The Faces of Investing
Moran Wealth Management, LLC, is a registered investment advisor (RIA) recognized for its leadership in wealth management throughout Southwest Florida and beyond. Founded by Tom Moran, a Naples resident for more than 35 years, the firm manages more than $5 billion in client assets and serves high-net-worth individuals, families, and institutions. The firm integrates wealth advisory and asset management under one roof to deliver strategies tailored to achieve each client’s goals. As a fiduciary and fee-only firm, Moran Wealth provides transparent, client-first guidance with no commission-based incentives.
Financial Advisor ranked Moran Wealth the No. 1 RIA in Southwest Florida and No. 5 in Florida for two consecutive years. Chairman, CEO, and CIO Tom Moran, AIF® was ranked the No. 1 independent f inancial advisor in Florida and No. 9 nationally on Barron’s Top 100 Independent Advisors for 2025. The leadership team, including President Don Drury and next-generation leaders Kylen O’Keeffe and Patrick Moran, guides more than 50 professionals from the firm’s headquarters in Naples. Discover how Moran Wealth’s comprehensive, award-winning approach to asset management and wealth advisory can guide your financial journey.
