NAPLES GLOBAL ADVISORS LLC
DBA: NAPLES GLOBAL ADVISORS
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $2.00B |
| Discretionary | $1.95B98% of AUM |
| Non-Discretionary | $44.2M |
| Client Accounts | 1,791 |
| Avg Account Size | $1.1M |
| Employees | 20 |
| Peak AUM | $2.00BMar 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.0B | +20.7% | +16.2% | +17.2% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $2.00B |
| Discretionary | $1.95B |
| Employees | 20 |
| Client Accounts | 1791 |
Contact & Location
Address
856 3RD AVENUE SOUTH
NAPLES FL 34102
Phone
239-776-7900
Filing History
41 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$2.0B
97.8% of AUM
Non-Discretionary
$44M
2.2% of AUM
Disc. mix ▲ 0.7pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Structure
No related registrations reported