Perspectives Based on Knowledge

Guidance Forged by Experience

Moran Monthly Digest: Apr. 2026

Record highs invite a question: is the market too expensive? Our April commentary explores why it may be an expensive top, not a broadly expensive market. Link in bio.

2026 Inc. Regionals

Moran Wealth Management® named among the fastest-growing private companies in the Southeast.

Barron’s Top 1500 – #1 in SWFL

Thomas Moran has been ranked #1 in Southwest Florida and #3 financial advisor in Florida by Barron’s for 2026.

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.