Perspectives Based on Knowledge

Guidance Forged by Experience

Moran Monthly Digest: Feb. 2026

February 2026 message and insights from our founder, Tom Moran.

2026 Five Star Wealth Managers

Moran Wealth leaders were named 2026 Five Star Wealth Managers.

The Naples 100 (2026)

Tom and Sandi Moran recognized by Naples Illustrated for leadership, philanthropy, and community impact.

2025 RIA Leaders

Moran Wealth Management has been recognized among the 2025 RIA Leaders for our commitment to client-focused, independent advice.

2025 Best of Business

Moran Wealth Management® named ‘Best Financial Advisory Firm’ in Gulfshore Business’ 2025 Best of Business awards.

2025 Best Companies to Work For

Moran Wealth Management® named one of Florida Trend’s Best Companies to Work For in 2025, recognizing excellence in culture, engagement, and workplace practices.

Recognized as a Top RIA in Florida

Moran Wealth Management® ranks #1 in Southwest Florida and #5 in Florida in Financial Advisor Magazine’s 2025 RIA Survey & Ranking.

Tom Moran Named a 2025 Barron’s Top 1200 Financial Advisor

Our Chairman, CEO, and CIO, Tom Moran has been named as the #1 financial advisor in SWFL by Barron's.

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