Updated October 20, 2023
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Moran Wealth Management

Investment Advisor Firm
Total assets under management$4.1B
Years in business6+

About Moran Wealth Management

Moran Wealth Management is a distinguished wealth advisory firm led by Chairman, CEO, and CIO Tom Moran. With over 30 years of experience in the financial industry, Tom Moran and his team of over 40 professionals provide outstanding and personalized client service.

As an Accredited Investment Fiduciary (AIF®), Tom is committed to putting clients' interests first, ensuring the highest level of ethical standards. Under his leadership, Moran Wealth Management offers a broad range of investment solutions and services that cater to high-net-worth individuals, focusing on delivering the best, most comprehensive service possible.

Tom Moran's exceptional professional conduct and expertise have earned him numerous accolades, including being consistently ranked by Barron's as the #1 financial advisor in Southwest Florida. Forbes has recognized him on the Best-In-State lists, and he's featured in leading industry publications like Barron's and Gulfshore Business.

Moran Wealth Management offers comprehensive, fee-only investment management, investment planning strategies, estate planning, asset protection strategies, and life insurance advisory. The firm focuses on building long-term relationships and providing highly personalized services to help clients achieve their financial goals.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Investment Management
  2. Investment Planning
  3. Portfolio Development
  4. Estate Planning
  5. Life Insurance Advisory

More about Moran Wealth Management

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
31920820

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Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings