Moran Wealth Management

Moran Wealth Management

Moran Wealth Management was founded in 2018 by Tom Moran, a Barron’s Hall of Fame advisor who had spent nearly three decades building an advisory practice that rejected commission-based sales. The firm’s lineage runs through the Moran Group at Prudential Securities, which Moran established in 1990 and grew to $1B in assets by 1999. In 2022, the practice completed its transition to an independent RIA, cementing a fiduciary-only posture. The firm runs a dual structure — private wealth advisory alongside an in-house asset management group — and manages more than 35 proprietary portfolio strategies across a full range of asset classes, markets, and investment styles. Its website describes quantitative analysis and fundamental security research feeding into actively managed portfolios, with strategies spanning actively managed equity and fixed income, retirement income, and tax-sensitive composites. The Naples headquarters serves individuals, high-net-worth families, and institutions, operating as a fee-only practice with assets custodied at Wells Fargo Advisors Financial Network. Moran Wealth Management reached $5B in AUM in 2025, supported by a team of over 40 professionals including CFAs, CFPs, and MBAs. The firm remains employee-owned, with 14 equity members — including several Moran family members — holding ownership stakes, an arrangement the firm says supports continuity and reduces turnover. In 2025, the firm was named to Financial Planning’s RIA Leaders: Top 150 Fee-Only RIA Firms and Financial Advisor Magazine’s America’s Top RIAs. What differentiates the firm structurally is the combination of an in-house asset management factory with a fee-only family-office-style advisory model, all inside a single employee-owned entity. The founding family maintains significant equity and operational presence — Tom Moran and several family members remain among the 14 owners — creating a governance model that ties multi-generational stewardship directly to the portfolio outcomes of the clients the firm serves.