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NAPLES GLOBAL ADVISORS

NAPLES, FL · CRD 158544 · IAPD ↗ · verobeachglobaladvisors.com · 239-776-7900

$2.00BRegulatory AUM
11Advisory reps
20Employees
0Clients
n/aPlanning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
June 2026 — NAPLES GLOBAL ADVISORS notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
April 2026 — NAPLES GLOBAL ADVISORS notice-filed in CO, NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
30
April 2024 — NAPLES GLOBAL ADVISORS changed its website from naplesglobaladvisors.com to verobeachglobaladvisors.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
47
April 2024 — NAPLES GLOBAL ADVISORS notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
72
April 2024 — NAPLES GLOBAL ADVISORS grew from 8 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.