Company lists · Data refreshed September 2026

Top 15 Investment companies based in Naples, United States

RevenueBase identified 39 investment companies headquartered in Naples, United States as of September 2026 and tracks 230 professional contacts across them, including 91 with verified work emails. New York is the largest hub.

This list covers investment companies 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 20, 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 20, 2026 86% judged on-target in blind review
39Companies
230Contacts tracked
91Verified emails
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The 15 largest investment companies based in Naples, United States

Ranked by team size
Top 15 of 39 investment companies based in Naples, United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to investment companies: 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
1Strong evidenceNaples, FL, United StatesHQ checked Sep 20, 202611-5032 contacts →

Strong evidence

“Capital Wealth Planning, LLC (CWP) is a fee-based, fiduciary, SEC Registered Investment Adviser.”

Source: RevenueBase Database · checked Sep 20, 2026
2Indirect evidenceNaples, FL, United StatesHQ checked Sep 20, 202611-5027 contacts →

Indirect evidence

“Pentwater Capital Management LP is a financial services company based out of Naples, FL.”

Source: RevenueBase Database · checked Sep 20, 2026
3Strong evidenceNaples, FL, United StatesHQ checked Sep 20, 202611-5015 contacts →

Strong evidence

“Founded in 2011, Naples Global Advisors is an SEC Registered Investment Advisor serving individuals, families, trusts, retirement plans, charitable foundations and endowments.”

Source: RevenueBase Database · checked Sep 20, 2026
4Strong evidenceNaples, FL, United StatesHQ checked Sep 20, 202651-20014 contacts →

Strong evidence

“Naples Asset Management Company®, LLC ("NAMCOA®") is a fee-based Registered Investment Advisor.”

Source: RevenueBase Database · checked Sep 20, 2026
5Indirect evidenceNaples, FL, United StatesHQ checked Sep 20, 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 20, 2026
6Strong evidenceNaples, FL, United StatesHQ checked Sep 20, 20261-107 contacts →

Strong evidence

“Based in Naples, Florida, Andrew Hill Investment Advisors, Inc.”

Source: RevenueBase Database · checked Sep 20, 2026
7Indirect evidenceNaples, FL, United StatesHQ checked Sep 20, 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 20, 2026
8Indirect evidenceNaples, FL, United StatesHQ checked Sep 20, 20261-103 contacts →

Indirect evidence

“PL Capital Advisors, LLC specializes in identifying and acquiring stakes in undervalued U.S.”

Source: RevenueBase Database · checked Sep 20, 2026
9Strong evidenceNaples, FL, United StatesHQ checked Sep 20, 20261-103 contacts →

Strong 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 20, 2026
10Indirect evidenceNaples, FL, United StatesHQ checked Sep 20, 20261-103 contacts →

Indirect evidence

“Daniel Keller of Naples, FL is the manager of LUMA Capital.”

Source: RevenueBase Database · checked Sep 20, 2026
11Strong evidenceNaples, FL, United StatesHQ checked Sep 20, 20261-102 contacts →

Strong evidence

“G&B Capital is a private investment boutique that specializes in aligning alternative assets with strategic capital.”

Source: RevenueBase Database · checked Sep 20, 2026
12Indirect evidenceNaples, FL, United StatesHQ checked Sep 20, 20261-101 contacts →

Indirect evidence

“Our mission is to invest with intent and meaning in businesses or projects we believe to be poised for growth and success.”

Source: RevenueBase Database · checked Sep 20, 2026
13Strong evidenceNaples, FL, United StatesHQ checked Sep 20, 20261-101 contacts →

Strong evidence

“An alternative investments securities broker-dealer that helps private companies grow through private placement fundraising, alternative lending or M&A.”

Source: RevenueBase Database · checked Sep 20, 2026
14Indirect evidenceNaples, FL, United StatesHQ checked Sep 20, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
15Strong evidenceNaples, FL, United StatesHQ checked Sep 20, 20261-101 contacts →

Strong evidence

Investment management”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 15 of 39 investment companies based in Naples, United States

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Investment companies based in Naples, United States at a glance

As of Sep 20, 2026
39.6%Verified-email coverage
5.9Average contacts per company
1-10Median size (employees)
2087.2%Largest-city concentration · New York
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
30
11-50
7
51-200
2

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 39 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 investment companies, 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 “investment companies”. 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 investment companies), 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 investment companies, 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, 91 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 20, 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.

Investment companies 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 investment companies, 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 investment companies are there based in Naples, United States?

RevenueBase identified 39 investment companies 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 Planning, LLC, headquartered in Naples, tops this list with the largest team on record.

Which city has the most investment companies?

New York leads with 814 headquartered companies, followed by Dallas (215) and Chicago (214).

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 91 verified decision-maker contacts tracked across these 39 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 20, 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.