Company lists · Data refreshed September 2026

Top 24 Investment firms based in Naples, United States

Name: Investment firms based in Naples, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 14, 2026 55 companies tracked

RevenueBase identified 55 investment firms headquartered in Naples, United States as of September 2026 and tracks 375 professional contacts across them, including 164 with verified work emails. Across the United States, New York is the largest hub for this category (996 companies); Naples has 55.

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, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 14, 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 14, 2026 86% judged on-target in blind review

55Companies

375Contacts tracked

164Verified emails

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The 24 largest investment firms based in Naples, United States

Ranked by team size

Top 24 of 55 investment firms based in Naples, United States, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to investment firms: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Capital Wealth Advisors	Indirect evidence	Naples, FL, United StatesHQ checked Sep 14, 2026	51-200	75 contacts →
	Indirect evidence “At Capital Wealth Advisors, we believe that the little things make the biggest difference.” Source: RevenueBase Database · checked Sep 14, 2026
2	Capital Wealth Planning, LLC	Strong evidence	Naples, FL, United StatesHQ checked Sep 14, 2026	11-50	32 contacts →
	Strong evidence “Capital Wealth Planning, LLC (CWP) is a fee-based, fiduciary, SEC Registered Investment Adviser.” Source: RevenueBase Database · checked Sep 14, 2026
3	Pentwater Capital Management LP	Indirect evidence	Naples, FL, United StatesHQ checked Sep 14, 2026	11-50	27 contacts →
	Indirect evidence “Pentwater Capital Management LP is a financial services company based out of Naples, FL.” Source: RevenueBase Database · checked Sep 14, 2026
4	Naples Global Advisors, LLC	Strong evidence	Naples, FL, United StatesHQ checked Sep 14, 2026	11-50	15 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 14, 2026
5	Tamiami Angel Funds	Strong evidence	Naples, FL, United StatesHQ checked Sep 14, 2026	11-50	15 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 14, 2026
6	Edwards Asset Management	Strong evidence	Naples, FL, United StatesHQ checked Sep 14, 2026	11-50	15 contacts →
	Strong 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 14, 2026
7	Namcoa	Strong evidence	Naples, FL, United StatesHQ checked Sep 14, 2026	51-200	14 contacts →
	Strong evidence “Naples Asset Management Company®, LLC ("NAMCOA®") is a fee-based Registered Investment Advisor.” Source: RevenueBase Database · checked Sep 14, 2026
8	PFS Wealth Management Group	Strong evidence	Naples, FL, United StatesHQ checked Sep 14, 2026	1-10	10 contacts →
	Strong 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 14, 2026
9	Oley Kinser Concierge Wealth, LLC	Indirect evidence	Naples, FL, United StatesHQ checked Sep 14, 2026	1-10	7 contacts →
	Indirect evidence “We at Oley Kinser Concierge Wealth simply aim to achieve ongoing financial confidence for our clients.” Source: RevenueBase Database · checked Sep 14, 2026
10	Andrew Hill Investment Advisors, INC	Strong evidence	Naples, FL, United StatesHQ checked Sep 14, 2026	1-10	7 contacts →
	Strong evidence “Based in Naples, Florida, Andrew Hill Investment Advisors, Inc.” Source: RevenueBase Database · checked Sep 14, 2026
11	Hightower Naples	Indirect evidence	Naples, FL, United StatesHQ checked Sep 14, 2026	1-10	6 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 14, 2026
12	Richard C. Young & Co., LTD	Indirect evidence	Naples, FL, United StatesHQ checked Sep 14, 2026	11-50	4 contacts →
	Indirect evidence “Richard C.” Source: RevenueBase Database · checked Sep 14, 2026
13	Cardinal Wealth Management, LLC	Indirect evidence	Naples, FL, United StatesHQ checked Sep 14, 2026	11-50	3 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 14, 2026
14	PL Capital Advisors, LLC	Indirect evidence	Naples, FL, United StatesHQ checked Sep 14, 2026	1-10	3 contacts →
	Indirect evidence “PL Capital Advisors, LLC specializes in identifying and acquiring stakes in undervalued U.S.” Source: RevenueBase Database · checked Sep 14, 2026
15	Antonetti Capital Management LLC	Strong evidence	Naples, FL, United StatesHQ checked Sep 14, 2026	1-10	3 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 14, 2026
16	Luma Capital	Indirect evidence	Naples, FL, United StatesHQ checked Sep 14, 2026	1-10	3 contacts →
	Indirect evidence “Daniel Keller of Naples, FL is the manager of LUMA Capital.” Source: RevenueBase Database · checked Sep 14, 2026
17	TTC Equity Partners	Strong evidence	Naples, FL, United StatesHQ checked Sep 14, 2026	1-10	2 contacts →
	Strong evidence “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: RevenueBase Database · checked Sep 14, 2026
18	G&b Capital	Strong evidence	Naples, FL, United StatesHQ checked Sep 14, 2026	1-10	2 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 14, 2026
19	Naples Trust Company	Indirect evidence	Naples, FL, United StatesHQ checked Sep 14, 2026	11-50	1 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 14, 2026
20	Wychwood Holdings, LLC	Indirect evidence	Naples, FL, United StatesHQ checked Sep 14, 2026	1-10	1 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 14, 2026
21	Altsourced Solutions	Strong evidence	Naples, FL, United StatesHQ checked Sep 14, 2026	1-10	1 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 14, 2026
22	The Naples Money Managers	Indirect evidence	Naples, FL, United StatesHQ checked Sep 14, 2026	1-10	1 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 14, 2026
23	Heisler Park Asset Management LLC	Strong evidence	Naples, FL, United StatesHQ checked Sep 14, 2026	1-10	1 contacts →
	Strong evidence “Investment management” Source: RevenueBase Database · checked Sep 14, 2026
24	Wagon Wheel Financial	Indirect evidence	Naples, FL, United StatesHQ checked Sep 14, 2026	1-10	1 contacts →
	Indirect evidence “Beyond Ordinary Financial Advice: We're retirement planning specialists who believe in a different approach.” Source: RevenueBase Database · checked Sep 14, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: investment firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names investment firms.
Partial evidence: Its own public description names part of investment firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 24 of 55 investment firms based in Naples, United States

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Investment firms based in Naples, United States at a glance

As of Sep 14, 2026

43.7%Verified-email coverage

6.8Average contacts per company

1-10Median size (employees)

Sep 14, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

501-1,000

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 55 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 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 firms”. 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 firms), 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 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 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, 164 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 14, 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

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 firms, 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 firms are there based in Naples, United States?

RevenueBase identified 55 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 in the United States has the most investment firms?

New York leads the United States with 996 headquartered companies, followed by Chicago (285) and Dallas (281). Naples has 55.

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 164 verified decision-maker contacts tracked across these 55 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 14, 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.