Company lists · Data refreshed September 2026

Top 20 Family offices based in Naples, United States

RevenueBase identified 53 family offices headquartered in Naples, United States as of September 2026 and tracks 396 professional contacts across them, including 128 with verified work emails. New York is the largest hub.

This list covers family offices headquartered in Naples, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 19, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review
53Companies
396Contacts tracked
128Verified emails
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The 20 largest family offices based in Naples, United States

Ranked by team size
Top 20 of 53 family offices based in Naples, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to family offices: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceNaples, FL, United StatesHQ checked Sep 19, 202651-20075 contacts →

Indirect evidence

“At Capital Wealth Advisors, we believe that the little things make the biggest difference.”

Source: RevenueBase Database · checked Sep 19, 2026
2Partial evidenceNaples, FL, United StatesHQ checked Sep 19, 202651-20033 contacts →

Partial evidence

“Clarity Wealth helps families simplify the complex aspects of wealth management to maximize the enjoyment of the life you are leading today.”

Source: RevenueBase Database · checked Sep 19, 2026
3Strong evidenceNaples, FL, United StatesHQ checked Sep 19, 202611-5015 contacts →

Strong evidence

“Tamiami Angel Funds, a family of member managed, early stage investment funds, offers high net worth individuals and family offices the opportunity to build a portfolio of startup…”

Source: RevenueBase Database · checked Sep 19, 2026
4Partial evidenceNaples, FL, United StatesHQ checked Sep 19, 202611-5015 contacts →

Partial evidence

“Edwards Asset Management is a full-service investment management and wealth advisory practice entrusted by high-net-worth families and foundations in Naples and beyond to not only…”

Source: RevenueBase Database · checked Sep 19, 2026
5Indirect evidenceNaples, FL, United StatesHQ checked Sep 19, 20261-1011 contacts →

Indirect evidence

“At Cordasco Financial Network, we don’t just focus on the numbers.”

Source: RevenueBase Database · checked Sep 19, 2026
6Indirect evidenceNaples, FL, United StatesHQ checked Sep 19, 20261-1010 contacts →

Indirect evidence

“Since 2009, PFS Wealth Management Group has been working with friends and neighbors to help meet their financial goals through the use of insurance and investment products.”

Source: RevenueBase Database · checked Sep 19, 2026
7Partial evidenceNaples, FL, United StatesHQ checked Sep 19, 202611-509 contacts →

Partial evidence

“Halstatt is a family owned investment firm headquartered in Naples, Fla.”

Source: RevenueBase Database · checked Sep 19, 2026
8Indirect evidenceNaples, FL, United StatesHQ checked Sep 19, 20261-107 contacts →

Indirect evidence

“We at Oley Kinser Concierge Wealth simply aim to achieve ongoing financial confidence for our clients.”

Source: RevenueBase Database · checked Sep 19, 2026
9Indirect evidenceNaples, FL, United StatesHQ checked Sep 19, 20261-106 contacts →

Indirect evidence

“Hightower Naples is a wealth management firm with a knowledgable team and a deep understanding of the markets to offer an all-encompassing wealth management resource.”

Source: RevenueBase Database · checked Sep 19, 2026
10Strong evidenceNaples, FL, United StatesHQ checked Sep 19, 20261-104 contacts →

Strong evidence

“Founded on integrity and innovation, Fifth Avenue Family Office assists high-net-worth families with the complexities of their financial and personal lives.”

Source: RevenueBase Database · checked Sep 19, 2026
11Indirect evidenceNaples, FL, United StatesHQ checked Sep 19, 20261-104 contacts →

Indirect evidence

“We all experience opportune moments that determine the impact we have on this world.”

Source: RevenueBase Database · checked Sep 19, 2026
12Indirect evidenceNaples, FL, United StatesHQ checked Sep 19, 202611-503 contacts →

Indirect evidence

“We are Independent (Fee-Based) Wealth Advisors Our approach is Comprehensive & Collaborative We Utilize Academic Research We are Responsible to ONLY You Your Success is Cardinal’s…”

Source: RevenueBase Database · checked Sep 19, 2026
13Indirect evidenceNaples, FL, United StatesHQ checked Sep 19, 20261-103 contacts →

Indirect evidence

“For almost three decades, Pat Antonetti and his team have partnered with clients in developing investment strategies which support their unique goals.”

Source: RevenueBase Database · checked Sep 19, 2026
14Indirect evidenceNaples, FL, United StatesHQ checked Sep 19, 20261-103 contacts →

Indirect evidence

“DEDICATED TO THE CREATION AND PRESERVATION OF WEALTH" Naples Private Wealth is a comprehensive, independent Wealth Management Firm.”

Source: RevenueBase Database · checked Sep 19, 2026
15Strong evidenceNaples, FL, United StatesHQ checked Sep 19, 20261-103 contacts →

Strong evidence

“DRD Investments, LLC is a family office based in Naples, FL and Williamstown, MA focused on managing a hedge fund, real estate, venture capital and various other financial assets…”

Source: RevenueBase Database · checked Sep 19, 2026
16Strong evidenceNaples, FL, United StatesHQ checked Sep 19, 20261-102 contacts →

Strong evidence

“providing guidance and strategy for estate planning, multi-generational trusts & wealth transfer, probate & estate settlement, family office structure & stewardship, tax planning…”

Source: RevenueBase Database · checked Sep 19, 2026
17Indirect evidenceNaples, FL, United StatesHQ checked Sep 19, 202611-502 contacts →

Indirect evidence

“Founded in 1994, Liberty is a boutique merchant banking firm providing private investment opportunities and corporate advisory services to our principals and clients.”

Source: RevenueBase Database · checked Sep 19, 2026
18Indirect evidenceNaples, FL, United StatesHQ checked Sep 19, 202611-501 contacts →

Indirect evidence

“The Naples Trust Company is a division of the Sanibel Captiva Trust Company (SCTC) based in Sanibel, FL - a privately-owned independent Trust Company whose wealth management…”

Source: RevenueBase Database · checked Sep 19, 2026
19Indirect evidenceNaples, FL, United StatesHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

“Where do you see yourself in 5, 15 or even 25 years?”

Source: RevenueBase Database · checked Sep 19, 2026
20Indirect evidenceNaples, FL, United StatesHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

“Beyond Ordinary Financial Advice: We're retirement planning specialists who believe in a different approach.”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 20 of 53 family offices based in Naples, United States

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Family offices based in Naples, United States at a glance

As of Sep 19, 2026
32.3%Verified-email coverage
7.5Average contacts per company
1-10Median size (employees)
1330.2%Largest-city concentration · New York
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
35
11-50
14
51-200
4

Email recency for this list is measured across the whole United States list rather than for Naples, so it is reported there. Company counts and contact totals on this page are exact for Naples, over 53 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among family offices, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Naples, United States whose own description of what they do matches “family offices”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names family offices), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among family offices, and records with no verified work email. Companies headquartered outside Naples are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 128 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 19, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Family offices by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names family offices, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many family offices are there based in Naples, United States?

RevenueBase identified 53 family offices headquartered in Naples, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Capital Wealth Advisors, headquartered in Naples, tops this list with the largest team on record.

Which city has the most family offices?

New York leads with 705 headquartered companies, followed by Dallas (251) and Chicago (246).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 128 verified decision-maker contacts tracked across these 53 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.