New Financial Services Businesses in Naples, FL

RODES & DAVILA FINANCIAL GROUP LLC is a Florida limited liability company that filed on June 6, 2026, with entity number L26000312646. Its principal address is in Naples, Florida, and its filing status is active.

Credo 180 is a debt capital procurement firm that assists clients with obtaining debt financing. The website details their services, process, and client deal profiles, and includes contact information for team members such as Robert Winkelmann. The site also notes that securities transactions are effected through INTE Securities LLC, indicating a financial advisory intermediary. The business is registered in Naples, FL, but the website's phone numbers suggest a presence in California.

Banyan Asset Management, Inc. is a personalized money management firm located in Naples, FL, offering professional investment advisory services. The business is registered as Banyan Collection LLC at 1064 Silverstrand Dr, Naples, FL, with manager Ashley Janey, and operates from 1585 Pine Ridge Road, Naples, FL 34109, as indicated on its website.

Nye Executive Advisors LLC, based in Naples, FL, appears to be a wealth management and financial advisory firm. The business is operated by Kim Nye, who is the authorized member on the filing and likely the founder or principal of the firm.

Atlas 1031 Exchange, operating from 1908 Timarron Way, Naples, FL, provides qualified intermediary services for 1031 exchanges under I.R.C. § 1031. The company has served clients for over 16 years, accommodating domestic and foreign exchanges. The principal address and officer name directly match the LLC filing, confirming it is the same business.

Atlas 1031 Exchange is a qualified intermediary specializing in 1031 exchanges for individuals, trusts, and corporations. Operating from Naples, FL, the company has served clients seeking I.R.C § 1031 counsel for over 16 years.

Clarity Wealth is a wealth management firm located in Naples, Florida, offering financial planning, investment management, and family wealth counsel. The Naples team page lists a professional named Paul, matching the LLC's authorized member. The firm's website emphasizes multi-generational financial guidance and has been recognized by Forbes as a Best-In-State Wealth Management Team.

Naples Wealth Advisors, LLC, operating as Capital Wealth Advisors, is a fee-based financial planning and wealth management firm based in Naples, Florida. The firm offers personalized financial strategies and investment advice, as evidenced by its website describing financial planning services and its location at 9130 Galleria Court in Naples. The authorized member, Bryan Smith, is associated with the firm, and the business serves individuals and families in the Naples area.

The Good Steward LLC appears to be a retirement planning and financial services business based in Southfield, Michigan, as indicated by its website which focuses on helping clients prepare for retirement. The site lists an officer named America, matching the authorized member America Gutierrez from the filing, though the filing address is in Naples, Florida, suggesting possible multiple locations or a recent move. The domain name and business name align with the LLC filing.

Knight Asset Solutions LLC, based in Naples, FL, offers asset recovery and surplus fund recovery services. The website states 'Helping You Recover What You’re Owed' and describes a step-by-step process for filing claims. Managed by Tristan Knight and Migdalia Knight.

Quant Alpha Decisions LLC is a registered investment advisory firm based in Naples, Florida, with a principal address at 999 Vanderbilt Beach Road. The firm is managed by Zev Abraham and appears on multiple financial advisor databases, indicating it provides quantitative investment management services.

Sevyn Solutions LLC offers financial services including tax preparation, bookkeeping, and citizenship assistance. The website describes a focus on helping individuals and businesses achieve financial success, with services such as tax filing and financial planning. The business operates primarily online with a phone number in the Miami area.

A financial planning firm specializing in benefits and insurance for families and businesses.

Provides Gold IRA services for diversifying retirement accounts with precious metals, offering tax-deferred investments and in-kind distributions.

A wealth management firm offering AI-driven investment strategies, particularly focused on Nasdaq investing.

Issues Ethereum-based digital tokens representing physical gold, operated by Genius Digital.

Provides expert financial advisory and coaching services, as indicated by the website content and LLC name.

This business appears to be a financial advisory firm offering financial planning and advisory services, as indicated by the candidate's description of a financial advisor in Bonita Springs, Florida.

A mortgage lending business specializing in reverse mortgages and home finance services, based in Naples, Florida.

This appears to be a financial advisory firm offering services such as investment management and financial planning, based on the descriptions from candidate websites.

Riparian Partners is a confidential and personalized investment banking firm providing M&A advisory and strategic services. The site lists Brendan Vandeventer as a contact and shows offices in Providence, RI, while the LLC is registered in Naples, FL, suggesting the LLC is the corporate entity for the same business.

InterUSA, based in Miami, FL, offers tax preparation, financial planning, and accounting services for domestic and international clients.

The business is based in Naples, Florida, with a principal address at 999 Vanderbilt Beach Road Suite 503, matching the filing record.

A financial advisory firm offering fiduciary financial advice and services, with locations in Naples, FL and Grants Pass, OR.

A mortgage brokerage offering home loan services, pre-approvals, and consultations, operated by Joaquin Alvarez.

A broker-dealer firm providing securities trading and investment services, based in Naples, Florida.

Provides I.R.C § 1031 exchange services as a Qualified Intermediary for clients, operating in Naples, FL.

A financial advisory firm providing wealth management, income protection insurance, and strategies for financial independence to individuals and families in Florida.

Specializes in unclaimed funds and asset recovery services.

A fee-only financial planning and wealth management firm based in Naples, FL, focused on creating financial security for clients.

Valiente Advisors LLC is a financial advisory firm based in Naples, FL, offering expert financial advice and strategic planning for corporate governance, as stated on its website. The LLC's authorized members include Terry Jimenez, Jose Skrobot, and Wes Calvert, with Terry Jimenez mentioned on the site. The website provides a contact email and describes services in financial advisory and strategic planning.

DW Advisors LLC provides financial advisory services based in Naples, FL. The website has home, about, services, and contact pages. The contact email uses a different last name (Wehner) than the LLC's registered agent (Wallace), but the geographic alignment suggests a small local advisory firm.

The LLC appears to operate as Capital Wealth Advisors, an independent financial advisory firm specializing in wealth management for high-net-worth clients. The firm has a presence in Naples, Florida, as indicated by the LLC's address and a phone number with a 239 area code from a partner site. The website offers comprehensive wealth management and estate planning services in Florida and North Carolina.

Derks Financial provides bookkeeping, payroll, tax, and investment services. The website lists a Missouri address and phones, while the LLC filing shows a Florida address with manager Bruce Derks. The services align with the LLC's name.

Feather Financial Services Ltd, operated by Stanley Feather and Christine Shillestead, offers small business bookkeeping, tax refund assistance, and financial modeling from its Naples, FL office at 238 Silverado Drive.