AdvisorCensus / Financial advisors / Florida / Naples, FL / Fidelity Investments
Financial advisors in Naples, FL using Fidelity Investments
8 SEC-registered investment advisory firms headquartered in the Naples, FL metro area name Fidelity Investments as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| 3EDGE Asset Management, LP | Naples | SEC-registered investment adviser | $1 billion to $5 billion |
| Andrew Hill Investment Advisors, Inc. | Naples | SEC-registered investment adviser | $100 million to $500 million |
| Antonetti Capital Management, LLC | Naples | SEC-registered investment adviser | $100 million to $500 million |
| Aurora Investment Managers, LLC | Naples | SEC-registered investment adviser | $100 million to $500 million |
| Fifth Avenue Family Office | Naples | SEC-registered investment adviser | $1 billion to $5 billion |
| Naples Global Advisors | Naples | SEC-registered investment adviser | $1 billion to $5 billion |
| Naples Money Management LLC | Naples | SEC-registered investment adviser | $100 million to $500 million |
| Private Capital Management | Naples | SEC-registered investment adviser | $1 billion to $5 billion |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Fidelity Investments nationwide
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