NAPLES GLOBAL ADVISORS LLC
Legal name: NAPLES GLOBAL ADVISORS
CRD #158544 SEC #801-72600 NAPLES, FL 239-776-7900
SEC Registered
Total AUM
$1.7B
Discretionary
$1.6B
Employees
18
Clients
--
Accounts
1,688
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.7B | $1.6B | $48.7M | 18 | 0 |
| Mar 2025 | $1.7B | $1.6B | $48.7M | 18 | 0 |
| Jan 2025 | $1.5B | $1.4B | $43.2M | 18 | 0 |
| Mar 2024 | $1.5B | $1.4B | $43.2M | 18 | 0 |
| Mar 2023 | $1.2B | $1.2B | $46.6M | 15 | 0 |
| Mar 2023 | $1.2B | $1.2B | $46.6M | 15 | 0 |
| Nov 2022 | $1.3B | $1.3B | $61.3M | 14 | 0 |
| Sep 2022 | $1.3B | $1.3B | $61.3M | 14 | 0 |
| Mar 2022 | $1.3B | $1.3B | $61.3M | 14 | 0 |
| Mar 2022 | $1.3B | $1.3B | $61.3M | 14 | 0 |
| Nov 2021 | $901.4M | $868.8M | $32.6M | 15 | 0 |
| May 2021 | $901.4M | $868.8M | $32.6M | 15 | 0 |
| Mar 2021 | $901.4M | $868.8M | $32.6M | 12 | 0 |
| Jun 2020 | $787M | $775M | $12M | 12 | 0 |
| Mar 2020 | $787M | $775M | $12M | 12 | 0 |
| Mar 2019 | $596.9M | $584.3M | $12.6M | 12 | 0 |
| Mar 2018 | $566.3M | $549.1M | $17.1M | 11 | 0 |
| Aug 2017 | $460.3M | $447.1M | $13.2M | 10 | 100 |
| Aug 2017 | $460.3M | $447.1M | $13.2M | 10 | 100 |
| Jul 2017 | $460.3M | $447.1M | $13.2M | 10 | 100 |
| Feb 2017 | $424.5M | $411.4M | $13.1M | 8 | 100 |
| Feb 2016 | $359.3M | $349.1M | $10.2M | 7 | 100 |
| Mar 2015 | $361.8M | $348.7M | $13.1M | 8 | 100 |
| Mar 2015 | $361.8M | $348.7M | $13.1M | 8 | 100 |
| Oct 2014 | $296.6M | $285.9M | $10.7M | 7 | 100 |
| Mar 2014 | $247.7M | $241.7M | $6M | 6 | 100 |
| Jan 2013 | $159M | $156.2M | $2.8M | 5 | 100 |
| Mar 2012 | $134.9M | $133.1M | $1.8M | 1 | 26 |
| Jan 2012 | $134.9M | $133.1M | $1.8M | 1 | 26 |
| Aug 2011 | $0 | $0 | $0 | 5 | -- |
| Aug 2011 | $0 | $0 | $0 | 5 | -- |
| Aug 2011 | $0 | $0 | $0 | 5 | -- |
| Aug 2011 | $0 | $0 | $0 | 5 | -- |
| Jul 2011 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$48.7M
Employees18
Clients0
DateMar 2025
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$48.7M
Employees18
Clients0
DateJan 2025
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$43.2M
Employees18
Clients0
DateMar 2024
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$43.2M
Employees18
Clients0
DateMar 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$46.6M
Employees15
Clients0
DateMar 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$46.6M
Employees15
Clients0
DateNov 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$61.3M
Employees14
Clients0
DateSep 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$61.3M
Employees14
Clients0
DateMar 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$61.3M
Employees14
Clients0
DateMar 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$61.3M
Employees14
Clients0
DateNov 2021
Total AUM$901.4M
Discretionary$868.8M
Non-Disc.$32.6M
Employees15
Clients0
DateMay 2021
Total AUM$901.4M
Discretionary$868.8M
Non-Disc.$32.6M
Employees15
Clients0
DateMar 2021
Total AUM$901.4M
Discretionary$868.8M
Non-Disc.$32.6M
Employees12
Clients0
DateJun 2020
Total AUM$787M
Discretionary$775M
Non-Disc.$12M
Employees12
Clients0
DateMar 2020
Total AUM$787M
Discretionary$775M
Non-Disc.$12M
Employees12
Clients0
DateMar 2019
Total AUM$596.9M
Discretionary$584.3M
Non-Disc.$12.6M
Employees12
Clients0
DateMar 2018
Total AUM$566.3M
Discretionary$549.1M
Non-Disc.$17.1M
Employees11
Clients0
DateAug 2017
Total AUM$460.3M
Discretionary$447.1M
Non-Disc.$13.2M
Employees10
Clients100
DateAug 2017
Total AUM$460.3M
Discretionary$447.1M
Non-Disc.$13.2M
Employees10
Clients100
DateJul 2017
Total AUM$460.3M
Discretionary$447.1M
Non-Disc.$13.2M
Employees10
Clients100
DateFeb 2017
Total AUM$424.5M
Discretionary$411.4M
Non-Disc.$13.1M
Employees8
Clients100
DateFeb 2016
Total AUM$359.3M
Discretionary$349.1M
Non-Disc.$10.2M
Employees7
Clients100
DateMar 2015
Total AUM$361.8M
Discretionary$348.7M
Non-Disc.$13.1M
Employees8
Clients100
DateMar 2015
Total AUM$361.8M
Discretionary$348.7M
Non-Disc.$13.1M
Employees8
Clients100
DateOct 2014
Total AUM$296.6M
Discretionary$285.9M
Non-Disc.$10.7M
Employees7
Clients100
DateMar 2014
Total AUM$247.7M
Discretionary$241.7M
Non-Disc.$6M
Employees6
Clients100
DateJan 2013
Total AUM$159M
Discretionary$156.2M
Non-Disc.$2.8M
Employees5
Clients100
DateMar 2012
Total AUM$134.9M
Discretionary$133.1M
Non-Disc.$1.8M
Employees1
Clients26
DateJan 2012
Total AUM$134.9M
Discretionary$133.1M
Non-Disc.$1.8M
Employees1
Clients26
DateAug 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateAug 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateAug 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateAug 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJul 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--