Moran Wealth Management

What Moran Wealth Management does

Moran Wealth Management is a fee-only, fiduciary Registered Investment Advisor (RIA) headquartered in Naples, Florida, managing $5.7 billion in assets under management as of June 30, 2026. The firm serves high-net-worth individuals and families, business owners, institutional investors and family offices, and charitable organizations, with a minimum of $1 million in investable assets required for its Private Client services. Operating as a 100% employee-owned firm with 14 equity partners and 40+ professionals, the company runs dual business lines: a private wealth advisory practice and an institutional asset management channel through its Seagate Capital Management subsidiary. The firm traces its operating history to 1990 when founder Tom Moran established the Moran Group at Prudential Securities, and transitioned to independent RIA status in 2022, with assets custodied at Pershing (a BNY Mellon subsidiary).

The firm offers an integrated wealth management platform that combines investment management with financial planning, retirement planning, estate planning, strategic tax planning, family office services, charitable giving strategies, and education funding. Its asset management practice is built on 35+ proprietary investment strategies spanning Core, Growth, Fixed Income, Balanced, Value, Specialty, and thematic categories (including AI Frontier, Convertible, Dynamic Income Allocation, and Global Balanced strategies). The investment platform uses quantitative and fundamental models for security screening and portfolio construction, delivered through Separately Managed Accounts (SMAs) that provide direct security ownership and transparency. The advisory team holds credentials including CFA, CFP, MBA, CPA, JD, and CAP, supporting the integrated wealth management offering.

The firm operates on a single, all-inclusive AUM-based fee structure with no commissions, no performance-based fees, and no charges on non-managed assets, billed annually. Distribution is direct and consultative, led through relationship-based advisory engagements from its Naples headquarters, with marketing supported by content publishing, podcasts, educational seminars, and client events. The firm has been recognized in Barron's Top RIAs, inducted into the Barron's Hall of Fame (2018, 2019, 2020), and ranked #1 RIA in Southwest Florida.

Name

Moran Wealth Management

Legal name

Moran Wealth Management, LLC

Website

https://moranwm.com

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

11–50 employees

Short description

Moran Wealth Management is a fee-only, fiduciary Registered Investment Advisor based in Naples, Florida, managing $5.7 billion in assets for high-net-worth individuals, families, business owners, and institutional clients through 35+ proprietary investment strategies and integrated wealth management services.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industries

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Private Banking Business Owners & Entrepreneur Solutions (Liquidity Events, Pre-IPO) (FSABADAK), Business Owner & Executive Financial Planning (FSAEAAAO)

Keywords

• Wealth management services
• Investment management
• Retirement planning
• Estate planning
• Financial planning

Headquarters

HQ city

Naples

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Assets Under Management (AUM) Fees: The firm charges a single, all-inclusive fee based on a percentage of assets under management. This fee covers all investment management, wealth management, and financial planning services. The firm does not charge on assets that are not actively managed, and does not earn commissions or performance-based fees. Success is directly tied to the growth of client wealth.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels7 records

Core offering

Moran Wealth Management is a fee-only, fiduciary Registered Investment Advisor delivering integrated private wealth management and asset management services to high-net-worth individuals, families, business owners, and institutional investors. The firm invests client assets across 35+ proprietary portfolio strategies and wraps those investments with comprehensive financial planning, retirement planning, estate planning, tax strategy, and philanthropy advisory services for an all-inclusive AUM-based fee.

Product overview

Moran Wealth Management is a fee-only, fiduciary Registered Investment Advisor (RIA) offering a unified private wealth management and asset management platform. The firm provides integrated investment management through 35+ proprietary strategies (including AI Frontier, All Cap Strategy, Balanced Taxable, Concentrated Value, Conservative Select, Convertible, Core Value, Defensive Total Return, Domestic Equity, Dynamic Income Allocation, Focused Dividend, and Global Balanced) complemented by comprehensive wealth advisory services including retirement planning, estate planning, strategic tax planning, family office services, charitable giving, and education funding. The asset management division operates through two distinct channels: direct client services and Seagate Capital Management for institutional investors and other RIAs.

Differentiator

Problem solved

Functional benefit

Brands

• Seagate Capital Management: Institutional arm of Moran Wealth Management specializing in customized investment strategies for discerning RIAs, family offices and institutional investors. Provides model portfolio management including equities (domestic, global, value, growth) and fixed income (balanced, corporate, municipal) strategies through a Separate Managed Account (SMA) platform.

