AdvisorCensus / Financial advisors / Florida / Naples, FL / New firms

New investment advisory firms in Naples, FL

9 investment advisory firms in Naples, FL first appeared on the SEC's monthly lists of registered advisers or exempt reporting advisers in the last twelve months of data, newest first, under the month of the list they first appeared on. New state registrations are not included, because AdvisorCensus began capturing state data in September 2026. Each entry links to the firm's filing. Rebuilt monthly.

All firms headquartered in Naples, FL · Atom feed · How this list is built

October 2026 (1)

Firm	Location	Registration
Abbaei Manager LLC	Naples, FL	Exempt reporting adviser

September 2026 (1)

Firm	Location	Registration
Peak Nine Capital Advisors, LLC	Naples, FL	SEC-registered investment adviser

August 2026 (1)

Firm	Location	Registration
Cambridge Alpha LLC	Naples, FL	Exempt reporting adviser

July 2026 (1)

Firm	Location	Registration
Anchor & Oak Wealth Advisors, LLC	Marco Island, FL	SEC-registered investment adviser

May 2026 (2)

Firm	Location	Registration
Cambier Capital, LLC	Naples, FL	SEC-registered investment adviser
William Raveis - Moran Wealth Management, LLC	Naples, FL	SEC-registered investment adviser

April 2026 (1)

Firm	Location	Registration
Evertern Wealth, LLC	Naples, FL	SEC-registered investment adviser

February 2026 (1)

Firm	Location	Registration
Quant Alpha Decisions LLC	Naples, FL	SEC-registered investment adviser

December 2025 (1)

Firm	Location	Registration
Trent Capital Partners, LLC	Naples, FL	Exempt reporting adviser

Source: month-to-month comparison of the SEC's monthly adviser data and the state compilation feed. A firm appears in the month it first shows up as registered or reporting.

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AdvisorCensus. New investment advisory firms in Naples, FL. https://advisorcensus.com/advisors/fl/naples/new-firms
https://advisorcensus.com/advisors/fl/naples/new-firms