, the most of 28 ranked; ranked #4.

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

28 Naples investment advisors are ranked here by RFA Score, from eight published factors. 1 open Saturdays, based on posted hours. The median Google rating is 5.0★ across 28 rated firms.

Top 10 investment advisors 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 investment advisors in Naples at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Faris Capital Partners714.7★ (9)Naples—Top score
2Fidelity Investments713.5★ (29)Naples——
3Wells Fargo Advisors695.0★ (4)Naples——
4Wagon Wheel Financial695.0★ (81)Naples—Most reviews
5True Classic Wealth685.0★ (62)NaplesSat · Evenings—
6Andrew Hill Investment Advisors, Inc.683.7★ (3)Naples——
7Florida Gulf Shore Capital671.0★ (4)Naples——
8Advanced Wealth Advisors675.0★ (41)Naples——
9Prudent Financial Planning655.0★ (26)Naples——
10Aviance Capital Partners655.0★ (22)Naples——

All 28 investment advisors 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 Faris Capital Partners

    Based in Naples

    71/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.7★ from 9 Google reviews, listed on Google as “Investment company”.

    • 4.7★ from 9 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    999 Vanderbilt Beach Rd Suite 200, Naples, FL 34108
    View profile for Faris Capital Partners(239) 790-0222

  2. #2 Fidelity Investments

    Based in Naples

    71/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 3.5★ from 29 Google reviews, listed on Google as “Investment service”.

    • 3.5★ from 29 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    5200 Tamiami Trl N Ste 103, Naples, FL 34103
    View profile for Fidelity Investments(800) 544-6761

  9. #9 Prudent Financial Planning

    Based in Naples

    65/100RFA Score

    Ranked #9 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

  14. #14 Raymond James

    Based in Naples

    63/100RFA Score

    Ranked #14 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

  17. #17 Charles Schwab

    Based in Naples

    60/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 3.4★ from 9 Google reviews, listed on Google as “Stock broker”.

    • 3.4★ from 9 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    5295 Tamiami Trl N, Naples, FL 34103
    View profile for Charles Schwab(239) 207-3530

  18. #18 Trajan Wealth

    Based in Naples

    59/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 4 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 4 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    1415 Panther Ln Ste 535, Naples, FL 34109
    View profile for Trajan Wealth(239) 844-1000

  20. #20 Charles Schwab

    Based in Naples

    59/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 3.4★ from 5 Google reviews, listed on Google as “Financial consultant”.

    • 3.4★ from 5 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    375 5th Ave S #101, Naples, FL 34102
    View profile for Charles Schwab(239) 436-1540

  23. #23 Northwestern Mutual - Naples

    Based in Naples

    59/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    4501 Tamiami Trl N Ste 418, Naples, FL 34103
    View profile for Northwestern Mutual - Naples

All 28 investment advisors

#1 to #25 are shown in full above. Here are #26 to #28, in RFA Score order; each links to its profile.

investment advisors in Naples, ranks 26 to 28
RankBusinessRFA ScoreGoogle ratingDistance
26Morgan Stanley Financial Advisors583.3★ (3)In Naples
27ANTOLINO Wealth Advisors585.0★ (14)20 mi
28FineMark Bank & Trust, a division of Commerce Bank574.3★ (12)18 mi

Also serving Naples

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

Unranked investment advisors serving Naples
BusinessGoogle ratingDistance
Andy Andrews - Certified Financial Planner5.0★ (13)In Naples
Berger Wealth Management, LLC5.0★ (19)In Naples
Canty Wealth Management5.0★ (6)In Naples
Capital Wealth Advisors4.7★ (6)In Naples
Coastal 360 Capital Advisors5.0★ (4)In Naples
Darwish Financial5.0★ (12)In Naples
Delgado Private Wealth Management5.0★ (27)In Naples
Fifth Avenue Family Office5.0★ (7)In Naples
Florida Trust Wealth Management5.0★ (5)In Naples
Four Seasons Wealth Management3.7★ (3)In Naples
Health & Wealth Co.4.5★ (41)In Naples
Naples Private Wealth3.7★ (3)In Naples
Northwestern Mutual: Bouchard Financial Group4.4★ (14)In Naples
Patrumin Investors5.0★ (5)In Naples
Private Wealth Management | U.S. Bank3.4★ (5)In Naples
Raymond James- Clinton Wilson4.9★ (32)In Naples
Signet Financial Management of Southwest Florida4.4★ (7)In Naples
Tyler Dean, CFP® - UBS Financial Services5.0★ (3)In Naples
UBS Financial Services Inc - Naples Northbrook Wealth Management5.0★ (3)In Naples
Zhang Financial5.0★ (4)In Naples

How we ranked Naples investment advisors

We scored 28 Naples investment advisors 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 an investment advisor

  1. Confirm the investment advisor 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 an investment advisor

  • 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 investment advisor?
  • 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.

Investment advisors in Naples: frequently asked questions

Which investment advisor has the highest RFA Score in Naples?

By RFA Score, the highest-ranked investment advisor in Naples, FL is Faris Capital Partners with an RFA Score of 71/100. It has 4.7★ from 9 Google reviews. Fidelity Investments (#2) and Wells Fargo Advisors (#3) follow. We ranked 28 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Naples?

RankedFinancialAdvisors ranks 28 investment advisors serving Naples, FL. 23 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 investment advisors in Naples work on weekends?

1 of 28 ranked investment advisors post Saturday hours. The highest-ranked open Saturdays is True Classic Wealth (#5). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Naples investment advisors have?

The median Google rating among 28 rated investment advisors in Naples is 5.0★, with a median of 12 reviews. Wagon Wheel Financial has the most, 81 reviews, and ranks #4. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank investment advisors?

Each investment advisor 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 investment advisors outside Naples count in this ranking?

Yes, if they are within 25 mi of the Naples city center, our service radius for investment advisors. 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 investment advisors 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 an investment advisor do?

Investment advisors manage portfolios and give advice about securities for a fee. In the US, firms register with the SEC or a state securities regulator and file a Form ADV brochure; in Canada, portfolio managers and dealers register with the provincial securities regulator.

How are investment advisors in Naples ranked?

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

How do I check an investment advisor’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 investment advisor 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 investment advisors 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 28 investment advisors serving Naples.

More investment advisors and Naples pages