Moran Wealth Management Revenue, Growth & Competitor Profile

DBA MORAN WEALTH MANAGEMENT, LLC

Company Profile & Annual Report for Moran Wealth Management

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Moran Wealth Management Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	52312 Securities Brokerage
Additional NAICS Codes	523 Securities, Commodity Contracts & Other Financial Investments 52393 Financial Planning & Investment Advice
Address	5801 Pelican Bay Blvd, Suite 110 Naples, FL 34108

Note: Revenues for privately held companies are statistical evaluations.


Moran Wealth Management's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Moran Wealth Management's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • Moran Wealth Management is classified as operating in the Securities Brokerage industry, NAICS Code 52312.

Moran Wealth Management Annual Revenue and Growth Rate

Moran Wealth Management	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$10 - $100 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Moran Wealth Management's revenues are gauged from an analysis of company filings.

Moran Wealth Management's Income Statement (based on Industry Averages)

Moran Wealth Management P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that Moran Wealth Management is developing and marketing. Moran Wealth Management doesn't have any recent trademark applications, indicating Moran Wealth Management is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
SEAGATE CAPITAL MANAGEMENT Financial services, namely, asset management services, investment management, portfolio development and investment planning; financial advisory services; financial consulting; financial risk management; creation and management of pooled investment vehicles, namely, exchange traded funds (ETFs)	10/25/2023
MORAN WEALTH MANAGEMENT Educational services, namely, providing online newsletters and conducting seminars and programs in the field of financial services	03/29/2021

See all trademarks and details in the Full Report.

Market Share of Moran Wealth Management's Largest Competitors

A competitive analysis shows these companies are in the same general field as Moran Wealth Management, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
RITE-VALUE PHARMACY	Louisa, KY	100
CHARLES SCHWAB BANK SSB	Westlake, TX	47
LPL FINANCIAL	Fort Mill, SC	28
UBS FINANCIAL SERVICES	Weehawken, NJ	26
RBC USA HOLDCO	Minneapolis, MN	18
TD AMERITRADE INVESTMENT MANAGEMENT	Omaha, NE	14
AMERITRADE ONLINE HOLDINGS	Omaha, NE	14
MIZUHO SECURITIES USA	New York, NY	12
ROBERT W. BAIRD	Milwaukee, WI	10

Nearby Competitors

These companies are similar in business line and location to Moran Wealth Management. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
MORAN WEALTH MANAGEMENT	Naples, FL	100
BALANCE INVESTMENTS OF FLORIDA	Marco Island, FL	51
EDWARDS ASSET MANAGEMENT	Naples, FL	38
INCITE HOLDINGS	Naples, FL	13
LEGACY CAPITAL ADVISORS	Naples, FL	10
STURGES	Naples, FL	6

Future Competition: Moran Wealth Management's Fastest Growing Competitors

These companies are in the same general field as Moran Wealth Management and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)