Company lists · Data refreshed September 2026

Top 18 Investment firms based in Naples, United States

RevenueBase identified 63 investment firms headquartered in Naples, United States as of September 2026 and tracks 590 professional contacts across them, including 273 with verified work emails. New York is the largest hub.

This list covers investment firms 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, how directly it supports the match, and when it was last checked. Data refreshed September 4, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 Match evidence on every row Refreshed Sep 4, 2026 86% judged on-target in blind review
63Companies
590Contacts tracked
273Verified emails
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The 18 largest investment firms based in Naples, United States

Ranked by team size
Top 18 of 63 investment firms based in Naples, United States, ranked by team size, largest first. Data refreshed Sep 4, 2026. Evidence rates how directly each company's own description names investment firms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#CompanyHeadquartersEmployeesContacts
1
Capital Wealth AdvisorsIndirect evidence
Naples, FL, United StatesHQ checked Sep 4, 202651-20072

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

Source: company website · checked Sep 4, 2026
2Naples, FL, United StatesHQ checked Sep 4, 202611-5032

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

Source: company website · checked Sep 4, 2026
3Naples, FL, United StatesHQ checked Sep 4, 202611-5027

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

Source: company website · checked Sep 4, 2026
4Naples, FL, United StatesHQ checked Sep 4, 202611-5015

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

Source: company website · checked Sep 4, 2026
5
Tamiami Angel FundsStrong evidence
Naples, FL, United StatesHQ checked Sep 4, 202611-5015

“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: company website · checked Sep 4, 2026
6
NamcoaStrong evidence
Naples, FL, United StatesHQ checked Sep 4, 202651-20014

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

Source: company website · checked Sep 4, 2026
7
Edwards Asset ManagementStrong evidence
Naples, FL, United StatesHQ checked Sep 4, 202611-5014

“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: company website · checked Sep 4, 2026
8Naples, FL, United StatesHQ checked Sep 4, 20261-1010

“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: company website · checked Sep 4, 2026
9Naples, FL, United StatesHQ checked Sep 4, 20261-107

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

Source: company website · checked Sep 4, 2026
10Naples, FL, United StatesHQ checked Sep 4, 20261-107

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

Source: company website · checked Sep 4, 2026
11
Hightower NaplesIndirect evidence
Naples, FL, United StatesHQ checked Sep 4, 20261-106

“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: company website · checked Sep 4, 2026
12Naples, FL, United StatesHQ checked Sep 4, 202611-503

“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: company website · checked Sep 4, 2026
13Naples, FL, United StatesHQ checked Sep 4, 20261-103

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

Source: company website · checked Sep 4, 2026
14
PL Capital Advisors, LLCIndirect evidence
Naples, FL, United StatesHQ checked Sep 4, 20261-103

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

Source: company website · checked Sep 4, 2026
15
Luma CapitalIndirect evidence
Naples, FL, United StatesHQ checked Sep 4, 20261-103

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

Source: company website · checked Sep 4, 2026
16
G&b CapitalStrong evidence
Naples, FL, United StatesHQ checked Sep 4, 20261-102

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

Source: company website · checked Sep 4, 2026
17
TTC Equity PartnersStrong evidence
Naples, FL, United StatesHQ checked Sep 4, 20261-102

“TTC Equity Partners is a private investment firm focused on acquiring and supporting middle-market businesses to generate long-term growth and shareholder value.”

Source: company website · checked Sep 4, 2026
18
Naples Trust CompanyIndirect evidence
Naples, FL, United StatesHQ checked Sep 4, 202611-501

“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: company website · checked Sep 4, 2026

Showing 18 of 63 investment firms based in Naples, United States

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Investment firms based in Naples, United States at a glance

As of Sep 4, 2026
1-10Median size (employees)
New YorkLargest hub · 1002 HQs
Contacts with mobile numbers
Sep 4, 2026Data refreshed

Companies by employee count

1-10
43
11-50
15
51-200
4
501-1,000
1

Email recency for this list is measured across the whole United States list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for Naples, over 63 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 firms, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, 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 firms”. Matching reads each company's description, not its industry code or its name.
What we exclude
Companies whose own description does not clearly place them among investment firms, 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 an evidence 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, 273 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 4, 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 firms by metro in the United States

Frequently asked

How many investment firms are there based in Naples, United States?

RevenueBase identified 63 investment firms 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 investment firms?

New York leads with 1002 headquartered companies, followed by Chicago (301) and Dallas (277).

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 273 verified decision-maker contacts tracked across these 63 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 4, 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 SmartSearch, 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.