Five Star Wealth Managers in SWFL (2025)
Honorees include Tom Moran, Aaron Simpson, Michael Mongin, Corey Grant, Ryan Frank, and Trent Grzegorczyk.
Tom Moran Named to Naples 100 for 2025
Tom Moran ranked #17 on the Top Financial Advisors by InvestmentNews in 2025
Our Chairman, CEO, and CIO, Tom Moran has been named one of 2025’s Top Financial Advisors by InvestmentNews.
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.