AdvisorCensus / Financial advisors / Florida / Naples, FL / Raymond James & Associates, Inc.
Financial advisors in Naples, FL using Raymond James & Associates, Inc.
3 SEC-registered investment advisory firms headquartered in the Naples, FL metro area name Raymond James & Associates, Inc. as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Capital Wealth Planning, LLC | Naples | SEC-registered investment adviser | Over $5 billion |
| Intellus Advisors, LLC | Naples | SEC-registered investment adviser | $1 billion to $5 billion |
| The High Net Worth Advisory Group, LLC | Naples | SEC-registered investment adviser | $500 million to $1 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. Raymond James & Associates, Inc. nationwide
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