Award Winner: InvestmentNews 2026 Leading RIA in the South Region!
InvestmentNews identified the leading RIA firms in each city using data reported to the U.S. Securities and Exchange Commission (SEC) on Form ADV. The qualify for inclusion, firms were required to meet all of the following criteria: (1) The most recent Form ADV filing date is on or after January 1, 2025; (2) Total regulatory assets under management (AUM) of at least $100 million; (3) Reporrted managed assets for U.S. clients. For firms serving both U.S. and non-U.S. clients, total regulatory AUM as reported on Form ADV is used for ranking purposes; (4) Firms that primarily manage money for institutional clients (e.g., funds, pooled vehicles, or other advisors), have little or no direct business with individual or small-business investors, do not provide them with financial planning or portfolio management services, and are classified as serving institutional-only channels rather than retail clients were excluded; and (5) At least one direct owner or executive officer holds an ownership stake of 50% or more in the firm, as reported on Schedule A of Form ADV. Rankings are based on the firm’s “Principal Office and Place of Business” city as reported on Form ADV, matched by exact city name. The Top List ranking is determined by total regulatory AUM. Aviance Capital Partners, LLC ("ACP") did not pay to participate in this ranking. However, ACP paid a licensing fee to use the award's digital badge.
Selected as a Finalist for Best Financial Planner (Best of Naples 2026 Awards) by the Readers of The Naples Press!
"Best of Naples" 2026 awards is presented by The Naples Press. The awards were announced on 7/24/2026 and are voted by readers of The Naples Press newspaper. Aviance Capital Partners LLC ("ACP") did not pay to participate in this ranking. However, ACP paid a fee to advertise in the awards section.
Featured in Worth Top RIA Firms for 2025 and 2026!
Worth Best RIA Firms / Worth's Top RIA Firms 2025 and 2026 is presented in partnership between MarshBerry and Worth Magazine. For 2025, the award was announced on 6/4/2025 and the award for 2026 was announced on 7/09/2026. For both years, the award is based off of information provided in a registered investment adviser's Form ADV submitted to the SEC. The rankings in this award were developed in collaboration with Institutional Shareholder Services (ISS). Aviance Capital Partners, LLC ("ACP") did not pay to participate in this ranking for 2025 or 2026. However, ACP paid a licensing fee to use the award's digital badge in both years.
Financial Advisor Magazine's 2026 RIA Survey and Ranking!
Ranked in the FA Magazine 2026 RIA Ranking, which was announced on 7/21/2026, and reflects Aviance's ranking in participating firms based upon 2025 total assets under management. Aviance Capital Partners, LLC ("ACP") did not pay to participate in this ranking. However, ACP paid a licensing fee to use the award's digital badge.
Jack Brown, CFA
Chief Investment Officer
Jeffrey Pike
Chief Operating Officer
Michael Chapman, CFA
Portfolio Manager
Alex Crevi
Portfolio Manager
Casey Farrow
Research Analyst
Jack Campbell
Director, Senior Wealth Advisor
Paula Jewell
Client Advisor
Frank Aguilera, CFA, CFP®, ChSNC®
Senior Wealth Advisor
Mary-Ann Calcagno
Client Service & Operations Associate
Brooke Smith
Research Analyst