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  • Who We Are
    • About Us
    • Our Team
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    • Resources
  • What We Do
    • The Client Experience
    • Private Wealth Management
    • Investment Strategies
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  • Who We Serve
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  • 239.920.4440
  • Who We Are
    • About Us
    • Our Team
    • Insights
    • Careers
    • Resources
  • What We Do
    • The Client Experience
    • Private Wealth Management
    • Investment Strategies
    • Asset Management
    • Retirement Planning
    • Estate Planning
    • Strategic Tax Planning
    • Family Office Services
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    • Education Funding
  • Who We Serve
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  • 239.920.4440

Category: Awards

MWM Named to 2024 RIA Leaders List

Recognizing our leadership in wealth management, Moran Wealth Management® is named to Financial Planning’s 2024 RIA Leaders.

MWM Named One of the Best RIAs to Work For in 2024

Commitment to creating an exceptional workplace, Moran Wealth Management® is named to Financial Planning’s 2024 list of the 52 Best Places to Work for RIAs.

MWM Named as a Best Workplace in Money Management

Focused on supporting our team and clients, Moran Wealth Management® is named to Financial Planning’s 2024 Best Places to Work in Money Management.

Tom Moran earns a spot on 2024 Top 100 Independent Advisors

We’re thrilled to announce that Barron’s ranked Tom Moran as the top independent advisor in FL and #8 nationally. Click to view the rankings.

MWM named Best Place to Work

5 Star Professional Wealth Manager Award 2024

Southwest Florida 2024 Five Star Wealth Managers.

Tom Moran #3 Barron’s Ranked Advisor in Florida

Barron’s rankings are based on data provided by around 6,000 of the nation’s most productive advisors.

Moran Recognized as One of the Top 100 Most Powerful People In Naples

With over 30 years of experience, Tom Moran serves as Chairman, CEO, and CIO of Moran Wealth Management, dedicated to delivering comprehensive service.

Tom Moran is included on Naples 100 in 2023

This year’s class of 100 Naples residents who are making their mark.

MWM a Barron’s Top Private Wealth Management Team

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Moran Wealth Management, LLC (“MWM”) is an SEC-registered investment adviser located in Naples, Florida. Registration as an investment adviser does not imply a certain level of skill or training. The publication of MWM’s website on the Internet should not be construed by any consumer or prospective client as MWM’s solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice over the Internet.

A copy of MWM’s current written disclosure statement, as set forth on Form ADV and discussing MWM’s business operations, services, and fees, is available from MWM upon written request or by visiting https://adviserinfo.sec.gov/. MWM does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes and users should be guided accordingly.

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$5,328,760,171.85 in AUM data as of 01/27/2026.

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