Recognized as a Top RIA in Florida

August 1, 2025

NAPLES, Florida – August 2025 – Moran Wealth Management®, an investment management firm based in Naples, Florida, providing wealth and asset management services to sophisticated investors, is proud to announce it has been ranked the #1 RIA firm in Southwest Florida and the #5 RIA firm in the state of Florida by Financial Advisor Magazine.

The rankings, published in the magazine’s 2025 RIA Survey & Ranking issue, are based on firms’ assets under management (AUM) as of the end of 2024. The annual survey is regarded by many as a benchmark for performance and scale within the independent advisory space. This is the second consecutive year Financial Advisor Magazine has ranked Moran Wealth Management® as the #1 RIA in Southwest Florida and #5 in Florida.

“We are honored to be recognized again among the top RIA firms in Florida,” said Tom Moran AIF®, Chairman, CEO, and CIO of Moran Wealth Management®. “This distinction reflects the continued trust our clients place in us and the unwavering dedication of our team to provide objective, client-centered wealth management.”

Financial Advisor Magazine is the latest prominent national media outlet to recognize the work of the Moran Wealth team. In December, Financial Planning named the firm to its lists for “The 18 Best Places to Work in Money Management” and “The 52 Best RIA’s to Work For,” as well as #70 on its ranking of “Top 150 Fee-Only RIA Firms.” In March, six of the firm’s advisors were named “Five Star Wealth Managers” and Tom Moran was named as the #1 financial advisor in SWFL by Barron’s.

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

About Moran Wealth Management®
Moran Wealth Management, LLC, is a registered investment adviser offering personalized wealth management services. Registration does not imply a certain level of skill or training. For additional information about Moran Wealth Management, LLC, including its services and fees, request the firm’s disclosure brochure using the contact information above or visit adviserinfo.sec.gov. This communication contains certain forward-looking statements that indicate future possibilities. Due to known and unknown risks, other uncertainties and factors, actual results may differ materially.

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.

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.