2025 RIA Leaders

December 9, 2025

NAPLES, Florida – December, 2025 – Moran Wealth Management®, an SEC-registered investment advisory firm serving high-net-worth families, institutions, and foundations, is proud to announce its recognition on Financial Planning’s “Top 150 Fee-Only RIA Firms.”

“Top 150 Fee-Only RIA Firms” features Registered Investment Advisor (RIA) firms that operate on a strictly fee-only basis, with no broker-dealer affiliations or commission-based compensation. The final rankings are based on assets under management (AUM) and also include the number of employees, client accounts, and financial advisors at each firm. Moran Wealth secured the #74 position on this national list. The firm’s 34 advisors and 50 employees collectively manage over $5 billion in assets.

“It is always a tremendous honor to receive national recognition from a respected publication such as Financial Planning,” said Tom Moran AIF®, Chairman, CEO, and CIO. “Ensuring the satisfaction of both our clients and our employees has always been and will continue to be a top priority for the firm.”

For more information on Moran Wealth Management®, call (239) 920-4440 or visit MoranWM.com.

This commentary is for informational purposes only and does not constitute investment advice, a recommendation, or an offer or solicitation to buy or sell any securities. The views expressed are those of the author(s) as of the date of publication and are subject to change without notice. Past performance is not indicative of future results.

This material may have been prepared using data and analysis from a variety of sources, including but not limited to: Bloomberg, FactSet, Morningstar, S&P Global, Moody’s, Refinitiv, Capital IQ, CRSP, FRED, IMF, World Bank, OECD, and other third-party research providers. Additionally, portions of this content may have been generated or reviewed with the assistance of artificial intelligence tools, including OpenAI’s large language models or similar technologies. While we believe these sources to be reliable, we do not guarantee their accuracy or completeness.

Alternative Investments (e.g., private equity, hedge funds, real estate) are speculative, illiquid, and carry high risk, including potential loss of principal. They are not suitable for all investors. Diversification does not guarantee profit. Consult your advisor regarding suitability.

Moran Wealth Management is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training. For more information about our services, fees, and potential conflicts of interest, please refer to our Form ADV Part 2A, available upon request.