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Recognition

Naples Daily News, "2021 & 2022 Best of the Best": Ciccarelli Advisory Services, Inc., Naples, Florida

Based on community voting, Ciccarelli Advisory Services, Inc. was voted the top financial advisor firm in the Naples Daily News’ annual “Best of the Best” official community choice awards.

Forbes, "Best-in-State Women Advisors": Kim Ciccarelli Kantor, Florida (South), 2025, 2024
Forbes, "Best-in-State Wealth Advisors": Kim Ciccarelli Kantor, Florida (South), 2023, 2019, 2018
Forbes, "America's Top Women Wealth Advisors": Kim Ciccarelli Kantor, 2025, 2021, 2017

Forbes ranking are based on revenue trends, assets under management, compliance records, industry experience and best practices.

Barron's, "Barron's Hall of Fame Advisor": Kim Ciccarelli Kantor

Barron's Hall of Fame Advisor acknowledges advisors who have appeared in Barron's annual Top 100 Advisor ranking for 10+ years.

Barron’s, "Top 100 Women Financial Advisors": Kim Ciccarelli Kantor, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2011, 2010, 2007
Barron’s, "The Top 1000 Advisors": Kim Ciccarelli Kantor, 2009
Barron’s, "Top 100 Independent Financial Advisors": Kim Ciccarelli Kantor, 2008, 2007

Barron's ranking are based on assets under management, revenues, quality of our practice and regulatory records.

Naples Illustrated, "Naples 100": Paul Ciccarelli, 2025 & Kim Ciccarelli Kantor, 2024, 2023, 2022, 2021, 2020

This award showcases business and community leaders who make Collier County a superb place to live, work, and play. This award is researched, compiled, and determined by the Naples Illustrated team based on suggestions by their readership.

Southwest Florida Choice Award - Financial Planning: Ciccarelli Advisory Services, Champion 2010, Star 2009

This award is based on an annual readers’ poll of the Naples Daily News and naplesnews.com to celebrate the most popular businesses and institutions in a wide variety of categories.

Florida Family Business Award: Ciccarelli Advisory Services, 2004

This award honors the best in Florida family enterprises and is determined by the following criteria:

  • Innovativeness of business strategies and practices;
  • Expression of positive family values in the business;
  • The quality of the link between family and the business;
  • Contributions to the surrounding community and industry; and
  • Overall business growth and viability.

 

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

The firm was awarded a 2021 & 2022 Best of the Best award by the Naples Daily News in the financial advisors category. The recognition was considered based off community voting. For more information please visit the following link: https://naplesnews.secondstreetapp.com/2021-Best-of-Naples/

The Naples 100, published annually by Naples Illustrated, recognizes Collier County's most influential residents, including those who are successful in their professions and also leaders who volunteer their time, money, and expertise to enhance the quality of life in Naples. The selection process involves a nomination stage where individuals can be nominated for the list. Nominees are then evaluated based on their achievements, influence, and impact on the community. Naples Illustrated reviews the nominations and selects the top 100 individuals to be included in the annual list. To learn more: https://www.naplesillustrated.com/naples-100-main/

The “Barron's Hall of Fame Advisor"  acknowledges advisors who have appeared in Barron's annual Top 100 Advisor ranking for 10+ years. The rankings for Barron's Top 100 Advisor is based on qualitative criteria: professionals with a minimum of seven years financial service experience, acceptable compliance records, client retention reports and customer satisfaction reports. Advisors are quantitatively ranked based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. Additional qualitative measures include: in depth interviews and discussions with senior management, peers and customers. Because an individual client’s portfolio performance varies and is typically unaudited, this ranking focused on customer satisfaction and quality of advice.

The “Forbes’ Best-in-State Wealth Advisors" and "Forbes' America's Top Women Wealth Advisors" rankings are based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. No fee was exchanged for this ranking.

The “Barron’s Top 100 Women Financial Advisors”, "Barron's Top 1000 Advisors" and "Barron's Top 100 Independent Financial Advisors" – The rankings are based on qualitative criteria: professionals with a minimum of seven years financial service experience, acceptable compliance records, client retention reports and customer satisfaction reports. Advisors are quantitatively ranked based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. Additional qualitative measures include: in depth interviews and discussions with senior management, peers and customers. Because an individual client’s portfolio performance varies and is typically unaudited, this ranking focused on customer satisfaction and quality of advice.

The “Florida Family Business Award” – Criteria include innovativeness of business strategies and practices, understanding and preparation for succession planning, expression of positive family values in the business, quality of family-business linkage, contributions to the surrounding community and industry, number of generations and family members actively involved (except for new firms) and overall business growth and viability. A firm may be nominated by anyone, including employees and business associates. Self-nominations are encouraged. All family businesses headquartered in Florida are eligible. Nominations remain active for three years.