Every new Florida business filing, every dayNew Financial Advisory Businesses in Naples, FL
5 financial advisory businesses recently registered in Naples, Florida.
Updated August 18, 2026 · Most recent business filing May 11, 2026
5
Total Filings
May 11, 2026
Most Recent
Every new Florida filing, every day
See how it worksAbout Financial Advisory Businesses in Naples
This page lists new financial advisory businesses registered in Naples, Florida. We currently track 5, sourced directly from the Florida Division of Corporations and refreshed daily as new financial advisory companies file.
Recent additions include Merit Placement and Advisory Services, Keystone Global Smart Solutions, and Gulf Digital Advisors. The most recent financial advisory business filing was on May 11, 2026.
Each entry shows the filing date and, where we can verify it, the owner name and contact details. If you sell to financial advisory businesses in Naples, this is one of the freshest prospect lists in the market.
All Filings
Merit Placement and Advisory Services
May 11, 2026Financial AdvisoryVerifiedNaples, FL · Manatee Co.
Merit Placement and Advisory Services LLC appears to be a financial advisory firm, likely associated with Merit Financial Advisors, which has a branch in Naples, FL. The managing member, Fabiola Estera, is listed at the same Naples address. The matching website (Merit Financial Advisors) offers wealth management and financial planning services.
Keystone Global Smart Solutions
May 1, 2026Financial AdvisoryVerifiedNaples, FL · Manatee Co.
The LLC is a wealth management firm based in Naples, FL, managed by Angel A. Rey Esteban. The address discrepancy and different focus (FL vs. CO) prevent absolute certainty.
Gulf Digital Advisors
Feb 9, 2026Financial AdvisoryVerifiedNaples, FL · Manatee Co.
Provides strategic crypto advisory services for wealth managers, including workshops, project-based advisory, and ongoing support for RIAs and private bankers.
Four Line Advisory
Jan 15, 2026Financial AdvisoryVerifiedNaples, FL · Manatee Co.
Four Line Advisory LLC provides structured financial reporting advisory services to organizations. The website describes disciplined structure, clear reporting, and strategic insight for complex financial reporting needs. The founder, Corey Topp, is a retired CPA based in Naples, FL.
EO Advisors
Oct 30, 2025Financial AdvisoryVerifiedNaples, FL · Manatee Co.
EO Advisors provides investment banking, mergers and acquisitions, capital formation, and strategic advisory services.
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