Products and services

• Private Wealth Management Integrated wealth management for high-net-worth individuals and families including financial planning, investment management, estate planning, tax strategy, and risk management.
• Asset Management In-house institutional-quality investment management with 35+ proprietary portfolio strategies utilizing quantitative analysis and fundamental research with active portfolio management.
• Retirement Planning Services Comprehensive retirement planning including retirement savings strategies, IRA optimization, Social Security planning, and tax-efficient retirement income distribution.
• Estate Planning Estate planning services for high-net-worth families including wills, trusts, wealth transfer strategies, and multi-generational planning.
• Strategic Tax Planning Long-term tax strategy alignment with investment, estate, and income strategies to help manage tax liability for high-net-worth families.
• Family Office Services Comprehensive wealth stewardship coordinating investment oversight, tax strategy, estate planning, and philanthropy for ultra-high-net-worth families.
• Charitable Giving Strategic philanthropy services including donor-advised funds, charitable trusts, private foundations, and qualified charitable distributions.
• Education Funding (529 Plans) Education planning using 529 Plans as tax-advantaged investment accounts for qualified education expenses with estate tax reduction benefits.
• Seagate Capital Management Institutional asset management arm providing customized investment strategies, model portfolio management, and separately managed accounts (SMAs) for RIAs, family offices, and institutional investors.
• AI Frontier Strategy (AIFR) Proprietary strategy seeking capital appreciation by investing in companies positioned to benefit from the growth, utilization, and development of artificial intelligence technologies.
• All Cap Strategy (ACAP) Proprietary strategy seeking capital appreciation by investing in high-quality companies with strong fundamentals and attractive valuations, aiming to capture near-term alpha.
• Convertible Strategy (CONV) Proprietary strategy seeking exposure to convertible bonds and preferred equity securities while aiming to earn a higher yield with less risk relative to its benchmark.
• Balanced Taxable (BTAX) Proprietary strategy seeking to maximize risk-adjusted total return over a full market cycle for taxable accounts.
• Concentrated Value (VALU) Proprietary strategy seeking to generate returns that exceed the Russell 1000 Value over a full investment cycle.
• Conservative Select (CSEL) Proprietary strategy seeking long-term capital appreciation and current income for conservative investors.
• Core Value (CVAL) Proprietary strategy seeking to select securities that trade less expensively than the market average and achieve returns that exceed its benchmark.
• Defensive Total Return (DTRS) Proprietary strategy seeking to provide higher risk-adjusted returns than the S&P 500 Index by focusing on reducing downside volatility.
• Domestic Equity (DEQT) Proprietary strategy seeking to make a series of diversified investments in a risk-controlled framework, delivering consistent added value over a full business cycle.
• Dynamic Income Allocation (DIAP) Proprietary strategy seeking to deliver a current yield in excess of the 10-year US Treasury rate with approximately half the realized volatility of the stock market.
• Focused Dividend (FDIV) Dividend-focused proprietary strategy targeting income and capital appreciation through equity investments with consistent dividend payments.
• Global Balanced (GBAL) Proprietary strategy seeking to optimize returns in a risk-controlled framework, delivering consistent added value over a full business cycle through global diversification.

Quantifiable outcome

• #1 RIA in Southwest Florida per Financial Advisor Magazine's 2025 RIA Ranking
• +3 more outcomes

Named customers4 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

One partnership is on record.

• RIAs and Family Offices (via Seagate Capital Management)coreChannel Partner/ Reseller/ DistributorSeagate Capital Management, the institutional arm of Moran Wealth Management, collaborates with select family offices and registered investment advisors (RIAs) to provide specialized institutional-quality investment solutions. These partnerships help partner firms bolster client acquisition, deepen client relationships, and enhance profitability through direct portfolio management strategies tailored to each client's unique needs. Services include domestic, global, value, and growth equity strategies as well as balanced, corporate, and municipal fixed income solutions.

Scale indicators8 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Ritholtz Wealth Management: Fee-only RIA offering bespoke wealth management, financial planning, and tax services to HNW clients, with strong thought leadership and media presence. Comparable in fee-only fiduciary model, HNW focus, and active use of content marketing, though smaller in AUM.
• Savant Wealth Management: Fee-only RIA offering private wealth management, investment management, and family office services to HNW clients and business owners. Comparable in fee-only structure, integrated wealth offering, and HNW/business owner focus, with similar scale and Midwest/multi-region footprint.
• Carson Group: RIA and business coaching platform supporting independent advisors with investment solutions, technology, and back-office support. Comparable in fee-only RIA model and HNW focus, with a distinct partnership/affiliate model rather than a single employee-owned firm.
• Mariner Wealth Advisors: National independent RIA providing comprehensive wealth advisory, investment management, tax, estate, and family office services to HNW clients. Comparable in service breadth, fiduciary model, and HNW focus, with a similar mix of organic and inorganic growth across multiple U.S. offices.
• Moneta Group: Fee-only RIA delivering investment management, financial planning, tax, and family office services to HNW households. Closely comparable to Moran in fiduciary-only structure, integrated private wealth + asset management, and HNW/business owner client mix, with comparable AUM scale.
• Buckingham Strategic Wealth: Fee-only RIA providing evidence-based investment management and financial planning to HNW individuals and families. Comparable in fee-only fiduciary model, HNW focus, and emphasis on integrated planning, though less specialized in proprietary strategy design.
• Creative Planning: Large fee-only RIA offering integrated wealth management, proprietary investment strategies, and estate/tax planning to HNW clients. Most directly comparable to Moran in business model, fee-only fiduciary structure, in-house investment platform, and multi-service private wealth offering, but at significantly greater scale.

Emerging players

• Sanctuary Wealth: Partnership model platform for elite advisors and RIAs providing wealth management, investment solutions, and support services. Comparable in fee-only HNW focus, with a partner-network model rather than Moran's single employee-owned firm structure.

Broad incumbents

• Vanguard Personal Advisor: Hybrid robo-advisor and human advisory service from a major asset manager, offering ongoing advice and portfolio management at low fees. A direct fee-compression threat to fee-only RIAs like Moran targeting mass-affluent and HNW households.
• Schwab Wealth Advisory (Charles Schwab): Large brokerage-affiliated advisory program offering managed portfolios and financial planning at scale with lower fees. Represents a key fee-based competitor to Moran's HNW RIA business, especially as it broadens advisor-led services for mass-affluent and HNW segments.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/MoranWealth
• YouTubeyoutube.com/@MoranWealth?sub_confirmation=1
• Facebookfacebook.com/moranwealth
• LinkedInlinkedin.com/company/moran-wealth-management
• Instagraminstagram.com/moranwealth

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Moran Wealth Management