Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Ciccarelli Advisory Services Inc. financial advisors in Naples, FL

Every SEC-registered investment adviser representative at a Ciccarelli Advisory Services Inc. office in Naples, A to Z.

6 registered advisors work at Ciccarelli Advisory Services Inc. in Naples, out of 10 at the firm nationwide; it ranks number 32 in the city by advisors. 3 list the CFP designation and 6 are also registered broker representatives.

Ciccarelli Advisory Services Inc. advisors in Naples, A to Z

Every Ciccarelli Advisory Services Inc. advisor →

Ciccarelli Advisory Services Inc. advisors in every city and state →Ciccarelli Advisory Services Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Ciccarelli Advisory Services Inc. advisors in other cities

Rochester, NY 3Bonita Springs, FL 1

Other firms in Naples

All Naples advisors →

Morgan Stanley 104Merrill Lynch, Pierce, Fenner & Smith Incorporated 96Wells Fargo Advisors Financial Network, LLC 56LPL Financial LLC 49Wells Fargo Clearing Services, LLC 46Cwa Asset Management Group 43Strategic Advisers LLC 39J.P. Morgan Securities LLC 34Moran Wealth Management, LLC 32UBS Financial Services Inc. 32Osaic Wealth, Inc. 26Raymond James & Associates, Inc. 25

Questions

How many financial advisors does Ciccarelli Advisory Services Inc. have in Naples?

6 investment adviser representatives are registered at Ciccarelli Advisory Services Inc. offices in Naples, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 10 nationwide. 3 list the CFP designation and 6 are also registered as broker representatives.

Is Ciccarelli Advisory Services Inc. one of the largest advisor employers in Naples?

Ciccarelli Advisory Services Inc. ranks number 32 in Naples by registered advisors; Morgan Stanley has the most, with 104.

How do I check a Ciccarelli Advisory Services Inc. advisor 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, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Ciccarelli Advisory Services Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.