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Wealth Managers in Naples, FL: 2026 rankings

43 wealth managers ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Naples: True Classic Wealth, RFA Score 73/100; 5.0★ from 62 Google reviews; open Saturdays until 1 PM.

  2. 3

    Most-reviewed: Rinaldi Wealth Management - Financial Advisor, 82 Google reviews at 5.0★, the most of 43 ranked; ranked #3.

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

43 Naples wealth managers are ranked here by RFA Score, from eight published factors. 2 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 5.0★ across 43 rated firms.

Top 10 wealth managers 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 wealth managers in Naples at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1True Classic Wealth735.0★ (62)NaplesSat · EveningsTop score
2Advanced Wealth Advisors715.0★ (41)Naples——
3Rinaldi Wealth Management - Financial Advisor715.0★ (82)Bonita Springs, 17 mi away—Most reviews
4Retallick Financial Group & Retallick Wealth Management704.9★ (64)Bonita Springs, 13 mi away——
5Delgado Private Wealth Management705.0★ (27)Naples——
6Health & Wealth Co.694.5★ (41)NaplesSat · Sun · Evenings—
7Berger Wealth Management, LLC695.0★ (19)Naples——
8Nova Wealth Management, Inc.685.0★ (39)Bonita Springs, 17 mi away——
9Sentinel Wealth & Tax685.0★ (31)Bonita Springs, 13 mi away——
10Moran Wealth Management®685.0★ (14)Naples——

All 43 wealth managers 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 True Classic Wealth

    Based in Naples

    73/100RFA Score

    Ranked #1 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 Health & Wealth Co.

    Based in Naples

    69/100RFA Score

    Ranked #6 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

  9. #9 Sentinel Wealth & Tax

    Based in Bonita Springs, 13 mi away

    68/100RFA Score

    Ranked #9 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

  21. #21 Trajan Wealth

    Based in Naples

    64/100RFA Score

    Ranked #21 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

All 43 wealth managers

#1 to #25 are shown in full above. Here are #26 to #43, in RFA Score order; each links to its profile.

wealth managers in Naples, ranks 26 to 43
RankBusinessRFA ScoreGoogle ratingDistance
26Hilltop Wealth & Tax Solutions635.0★ (17)29 mi
27Advanced Wealth Advisors634.7★ (22)31 mi
28Four Seasons Wealth Management633.7★ (3)In Naples
29Naples Private Wealth633.7★ (3)In Naples
30Advantage Wealth Partners635.0★ (12)28 mi
31Lighthouse Wealth Management LLC624.5★ (25)35 mi
32Naples Wealth Planning615.0★ (3)13 mi
33Howe Wealth Management - Raymond James614.6★ (9)29 mi
34Henderson Wealth Partners604.3★ (6)30 mi
35CPK Wealth Management604.3★ (6)29 mi
36Merrill Lynch Wealth Management603.3★ (10)29 mi
37365 Wealth Partners595.0★ (5)33 mi
38Vincent Moore Wealth595.0★ (3)29 mi
39Private Wealth Consultants LLC595.0★ (3)29 mi
40Hainsworth Wealth Advisory583.0★ (9)35 mi
41Emerald Wealth Management Solutions, llc584.0★ (4)33 mi
42Roger J Solis - Private Wealth Advisor, Ameriprise Financial Services, LLC583.7★ (3)29 mi
43Ajay Verma - Private Wealth Advisor, Ameriprise Financial Services, LLC572.3★ (3)29 mi

Also serving Naples

20 more wealth managers within 40 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked wealth managers serving Naples
BusinessGoogle ratingDistance
Andrew Hill Investment Advisors, Inc.3.7★ (3)In Naples
Andy Andrews - Certified Financial Planner5.0★ (13)In Naples
Charles Schwab3.4★ (5)In Naples
Darwish Financial5.0★ (12)In Naples
Edelman Financial Engines5.0★ (3)In Naples
Merrill Lynch Financial Advisor Alex Siedow5.0★ (3)In Naples
Morgan Stanley Financial Advisors3.3★ (3)In Naples
Northwestern Mutual - Naples5.0★ (3)In Naples
Northwestern Mutual: Bouchard Financial Group4.4★ (14)In Naples
Private Wealth Management | U.S. Bank3.4★ (5)In Naples
Prudent Financial Planning5.0★ (26)In Naples
Raymond James5.0★ (15)In Naples
Raymond James- Clinton Wilson4.9★ (32)In Naples
Sam Mazzola - Edelman Financial Engines4.9★ (19)In Naples
Signet Financial Management of Southwest Florida4.4★ (7)In Naples
Tyler Dean, CFP® - UBS Financial Services5.0★ (3)In Naples
Victory Independent Planning5.0★ (18)In Naples
Wagon Wheel Financial5.0★ (81)In Naples
Wells Fargo Advisors5.0★ (4)In Naples
Zhang Financial5.0★ (4)In Naples

How we ranked Naples wealth managers

We scored 43 Naples wealth managers 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 wealth manager

  1. Confirm the wealth manager 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 wealth manager

  • 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 wealth manager?
  • 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.

Wealth managers in Naples: frequently asked questions

Which wealth manager has the highest RFA Score in Naples?

By RFA Score, the highest-ranked wealth manager in Naples, FL is True Classic Wealth with an RFA Score of 73/100. It has 5.0★ from 62 Google reviews. It is open Saturdays until 1 PM. Advanced Wealth Advisors (#2) and Rinaldi Wealth Management - Financial Advisor (#3) follow. We ranked 43 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Naples?

RankedFinancialAdvisors ranks 43 wealth managers serving Naples, FL. 16 of them are based in Naples; the rest serve it from nearby towns. Another 20 within 40 mi are listed but not ranked yet. Counts are as of November 2026.

Which wealth managers in Naples work on weekends?

2 of 43 ranked wealth managers post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are True Classic Wealth (#1) and Health & Wealth Co. (#6). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Naples wealth managers have?

The median Google rating among 43 rated wealth managers in Naples is 5.0★, with a median of 10 reviews. Rinaldi Wealth Management - Financial Advisor has the most, 82 reviews, and ranks #3. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank wealth managers?

Each wealth manager 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 wealth managers outside Naples count in this ranking?

Yes, if they are within 40 mi of the Naples city center, our service radius for wealth managers. 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 wealth managers 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 wealth manager do?

Wealth managers combine investment management with planning, tax and estate coordination, usually for households with larger portfolios. Most charge a yearly percentage of the assets they manage and many set an account minimum.

How are wealth managers in Naples ranked?

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

How do I check a wealth manager’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 wealth manager 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 wealth managers 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 43 wealth managers serving Naples.

More wealth managers and Naples pages