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Market Standing · 2026

The most transparent firms in Naples-Marco Island.

117 scored firmsTop 5 recognizedfidelon.com/markets/naples-marco-island-fl
#1IA-only$1.6B91.4ARecognized · #1 Firm
2IA-only—91Arank within Top 5; below the 80 standard
3IA-only—91Arank within Top 5; below the 80 standard
4IA-only—91Arank within Top 5; below the 80 standard
5
Moola Copilot
CRD 334132
IA-only—90.7Arank within Top 5; below the 80 standard
6IA-only—90.5A—
7IA-only$141M90.1A—
8IA-only$117M89.7A—
9IA-only$30.1M89.7A—
10IA-only$114M89.3A—
11IA-only$221M89.3A—
12IA-only$57M88.8A—
13IA-only—88.3A—
14IA-only$110M88.2A—
15IA-only$343K88.2A—
16
James W. Walker
CRD 110863
IA-only$3.6M88.1A—
17IA-only$33.5M88.1A—
18IA-only$41.9M87.8B+—
19IA-only$69.5M87.7B+—
20IA-only$209M87.7B+—
21IA-only$143M87.4B+—
22IA-only$139M87.2B+—
23IA-only$18M87.1B+—
24IA-only$51.9M87B+—
25IA-only$168M86.8B+—
Recognized firms carry the Fidelon market badge and are eligible for the annual plaque. Rankings move with the monthly rescore cycle — a badge that stops being true retires itself.

Rankings are computed by Fidelon — an independent transparency platform — from public regulatory filings, refreshed monthly. No firm pays for placement, and no firm can edit its score. Recognition requires a composite of 80 or higher regardless of rank.

Top advisers in Naples-Marco Island

Ranked by TransparencyScore, computed from public SEC and FINRA filings. Every adviser in the metro is scored; none can pay to appear here.

  1. 1
    PAUL J. MARINELLI III
    RIVERGLADES FAMILY OFFICES, LLC · Naples, FL
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  2. 2
    GREGORY MARK MELVIN
    DARTMOUTH CAPITAL ADVISORS, INC. · Naples, FL
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  3. 3
    CHARLES SHERMAN LEWIS
    LEWIS CAPITAL MANAGEMENT · Naples, FL
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  4. 4
    ROBERT DUFFY DUNN
    SERVATUS CAPITAL · St. Louis, MO
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  5. 5
    CRAIG R. SUTHERLAND
    STRATEGIC PROBABILITY PARTNERS, LLC · Naples, FL
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  6. 6
    GEORGEANN PORTOKALIS
    GAP FINANCIAL COUNSELING CORP. · Naples, FL
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  7. 7
    SIMON ANTHONY LACK
    SL ADVISORS, LLC · Naples, FL
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  8. 8
    ANTHONY GIRELLINI
    PRINCIPLED ADVISORS, INC. · Naples, FL
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  9. 9
    CHARLES ARTHUR KERWOOD III
    WALLER FINANCIAL PLANNING GROUP, INC. · Naples, FL
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  10. 10
    KARIM MAWJI
    EAGLE TALON PARTNERS · Naples, FL
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