Naples Asset Management Company, LLC

Naples Asset Management Company, LLC (CRD# 133978) is a financial advisory firm headquartered in Naples, FL. They manage $104,815,152 in 338 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    105
    MILLION
  • Total Number of Accounts
    338
    ACCOUNTS
  • Average Account Value
    $310,104
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, FL, GA, MS, NC, NJ, NY, OH, OR, TX

Financial Advisors at Naples Asset Management Company, LLC
Showing 1 - 10 of 13 top financial advisors.
1
Thomas J. Cooper
CRD#: 1038603
1100 Fifth Avenue, Suite 201, Naples, FL 34102
96
Wealthminder
score

Thomas Cooper (CRD# 1038603) is an Investment Advisor Representative working at Naples Asset Management Company, LLC in Naples, FL and has over 27 years of experience in the finance industry. Thomas Cooper has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Eric J. Linser
CRD#: 4079983
2655 Van Ness Avenue, Suite 3, San Francisco, CA 94109
96
Wealthminder
score

Eric Linser (CRD# 4079983) is an Investment Advisor Representative working at Naples Asset Management Company, LLC in San Francisco, CA and has over 17 years of experience in the finance industry.

3
Kevin L. Zylstra
CRD#: 2517604
Naples, FL
96
Wealthminder
score

Kevin Zylstra (CRD# 2517604) is an Investment Advisor Representative working at Naples Asset Management Company, LLC in Naples, FL and has over 23 years of experience in the finance industry. Kevin Zylstra has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Alfred J. Dinicola
CRD#: 1305518
1100 Fifth Avenue South, Suite 201, Naples, FL 34102
93
Wealthminder
score

Alfred Dinicola (CRD# 1305518) is an Investment Advisor Representative working at Naples Asset Management Company, LLC in Naples, FL and has over 8 years of experience in the finance industry.

5
Walter M. Hester
CRD#: 2745174
1100 Fifth Avenue South, Suite 201, Naples, FL 34102
93
Wealthminder
score

Walter Hester (CRD# 2745174) is an Investment Advisor Representative working at Naples Asset Management Company, LLC in Naples, FL and has over 19 years of experience in the finance industry.

6
Richard M. Patrick
CRD#: 4546296
2950 Buskirk Ave, Suite 300, Walnut Creek, CA 94597
93
Wealthminder
score

Richard Patrick (CRD# 4546296) is an Investment Advisor Representative working at Naples Asset Management Company, LLC in Walnut Creek, CA and has over 15 years of experience in the finance industry.

7
Bryan E. Smith
CRD#: 2324786
1100 Fifth Avenue South, Suite 201, Naples, FL 34102
93
Wealthminder
score

Bryan Smith (CRD# 2324786) is an Investment Advisor Representative working at Naples Asset Management Company, LLC in Naples, FL and has over 11 years of experience in the finance industry.

8
Adam V. Waszkowski
CRD#: 2413572
1100 Fifth Avenue, Suite 201, Naples, FL 34102
93
Wealthminder
score

Adam Waszkowski (CRD# 2413572) is an Investment Advisor Representative working at Naples Asset Management Company, LLC in Naples, FL and has over 23 years of experience in the finance industry.

9
Christopher R. Lundy
CRD#: 5326883
1100 Fifth Avenue South, Suite 201, Naples, FL 34102
88
Wealthminder
score

Christopher Lundy (CRD# 5326883) is an Investment Advisor Representative working at Naples Asset Management Company, LLC in Naples, FL and has over 3 years of experience in the finance industry.

10
John M. Ruff
CRD#: 1254423
1100 Fifth Avenue South, Suite 201, Naples, FL 34102
83
Wealthminder
score

John Ruff (CRD# 1254423) is an Investment Advisor Representative working at Naples Asset Management Company, LLC in Naples, FL and has over 33 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.