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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Naples, FL

Every SEC-registered financial advisor at a firm office in Naples who lists the Chartered Financial Analyst designation, A to Z.

43 CFA charterholders work in Naples; the most are at Cwa Asset Management Group (4). 9 are also registered broker representatives.

CFA advisors in Naples, A to Z

Every advisor in Naples →

Firms with the most CFA charterholders in Naples

Cwa Asset Management Group 4Naples Global Advisors 4Citizens Securities, Inc. 3Aviance Capital Partners LLC 2Moran Wealth Management, LLC 2Navian Asset Management, LLC 23edge Asset Management, LP 1Andrew Hill Investment Advisors, Inc. 1Arkadios Wealth Advisors 1Banyan Asset Management, Inc. 1Benjamin F. Edwards & Company, Inc. 1Capital Wealth Planning, LLC 1Cavan Capital Management LLC 1Cerity Partners LLC 1Charles Schwab Investment Management, Inc. 1

CFA advisors in other Florida cities

All of Florida →

Miami 105Tampa 64Palm Beach Gardens 37Sarasota 37St. Petersburg 23Boca Raton 22West Palm Beach 21Coral Gables 20Orlando 20Jacksonville 16Jupiter 16Winter Park 15Lake Mary 11Ponte Vedra Beach 10Clearwater 9Fort Lauderdale 8Delray Beach 7Jacksonville Beach 7Palm Beach 7Vero Beach 7Bradenton 6Fort Myers 4Lakeland 4Miami Beach 4

Questions

How many CFA financial advisors are in Naples, FL?

43 SEC-registered investment adviser representatives at firm offices in Naples, Florida list the CFA designation; Cwa Asset Management Group employs the most of them (4).

What is a CFA?

CFA stands for Chartered Financial Analyst, CFA Institute's charter in investment analysis: three exams and four years of investment experience.

How do I check a CFA in Naples?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFA itself with the body that issues it.

Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFA with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFP professionals and ChFC holders.